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 7 sales; 661 institutions reported holding it in 13F filings for Q2 2026, worth $21.4B in total; D1 Capital Partners is the only superinvestor holding it.
13F holders, Q4 2024
Institutional positions in Affirm Holdings, Inc. as of Dec 31, 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
- 502
- +82 vs. Q3 2024
- Shares held
- 207.5M
- +10.1M (+5.1%) vs. Q3 2024
- Total value
- $12.6B
- +$4.58B (+56.8%) vs. Q3 2024
- New holders
- 133
- 152 more added
- Sold out
- 51
- 154 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $21.4B |
| Q1 2026 | 593 | $11.0B |
| Q4 2025 | 640 | $17.8B |
| Q3 2025 | 616 | $16.7B |
| Q2 2025 | 562 | $15.5B |
| Q1 2025 | 491 | $9.77B |
| Q4 2024 | 502 | $12.6B |
| Q3 2024 | 426 | $8.12B |
| Q2 2024 | 378 | $5.80B |
| Q1 2024 | 383 | $9.48B |
| Q4 2023 | 408 | $10.9B |
| Q3 2023 | 312 | $4.17B |
| Q2 2023 | 313 | $2.73B |
| Q1 2023 | 308 | $1.98B |
| Q4 2022 | 354 | $1.59B |
| Q3 2022 | 354 | $3.26B |
| Q2 2022 | 348 | $2.94B |
| Q1 2022 | 391 | $7.35B |
| Q4 2021 | 440 | $14.4B |
| Q3 2021 | 340 | $13.3B |
| Q2 2021 | 230 | $6.02B |
| Q1 2021 | 207 | $5.81B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 24,264,396 | $1.48B | 0.30% | +470,409+2.0% | Added |
| Morgan Stanley | 23,279,477 | $1.42B | 0.10% | −6,914,985−22.9% | Reduced |
| Vanguard Group Inc | 21,815,563 | $1.33B | 0.02% | +716,574+3.4% | Added |
| Capital World Investors | 18,339,165 | $1.12B | 0.17% | +72,582+0.4% | Added |
| BlackRock, Inc. | 13,538,900 | $824.5M | 0.02% | +3,607,900+36.3% | Added |
| Baillie Gifford & Co | 9,378,974 | $571.2M | 0.44% | −556,794−5.6% | Reduced |
| FMR LLC | 9,002,965 | $548.3M | 0.03% | +8,982,183+43,221.0% | Added |
| Durable Capital Partners LP | 5,858,283 | $356.8M | 2.91% | +2,888,827+97.3% | Added |
| Jericho Capital Asset Management L.P. | 5,198,039 | $316.6M | 4.52% | +538,892+11.6% | Added |
| State Street Corp | 4,341,418 | $264.4M | 0.01% | +398,720+10.1% | Added |
| Geode Capital Management, LLC | 4,173,353 | $254.2M | 0.02% | +212,234+5.4% | Added |
| D. E. Shaw & Co., Inc. | 3,142,941 | $191.4M | 0.21% | −2,568,222−45.0% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 2,633,442 | $160.4M | 0.54% | +2,633,442 | New |
| Norges Bank | 2,298,020 | $139.9M | 0.02% | +871,609+61.1% | Added |
| Charles Schwab Investment Management Inc | 2,272,058 | $138.4M | 0.03% | +68,848+3.1% | Added |
| Marshall Wace, LLP | 2,253,530 | $137.2M | 0.17% | +359,753+19.0% | Added |
| Abdiel Capital Advisors, LP | 2,059,737 | $125.4M | 7.73% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,887,058 | $114.9M | 0.01% | +126,320+7.2% | Added |
| Qube Research & Technologies Ltd | 1,807,019 | $110.0M | 0.18% | +1,477,057+447.6% | Added |
| JPMorgan Chase & Co | 1,710,182 | $104.2M | 0.01% | +505,358+41.9% | Added |
| Spyglass Capital Management LLC | 1,702,004 | $103.7M | 5.83% | −646,091−27.5% | Reduced |
| Capital International Investors | 1,642,528 | $100.0M | 0.02% | +1,642,528 | New |
| Wellington Management Group LLP | 1,527,526 | $93.0M | 0.02% | −453,113−22.9% | Reduced |
| Hudson Bay Capital Management LP | 1,427,745 | $86.9M | 0.53% | +1,427,745 | New |
| Northern Trust Corp | 1,417,493 | $86.3M | 0.01% | +311,916+28.2% | Added |
| Goldman Sachs Group Inc | 1,333,762 | $81.2M | 0.02% | +485,686+57.3% | Added |
| Foxhaven Asset Management, LP | 1,328,684 | $80.9M | 2.17% | +1,328,684 | New |
| Invesco Ltd. | 1,308,722 | $79.7M | 0.01% | +869,737+198.1% | Added |
| Voloridge Investment Management, LLC | 1,260,067 | $76.7M | 0.27% | +1,260,067 | New |
| 1832 Asset Management L.P. | 1,215,500 | $74.0M | 0.13% | −821,900−40.3% | Reduced |
| Dimensional Fund Advisors LP | 1,138,494 | $69.4M | 0.02% | −754,170−39.8% | Reduced |
| Millennium Management LLC | 1,045,212 | $63.7M | 0.06% | −1,125,141−51.8% | Reduced |
| Leo Wealth, LLC | 1,025,513 | $62.5M | 5.60% | −79,000−7.2% | Reduced |
| UBS Group AG | 935,978 | $57.0M | 0.01% | −420,415−31.0% | Reduced |
| Bank of New York Mellon Corp | 885,097 | $53.9M | 0.01% | +5,169+0.6% | Added |
| Bank of America Corp | 855,044 | $52.1M | 0.00% | −799,639−48.3% | Reduced |
| Two Sigma Investments, LP | 822,333 | $50.1M | 0.12% | +267,539+48.2% | Added |
| Artemis Investment Management LLP | 770,245 | $46.9M | 0.67% | +15,517+2.1% | Added |
| Gilder Gagnon Howe & Co LLC | 767,677 | $46.8M | 0.50% | +727,298+1,801.2% | Added |
| Allen Operations LLC | 721,382 | $43.9M | 6.97% | 00.0% | Unchanged |
| ThornTree Capital Partners LP | 674,081 | $41.1M | 6.89% | −42,634−5.9% | Reduced |
| Wells Fargo & Company | 673,657 | $41.0M | 0.01% | +625,145+1,288.6% | Added |
| UBS Asset Management Americas Inc | 664,329 | $40.5M | 0.01% | +59,300+9.8% | Added |
| Two Sigma Advisers, LP | 654,600 | $39.9M | 0.09% | +654,600 | New |
| Capital Fund Management S.A. | 640,042 | $39.0M | 0.39% | −6,302−1.0% | Reduced |
| Nuveen Asset Management, LLC | 610,896 | $37.2M | 0.01% | +15,775+2.7% | Added |
| Balyasny Asset Management LLC | 601,692 | $36.6M | 0.09% | −412,786−40.7% | Reduced |
| Amundi | 603,437 | $35.4M | 0.01% | +312,620+107.5% | Added |
| Man Group plc | 528,620 | $32.2M | 0.10% | −652,241−55.2% | Reduced |
| Driehaus Capital Management LLC | 483,748 | $29.5M | 0.24% | +53,249+12.4% | Added |
| Kodai Capital Management LP | 479,898 | $29.2M | 1.20% | −514,387−51.7% | Reduced |
| Swiss National Bank | 476,400 | $29.0M | 0.02% | +12,900+2.8% | Added |
| Squarepoint Ops LLC | 431,971 | $26.3M | 0.07% | +207,359+92.3% | Added |
| California Public Employees Retirement System | 412,074 | $25.1M | 0.02% | +106,074+34.7% | Added |
| RJA Asset Management LLC | 397,425 | $24.2M | 5.81% | 00.0% | Unchanged |
| Jane Street Group, LLC | 391,013 | $23.8M | 0.04% | −582,995−59.9% | Reduced |
| Penserra Capital Management LLC | 359,770 | $21.9M | 0.40% | −46,860−11.5% | Reduced |
| Legal & General Group Plc | 345,230 | $21.0M | 0.01% | +95,891+38.5% | Added |
| Glendon Capital Management LP | 336,000 | $20.5M | 1.23% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 322,962 | $19.7M | 0.02% | +322,962 | New |
| Pacific Heights Asset Management LLC | 315,000 | $19.2M | 1.33% | 00.0% | Unchanged |
| Ardmore Road Asset Management LP | 301,000 | $18.3M | 2.67% | +101,000+50.5% | Added |
| Moore Capital Management, LP | 297,659 | $18.1M | 0.34% | +297,659 | New |
| Cable Car Capital LLC | 295,800 | $18.0M | 1.37% | +295,800 | New |
| NZS Capital, LLC | 281,388 | $17.1M | 0.73% | +22,167+8.6% | Added |
| Alliancebernstein L.P. | 263,241 | $16.0M | 0.01% | −188,034−41.7% | Reduced |
| Verition Fund Management LLC | 256,617 | $15.6M | 0.08% | +5,317+2.1% | Added |
| Allen Holding Inc | 255,262 | $15.5M | 1.70% | 00.0% | Unchanged |
| Rhumbline Advisers | 249,451 | $15.2M | 0.01% | +24,286+10.8% | Added |
| Trexquant Investment LP | 240,295 | $14.6M | 0.17% | −17,788−6.9% | Reduced |
| Raymond James Financial Inc | 239,594 | $14.6M | 0.01% | +239,594 | New |
| ExodusPoint Capital Management, LP | 236,993 | $14.4M | 0.15% | +236,993 | New |
| California State Teachers Retirement System | 226,593 | $13.8M | 0.02% | +2,286+1.0% | Added |
| Soros Capital Management LLC | 220,300 | $13.4M | 2.10% | +108,300+96.7% | Added |
| State Board of Administration of Florida Retirement System | 219,447 | $13.4M | 0.03% | +20,750+10.4% | Added |
| Ogborne Capital Management, LLC | 215,000 | $13.1M | 3.20% | −68,215−24.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 201,002 | $12.2M | 0.03% | +7,277+3.8% | Added |
| First Trust Advisors LP | 193,071 | $11.8M | 0.01% | +126,499+190.0% | Added |
| Teachers Retirement System of the State of Kentucky | 192,558 | $11.7M | 0.10% | 00.0% | Unchanged |
| Royal Bank of Canada | 189,709 | $11.6M | 0.00% | −6,033−3.1% | Reduced |
| HRT Financial LP | 186,237 | $11.3M | 0.06% | +186,237 | New |
| Algert Global LLC | 178,677 | $10.9M | 0.26% | +21,738+13.9% | Added |
| Berkshire Capital Holdings Inc | 177,370 | $10.8M | 3.90% | +32,540+22.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 169,940 | $10.3M | 0.05% | −81,773−32.5% | Reduced |
| Jump Financial, LLC | 158,973 | $9.68M | 0.20% | +79,486+100.0% | Added |
| Susquehanna Fundamental Investments, LLC | 158,517 | $9.65M | 0.16% | +158,517 | New |
| Catalyst Private Wealth, LLC | 154,278 | $9.40M | 4.18% | −14,757−8.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 150,278 | $9.15M | 0.06% | −15,153−9.2% | Reduced |
| AQR Capital Management LLC | 147,024 | $8.95M | 0.01% | −26,885−15.5% | Reduced |
| Ameriprise Financial Inc | 145,932 | $8.89M | 0.00% | +3,672+2.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 133,233 | $8.86M | 0.01% | +310+0.2% | Added |
| Atreides Management, LP | 144,206 | $8.78M | 0.28% | −355,652−71.2% | Reduced |
| Polar Capital Holdings Plc | 136,206 | $8.29M | 0.05% | +136,206 | New |
| New York State Common Retirement Fund | 131,515 | $8.01M | 0.01% | +7,500+6.0% | Added |
| Mercer Global Advisors Inc | 130,051 | $7.92M | 0.02% | −44,209−25.4% | Reduced |
| Barclays PLC | 128,169 | $7.81M | 0.00% | −23,483−15.5% | Reduced |
| a16z Perennial Management, L.P. | 127,520 | $7.77M | 0.90% | −9,000−6.6% | Reduced |
| Quadrature Capital Ltd | 125,847 | $7.66M | 0.15% | −359,584−74.1% | Reduced |
| Quantinno Capital Management LP | 121,113 | $7.38M | 0.07% | +30,944+34.3% | Added |
| Allen Investment Management LLC | 116,683 | $7.11M | 0.08% | −44,361−27.5% | Reduced |