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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 113,983 | $6.94M | 0.03% | +12,820+12.7% | Added |
| Brevan Howard Capital Management LP | 116,491 | $7.09M | 0.18% | +116,491 | New |
| Allen Investment Management LLC | 116,683 | $7.11M | 0.08% | −44,361−27.5% | Reduced |
| Quantinno Capital Management LP | 121,113 | $7.38M | 0.07% | +30,944+34.3% | Added |
| Quadrature Capital Ltd | 125,847 | $7.66M | 0.15% | −359,584−74.1% | Reduced |
| a16z Perennial Management, L.P. | 127,520 | $7.77M | 0.90% | −9,000−6.6% | Reduced |
| Barclays PLC | 128,169 | $7.81M | 0.00% | −23,483−15.5% | Reduced |
| Mercer Global Advisors Inc | 130,051 | $7.92M | 0.02% | −44,209−25.4% | Reduced |
| New York State Common Retirement Fund | 131,515 | $8.01M | 0.01% | +7,500+6.0% | Added |
| Polar Capital Holdings Plc | 136,206 | $8.29M | 0.05% | +136,206 | New |
| Atreides Management, LP | 144,206 | $8.78M | 0.28% | −355,652−71.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 133,233 | $8.86M | 0.01% | +310+0.2% | Added |
| Ameriprise Financial Inc | 145,932 | $8.89M | 0.00% | +3,672+2.6% | Added |
| AQR Capital Management LLC | 147,024 | $8.95M | 0.01% | −26,885−15.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 150,278 | $9.15M | 0.06% | −15,153−9.2% | Reduced |
| Catalyst Private Wealth, LLC | 154,278 | $9.40M | 4.18% | −14,757−8.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 158,517 | $9.65M | 0.16% | +158,517 | New |
| Jump Financial, LLC | 158,973 | $9.68M | 0.20% | +79,486+100.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 169,940 | $10.3M | 0.05% | −81,773−32.5% | Reduced |
| Berkshire Capital Holdings Inc | 177,370 | $10.8M | 3.90% | +32,540+22.5% | Added |
| Algert Global LLC | 178,677 | $10.9M | 0.26% | +21,738+13.9% | Added |
| HRT Financial LP | 186,237 | $11.3M | 0.06% | +186,237 | New |
| Royal Bank of Canada | 189,709 | $11.6M | 0.00% | −6,033−3.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 192,558 | $11.7M | 0.10% | 00.0% | Unchanged |
| First Trust Advisors LP | 193,071 | $11.8M | 0.01% | +126,499+190.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 201,002 | $12.2M | 0.03% | +7,277+3.8% | Added |
| Ogborne Capital Management, LLC | 215,000 | $13.1M | 3.20% | −68,215−24.1% | Reduced |
| State Board of Administration of Florida Retirement System | 219,447 | $13.4M | 0.03% | +20,750+10.4% | Added |
| Soros Capital Management LLC | 220,300 | $13.4M | 2.10% | +108,300+96.7% | Added |
| California State Teachers Retirement System | 226,593 | $13.8M | 0.02% | +2,286+1.0% | Added |
| ExodusPoint Capital Management, LP | 236,993 | $14.4M | 0.15% | +236,993 | New |
| Raymond James Financial Inc | 239,594 | $14.6M | 0.01% | +239,594 | New |
| Trexquant Investment LP | 240,295 | $14.6M | 0.17% | −17,788−6.9% | Reduced |
| Rhumbline Advisers | 249,451 | $15.2M | 0.01% | +24,286+10.8% | Added |
| Allen Holding Inc | 255,262 | $15.5M | 1.70% | 00.0% | Unchanged |
| Verition Fund Management LLC | 256,617 | $15.6M | 0.08% | +5,317+2.1% | Added |
| Alliancebernstein L.P. | 263,241 | $16.0M | 0.01% | −188,034−41.7% | Reduced |
| NZS Capital, LLC | 281,388 | $17.1M | 0.73% | +22,167+8.6% | Added |
| Cable Car Capital LLC | 295,800 | $18.0M | 1.37% | +295,800 | New |
| Moore Capital Management, LP | 297,659 | $18.1M | 0.34% | +297,659 | New |
| Ardmore Road Asset Management LP | 301,000 | $18.3M | 2.67% | +101,000+50.5% | Added |
| Pacific Heights Asset Management LLC | 315,000 | $19.2M | 1.33% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 322,962 | $19.7M | 0.02% | +322,962 | New |
| Glendon Capital Management LP | 336,000 | $20.5M | 1.23% | 00.0% | Unchanged |
| Legal & General Group Plc | 345,230 | $21.0M | 0.01% | +95,891+38.5% | Added |
| Penserra Capital Management LLC | 359,770 | $21.9M | 0.40% | −46,860−11.5% | Reduced |
| Jane Street Group, LLC | 391,013 | $23.8M | 0.04% | −582,995−59.9% | Reduced |
| RJA Asset Management LLC | 397,425 | $24.2M | 5.81% | 00.0% | Unchanged |
| California Public Employees Retirement System | 412,074 | $25.1M | 0.02% | +106,074+34.7% | Added |
| Squarepoint Ops LLC | 431,971 | $26.3M | 0.07% | +207,359+92.3% | Added |
| Swiss National Bank | 476,400 | $29.0M | 0.02% | +12,900+2.8% | Added |
| Kodai Capital Management LP | 479,898 | $29.2M | 1.20% | −514,387−51.7% | Reduced |
| Driehaus Capital Management LLC | 483,748 | $29.5M | 0.24% | +53,249+12.4% | Added |
| Man Group plc | 528,620 | $32.2M | 0.10% | −652,241−55.2% | Reduced |
| Amundi | 603,437 | $35.4M | 0.01% | +312,620+107.5% | Added |
| Balyasny Asset Management LLC | 601,692 | $36.6M | 0.09% | −412,786−40.7% | Reduced |
| Nuveen Asset Management, LLC | 610,896 | $37.2M | 0.01% | +15,775+2.7% | Added |
| Capital Fund Management S.A. | 640,042 | $39.0M | 0.39% | −6,302−1.0% | Reduced |
| Two Sigma Advisers, LP | 654,600 | $39.9M | 0.09% | +654,600 | New |
| UBS Asset Management Americas Inc | 664,329 | $40.5M | 0.01% | +59,300+9.8% | Added |
| Wells Fargo & Company | 673,657 | $41.0M | 0.01% | +625,145+1,288.6% | Added |
| ThornTree Capital Partners LP | 674,081 | $41.1M | 6.89% | −42,634−5.9% | Reduced |
| Allen Operations LLC | 721,382 | $43.9M | 6.97% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 767,677 | $46.8M | 0.50% | +727,298+1,801.2% | Added |
| Artemis Investment Management LLP | 770,245 | $46.9M | 0.67% | +15,517+2.1% | Added |
| Two Sigma Investments, LP | 822,333 | $50.1M | 0.12% | +267,539+48.2% | Added |
| Bank of America Corp | 855,044 | $52.1M | 0.00% | −799,639−48.3% | Reduced |
| Bank of New York Mellon Corp | 885,097 | $53.9M | 0.01% | +5,169+0.6% | Added |
| UBS Group AG | 935,978 | $57.0M | 0.01% | −420,415−31.0% | Reduced |
| Leo Wealth, LLC | 1,025,513 | $62.5M | 5.60% | −79,000−7.2% | Reduced |
| Millennium Management LLC | 1,045,212 | $63.7M | 0.06% | −1,125,141−51.8% | Reduced |
| Dimensional Fund Advisors LP | 1,138,494 | $69.4M | 0.02% | −754,170−39.8% | Reduced |
| 1832 Asset Management L.P. | 1,215,500 | $74.0M | 0.13% | −821,900−40.3% | Reduced |
| Voloridge Investment Management, LLC | 1,260,067 | $76.7M | 0.27% | +1,260,067 | New |
| Invesco Ltd. | 1,308,722 | $79.7M | 0.01% | +869,737+198.1% | Added |
| Foxhaven Asset Management, LP | 1,328,684 | $80.9M | 2.17% | +1,328,684 | New |
| Goldman Sachs Group Inc | 1,333,762 | $81.2M | 0.02% | +485,686+57.3% | Added |
| Northern Trust Corp | 1,417,493 | $86.3M | 0.01% | +311,916+28.2% | Added |
| Hudson Bay Capital Management LP | 1,427,745 | $86.9M | 0.53% | +1,427,745 | New |
| Wellington Management Group LLP | 1,527,526 | $93.0M | 0.02% | −453,113−22.9% | Reduced |
| Capital International Investors | 1,642,528 | $100.0M | 0.02% | +1,642,528 | New |
| Spyglass Capital Management LLC | 1,702,004 | $103.7M | 5.83% | −646,091−27.5% | Reduced |
| JPMorgan Chase & Co | 1,710,182 | $104.2M | 0.01% | +505,358+41.9% | Added |
| Qube Research & Technologies Ltd | 1,807,019 | $110.0M | 0.18% | +1,477,057+447.6% | Added |
| Price T Rowe Associates Inc | 1,887,058 | $114.9M | 0.01% | +126,320+7.2% | Added |
| Abdiel Capital Advisors, LP | 2,059,737 | $125.4M | 7.73% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,253,530 | $137.2M | 0.17% | +359,753+19.0% | Added |
| Charles Schwab Investment Management Inc | 2,272,058 | $138.4M | 0.03% | +68,848+3.1% | Added |
| Norges Bank | 2,298,020 | $139.9M | 0.02% | +871,609+61.1% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 2,633,442 | $160.4M | 0.54% | +2,633,442 | New |
| D. E. Shaw & Co., Inc. | 3,142,941 | $191.4M | 0.21% | −2,568,222−45.0% | Reduced |
| Geode Capital Management, LLC | 4,173,353 | $254.2M | 0.02% | +212,234+5.4% | Added |
| State Street Corp | 4,341,418 | $264.4M | 0.01% | +398,720+10.1% | Added |
| Jericho Capital Asset Management L.P. | 5,198,039 | $316.6M | 4.52% | +538,892+11.6% | Added |
| Durable Capital Partners LP | 5,858,283 | $356.8M | 2.91% | +2,888,827+97.3% | Added |
| FMR LLC | 9,002,965 | $548.3M | 0.03% | +8,982,183+43,221.0% | Added |
| Baillie Gifford & Co | 9,378,974 | $571.2M | 0.44% | −556,794−5.6% | Reduced |
| BlackRock, Inc. | 13,538,900 | $824.5M | 0.02% | +3,607,900+36.3% | Added |
| Capital World Investors | 18,339,165 | $1.12B | 0.17% | +72,582+0.4% | Added |
| Vanguard Group Inc | 21,815,563 | $1.33B | 0.02% | +716,574+3.4% | Added |