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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 661 | $21.2B |
| Q1 2026 | 593 | $11.0B |
| Q4 2025 | 640 | $17.8B |
| Q3 2025 | 616 | $16.6B |
| Q2 2025 | 562 | $15.5B |
| Q1 2025 | 491 | $9.77B |
| Q4 2024 | 502 | $12.6B |
| Q3 2024 | 426 | $8.07B |
| Q2 2024 | 378 | $5.77B |
| Q1 2024 | 383 | $7.19B |
| Q4 2023 | 407 | $9.51B |
| Q3 2023 | 312 | $4.17B |
| Q2 2023 | 313 | $2.73B |
| Q1 2023 | 308 | $2.05B |
| Q4 2022 | 354 | $1.59B |
| Q3 2022 | 354 | $3.26B |
| Q2 2022 | 348 | $2.94B |
| Q1 2022 | 391 | $7.33B |
| Q4 2021 | 440 | $14.3B |
| Q3 2021 | 340 | $13.2B |
| Q2 2021 | 230 | $6.01B |
| Q1 2021 | 207 | $5.81B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 1,739 | $51.1K | 0.01% | −382−18.0% | Reduced |
| Smartleaf Asset Management LLC | 1,282 | $52.8K | 0.01% | +763+147.0% | Added |
| Quadrant Capital Group LLC | 1,349 | $55.1K | 0.00% | −344−20.3% | Reduced |
| Westside Investment Management, Inc. | 1,391 | $55.6K | 0.01% | −250−15.2% | Reduced |
| Hanseatic Management Services Inc | 1,603 | $65.4K | 0.09% | +1,603 | New |
| Corebridge Financial, Inc. | 1,724 | $70.4K | 0.00% | −26−1.5% | Reduced |
| Global Wealth Strategies & Associates | 1,770 | $72.3K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,777 | $72.5K | 0.00% | +50+2.9% | Added |
| Twin Lakes Capital Management, LLC | 1,811 | $73.9K | 0.05% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,922 | $78.5K | 0.03% | +1,922 | New |
| EverSource Wealth Advisors, LLC | 2,162 | $88.3K | 0.01% | −70−3.1% | Reduced |
| Jones Financial Companies LLLP | 2,243 | $92.3K | 0.00% | +1,774+378.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,297 | $93.8K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,335 | $95.3K | 0.00% | +421+22.0% | Added |
| GeoWealth Management, LLC | 2,412 | $98.5K | 0.00% | +2,412 | New |
| Versant Capital Management, Inc | 2,819 | $115.1K | 0.03% | +286+11.3% | Added |
| Danske Bank A/S | 2,900 | $118.4K | 0.00% | −13,490−82.3% | Reduced |
| Plato Investment Management Ltd | 3,103 | $126.5K | 0.01% | +836+36.9% | Added |
| GAMMA Investing LLC | 3,439 | $140.4K | 0.01% | −515−13.0% | Reduced |
| Ancora Advisors, LLC | 3,500 | $142.9K | 0.00% | −25−0.7% | Reduced |
| Parallel Advisors, LLC | 3,603 | $147.1K | 0.00% | −458−11.3% | Reduced |
| Quarry LP | 3,608 | $147.3K | 0.05% | +11+0.3% | Added |
| Manchester Capital Management LLC | 4,035 | $164.7K | 0.02% | +4,035 | New |
| MetLife Investment Management | 4,055 | $165.5K | 0.00% | −25−0.6% | Reduced |
| Daiwa Securities Group Inc. | 4,355 | $178.0K | 0.00% | −3,370−43.6% | Reduced |
| National Bank of Canada | 4,410 | $180.0K | 0.00% | +2,470+127.3% | Added |
| AdvisorNet Financial, Inc | 5,005 | $204.3K | 0.02% | +5+0.1% | Added |
| Corton Capital Inc. | 5,016 | $204.8K | 0.10% | +5,016 | New |
| Aigen Investment Management, LP | 5,023 | $205.0K | 0.04% | −7,659−60.4% | Reduced |
| Aspiriant, LLC | 5,045 | $205.9K | 0.01% | +5,045 | New |
| Waldron Private Wealth LLC | 5,122 | $209.1K | 0.01% | +5,122 | New |
| Signaturefd, LLC | 5,166 | $210.9K | 0.00% | +101+2.0% | Added |
| Kathleen S. Wright Associates Inc. | 5,210 | $212.7K | 0.09% | +1,128+27.6% | Added |
| Van Eck Associates Corp | 5,132 | $215.0K | 0.00% | −4,639−47.5% | Reduced |
| CWM, LLC | 5,309 | $217.0K | 0.00% | −345−6.1% | Reduced |
| Rakuten Securities, Inc. | 5,343 | $218.1K | 0.09% | −12,822−70.6% | Reduced |
| Choate Investment Advisors | 5,384 | $219.8K | 0.01% | +5,384 | New |
| Machina Capital S.A.S. | 5,491 | $224.1K | 0.09% | +5,491 | New |
| Stifel Financial Corp | 5,575 | $227.6K | 0.00% | +5,575 | New |
| Holistic Financial Partners | 5,805 | $237.0K | 0.11% | +5,805 | New |
| Arete Wealth Advisors, LLC | 5,972 | $244.0K | 0.02% | +5,972 | New |
| Biltmore Family Office, LLC | 6,205 | $253.3K | 0.04% | +6,205 | New |
| Hemington Wealth Management | 5,845 | $256.0K | 0.07% | +5,845 | New |
| Jefferies Financial Group Inc. | 6,297 | $257.0K | 0.00% | +6,297 | New |
| Encompass More Asset Management | 6,297 | $257.0K | 0.10% | +6,297 | New |
| KBC Group NV | 6,331 | $258.0K | 0.00% | +222+3.6% | Added |
| Meeder Advisory Services, Inc. | 6,334 | $258.6K | 0.02% | +6,334 | New |
| Summit Trail Advisors, LLC | 6,338 | $258.7K | 0.01% | +6,338 | New |
| ASB Consultores, LLC | 6,461 | $263.7K | 0.10% | +6,461 | New |
| Hoey Investments, Inc | 9,083 | $274.4K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,857 | $279.9K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,915 | $282.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,984 | $283.0K | 0.00% | +3,766+117.0% | Added |
| Shearwater Capital LLC | 7,000 | $285.7K | 0.20% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 7,000 | $285.7K | 0.06% | +7,000 | New |
| MML Investors Services, LLC | 7,018 | $286.0K | 0.00% | −1,874−21.1% | Reduced |
| Tower Research Capital LLC (TRC) | 7,056 | $288.0K | 0.01% | −28,638−80.2% | Reduced |
| Fox Run Management, L.L.C. | 7,208 | $294.2K | 0.07% | −53,982−88.2% | Reduced |
| Vident Advisory, LLC | 7,413 | $302.6K | 0.01% | +760+11.4% | Added |
| Colony Group, LLC | 7,517 | $303.2K | 0.00% | +7,517 | New |
| CIBC Asset Management Inc | 7,520 | $307.0K | 0.00% | +233+3.2% | Added |
| Comerica Bank | 7,626 | $311.3K | 0.00% | −180−2.3% | Reduced |
| Stephens Inc | 7,693 | $314.0K | 0.00% | +7,693 | New |
| Cerity Partners LLC | 7,825 | $319.4K | 0.00% | +7,825 | New |
| Ethic Inc. | 8,574 | $319.5K | 0.01% | +8,574 | New |
| CI Private Wealth, LLC | 8,004 | $326.7K | 0.00% | +300+3.9% | Added |
| Mount Vernon Associates Inc | 8,000 | $327.0K | 0.26% | +8,000 | New |
| Nomura Holdings Inc | 8,191 | $334.4K | 0.00% | +8,191 | New |
| Magnetar Financial LLC | 8,271 | $337.6K | 0.01% | −1,981−19.3% | Reduced |
| Franklin Resources Inc | 6,878 | $338.8K | 0.00% | +135+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 6,938 | $341.8K | 0.00% | +6,938 | New |
| CAPROCK Group, Inc. | 8,470 | $345.7K | 0.01% | +680+8.7% | Added |
| Centiva Capital, LP | 8,614 | $351.6K | 0.02% | −63,607−88.1% | Reduced |
| DRW Securities, LLC | 8,634 | $352.4K | 0.02% | +8,634 | New |
| Sterling Capital Management LLC | 8,683 | $354.4K | 0.00% | +8,683 | New |
| Oder Investment Management, LLC | 8,706 | $355.4K | 0.31% | −2,377−21.4% | Reduced |
| Credit Agricole S A | 8,934 | $364.7K | 0.00% | −49,796−84.8% | Reduced |
| Xponance, Inc. | 9,240 | $377.2K | 0.00% | +697+8.2% | Added |
| Qsemble Capital Management, LP | 9,427 | $384.8K | 0.07% | −3,334−26.1% | Reduced |
| Sherbrooke Park Advisers LLC | 9,455 | $386.0K | 0.09% | −15,080−61.5% | Reduced |
| TD Waterhouse Canada Inc. | 10,049 | $386.0K | 0.00% | −59−0.6% | Reduced |
| Quest Partners LLC | 9,580 | $391.1K | 0.03% | +9,580 | New |
| GWM Advisors LLC | 9,815 | $400.6K | 0.00% | +9,358+2,047.7% | Added |
| Gamco Investors, Inc. Et Al | 10,000 | $408.2K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 10,134 | $413.7K | 0.00% | +10,134 | New |
| Russell Investments Group, Ltd. | 10,280 | $419.6K | 0.00% | −14,015−57.7% | Reduced |
| White Lighthouse Investment Management Inc. | 10,291 | $420.1K | 0.08% | −3,491−25.3% | Reduced |
| Private Advisor Group, LLC | 10,528 | $429.8K | 0.00% | +792+8.1% | Added |
| Janney Montgomery Scott LLC | 10,698 | $437.0K | 0.00% | +10,698 | New |
| International Assets Investment Management, LLC | 17,920 | $439.0K | 0.00% | +17,920 | New |
| Paragon Capital Management Ltd | 10,770 | $439.6K | 0.09% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 10,803 | $441.0K | 0.24% | −2,924−21.3% | Reduced |
| Weiss Asset Management LP | 10,859 | $443.3K | 0.01% | +10,859 | New |
| The PNC Financial Services Group, Inc. | 10,904 | $445.1K | 0.00% | −1,061−8.9% | Reduced |
| AlTi Global, Inc. | 10,957 | $447.3K | 0.01% | +459+4.4% | Added |
| HB Wealth Management, LLC | 11,121 | $454.0K | 0.00% | +1,517+15.8% | Added |
| Entropy Technologies, LP | 11,364 | $463.9K | 0.05% | +11,364 | New |
| BBR Partners, LLC | 11,366 | $464.0K | 0.04% | −4,452−28.1% | Reduced |
| Omers Administration Corp | 11,500 | $469.4K | 0.00% | +11,500 | New |
| CTC LLC | 11,662 | $476.0K | 0.02% | −1,494−11.4% | Reduced |