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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 803 | $47.1K | 0.00% | +8+1.0% | Added |
| Ridgewood Investments LLC | 900 | $54.8K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 934 | $56.9K | 0.00% | +154+19.7% | Added |
| Lindbrook Capital, LLC | 954 | $58.1K | 0.01% | −8−0.8% | Reduced |
| Bogart Wealth, LLC | 1,000 | $60.9K | 0.00% | +1,000 | New |
| Valley National Advisers Inc | 1,010 | $61.0K | 0.01% | +1,010 | New |
| WealthTrak Capital Management LLC | 1,110 | $67.6K | 0.06% | +1,110 | New |
| Farther Finance Advisors, LLC | 1,138 | $69.3K | 0.00% | +64+6.0% | Added |
| CoreCap Advisors, LLC | 1,191 | $72.5K | 0.00% | +1,181+11,810.0% | Added |
| Quadrant Capital Group LLC | 1,221 | $74.4K | 0.01% | −128−9.5% | Reduced |
| Smartleaf Asset Management LLC | 1,322 | $82.8K | 0.01% | +40+3.1% | Added |
| Jones Financial Companies LLLP | 1,368 | $83.3K | 0.00% | −875−39.0% | Reduced |
| Skopos Labs, Inc. | 1,382 | $84.2K | 0.03% | −540−28.1% | Reduced |
| Westside Investment Management, Inc. | 1,391 | $84.7K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,410 | $85.9K | 0.00% | −2,646,513−99.9% | Reduced |
| Venturi Wealth Management, LLC | 1,422 | $86.6K | 0.00% | +325+29.6% | Added |
| Credit Agricole S A | 1,604 | $97.7K | 0.00% | −7,330−82.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,589 | $99.3K | 0.00% | +496+45.4% | Added |
| Y.D. More Investments Ltd | 1,691 | $103.0K | 0.01% | −48−2.8% | Reduced |
| Global Wealth Strategies & Associates | 1,770 | $107.8K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,788 | $108.9K | 0.00% | +11+0.6% | Added |
| Advisors Asset Management, Inc. | 1,790 | $109.0K | 0.00% | +720+67.3% | Added |
| Hanseatic Management Services Inc | 1,797 | $109.4K | 0.14% | +194+12.1% | Added |
| Corebridge Financial, Inc. | 1,802 | $109.7K | 0.00% | +78+4.5% | Added |
| Twin Lakes Capital Management, LLC | 1,811 | $110.3K | 0.07% | 00.0% | Unchanged |
| National Bank of Canada | 1,862 | $113.4K | 0.00% | −2,548−57.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,878 | $114.4K | 0.00% | +700+59.4% | Added |
| EverSource Wealth Advisors, LLC | 2,132 | $129.8K | 0.01% | −30−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,247 | $136.8K | 0.00% | +2,064+1,127.9% | Added |
| GeoWealth Management, LLC | 2,363 | $143.9K | 0.00% | −49−2.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,397 | $146.0K | 0.04% | +100+4.4% | Added |
| MAI Capital Management | 2,652 | $161.5K | 0.00% | +2,652 | New |
| C M Bidwell & Associates Ltd | 3,312 | $201.7K | 0.12% | +3,312 | New |
| Kathleen S. Wright Associates Inc. | 3,328 | $202.7K | 0.08% | −1,882−36.1% | Reduced |
| HighPoint Advisor Group LLC | 2,615 | $204.0K | 0.01% | +2,615 | New |
| Corton Capital Inc. | 3,396 | $206.8K | 0.12% | −1,620−32.3% | Reduced |
| Versant Capital Management, Inc | 3,405 | $207.4K | 0.04% | +586+20.8% | Added |
| Vontobel Holding Ltd. | 3,409 | $207.6K | 0.00% | +3,409 | New |
| Bleakley Financial Group, LLC | 3,450 | $210.1K | 0.01% | +3,450 | New |
| Leigh Baldwin & Co., LLC | 3,451 | $210.2K | 0.18% | +3,451 | New |
| IFP Advisors, Inc | 3,438 | $211.8K | 0.01% | +1,103+47.2% | Added |
| Truist Financial Corp | 3,484 | $212.2K | 0.00% | +3,484 | New |
| Ancora Advisors, LLC | 3,501 | $213.2K | 0.00% | +10.0% | Added |
| Swiss Life Asset Management Ltd | 3,508 | $213.3K | 0.00% | +3,508 | New |
| Keystone Investors Pte Ltd | 3,579 | $218.0K | 0.02% | −125,853−97.2% | Reduced |
| Landscape Capital Management, L.L.C. | 3,627 | $220.9K | 0.02% | −74,859−95.4% | Reduced |
| Wealthfront Advisers LLC | 3,641 | $221.7K | 0.00% | +3,641 | New |
| ASB Consultores, LLC | 3,661 | $223.0K | 0.09% | −2,800−43.3% | Reduced |
| Atria Wealth Solutions, Inc. | 3,674 | $223.8K | 0.00% | +3,674 | New |
| Diversified Trust Co | 3,689 | $224.7K | 0.01% | +3,689 | New |
| Frank, Rimerman Advisors LLC | 3,691 | $224.8K | 0.02% | +3,691 | New |
| Thrivent Financial for Lutherans | 3,750 | $228.0K | 0.00% | +3,750 | New |
| Wealth Enhancement Advisory Services, LLC | 3,747 | $228.2K | 0.00% | +3,747 | New |
| Bayforest Capital Ltd | 3,765 | $229.3K | 0.29% | +3,765 | New |
| Maven Securities LTD | 3,800 | $231.4K | 0.04% | +3,800 | New |
| Pinkerton Retirement Specialists, LLC | 3,806 | $231.8K | 0.03% | +3,806 | New |
| Acadian Asset Management LLC | 3,843 | $233.0K | 0.00% | +3,843 | New |
| Captrust Financial Advisors | 3,942 | $240.1K | 0.00% | +3,942 | New |
| Bridgefront Capital, LLC | 3,959 | $241.1K | 0.08% | +3,959 | New |
| Challenger Wealth Management | 4,000 | $243.6K | 0.21% | +4,000 | New |
| Essex Financial Services, Inc. | 4,004 | $243.8K | 0.02% | +4,004 | New |
| Foundations Investment Advisors, LLC | 4,054 | $246.9K | 0.00% | +4,054 | New |
| SLT Holdings LLC | 4,054 | $246.9K | 0.23% | +4,054 | New |
| Ballentine Partners, LLC | 4,082 | $248.6K | 0.00% | +4,082 | New |
| Van Eck Associates Corp | 4,084 | $249.0K | 0.00% | −1,048−20.4% | Reduced |
| Polymer Capital Management (HK) LTD | 4,170 | $254.0K | 0.04% | +4,170 | New |
| GAMMA Investing LLC | 4,177 | $254.4K | 0.02% | +738+21.5% | Added |
| Jupiter Asset Management Ltd | 4,195 | $255.5K | 0.00% | +4,195 | New |
| Parallel Advisors, LLC | 4,201 | $255.8K | 0.01% | +598+16.6% | Added |
| Coldstream Capital Management Inc | 4,242 | $258.3K | 0.01% | +4,242 | New |
| RSM US Wealth Management LLC | 4,161 | $260.6K | 0.00% | +4,161 | New |
| West Michigan Advisors, LLC | 4,280 | $260.7K | 0.08% | +4,280 | New |
| Wetherby Asset Management Inc | 4,376 | $266.5K | 0.01% | +4,376 | New |
| Daiwa Securities Group Inc. | 4,470 | $272.0K | 0.00% | +115+2.6% | Added |
| Marex Group plc | 4,477 | $272.6K | 0.00% | +4,477 | New |
| Shell Asset Management Co | 4,487 | $273.0K | 0.01% | +4,487 | New |
| Commerce Bank | 4,503 | $274.2K | 0.00% | +4,503 | New |
| MetLife Investment Management | 4,554 | $277.3K | 0.00% | +499+12.3% | Added |
| Paradigm Asset Management Co LLC | 4,700 | $286.2K | 0.08% | +4,700 | New |
| West Family Investments, Inc. | 4,866 | $296.3K | 0.10% | +4,866 | New |
| PMC FIG Opportunities LLC | 4,930 | $300.2K | 0.76% | −10,596−68.2% | Reduced |
| AdvisorNet Financial, Inc | 5,006 | $304.9K | 0.03% | +10.0% | Added |
| Rakuten Securities, Inc. | 5,025 | $306.0K | 0.12% | −318−6.0% | Reduced |
| Signaturefd, LLC | 5,035 | $306.6K | 0.01% | −131−2.5% | Reduced |
| Aspiriant, LLC | 5,106 | $311.0K | 0.01% | +61+1.2% | Added |
| Yeomans Consulting Group, Inc. | 5,145 | $313.3K | 0.12% | +5,145 | New |
| Kingsview Wealth Management, LLC | 5,224 | $318.1K | 0.01% | +5,224 | New |
| Comerica Bank | 5,226 | $318.3K | 0.00% | −2,400−31.5% | Reduced |
| Stifel Financial Corp | 5,367 | $326.9K | 0.00% | −208−3.7% | Reduced |
| Choate Investment Advisors | 5,384 | $327.9K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,397 | $328.7K | 0.10% | −23,426−81.3% | Reduced |
| CTC LLC | 5,428 | $330.6K | 0.03% | −6,234−53.5% | Reduced |
| Waldron Private Wealth LLC | 5,479 | $333.7K | 0.01% | +357+7.0% | Added |
| China Universal Asset Management Co., Ltd. | 5,547 | $337.8K | 0.03% | +5,547 | New |
| Capstone Investment Advisors, LLC | 5,579 | $339.8K | 0.00% | +5,579 | New |
| Avantax Advisory Services, Inc. | 5,587 | $340.2K | 0.00% | +5,587 | New |
| Holistic Financial Partners | 5,624 | $342.5K | 0.17% | −181−3.1% | Reduced |
| Hemington Wealth Management | 5,824 | $354.0K | 0.09% | −21−0.4% | Reduced |
| CWM, LLC | 5,861 | $357.0K | 0.00% | +552+10.4% | Added |
| Huntleigh Advisors, Inc. | 5,888 | $358.6K | 0.08% | +5,888 | New |