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 |
|---|---|---|---|---|---|
| Morgan Stanley | 23,279,477 | $1.42B | 0.10% | −6,914,985−22.9% | Reduced |
| Capital Research Global Investors | 24,264,396 | $1.48B | 0.30% | +470,409+2.0% | Added |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −682,797−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −267,012−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −97,494−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −94,700−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −88,200−100.0% | Sold out |
| VK Services, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −51,592−100.0% | Sold out |
| Delta Air Lines, Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −44,815−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −42,143−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −36,835−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,563−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −27,346−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −26,894−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −26,444−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −26,018−100.0% | Sold out |
| Founders Fund Growth Management, LLC | 0 | $0 | 0.00% | −21,624−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,209−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −19,544−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −18,489−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −17,711−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −11,678−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −10,859−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −17,920−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,455−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −9,427−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −8,634−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,614−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,271−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −8,574−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −7,693−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −7,517−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −9,083−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −5,491−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,023−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| LifePro Asset Management | – | – | – | – | Not filed |
| Source Financial Advisors LLC | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |