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Affirm Holdings, Inc.

AFRM
Exchange
Nasdaq
Industry
Personal Credit Institutions
SEC CIK
0001820953

In the last 90 days, Affirm Holdings, Inc. insiders filed 0 open-market purchases and 6 sales; 661 institutions reported holding it in 13F filings for Q2 2026, worth $21.2B in total; D1 Capital Partners is the only superinvestor holding it.

13F holders, Q3 2024

Institutional positions in Affirm Holdings, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
426
+52 vs. Q2 2024
Shares held
197.7M
+16.8M (+9.3%) vs. Q2 2024
Total value
$8.07B
+$2.60B (+47.5%) vs. Q2 2024
New holders
95
128 more added
Sold out
43
132 more reduced

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AFRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 426 institutions
Q1 2021: 207 institutionsQ2 2021: 230 institutionsQ3 2021: 340 institutionsQ4 2021: 440 institutionsQ1 2022: 391 institutionsQ2 2022: 348 institutionsQ3 2022: 354 institutionsQ4 2022: 354 institutionsQ1 2023: 308 institutionsQ2 2023: 313 institutionsQ3 2023: 312 institutionsQ4 2023: 407 institutionsQ1 2024: 383 institutionsQ2 2024: 378 institutionsQ3 2024: 426 institutionsQ4 2024: 502 institutionsQ1 2025: 491 institutionsQ2 2025: 562 institutionsQ3 2025: 616 institutionsQ4 2025: 640 institutionsQ1 2026: 593 institutionsQ2 2026: 661 institutions
Value heldQ3 2024: $8.07B
Q1 2021: $5.81BQ2 2021: $6.01BQ3 2021: $13.2BQ4 2021: $14.3BQ1 2022: $7.33BQ2 2022: $2.94BQ3 2022: $3.26BQ4 2022: $1.59BQ1 2023: $2.05BQ2 2023: $2.73BQ3 2023: $4.17BQ4 2023: $9.51BQ1 2024: $7.19BQ2 2024: $5.77BQ3 2024: $8.07BQ4 2024: $12.6BQ1 2025: $9.77BQ2 2025: $15.5BQ3 2025: $16.6BQ4 2025: $17.8BQ1 2026: $11.0BQ2 2026: $21.2B
Institutions holding AFRM and their total value by quarter
QuarterHoldersValue
Q2 2026661$21.2B
Q1 2026593$11.0B
Q4 2025640$17.8B
Q3 2025616$16.6B
Q2 2025562$15.5B
Q1 2025491$9.77B
Q4 2024502$12.6B
Q3 2024426$8.07B
Q2 2024378$5.77B
Q1 2024383$7.19B
Q4 2023407$9.51B
Q3 2023312$4.17B
Q2 2023313$2.73B
Q1 2023308$2.05B
Q4 2022354$1.59B
Q3 2022354$3.26B
Q2 2022348$2.94B
Q1 2022391$7.33B
Q4 2021440$14.3B
Q3 2021340$13.2B
Q2 2021230$6.01B
Q1 2021207$5.81B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q2 2024.

Institutions holding AFRM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Mendota Financial Group, LLC2$820.00%+2New
Toronto Dominion Bank3$1220.00%+3New
MCF Advisors LLC3$1230.00%00.0%Unchanged
Larson Financial Group LLC5$2040.00%−140−96.6%Reduced
Rothschild Investment LLC5$2040.00%−10−66.7%Reduced
West Paces Advisors Inc.5$2040.00%00.0%Unchanged
ZRC Wealth Management, LLC5$2050.00%00.0%Unchanged
Hexagon Capital Partners LLC6$2450.00%+3+100.0%Added
Claris Advisors, LLC6$2450.00%+6New
PayPay Securities Corp9$3670.03%−51−85.0%Reduced
Assetmark, Inc9$3670.00%00.0%Unchanged
MV Capital Management, Inc.9$3680.00%+8+800.0%Added
Darwin Advisors, LLC10$4080.00%+10New
CoreCap Advisors, LLC10$4080.00%+10New
Planning Capital Management Corp10$4090.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.11$4500.00%+8+266.7%Added
Proequities, Inc.12$4890.00%00.0%Unchanged
Cornerstone Planning Group LLC13$5570.00%+13New
Elequin Capital LP14$5710.00%+14New
Bartlett & Co. Wealth Management LLC14$5710.00%+14New
Heritage Wealth Advisors15$6120.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC15$6120.00%+15New
DiNuzzo Private Wealth, Inc.16$6540.00%00.0%Unchanged
Parkside Financial Bank & Trust22$8990.00%+22New
Massmutual Trust Co FSB24$9800.00%00.0%Unchanged
Clearstead Advisors, LLC25$1.02K0.00%+25New
Richardson Financial Services Inc.31$1.05K0.00%+11+55.0%Added
Huntington National Bank27$1.10K0.00%−1−3.6%Reduced
SJS Investment Consulting Inc.27$1.10K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC28$1.14K0.00%+28New
CVA Family Office, LLC35$1.43K0.00%00.0%Unchanged
West Oak Capital, LLC40$1.60K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.41$1.67K0.00%−5−10.9%Reduced
Continuum Advisory, LLC34$1.81K0.00%+18+112.5%Added
CGC Financial Services, LLC45$1.84K0.00%−5−10.0%Reduced
Hall Laurie J Trustee50$2.00K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.50$2.04K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC55$2.25K0.00%00.0%Unchanged
City State Bank55$2.25K0.00%00.0%Unchanged
Beacon Capital Management, LLC64$2.61K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc65$2.65K0.00%00.0%Unchanged
Bell Investment Advisors, Inc70$2.86K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC70$2.86K0.00%+17+32.1%Added
Meeder Asset Management Inc75$3.06K0.00%−26−25.7%Reduced
Blume Capital Management, Inc.80$3.27K0.00%00.0%Unchanged
Fifth Third Bancorp93$3.80K0.00%+29+45.3%Added
TSFG, LLC100$4.00K0.00%−150−60.0%Reduced
Creative Financial Designs Inc100$4.08K0.00%00.0%Unchanged
Salem Investment Counselors Inc100$4.08K0.00%00.0%Unchanged
BFSG, LLC100$4.08K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC100$4.08K0.00%00.0%Unchanged
Hilltop National Bank100$4.08K0.00%00.0%Unchanged
Tortoise Investment Management, LLC110$4.49K0.00%00.0%Unchanged
Geneos Wealth Management Inc.115$4.69K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC119$4.86K0.00%+119New
Brown, Lisle/Cummings, Inc.120$4.90K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC123$5.02K0.00%00.0%Unchanged
Sachetta, LLC157$6.41K0.00%+71+82.6%Added
HM Payson & Co160$6.53K0.00%00.0%Unchanged
JDM Financial Group LLC167$6.82K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.177$7.22K0.00%+139+365.8%Added
Leonteq Securities AG177$7.22K0.00%−14,683−98.8%Reduced
Northwestern Mutual Wealth Management Co183$7.47K0.00%00.0%Unchanged
ORG Partners LLC200$8.16K0.00%−1,040−83.9%Reduced
Tacita Capital Inc200$8.16K0.01%00.0%Unchanged
Macroview Investment Management LLC207$8.45K0.01%−26−11.2%Reduced
Aster Capital Management (DIFC) Ltd253$10.3K0.00%+253New
Private Wealth Management Group, LLC253$10.3K0.00%+11+4.5%Added
Fortitude Family Office, LLC287$11.7K0.00%+163+131.5%Added
SRS Capital Advisors, Inc.306$12.5K0.00%+306New
Tradewinds Capital Management, LLC315$12.9K0.00%00.0%Unchanged
Global Retirement Partners, LLC318$13.0K0.00%00.0%Unchanged
Covestor Ltd310$13.0K0.01%−4−1.3%Reduced
Optimum Investment Advisors330$13.5K0.01%00.0%Unchanged
Harbour Investments, Inc.345$14.1K0.00%−220−38.9%Reduced
Accent Capital Management, LLC370$15.1K0.01%+370New
SWAN Capital LLC400$16.3K0.01%00.0%Unchanged
Mather Group, LLC.402$16.4K0.00%−3,824−90.5%Reduced
Hantz Financial Services, Inc.427$17.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC425$17.3K0.00%+425New
Ci Investments Inc.450$18.0K0.00%−3−0.7%Reduced
Allworth Financial LP461$18.8K0.00%−160−25.8%Reduced
Capital Advisors, Ltd. LLC485$20.0K0.00%+6+1.3%Added
Quent Capital, LLC513$20.9K0.00%−204−28.5%Reduced
Washington Trust Co521$21.3K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.780$23.6K0.00%+125+19.1%Added
ORG Wealth Partners, LLC701$28.6K0.01%+701New
Planned Solutions, Inc.737$30.1K0.01%+737New
CIBC Private Wealth Group, LLC795$32.5K0.00%−65−7.6%Reduced
Ravenstone Capital Management Inc.795$32.5K0.02%00.0%Unchanged
Ridgewood Investments LLC900$36.7K0.02%00.0%Unchanged
Lindbrook Capital, LLC962$39.3K0.00%−133−12.1%Reduced
Allspring Global Investments Holdings, LLC986$40.2K0.00%−209−17.5%Reduced
Clear Street Markets LLC1,000$41.0K0.03%+1,000New
Advisors Asset Management, Inc.1,070$43.7K0.00%+671+168.2%Added
Farther Finance Advisors, LLC1,074$43.8K0.00%−40−3.6%Reduced
Principal Securities, Inc.1,075$43.9K0.00%+78+7.8%Added
Mirae Asset Global Investments Co., Ltd.1,093$44.6K0.00%+191+21.2%Added
Venturi Wealth Management, LLC1,097$44.8K0.00%+732+200.5%Added
Steward Partners Investment Advisory, LLC1,178$48.1K0.00%00.0%Unchanged