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 |
|---|---|---|---|---|---|
| National Bank of Canada | 4,410 | $180.0K | 0.00% | +2,470+127.3% | Added |
| Daiwa Securities Group Inc. | 4,355 | $178.0K | 0.00% | −3,370−43.6% | Reduced |
| MetLife Investment Management | 4,055 | $165.5K | 0.00% | −25−0.6% | Reduced |
| Manchester Capital Management LLC | 4,035 | $164.7K | 0.02% | +4,035 | New |
| Quarry LP | 3,608 | $147.3K | 0.05% | +11+0.3% | Added |
| Parallel Advisors, LLC | 3,603 | $147.1K | 0.00% | −458−11.3% | Reduced |
| Ancora Advisors, LLC | 3,500 | $142.9K | 0.00% | −25−0.7% | Reduced |
| GAMMA Investing LLC | 3,439 | $140.4K | 0.01% | −515−13.0% | Reduced |
| Plato Investment Management Ltd | 3,103 | $126.5K | 0.01% | +836+36.9% | Added |
| Danske Bank A/S | 2,900 | $118.4K | 0.00% | −13,490−82.3% | Reduced |
| Versant Capital Management, Inc | 2,819 | $115.1K | 0.03% | +286+11.3% | Added |
| GeoWealth Management, LLC | 2,412 | $98.5K | 0.00% | +2,412 | New |
| IFP Advisors, Inc | 2,335 | $95.3K | 0.00% | +421+22.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,297 | $93.8K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,243 | $92.3K | 0.00% | +1,774+378.3% | Added |
| EverSource Wealth Advisors, LLC | 2,162 | $88.3K | 0.01% | −70−3.1% | Reduced |
| Skopos Labs, Inc. | 1,922 | $78.5K | 0.03% | +1,922 | New |
| Twin Lakes Capital Management, LLC | 1,811 | $73.9K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,777 | $72.5K | 0.00% | +50+2.9% | Added |
| Global Wealth Strategies & Associates | 1,770 | $72.3K | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,724 | $70.4K | 0.00% | −26−1.5% | Reduced |
| Hanseatic Management Services Inc | 1,603 | $65.4K | 0.09% | +1,603 | New |
| Westside Investment Management, Inc. | 1,391 | $55.6K | 0.01% | −250−15.2% | Reduced |
| Quadrant Capital Group LLC | 1,349 | $55.1K | 0.00% | −344−20.3% | Reduced |
| Smartleaf Asset Management LLC | 1,282 | $52.8K | 0.01% | +763+147.0% | Added |
| Y.D. More Investments Ltd | 1,739 | $51.1K | 0.01% | −382−18.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,178 | $48.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,097 | $44.8K | 0.00% | +732+200.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,093 | $44.6K | 0.00% | +191+21.2% | Added |
| Principal Securities, Inc. | 1,075 | $43.9K | 0.00% | +78+7.8% | Added |
| Farther Finance Advisors, LLC | 1,074 | $43.8K | 0.00% | −40−3.6% | Reduced |
| Advisors Asset Management, Inc. | 1,070 | $43.7K | 0.00% | +671+168.2% | Added |
| Clear Street Markets LLC | 1,000 | $41.0K | 0.03% | +1,000 | New |
| Allspring Global Investments Holdings, LLC | 986 | $40.2K | 0.00% | −209−17.5% | Reduced |
| Lindbrook Capital, LLC | 962 | $39.3K | 0.00% | −133−12.1% | Reduced |
| Ridgewood Investments LLC | 900 | $36.7K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 795 | $32.5K | 0.00% | −65−7.6% | Reduced |
| Ravenstone Capital Management Inc. | 795 | $32.5K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 737 | $30.1K | 0.01% | +737 | New |
| ORG Wealth Partners, LLC | 701 | $28.6K | 0.01% | +701 | New |
| Ronald Blue Trust, Inc. | 780 | $23.6K | 0.00% | +125+19.1% | Added |
| Washington Trust Co | 521 | $21.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 513 | $20.9K | 0.00% | −204−28.5% | Reduced |
| Capital Advisors, Ltd. LLC | 485 | $20.0K | 0.00% | +6+1.3% | Added |
| Allworth Financial LP | 461 | $18.8K | 0.00% | −160−25.8% | Reduced |
| Ci Investments Inc. | 450 | $18.0K | 0.00% | −3−0.7% | Reduced |
| Prestige Wealth Management Group LLC | 425 | $17.3K | 0.00% | +425 | New |
| Hantz Financial Services, Inc. | 427 | $17.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 402 | $16.4K | 0.00% | −3,824−90.5% | Reduced |
| SWAN Capital LLC | 400 | $16.3K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 370 | $15.1K | 0.01% | +370 | New |
| Harbour Investments, Inc. | 345 | $14.1K | 0.00% | −220−38.9% | Reduced |
| Optimum Investment Advisors | 330 | $13.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 310 | $13.0K | 0.01% | −4−1.3% | Reduced |
| Global Retirement Partners, LLC | 318 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 315 | $12.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 306 | $12.5K | 0.00% | +306 | New |
| Fortitude Family Office, LLC | 287 | $11.7K | 0.00% | +163+131.5% | Added |
| Private Wealth Management Group, LLC | 253 | $10.3K | 0.00% | +11+4.5% | Added |
| Aster Capital Management (DIFC) Ltd | 253 | $10.3K | 0.00% | +253 | New |
| Macroview Investment Management LLC | 207 | $8.45K | 0.01% | −26−11.2% | Reduced |
| ORG Partners LLC | 200 | $8.16K | 0.00% | −1,040−83.9% | Reduced |
| Tacita Capital Inc | 200 | $8.16K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 183 | $7.47K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 177 | $7.22K | 0.00% | −14,683−98.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 177 | $7.22K | 0.00% | +139+365.8% | Added |
| JDM Financial Group LLC | 167 | $6.82K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 160 | $6.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 157 | $6.41K | 0.00% | +71+82.6% | Added |
| Bruce G. Allen Investments, LLC | 123 | $5.02K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $4.90K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 119 | $4.86K | 0.00% | +119 | New |
| Geneos Wealth Management Inc. | 115 | $4.69K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 110 | $4.49K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $4.00K | 0.00% | −150−60.0% | Reduced |
| Fifth Third Bancorp | 93 | $3.80K | 0.00% | +29+45.3% | Added |
| Blume Capital Management, Inc. | 80 | $3.27K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 75 | $3.06K | 0.00% | −26−25.7% | Reduced |
| Bell Investment Advisors, Inc | 70 | $2.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $2.86K | 0.00% | +17+32.1% | Added |
| Armstrong Advisory Group, Inc | 65 | $2.65K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 64 | $2.61K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $2.25K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $2.25K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $2.04K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 45 | $1.84K | 0.00% | −5−10.0% | Reduced |
| Continuum Advisory, LLC | 34 | $1.81K | 0.00% | +18+112.5% | Added |
| SOA Wealth Advisors, LLC. | 41 | $1.67K | 0.00% | −5−10.9% | Reduced |
| West Oak Capital, LLC | 40 | $1.60K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $1.43K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 28 | $1.14K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 27 | $1.10K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 27 | $1.10K | 0.00% | −1−3.6% | Reduced |
| Richardson Financial Services Inc. | 31 | $1.05K | 0.00% | +11+55.0% | Added |