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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; 662 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: 662 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 2026662$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
Liberty Mutual Group Asset Management Inc.69,374$2.83M0.43%00.0%Unchanged
Atomi Financial Group, Inc.69,699$2.85M0.18%−1,720−2.4%Reduced
Sora Investors LLC70,000$2.86M0.50%+70,000New
Blueshift Asset Management, LLC70,862$2.89M0.72%+44,788+171.8%Added
VK Services, LLC75,000$3.06M0.67%+190.0%Added
Ambassador Advisors, LLC75,353$3.08M0.54%−265−0.4%Reduced
Boothbay Fund Management, LLC76,323$3.12M0.10%+62,582+455.4%Added
Landscape Capital Management, L.L.C.78,486$3.20M0.33%−63,534−44.7%Reduced
Jump Financial, LLC79,487$3.24M0.07%−129,886−62.0%Reduced
Diker Management LLC80,000$3.27M2.61%−35,000−30.4%Reduced
Allianz Asset Management GmbH83,769$3.42M0.01%+14,476+20.9%Added
Public Employees Retirement System of Ohio84,083$3.43M0.01%−2,759−3.2%Reduced
Elyxium Wealth, LLC84,882$3.46M1.91%+84,882New
Bayesian Capital Management, LP88,200$3.60M0.42%+88,200New
Raymond James & Associates88,988$3.63M0.00%+19,394+27.9%Added
Envestnet Asset Management Inc89,524$3.65M0.00%−12,186−12.0%Reduced
Quantinno Capital Management LP90,169$3.68M0.05%+39,381+77.5%Added
State of New Jersey Common Pension Fund D93,549$3.82M0.02%00.0%Unchanged
Readystate Asset Management LP94,700$3.87M0.20%+94,700New
Group One Trading, L.P.97,494$3.98M0.16%+74,318+320.7%Added
Omega Financial Group, LLC98,156$4.01M1.52%−4,015−3.9%Reduced
Ensign Peak Advisors, Inc98,849$4.04M0.01%−150−0.2%Reduced
American Century Companies Inc100,522$4.10M0.00%+7,351+7.9%Added
Treasurer of the State of North Carolina101,163$4.13M0.02%+2,050+2.1%Added
QRG Capital Management, Inc.101,450$4.14M0.04%−684−0.7%Reduced
TownSquare Capital, LLC108,451$4.43M0.05%+22,583+26.3%Added
IMC-Chicago, LLC109,513$4.47M0.13%−9,107−7.7%Reduced
Westerly Capital Management, LLC110,000$4.49M2.55%+110,000New
Janus Henderson Group PLC110,282$4.50M0.00%+8,782+8.7%Added
Soros Capital Management LLC112,000$4.57M1.10%+112,000New
Gotham Asset Management, LLC113,823$4.65M0.05%−23,699−17.2%Reduced
Diversify Advisory Services, LLC107,379$4.72M0.25%+15,993+17.5%Added
New York State Common Retirement Fund124,015$5.06M0.01%−22,500−15.4%Reduced
State of Wisconsin Investment Board126,975$5.18M0.01%+58,996+86.8%Added
Keystone Investors Pte Ltd129,432$5.28M0.39%+129,432New
Alight Capital Management LP130,000$5.31M1.92%+130,000New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.132,923$5.43M0.01%+43,700+49.0%Added
a16z Perennial Management, L.P.136,520$5.57M0.69%−38,600−22.0%Reduced
Ameriprise Financial Inc142,260$5.81M0.00%−4,512−3.1%Reduced
Berkshire Capital Holdings Inc144,830$5.91M2.51%+144,820+1,448,200.0%Added
Barclays PLC151,652$6.19M0.00%+71,118+88.3%Added
Raymond James Financial Services Advisors, Inc.156,327$6.38M0.01%−5,459−3.4%Reduced
Algert Global LLC156,939$6.41M0.17%+2,687+1.7%Added
Allen Investment Management LLC161,044$6.57M0.08%00.0%Unchanged
Mercer Global Advisors Inc174,260$6.71M0.02%+7,369+4.4%Added
Schonfeld Strategic Advisors LLC165,431$6.75M0.05%+152,531+1,182.4%Added
Catalyst Private Wealth, LLC169,035$6.90M3.38%+6,794+4.2%Added
AQR Capital Management LLC173,909$7.10M0.01%+144,774+496.9%Added
Flight Deck Capital, LP178,000$7.27M8.50%+178,000New
Teachers Retirement System of the State of Kentucky192,558$7.86M0.07%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.193,725$7.91M0.02%−35,204−15.4%Reduced
Royal Bank of Canada195,742$7.99M0.00%+5,953+3.1%Added
State Board of Administration of Florida Retirement System198,697$8.11M0.02%00.0%Unchanged
Ardmore Road Asset Management LP200,000$8.16M1.05%+200,000New
California State Teachers Retirement System224,307$9.16M0.01%−3,424−1.5%Reduced
Squarepoint Ops LLC224,612$9.17M0.03%−312,921−58.2%Reduced
Rhumbline Advisers225,165$9.19M0.01%−10,730−4.5%Reduced
Hidden Lake Asset Management LP228,849$9.34M8.29%+53,119+30.2%Added
Legal & General Group Plc249,339$10.2M0.00%+9,938+4.2%Added
Verition Fund Management LLC251,300$10.3M0.07%+183,477+270.5%Added
Connor, Clark & Lunn Investment Management Ltd.251,713$10.3M0.05%+40,254+19.0%Added
Allen Holding Inc255,262$10.4M1.12%+225,000+743.5%Added
Trexquant Investment LP258,083$10.5M0.13%+6,396+2.5%Added
NZS Capital, LLC259,221$10.6M0.41%+7,059+2.8%Added
BIT Capital GmbH267,012$10.9M1.05%+208,823+358.9%Added
Ogborne Capital Management, LLC283,215$11.6M3.26%+283,215New
Parallax Volatility Advisers, L.P.287,426$11.7M0.30%+86,586+43.1%Added
Amundi290,817$12.0M0.00%+290,481+86,452.7%Added
California Public Employees Retirement System306,000$12.5M0.01%−88,086−22.4%Reduced
Pacific Heights Asset Management LLC315,000$12.9M0.96%00.0%Unchanged
Qube Research & Technologies Ltd329,962$13.5M0.02%−230,670−41.1%Reduced
Glendon Capital Management LP336,000$13.7M0.84%+336,000New
O'Neil Global Advisors, Inc.380,395$15.5M3.96%+380,395New
RJA Asset Management LLC397,425$16.2M4.11%00.0%Unchanged
Penserra Capital Management LLC406,630$16.6M0.36%−7,371−1.8%Reduced
Driehaus Capital Management LLC430,499$17.6M0.15%+430,499New
Invesco Ltd.438,985$17.9M0.00%+225,374+105.5%Added
Alliancebernstein L.P.451,275$18.4M0.01%+364,783+421.8%Added
Swiss National Bank463,500$18.9M0.01%+4,000+0.9%Added
Aquatic Capital Management LLC483,000$19.7M0.52%+393,900+442.1%Added
Quadrature Capital Ltd485,431$19.8M0.45%+331,042+214.4%Added
Atreides Management, LP499,858$20.4M0.69%+499,858New
Two Sigma Investments, LP554,794$22.6M0.05%−1,070,150−65.9%Reduced
Citigroup Inc558,197$22.8M0.02%−20,819−3.6%Reduced
Nuveen Asset Management, LLC595,121$24.3M0.01%+2,646+0.4%Added
UBS Asset Management Americas Inc605,029$24.7M0.01%−83,970−12.2%Reduced
Capital Fund Management S.A.646,344$26.4M0.29%+516,499+397.8%Added
Holocene Advisors, LP682,797$27.9M0.11%+682,797New
ThornTree Capital Partners LP716,715$29.3M6.11%−181,133−20.2%Reduced
Allen Operations LLC721,382$29.4M4.96%00.0%Unchanged
Bank of Montreal724,336$29.8M0.01%+528,400+269.7%Added
Artemis Investment Management LLP754,728$30.8M0.47%+754,728New
Goldman Sachs Group Inc848,076$34.6M0.01%+60,105+7.6%Added
Bank of New York Mellon Corp879,928$35.9M0.01%+12,982+1.5%Added
Jane Street Group, LLC974,008$39.8M0.06%+653,523+203.9%Added
Kodai Capital Management LP994,285$40.6M0.84%+371,153+59.6%Added
Balyasny Asset Management LLC1,014,478$41.4M0.11%+687,275+210.0%Added
Leo Wealth, LLC1,104,513$45.1M4.12%−38,706−3.4%Reduced
Northern Trust Corp1,105,577$45.1M0.01%−5,692−0.5%Reduced
Man Group plc1,180,861$48.2M0.14%−951,396−44.6%Reduced