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 |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 6,000 | $365.4K | 0.03% | +6,000 | New |
| Cerity Partners LLC | 6,921 | $369.7K | 0.00% | −904−11.6% | Reduced |
| Twinbeech Capital LP | 6,200 | $377.6K | 0.01% | −61,114−90.8% | Reduced |
| Biltmore Family Office, LLC | 6,205 | $377.9K | 0.06% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 6,341 | $386.2K | 0.14% | −64,521−91.1% | Reduced |
| SeaCrest Wealth Management, LLC | 6,348 | $386.6K | 0.04% | +6,348 | New |
| Silverleafe Capital Partners, LLC | 6,400 | $389.8K | 0.12% | +6,400 | New |
| Meeder Advisory Services, Inc. | 6,501 | $395.9K | 0.02% | +167+2.6% | Added |
| Fox Run Management, L.L.C. | 6,507 | $396.3K | 0.07% | −701−9.7% | Reduced |
| United Capital Financial Advisers, LLC | 6,704 | $408.3K | 0.00% | −211−3.1% | Reduced |
| Institute for Wealth Management, LLC. | 6,751 | $411.1K | 0.05% | +6,751 | New |
| Shearwater Capital LLC | 7,000 | $426.3K | 0.29% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 7,057 | $429.8K | 0.36% | −1,649−18.9% | Reduced |
| Everence Capital Management Inc | 7,230 | $440.0K | 0.03% | +7,230 | New |
| Tower Research Capital LLC (TRC) | 7,668 | $467.0K | 0.01% | +612+8.7% | Added |
| Wealthedge Investment Advisors, LLC | 7,689 | $468.3K | 0.21% | +7,689 | New |
| Plato Investment Management Ltd | 7,674 | $469.0K | 0.03% | +4,571+147.3% | Added |
| Counterpoint Mutual Funds LLC | 7,827 | $476.7K | 0.06% | +7,827 | New |
| CI Private Wealth, LLC | 7,938 | $483.4K | 0.00% | −66−0.8% | Reduced |
| CIBC Asset Management Inc | 7,942 | $483.7K | 0.00% | +422+5.6% | Added |
| Encompass More Asset Management | 7,965 | $485.1K | 0.16% | +1,668+26.5% | Added |
| Forum Financial Management, LP | 7,985 | $486.3K | 0.01% | +1,128+16.5% | Added |
| Venture Visionary Partners LLC | 8,037 | $489.5K | 0.02% | +8,037 | New |
| Groupama Asset Managment | – | $491.2K | 0.01% | – | New |
| Intrepid Financial Planning Group LLC | 8,200 | $499.4K | 0.21% | +8,200 | New |
| Catalyst Funds Management Pty Ltd | 8,300 | $505.5K | 0.12% | +1,300+18.6% | Added |
| Lazard Asset Management LLC | 8,420 | $511.0K | 0.00% | +1,436+20.6% | Added |
| White Lighthouse Investment Management Inc. | 8,439 | $513.9K | 0.09% | −1,852−18.0% | Reduced |
| Arete Wealth Advisors, LLC | 8,482 | $517.0K | 0.04% | +2,510+42.0% | Added |
| The PNC Financial Services Group, Inc. | 8,543 | $520.3K | 0.00% | −2,361−21.7% | Reduced |
| Empowered Funds, LLC | 8,838 | $538.2K | 0.01% | +8,838 | New |
| Franklin Resources Inc | 8,893 | $541.6K | 0.00% | +2,015+29.3% | Added |
| Bank of Montreal | 9,072 | $552.5K | 0.00% | −715,264−98.7% | Reduced |
| AlTi Global, Inc. | 9,148 | $557.1K | 0.01% | −1,809−16.5% | Reduced |
| Vident Advisory, LLC | 9,178 | $558.9K | 0.01% | +1,765+23.8% | Added |
| CAPROCK Group, Inc. | 9,240 | $562.7K | 0.02% | +770+9.1% | Added |
| Optiver Holding B.V. | 9,277 | $565.0K | 0.02% | −26,885−74.3% | Reduced |
| Private Advisor Group, LLC | 9,349 | $569.4K | 0.00% | −1,179−11.2% | Reduced |
| TriaGen Wealth Management LLC | 9,612 | $585.4K | 0.20% | +9,612 | New |
| KBC Group NV | 9,698 | $591.0K | 0.00% | +3,367+53.2% | Added |
| Equitable Holdings, Inc. | 9,920 | $604.1K | 0.01% | −1,910−16.1% | Reduced |
| Summit Trail Advisors, LLC | 9,979 | $607.7K | 0.02% | +3,641+57.4% | Added |
| RBF Capital, LLC | 10,000 | $609.0K | 0.03% | −5,000−33.3% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $609.0K | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 10,134 | $617.2K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,184 | $620.2K | 0.11% | +10,184 | New |
| Kera Capital Partners, Inc. | 10,620 | $646.8K | 0.19% | +10,620 | New |
| Cambridge Investment Research Advisors, Inc. | 10,627 | $647.0K | 0.00% | +10,627 | New |
| Left Brain Wealth Management, LLC | 10,725 | $653.2K | 0.25% | +10,725 | New |
| Paragon Capital Management Ltd | 10,770 | $655.9K | 0.13% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,788 | $657.0K | 0.02% | +10,788 | New |
| Integrated Wealth Concepts LLC | 10,958 | $667.3K | 0.01% | +10,958 | New |
| Prospera Financial Services Inc | 11,194 | $681.7K | 0.02% | −2,325−17.2% | Reduced |
| O'Neil Global Advisors, Inc. | 11,193 | $682.0K | 0.20% | −369,202−97.1% | Reduced |
| HB Wealth Management, LLC | 11,219 | $683.2K | 0.01% | +98+0.9% | Added |
| BBR Partners, LLC | 11,366 | $692.2K | 0.05% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 11,600 | $706.0K | 0.55% | +3,600+45.0% | Added |
| Janney Montgomery Scott LLC | 11,713 | $713.0K | 0.00% | +1,015+9.5% | Added |
| Sequoia Financial Advisors, LLC | 11,808 | $719.1K | 0.01% | −17−0.1% | Reduced |
| Myecfo, LLC | 12,005 | $731.1K | 0.39% | −255−2.1% | Reduced |
| Friedenthal Financial | 12,063 | $734.6K | 0.43% | −5,588−31.7% | Reduced |
| Jefferies Financial Group Inc. | 12,093 | $736.5K | 0.01% | +5,796+92.0% | Added |
| Cravens & Co Advisors, LLC | 12,133 | $738.9K | 0.56% | −230−1.9% | Reduced |
| Prudential Financial Inc | 12,145 | $739.6K | 0.00% | −35,500−74.5% | Reduced |
| Integris Wealth Management, LLC | 12,310 | $749.7K | 0.21% | +12,310 | New |
| IMC-Chicago, LLC | 12,354 | $752.4K | 0.02% | −97,159−88.7% | Reduced |
| Rockefeller Capital Management L.P. | 12,402 | $755.3K | 0.00% | +12,402 | New |
| Xponance, Inc. | 12,456 | $758.6K | 0.01% | +3,216+34.8% | Added |
| Belpointe Asset Management LLC | 17,470 | $768.9K | 0.05% | −486−2.7% | Reduced |
| Alpha DNA Investment Management LLC | 12,674 | $771.8K | 0.42% | +1,871+17.3% | Added |
| Laird Norton Trust Company, LLC | 12,721 | $774.7K | 0.11% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 13,139 | $800.2K | 0.25% | +13,139 | New |
| Freestone Capital Holdings, LLC | 13,263 | $807.7K | 0.03% | −5,825−30.5% | Reduced |
| Principal Financial Group Inc | 13,317 | $811.0K | 0.00% | −1,742−11.6% | Reduced |
| Ellevest, Inc. | 13,422 | $817.4K | 0.05% | −174−1.3% | Reduced |
| STRS Ohio | 13,469 | $820.3K | 0.00% | −10,044−42.7% | Reduced |
| Amalgamated Bank | 13,493 | $822.0K | 0.01% | +1,432+11.9% | Added |
| Creative Planning | 13,632 | $830.2K | 0.00% | +1,062+8.4% | Added |
| Ashford Capital Management Inc | 13,800 | $840.4K | 0.10% | +13,800 | New |
| Maryland State Retirement & Pension System | 13,838 | $842.7K | 0.02% | +807+6.2% | Added |
| Utah Retirement Systems | 14,000 | $852.6K | 0.01% | +1,600+12.9% | Added |
| TD Waterhouse Canada Inc. | 14,178 | $862.9K | 0.01% | +4,129+41.1% | Added |
| Gsa Capital Partners LLP | 14,212 | $866.0K | 0.06% | −19,416−57.7% | Reduced |
| Cresset Asset Management, LLC | 14,445 | $879.7K | 0.00% | −33,873−70.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,045 | $916.2K | 0.01% | +8,107+116.8% | Added |
| Sterling Capital Management LLC | 15,401 | $937.9K | 0.01% | +6,718+77.4% | Added |
| Savant Capital, LLC | 16,180 | $985.4K | 0.01% | +16,180 | New |
| US Bancorp | 16,579 | $1.01M | 0.00% | −486−2.8% | Reduced |
| Oppenheimer & Co Inc | 16,988 | $1.03M | 0.02% | −17,770−51.1% | Reduced |
| XTX Topco Ltd | 17,375 | $1.06M | 0.09% | −36,657−67.8% | Reduced |
| HarbourVest Partners LLC | 17,410 | $1.06M | 0.52% | −5,800−25.0% | Reduced |
| Hilltop Holdings Inc. | 17,709 | $1.08M | 0.07% | −6,953−28.2% | Reduced |
| Cim Investment Mangement Inc | 17,894 | $1.09M | 0.32% | −45−0.3% | Reduced |
| Belmont Capital, LLC | 18,000 | $1.10M | 0.18% | 00.0% | Unchanged |
| Independent Advisor Alliance | 18,024 | $1.10M | 0.01% | +1,575+9.6% | Added |
| Envestnet Asset Management Inc | 18,569 | $1.13M | 0.00% | −70,955−79.3% | Reduced |
| Boothbay Fund Management, LLC | 18,654 | $1.14M | 0.04% | −57,669−75.6% | Reduced |
| Sora Investors LLC | 18,750 | $1.14M | 0.13% | −51,250−73.2% | Reduced |
| Chicago Partners Investment Group LLC | 19,729 | $1.16M | 0.04% | −9,339−32.1% | Reduced |
| Russell Investments Group, Ltd. | 19,190 | $1.17M | 0.00% | +8,910+86.7% | Added |