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; 662 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 | 662 | $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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 19,403 | $1.18M | 0.00% | +808+4.3% | Added |
| Oppenheimer Asset Management Inc. | 19,216 | $1.17M | 0.01% | −5,686−22.8% | Reduced |
| Russell Investments Group, Ltd. | 19,190 | $1.17M | 0.00% | +8,910+86.7% | Added |
| Chicago Partners Investment Group LLC | 19,729 | $1.16M | 0.04% | −9,339−32.1% | Reduced |
| Sora Investors LLC | 18,750 | $1.14M | 0.13% | −51,250−73.2% | Reduced |
| Boothbay Fund Management, LLC | 18,654 | $1.14M | 0.04% | −57,669−75.6% | Reduced |
| Envestnet Asset Management Inc | 18,569 | $1.13M | 0.00% | −70,955−79.3% | Reduced |
| Independent Advisor Alliance | 18,024 | $1.10M | 0.01% | +1,575+9.6% | Added |
| Belmont Capital, LLC | 18,000 | $1.10M | 0.18% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 17,894 | $1.09M | 0.32% | −45−0.3% | Reduced |
| Hilltop Holdings Inc. | 17,709 | $1.08M | 0.07% | −6,953−28.2% | Reduced |
| HarbourVest Partners LLC | 17,410 | $1.06M | 0.52% | −5,800−25.0% | Reduced |
| XTX Topco Ltd | 17,375 | $1.06M | 0.09% | −36,657−67.8% | Reduced |
| Oppenheimer & Co Inc | 16,988 | $1.03M | 0.02% | −17,770−51.1% | Reduced |
| US Bancorp | 16,579 | $1.01M | 0.00% | −486−2.8% | Reduced |
| Savant Capital, LLC | 16,180 | $985.4K | 0.01% | +16,180 | New |
| Sterling Capital Management LLC | 15,401 | $937.9K | 0.01% | +6,718+77.4% | Added |
| O'Shaughnessy Asset Management, LLC | 15,045 | $916.2K | 0.01% | +8,107+116.8% | Added |
| Cresset Asset Management, LLC | 14,445 | $879.7K | 0.00% | −33,873−70.1% | Reduced |
| Gsa Capital Partners LLP | 14,212 | $866.0K | 0.06% | −19,416−57.7% | Reduced |
| TD Waterhouse Canada Inc. | 14,178 | $862.9K | 0.01% | +4,129+41.1% | Added |
| Utah Retirement Systems | 14,000 | $852.6K | 0.01% | +1,600+12.9% | Added |
| Maryland State Retirement & Pension System | 13,838 | $842.7K | 0.02% | +807+6.2% | Added |
| Ashford Capital Management Inc | 13,800 | $840.4K | 0.10% | +13,800 | New |
| Creative Planning | 13,632 | $830.2K | 0.00% | +1,062+8.4% | Added |
| Amalgamated Bank | 13,493 | $822.0K | 0.01% | +1,432+11.9% | Added |
| STRS Ohio | 13,469 | $820.3K | 0.00% | −10,044−42.7% | Reduced |
| Ellevest, Inc. | 13,422 | $817.4K | 0.05% | −174−1.3% | Reduced |
| Principal Financial Group Inc | 13,317 | $811.0K | 0.00% | −1,742−11.6% | Reduced |
| Freestone Capital Holdings, LLC | 13,263 | $807.7K | 0.03% | −5,825−30.5% | Reduced |
| Garden State Investment Advisory Services LLC | 13,139 | $800.2K | 0.25% | +13,139 | New |
| Laird Norton Trust Company, LLC | 12,721 | $774.7K | 0.11% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 12,674 | $771.8K | 0.42% | +1,871+17.3% | Added |
| Belpointe Asset Management LLC | 17,470 | $768.9K | 0.05% | −486−2.7% | Reduced |
| Xponance, Inc. | 12,456 | $758.6K | 0.01% | +3,216+34.8% | Added |
| Rockefeller Capital Management L.P. | 12,402 | $755.3K | 0.00% | +12,402 | New |
| IMC-Chicago, LLC | 12,354 | $752.4K | 0.02% | −97,159−88.7% | Reduced |
| Integris Wealth Management, LLC | 12,310 | $749.7K | 0.21% | +12,310 | New |
| Prudential Financial Inc | 12,145 | $739.6K | 0.00% | −35,500−74.5% | Reduced |
| Cravens & Co Advisors, LLC | 12,133 | $738.9K | 0.56% | −230−1.9% | Reduced |
| Jefferies Financial Group Inc. | 12,093 | $736.5K | 0.01% | +5,796+92.0% | Added |
| Friedenthal Financial | 12,063 | $734.6K | 0.43% | −5,588−31.7% | Reduced |
| Myecfo, LLC | 12,005 | $731.1K | 0.39% | −255−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 11,808 | $719.1K | 0.01% | −17−0.1% | Reduced |
| Janney Montgomery Scott LLC | 11,713 | $713.0K | 0.00% | +1,015+9.5% | Added |
| Mount Vernon Associates Inc | 11,600 | $706.0K | 0.55% | +3,600+45.0% | Added |
| BBR Partners, LLC | 11,366 | $692.2K | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 11,219 | $683.2K | 0.01% | +98+0.9% | Added |
| O'Neil Global Advisors, Inc. | 11,193 | $682.0K | 0.20% | −369,202−97.1% | Reduced |
| Prospera Financial Services Inc | 11,194 | $681.7K | 0.02% | −2,325−17.2% | Reduced |
| Integrated Wealth Concepts LLC | 10,958 | $667.3K | 0.01% | +10,958 | New |
| Independent Financial Group, LLC | 10,788 | $657.0K | 0.02% | +10,788 | New |
| Paragon Capital Management Ltd | 10,770 | $655.9K | 0.13% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 10,725 | $653.2K | 0.25% | +10,725 | New |
| Cambridge Investment Research Advisors, Inc. | 10,627 | $647.0K | 0.00% | +10,627 | New |
| Kera Capital Partners, Inc. | 10,620 | $646.8K | 0.19% | +10,620 | New |
| Occudo Quantitative Strategies LP | 10,184 | $620.2K | 0.11% | +10,184 | New |
| Jacobs Levy Equity Management, Inc | 10,134 | $617.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Summit Trail Advisors, LLC | 9,979 | $607.7K | 0.02% | +3,641+57.4% | Added |
| Equitable Holdings, Inc. | 9,920 | $604.1K | 0.01% | −1,910−16.1% | Reduced |
| KBC Group NV | 9,698 | $591.0K | 0.00% | +3,367+53.2% | Added |
| TriaGen Wealth Management LLC | 9,612 | $585.4K | 0.20% | +9,612 | New |
| Private Advisor Group, LLC | 9,349 | $569.4K | 0.00% | −1,179−11.2% | Reduced |
| Optiver Holding B.V. | 9,277 | $565.0K | 0.02% | −26,885−74.3% | Reduced |
| CAPROCK Group, Inc. | 9,240 | $562.7K | 0.02% | +770+9.1% | Added |
| Vident Advisory, LLC | 9,178 | $558.9K | 0.01% | +1,765+23.8% | Added |
| AlTi Global, Inc. | 9,148 | $557.1K | 0.01% | −1,809−16.5% | Reduced |
| Bank of Montreal | 9,072 | $552.5K | 0.00% | −715,264−98.7% | Reduced |
| Franklin Resources Inc | 8,893 | $541.6K | 0.00% | +2,015+29.3% | Added |
| Empowered Funds, LLC | 8,838 | $538.2K | 0.01% | +8,838 | New |
| The PNC Financial Services Group, Inc. | 8,543 | $520.3K | 0.00% | −2,361−21.7% | Reduced |
| Arete Wealth Advisors, LLC | 8,482 | $517.0K | 0.04% | +2,510+42.0% | Added |
| White Lighthouse Investment Management Inc. | 8,439 | $513.9K | 0.09% | −1,852−18.0% | Reduced |
| Lazard Asset Management LLC | 8,420 | $511.0K | 0.00% | +1,436+20.6% | Added |
| Catalyst Funds Management Pty Ltd | 8,300 | $505.5K | 0.12% | +1,300+18.6% | Added |
| Intrepid Financial Planning Group LLC | 8,200 | $499.4K | 0.21% | +8,200 | New |
| Groupama Asset Managment | – | $491.2K | 0.01% | – | New |
| Venture Visionary Partners LLC | 8,037 | $489.5K | 0.02% | +8,037 | New |
| Forum Financial Management, LP | 7,985 | $486.3K | 0.01% | +1,128+16.5% | Added |
| Encompass More Asset Management | 7,965 | $485.1K | 0.16% | +1,668+26.5% | Added |
| CIBC Asset Management Inc | 7,942 | $483.7K | 0.00% | +422+5.6% | Added |
| CI Private Wealth, LLC | 7,938 | $483.4K | 0.00% | −66−0.8% | Reduced |
| Counterpoint Mutual Funds LLC | 7,827 | $476.7K | 0.06% | +7,827 | New |
| Plato Investment Management Ltd | 7,674 | $469.0K | 0.03% | +4,571+147.3% | Added |
| Wealthedge Investment Advisors, LLC | 7,689 | $468.3K | 0.21% | +7,689 | New |
| Tower Research Capital LLC (TRC) | 7,668 | $467.0K | 0.01% | +612+8.7% | Added |
| Everence Capital Management Inc | 7,230 | $440.0K | 0.03% | +7,230 | New |
| Oder Investment Management, LLC | 7,057 | $429.8K | 0.36% | −1,649−18.9% | Reduced |
| Shearwater Capital LLC | 7,000 | $426.3K | 0.29% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,751 | $411.1K | 0.05% | +6,751 | New |
| United Capital Financial Advisers, LLC | 6,704 | $408.3K | 0.00% | −211−3.1% | Reduced |
| Fox Run Management, L.L.C. | 6,507 | $396.3K | 0.07% | −701−9.7% | Reduced |
| Meeder Advisory Services, Inc. | 6,501 | $395.9K | 0.02% | +167+2.6% | Added |
| Silverleafe Capital Partners, LLC | 6,400 | $389.8K | 0.12% | +6,400 | New |
| SeaCrest Wealth Management, LLC | 6,348 | $386.6K | 0.04% | +6,348 | New |
| Blueshift Asset Management, LLC | 6,341 | $386.2K | 0.14% | −64,521−91.1% | Reduced |
| Biltmore Family Office, LLC | 6,205 | $377.9K | 0.06% | 00.0% | Unchanged |
| Twinbeech Capital LP | 6,200 | $377.6K | 0.01% | −61,114−90.8% | Reduced |