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, 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 | $21.2B |
| 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, 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 |
|---|---|---|---|---|---|
| FSC Wealth Advisors, LLC | 100 | $52 | 0.00% | +100 | New |
| High Note Wealth, LLC | 2 | $122 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 3 | $183 | 0.00% | −3−50.0% | Reduced |
| Macquarie Group Ltd | 3,504 | $213 | 0.00% | +3,504 | New |
| ZRC Wealth Management, LLC | 5 | $305 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $366 | 0.00% | +6 | New |
| Parkside Financial Bank & Trust | 7 | $427 | 0.00% | −15−68.2% | Reduced |
| MV Capital Management, Inc. | 7 | $427 | 0.00% | −2−22.2% | Reduced |
| Principia Wealth Advisory, LLC | 8 | $487 | 0.00% | +8 | New |
| Darwin Advisors, LLC | 10 | $609 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $609 | 0.00% | +10 | New |
| Richardson Financial Services Inc. | 11 | $670 | 0.00% | −20−64.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 11 | $689 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $717 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $853 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15 | $914 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 15 | $914 | 0.04% | +6+66.7% | Added |
| Cassady Schiller Wealth Management, LLC | 16 | $974 | 0.00% | +16 | New |
| Whipplewood Advisors, LLC | 17 | $1.03K | 0.00% | +17 | New |
| Continuum Advisory, LLC | 18 | $1.10K | 0.00% | −16−47.1% | Reduced |
| Larson Financial Group LLC | 21 | $1.28K | 0.00% | +16+320.0% | Added |
| SJS Investment Consulting Inc. | 22 | $1.34K | 0.00% | −5−18.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $1.52K | 0.00% | +9+56.3% | Added |
| Clearstead Advisors, LLC | 27 | $1.62K | 0.00% | +2+8.0% | Added |
| Assetmark, Inc | 34 | $2.07K | 0.00% | +25+277.8% | Added |
| CVA Family Office, LLC | 35 | $2.13K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 35 | $2.13K | 0.00% | +35 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 37 | $2.25K | 0.00% | −140−79.1% | Reduced |
| West Oak Capital, LLC | 40 | $2.40K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $2.50K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 43 | $2.62K | 0.00% | +29+207.1% | Added |
| CGC Financial Services, LLC | 45 | $2.74K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 47 | $2.86K | 0.00% | +47 | New |
| Hall Laurie J Trustee | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $3.04K | 0.00% | +50 | New |
| Copia Wealth Management | 50 | $3.04K | 0.00% | +50 | New |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $3.35K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $3.35K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 55 | $3.35K | 0.00% | +55 | New |
| Fifth Third Bancorp | 64 | $3.90K | 0.00% | −29−31.2% | Reduced |
| Beacon Capital Management, LLC | 64 | $3.90K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $3.90K | 0.00% | +40+166.7% | Added |
| Armstrong Advisory Group, Inc | 65 | $3.96K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 70 | $4.26K | 0.00% | −5−6.7% | Reduced |
| Bell Investment Advisors, Inc | 70 | $4.26K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 73 | $4.45K | 0.00% | −104−58.8% | Reduced |
| JFS Wealth Advisors, LLC | 79 | $4.81K | 0.00% | +9+12.9% | Added |
| Blume Capital Management, Inc. | 80 | $4.87K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 87 | $5.30K | 0.00% | +60+222.2% | Added |
| TSFG, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $6.09K | 0.00% | −2,800−96.6% | Reduced |
| Salem Investment Counselors Inc | 100 | $6.09K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $6.09K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $6.09K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 110 | $6.70K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $7.31K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 123 | $7.49K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 | $7.55K | 0.00% | +109+726.7% | Added |
| Fortitude Family Office, LLC | 124 | $7.55K | 0.00% | −163−56.8% | Reduced |
| Manchester Capital Management LLC | 135 | $8.22K | 0.00% | −3,900−96.7% | Reduced |
| Aventura Private Wealth, LLC | 135 | $8.22K | 0.00% | +135 | New |
| Caitong International Asset Management Co., Ltd | 143 | $8.71K | 0.01% | +143 | New |
| Sachetta, LLC | 157 | $9.56K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 160 | $9.74K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 167 | $10.2K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 175 | $10.7K | 0.00% | +175 | New |
| Aster Capital Management (DIFC) Ltd | 192 | $11.7K | 0.00% | −61−24.1% | Reduced |
| Tacita Capital Inc | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $12.2K | 0.00% | +200 | New |
| Private Wealth Management Group, LLC | 253 | $15.4K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 259 | $15.8K | 0.01% | +259 | New |
| Tradewinds Capital Management, LLC | 265 | $16.1K | 0.00% | −50−15.9% | Reduced |
| Asset Planning,Inc | 292 | $17.8K | 0.01% | +292 | New |
| Accent Capital Management, LLC | 300 | $18.3K | 0.01% | −70−18.9% | Reduced |
| Covestor Ltd | 309 | $19.0K | 0.01% | −1−0.3% | Reduced |
| Global Retirement Partners, LLC | 319 | $19.4K | 0.00% | +1+0.3% | Added |
| Allworth Financial LP | 344 | $19.4K | 0.00% | −117−25.4% | Reduced |
| Optimum Investment Advisors | 330 | $20.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 331 | $20.2K | 0.00% | +25+8.2% | Added |
| SWAN Capital LLC | 400 | $24.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 402 | $24.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 409 | $24.9K | 0.00% | −666−62.0% | Reduced |
| Ci Investments Inc. | 431 | $26.0K | 0.00% | −19−4.2% | Reduced |
| Hantz Financial Services, Inc. | 427 | $26.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 434 | $26.4K | 0.00% | −79−15.4% | Reduced |
| Proequities, Inc. | 469 | $26.5K | 0.00% | +457+3,808.3% | Added |
| Harbour Investments, Inc. | 445 | $27.1K | 0.00% | +100+29.0% | Added |
| Itau Unibanco Holding S.A. | 464 | $28.3K | 0.00% | +464 | New |
| Capital Advisors, Ltd. LLC | 485 | $30.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 521 | $31.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 525 | $32.0K | 0.00% | +410+356.5% | Added |
| R Squared Ltd | 540 | $32.9K | 0.03% | +540 | New |
| Strategic Investment Solutions, Inc. | 700 | $34.4K | 0.01% | +700 | New |
| Quarry LP | 601 | $36.6K | 0.01% | −3,007−83.3% | Reduced |
| Quest Partners LLC | 622 | $37.9K | 0.01% | −8,958−93.5% | Reduced |
| Coppell Advisory Solutions LLC | 639 | $40.0K | 0.01% | +639 | New |
| ORG Wealth Partners, LLC | 701 | $42.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 740 | $45.1K | 0.00% | +640+640.0% | Added |
| Prestige Wealth Management Group LLC | 757 | $46.1K | 0.01% | +332+78.1% | Added |