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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.

Institutional holdersQ4 2024: 502 institutions
Q1 2021: 207 institutionsQ2 2021: 230 institutionsQ3 2021: 340 institutionsQ4 2021: 440 institutionsQ1 2022: 391 institutionsQ2 2022: 348 institutionsQ3 2022: 354 institutionsQ4 2022: 354 institutionsQ1 2023: 308 institutionsQ2 2023: 313 institutionsQ3 2023: 312 institutionsQ4 2023: 407 institutionsQ1 2024: 383 institutionsQ2 2024: 378 institutionsQ3 2024: 426 institutionsQ4 2024: 502 institutionsQ1 2025: 491 institutionsQ2 2025: 562 institutionsQ3 2025: 616 institutionsQ4 2025: 640 institutionsQ1 2026: 593 institutionsQ2 2026: 661 institutions
Value heldQ4 2024: $12.6B
Q1 2021: $5.81BQ2 2021: $6.01BQ3 2021: $13.2BQ4 2021: $14.3BQ1 2022: $7.33BQ2 2022: $2.94BQ3 2022: $3.26BQ4 2022: $1.59BQ1 2023: $2.05BQ2 2023: $2.73BQ3 2023: $4.17BQ4 2023: $9.51BQ1 2024: $7.19BQ2 2024: $5.77BQ3 2024: $8.07BQ4 2024: $12.6BQ1 2025: $9.77BQ2 2025: $15.5BQ3 2025: $16.6BQ4 2025: $17.8BQ1 2026: $11.0BQ2 2026: $21.2B
Institutions holding AFRM and their total value by quarter
QuarterHoldersValue
Q2 2026661$21.2B
Q1 2026593$11.0B
Q4 2025640$17.8B
Q3 2025616$16.6B
Q2 2025562$15.5B
Q1 2025491$9.77B
Q4 2024502$12.6B
Q3 2024426$8.07B
Q2 2024378$5.77B
Q1 2024383$7.19B
Q4 2023407$9.51B
Q3 2023312$4.17B
Q2 2023313$2.73B
Q1 2023308$2.05B
Q4 2022354$1.59B
Q3 2022354$3.26B
Q2 2022348$2.94B
Q1 2022391$7.33B
Q4 2021440$14.3B
Q3 2021340$13.2B
Q2 2021230$6.01B
Q1 2021207$5.81B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q3 2024.

Institutions holding AFRM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Brevan Howard Capital Management LP116,491$7.09M0.18%+116,491New
Treasurer of the State of North Carolina113,983$6.94M0.03%+12,820+12.7%Added
Susquehanna International Group, LLP112,412$6.85M0.01%−2,092,455−94.9%Reduced
TownSquare Capital, LLC112,322$6.84M0.08%+3,871+3.6%Added
Allianz Asset Management GmbH109,744$6.68M0.01%+25,975+31.0%Added
Janus Henderson Group PLC109,116$6.64M0.00%−1,166−1.1%Reduced
Diversify Advisory Services, LLC116,743$6.46M0.36%+9,364+8.7%Added
PEAK6 LLC105,698$6.44M0.25%+105,698New
Nordea Investment Management AB103,018$6.38M0.01%+103,018New
Lord, Abbett & Co. LLC103,647$6.31M0.02%+38,868+60.0%Added
Omega Financial Group, LLC103,027$6.27M2.37%+4,871+5.0%Added
Flight Deck Capital, LP102,800$6.26M6.96%−75,200−42.2%Reduced
Ensign Peak Advisors, Inc98,849$6.02M0.01%00.0%Unchanged
American Century Companies Inc95,324$5.81M0.00%−5,198−5.2%Reduced
Police & Firemen's Retirement System of New Jersey93,404$5.69M0.06%+93,404New
State of New Jersey Common Pension Fund D91,494$5.57M0.02%−2,055−2.2%Reduced
Elyxium Wealth, LLC90,481$5.51M3.36%+5,599+6.6%Added
Public Employees Retirement System of Ohio89,047$5.42M0.02%+4,964+5.9%Added
GF Fund Management Co. Ltd.87,837$5.35M0.12%+87,837New
Oddo BHF Asset Management SAS83,521$5.09M0.26%+83,521New
Citigroup Inc82,786$5.04M0.00%−475,411−85.2%Reduced
EAM Global Investors LLC81,912$4.99M0.89%+81,912New
Atika Capital Management LLC81,300$4.95M0.64%+81,300New
Nisa Investment Advisors, LLC77,500$4.72M0.02%+8,950+13.1%Added
State of Wisconsin Investment Board77,156$4.70M0.01%−49,819−39.2%Reduced
Ambassador Advisors, LLC76,028$4.63M0.79%+675+0.9%Added
Natixis75,518$4.60M0.03%+75,518New
Nomura Holdings Inc74,984$4.57M0.02%+66,793+815.4%Added
LPL Financial LLC71,884$4.38M0.00%+23,253+47.8%Added
Arizona State Retirement System69,827$4.25M0.03%+1,453+2.1%Added
Liontrust Investment Partners LLP69,736$4.25M0.06%+69,736New
Liberty Mutual Group Asset Management Inc.69,374$4.22M1.01%00.0%Unchanged
Gotham Asset Management, LLC69,322$4.22M0.04%−44,501−39.1%Reduced
Victory Capital Management Inc65,819$4.01M0.00%+33,907+106.3%Added
Atomi Financial Group, Inc.64,796$3.95M0.20%−4,903−7.0%Reduced
Aquatic Capital Management LLC63,176$3.85M0.10%−419,824−86.9%Reduced
Teacher Retirement System of Texas62,436$3.80M0.01%+34,298+121.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)61,913$3.77M0.01%+3,607+6.2%Added
Advisor Group Holdings, Inc.60,818$3.68M0.01%−6,383−9.5%Reduced
Main Management ETF Advisors, LLC59,096$3.60M0.16%−5,312−8.2%Reduced
Handelsbanken Fonder AB59,000$3.59M0.01%−3,200−5.1%Reduced
Y-Intercept (Hong Kong) Ltd58,215$3.55M0.24%+18,577+46.9%Added
Mariner, LLC54,339$3.31M0.01%−2,382−4.2%Reduced
Tudor Investment Corp Et Al53,132$3.24M0.03%+53,132New
QRG Capital Management, Inc.52,886$3.22M0.03%−48,564−47.9%Reduced
Hidden Lake Asset Management LP50,341$3.07M2.09%−178,508−78.0%Reduced
Alight Capital Management LP50,000$3.04M1.03%−80,000−61.5%Reduced
Vestor Capital, LLC49,607$3.02M0.23%+49,607New
Hel Ved Capital Management Ltd49,545$3.02M0.92%+29,545+147.7%Added
KLP Kapitalforvaltning AS48,900$2.98M0.01%+48,900New
Toroso Investments, LLC48,379$2.95M0.02%+26,604+122.2%Added
Voleon Capital Management LP47,695$2.90M0.22%+47,695New
Dynamic Technology Lab Private Ltd47,017$2.86M0.46%−13,157−21.9%Reduced
Engineers Gate Manager LP46,951$2.86M0.05%+32,415+223.0%Added
Employees Retirement System of Texas46,234$2.82M0.02%00.0%Unchanged
Arrowpoint Investment Partners (Singapore) Pte. Ltd.45,850$2.79M1.70%+45,850New
Tabor Asset Management, LP44,984$2.74M1.31%+44,984New
Manufacturers Life Insurance Company, The44,938$2.74M0.00%−9,844−18.0%Reduced
Estate Counselors, LLC41,575$2.53M0.27%00.0%Unchanged
LMR Partners LLP41,399$2.52M0.04%−23,334−36.0%Reduced
SEI Investments Co40,840$2.49M0.00%+2,067+5.3%Added
Diker Management LLC40,000$2.44M2.11%−40,000−50.0%Reduced
3G Capital Partners LP40,000$2.44M0.70%+40,000New
GWM Advisors LLC39,776$2.42M0.01%+29,961+305.3%Added
Walleye Capital LLC38,855$2.37M0.02%+22,704+140.6%Added
Jain Global LLC38,094$2.32M0.07%+38,094New
Jasper Ridge Partners, L.P.38,086$2.32M0.07%00.0%Unchanged
MML Investors Services, LLC37,089$2.26M0.01%+30,071+428.5%Added
Evolutionary Tree Capital Management, LLC36,963$2.25M2.29%+36,963New
WT Asset Management Ltd36,850$2.24M0.25%+36,850New
Cetera Investment Advisers35,801$2.18M0.00%+1,837+5.4%Added
Westerly Capital Management, LLC35,000$2.13M0.98%−75,000−68.2%Reduced
Pictet Asset Management Holding SA33,857$2.06M0.00%+2,448+7.8%Added
Commonwealth Equity Services, LLC33,757$2.06M0.00%−5,989−15.1%Reduced
Deutsche Bank AG32,400$1.97M0.00%+817+2.6%Added
Headlands Technologies LLC31,829$1.94M0.19%+31,829New
Voya Investment Management LLC31,736$1.93M0.00%−2,717−7.9%Reduced
Quantbot Technologies LP31,465$1.92M0.07%−31,463−50.0%Reduced
SG Americas Securities, LLC30,791$1.88M0.01%+14,259+86.3%Added
Ieq Capital, LLC30,199$1.84M0.02%−246−0.8%Reduced
Edgestream Partners, L.P.29,481$1.80M0.08%−35,861−54.9%Reduced
BI Asset Management Fondsmaeglerselskab A/S29,380$1.79M0.02%+29,380New
Lecap Asset Management Ltd29,147$1.78M0.48%−22,828−43.9%Reduced
Gladstone Institutional Advisory LLC28,971$1.76M0.08%+28,971New
Parallax Volatility Advisers, L.P.28,101$1.71M0.04%−259,325−90.2%Reduced
SBI Securities Co., Ltd.28,071$1.71M0.05%+28,071New
HighTower Advisors, LLC27,783$1.69M0.00%−35,028−55.8%Reduced
JustInvest LLC27,661$1.68M0.03%+1,244+4.7%Added
Neuberger Berman Group LLC26,269$1.60M0.00%+166+0.6%Added
Wolverine Trading, LLC25,277$1.58M0.04%−27,596−52.2%Reduced
Legacy Capital Group California, Inc.23,520$1.43M0.44%−508−2.1%Reduced
Public Employees Retirement Association of Colorado23,329$1.42M0.01%00.0%Unchanged
Sculptor Capital LP21,650$1.32M0.02%+21,650New
HSBC Holdings PLC20,828$1.29M0.00%+20,828New
M&T Bank Corp21,027$1.28M0.00%+3,325+18.8%Added
Pathstone Holdings, LLC20,097$1.22M0.01%−2,001−9.1%Reduced
PDT Partners, LLC20,022$1.22M0.11%+20,022New
Fortress Investment Group LLC20,000$1.22M0.19%+20,000New
Entropy Technologies, LP19,765$1.20M0.12%+8,401+73.9%Added
Mission Wealth Management, LP19,500$1.19M0.03%+10.0%Added