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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 662 | $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 |
|---|---|---|---|---|---|
| Cim Investment Mangement Inc | 17,939 | $732.3K | 0.22% | −473−2.6% | Reduced |
| Fred Alger Management, LLC | 17,711 | $723.0K | 0.00% | +17,711 | New |
| M&T Bank Corp | 17,702 | $722.4K | 0.00% | −4,320−19.6% | Reduced |
| Friedenthal Financial | 17,651 | $720.5K | 0.42% | +17,651 | New |
| US Bancorp | 17,065 | $696.6K | 0.00% | +1,410+9.0% | Added |
| SG Americas Securities, LLC | 16,532 | $675.0K | 0.00% | +6,318+61.9% | Added |
| Independent Advisor Alliance | 16,449 | $671.4K | 0.02% | +1,609+10.8% | Added |
| Walleye Capital LLC | 16,151 | $659.3K | 0.01% | +914+6.0% | Added |
| Source Financial Advisors LLC | 15,835 | $646.4K | 0.19% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 15,526 | $633.8K | 0.98% | +15,526 | New |
| Principal Financial Group Inc | 15,059 | $614.7K | 0.00% | −1,888−11.1% | Reduced |
| UBS Oconnor LLC | 15,000 | $612.3K | 0.02% | +500+3.4% | Added |
| RBF Capital, LLC | 15,000 | $612.3K | 0.03% | +15,000 | New |
| Engineers Gate Manager LP | 14,536 | $593.4K | 0.01% | −8,070−35.7% | Reduced |
| Ellevest, Inc. | 13,596 | $555.0K | 0.03% | +329+2.5% | Added |
| Prospera Financial Services Inc | 13,519 | $551.8K | 0.01% | −77−0.6% | Reduced |
| Maryland State Retirement & Pension System | 13,031 | $531.9K | 0.01% | −4,461−25.5% | Reduced |
| Laird Norton Trust Company, LLC | 12,721 | $519.3K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 12,570 | $513.1K | 0.00% | +1,342+12.0% | Added |
| Utah Retirement Systems | 12,400 | $506.2K | 0.01% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 12,363 | $504.7K | 0.39% | −1,349−9.8% | Reduced |
| Myecfo, LLC | 12,260 | $500.5K | 0.27% | +589+5.0% | Added |
| Amalgamated Bank | 12,061 | $492.0K | 0.00% | −521−4.1% | Reduced |
| Equitable Holdings, Inc. | 11,830 | $482.9K | 0.00% | −1,065−8.3% | Reduced |
| Sequoia Financial Advisors, LLC | 11,825 | $482.7K | 0.01% | +1,666+16.4% | Added |
| Baird Financial Group, Inc. | 11,678 | $476.7K | 0.00% | +11,678 | New |
| CTC LLC | 11,662 | $476.0K | 0.02% | −1,494−11.4% | Reduced |
| Omers Administration Corp | 11,500 | $469.4K | 0.00% | +11,500 | New |
| BBR Partners, LLC | 11,366 | $464.0K | 0.04% | −4,452−28.1% | Reduced |
| Entropy Technologies, LP | 11,364 | $463.9K | 0.05% | +11,364 | New |
| HB Wealth Management, LLC | 11,121 | $454.0K | 0.00% | +1,517+15.8% | Added |
| AlTi Global, Inc. | 10,957 | $447.3K | 0.01% | +459+4.4% | Added |
| The PNC Financial Services Group, Inc. | 10,904 | $445.1K | 0.00% | −1,061−8.9% | Reduced |
| Weiss Asset Management LP | 10,859 | $443.3K | 0.01% | +10,859 | New |
| Alpha DNA Investment Management LLC | 10,803 | $441.0K | 0.24% | −2,924−21.3% | Reduced |
| Paragon Capital Management Ltd | 10,770 | $439.6K | 0.09% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 17,920 | $439.0K | 0.00% | +17,920 | New |
| Janney Montgomery Scott LLC | 10,698 | $437.0K | 0.00% | +10,698 | New |
| Private Advisor Group, LLC | 10,528 | $429.8K | 0.00% | +792+8.1% | Added |
| White Lighthouse Investment Management Inc. | 10,291 | $420.1K | 0.08% | −3,491−25.3% | Reduced |
| Russell Investments Group, Ltd. | 10,280 | $419.6K | 0.00% | −14,015−57.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 10,134 | $413.7K | 0.00% | +10,134 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $408.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,815 | $400.6K | 0.00% | +9,358+2,047.7% | Added |
| Quest Partners LLC | 9,580 | $391.1K | 0.03% | +9,580 | New |
| TD Waterhouse Canada Inc. | 10,049 | $386.0K | 0.00% | −59−0.6% | Reduced |
| Sherbrooke Park Advisers LLC | 9,455 | $386.0K | 0.09% | −15,080−61.5% | Reduced |
| Qsemble Capital Management, LP | 9,427 | $384.8K | 0.07% | −3,334−26.1% | Reduced |
| Xponance, Inc. | 9,240 | $377.2K | 0.00% | +697+8.2% | Added |
| Credit Agricole S A | 8,934 | $364.7K | 0.00% | −49,796−84.8% | Reduced |
| Oder Investment Management, LLC | 8,706 | $355.4K | 0.31% | −2,377−21.4% | Reduced |
| Sterling Capital Management LLC | 8,683 | $354.4K | 0.00% | +8,683 | New |
| DRW Securities, LLC | 8,634 | $352.4K | 0.02% | +8,634 | New |
| Centiva Capital, LP | 8,614 | $351.6K | 0.02% | −63,607−88.1% | Reduced |
| CAPROCK Group, Inc. | 8,470 | $345.7K | 0.01% | +680+8.7% | Added |
| O'Shaughnessy Asset Management, LLC | 6,938 | $341.8K | 0.00% | +6,938 | New |
| Franklin Resources Inc | 6,878 | $338.8K | 0.00% | +135+2.0% | Added |
| Magnetar Financial LLC | 8,271 | $337.6K | 0.01% | −1,981−19.3% | Reduced |
| Nomura Holdings Inc | 8,191 | $334.4K | 0.00% | +8,191 | New |
| Mount Vernon Associates Inc | 8,000 | $327.0K | 0.26% | +8,000 | New |
| CI Private Wealth, LLC | 8,004 | $326.7K | 0.00% | +300+3.9% | Added |
| Ethic Inc. | 8,574 | $319.5K | 0.01% | +8,574 | New |
| Cerity Partners LLC | 7,825 | $319.4K | 0.00% | +7,825 | New |
| Stephens Inc | 7,693 | $314.0K | 0.00% | +7,693 | New |
| Comerica Bank | 7,626 | $311.3K | 0.00% | −180−2.3% | Reduced |
| CIBC Asset Management Inc | 7,520 | $307.0K | 0.00% | +233+3.2% | Added |
| Colony Group, LLC | 7,517 | $303.2K | 0.00% | +7,517 | New |
| Vident Advisory, LLC | 7,413 | $302.6K | 0.01% | +760+11.4% | Added |
| Fox Run Management, L.L.C. | 7,208 | $294.2K | 0.07% | −53,982−88.2% | Reduced |
| Tower Research Capital LLC (TRC) | 7,056 | $288.0K | 0.01% | −28,638−80.2% | Reduced |
| MML Investors Services, LLC | 7,018 | $286.0K | 0.00% | −1,874−21.1% | Reduced |
| 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 |
| Lazard Asset Management LLC | 6,984 | $283.0K | 0.00% | +3,766+117.0% | Added |
| United Capital Financial Advisers, LLC | 6,915 | $282.3K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,857 | $279.9K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 9,083 | $274.4K | 0.05% | 00.0% | Unchanged |
| ASB Consultores, LLC | 6,461 | $263.7K | 0.10% | +6,461 | New |
| Summit Trail Advisors, LLC | 6,338 | $258.7K | 0.01% | +6,338 | New |
| Meeder Advisory Services, Inc. | 6,334 | $258.6K | 0.02% | +6,334 | New |
| KBC Group NV | 6,331 | $258.0K | 0.00% | +222+3.6% | Added |
| 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 |
| Hemington Wealth Management | 5,845 | $256.0K | 0.07% | +5,845 | New |
| Biltmore Family Office, LLC | 6,205 | $253.3K | 0.04% | +6,205 | New |
| Arete Wealth Advisors, LLC | 5,972 | $244.0K | 0.02% | +5,972 | New |
| Holistic Financial Partners | 5,805 | $237.0K | 0.11% | +5,805 | New |
| Stifel Financial Corp | 5,575 | $227.6K | 0.00% | +5,575 | New |
| Machina Capital S.A.S. | 5,491 | $224.1K | 0.09% | +5,491 | New |
| Choate Investment Advisors | 5,384 | $219.8K | 0.01% | +5,384 | New |
| Rakuten Securities, Inc. | 5,343 | $218.1K | 0.09% | −12,822−70.6% | Reduced |
| CWM, LLC | 5,309 | $217.0K | 0.00% | −345−6.1% | Reduced |
| Van Eck Associates Corp | 5,132 | $215.0K | 0.00% | −4,639−47.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 5,210 | $212.7K | 0.09% | +1,128+27.6% | Added |
| Signaturefd, LLC | 5,166 | $210.9K | 0.00% | +101+2.0% | Added |
| Waldron Private Wealth LLC | 5,122 | $209.1K | 0.01% | +5,122 | New |
| Aspiriant, LLC | 5,045 | $205.9K | 0.01% | +5,045 | New |
| Aigen Investment Management, LP | 5,023 | $205.0K | 0.04% | −7,659−60.4% | Reduced |
| Corton Capital Inc. | 5,016 | $204.8K | 0.10% | +5,016 | New |
| AdvisorNet Financial, Inc | 5,005 | $204.3K | 0.02% | +5+0.1% | Added |