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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 6,921 | $369.7K | 0.00% | −904−11.6% | Reduced |
| Quinn Opportunity Partners LLC | 6,000 | $365.4K | 0.03% | +6,000 | New |
| Huntleigh Advisors, Inc. | 5,888 | $358.6K | 0.08% | +5,888 | New |
| CWM, LLC | 5,861 | $357.0K | 0.00% | +552+10.4% | Added |
| Hemington Wealth Management | 5,824 | $354.0K | 0.09% | −21−0.4% | Reduced |
| Holistic Financial Partners | 5,624 | $342.5K | 0.17% | −181−3.1% | Reduced |
| Avantax Advisory Services, Inc. | 5,587 | $340.2K | 0.00% | +5,587 | New |
| Capstone Investment Advisors, LLC | 5,579 | $339.8K | 0.00% | +5,579 | New |
| China Universal Asset Management Co., Ltd. | 5,547 | $337.8K | 0.03% | +5,547 | New |
| Waldron Private Wealth LLC | 5,479 | $333.7K | 0.01% | +357+7.0% | Added |
| CTC LLC | 5,428 | $330.6K | 0.03% | −6,234−53.5% | Reduced |
| Oak Thistle LLC | 5,397 | $328.7K | 0.10% | −23,426−81.3% | Reduced |
| Choate Investment Advisors | 5,384 | $327.9K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 5,367 | $326.9K | 0.00% | −208−3.7% | Reduced |
| Comerica Bank | 5,226 | $318.3K | 0.00% | −2,400−31.5% | Reduced |
| Kingsview Wealth Management, LLC | 5,224 | $318.1K | 0.01% | +5,224 | New |
| Yeomans Consulting Group, Inc. | 5,145 | $313.3K | 0.12% | +5,145 | New |
| Aspiriant, LLC | 5,106 | $311.0K | 0.01% | +61+1.2% | Added |
| Signaturefd, LLC | 5,035 | $306.6K | 0.01% | −131−2.5% | Reduced |
| Rakuten Securities, Inc. | 5,025 | $306.0K | 0.12% | −318−6.0% | Reduced |
| AdvisorNet Financial, Inc | 5,006 | $304.9K | 0.03% | +10.0% | Added |
| PMC FIG Opportunities LLC | 4,930 | $300.2K | 0.76% | −10,596−68.2% | Reduced |
| West Family Investments, Inc. | 4,866 | $296.3K | 0.10% | +4,866 | New |
| Paradigm Asset Management Co LLC | 4,700 | $286.2K | 0.08% | +4,700 | New |
| MetLife Investment Management | 4,554 | $277.3K | 0.00% | +499+12.3% | Added |
| Commerce Bank | 4,503 | $274.2K | 0.00% | +4,503 | New |
| Shell Asset Management Co | 4,487 | $273.0K | 0.01% | +4,487 | New |
| Marex Group plc | 4,477 | $272.6K | 0.00% | +4,477 | New |
| Daiwa Securities Group Inc. | 4,470 | $272.0K | 0.00% | +115+2.6% | Added |
| Wetherby Asset Management Inc | 4,376 | $266.5K | 0.01% | +4,376 | New |
| West Michigan Advisors, LLC | 4,280 | $260.7K | 0.08% | +4,280 | New |
| RSM US Wealth Management LLC | 4,161 | $260.6K | 0.00% | +4,161 | New |
| Coldstream Capital Management Inc | 4,242 | $258.3K | 0.01% | +4,242 | New |
| Parallel Advisors, LLC | 4,201 | $255.8K | 0.01% | +598+16.6% | Added |
| Jupiter Asset Management Ltd | 4,195 | $255.5K | 0.00% | +4,195 | New |
| GAMMA Investing LLC | 4,177 | $254.4K | 0.02% | +738+21.5% | Added |
| Polymer Capital Management (HK) LTD | 4,170 | $254.0K | 0.04% | +4,170 | New |
| Van Eck Associates Corp | 4,084 | $249.0K | 0.00% | −1,048−20.4% | Reduced |
| Ballentine Partners, LLC | 4,082 | $248.6K | 0.00% | +4,082 | New |
| Foundations Investment Advisors, LLC | 4,054 | $246.9K | 0.00% | +4,054 | New |
| SLT Holdings LLC | 4,054 | $246.9K | 0.23% | +4,054 | New |
| Essex Financial Services, Inc. | 4,004 | $243.8K | 0.02% | +4,004 | New |
| Challenger Wealth Management | 4,000 | $243.6K | 0.21% | +4,000 | New |
| Bridgefront Capital, LLC | 3,959 | $241.1K | 0.08% | +3,959 | New |
| Captrust Financial Advisors | 3,942 | $240.1K | 0.00% | +3,942 | New |
| Acadian Asset Management LLC | 3,843 | $233.0K | 0.00% | +3,843 | New |
| Pinkerton Retirement Specialists, LLC | 3,806 | $231.8K | 0.03% | +3,806 | New |
| Maven Securities LTD | 3,800 | $231.4K | 0.04% | +3,800 | New |
| Bayforest Capital Ltd | 3,765 | $229.3K | 0.29% | +3,765 | New |
| Wealth Enhancement Advisory Services, LLC | 3,747 | $228.2K | 0.00% | +3,747 | New |
| Thrivent Financial for Lutherans | 3,750 | $228.0K | 0.00% | +3,750 | New |
| Frank, Rimerman Advisors LLC | 3,691 | $224.8K | 0.02% | +3,691 | New |
| Diversified Trust Co | 3,689 | $224.7K | 0.01% | +3,689 | New |
| Atria Wealth Solutions, Inc. | 3,674 | $223.8K | 0.00% | +3,674 | New |
| ASB Consultores, LLC | 3,661 | $223.0K | 0.09% | −2,800−43.3% | Reduced |
| Wealthfront Advisers LLC | 3,641 | $221.7K | 0.00% | +3,641 | New |
| Landscape Capital Management, L.L.C. | 3,627 | $220.9K | 0.02% | −74,859−95.4% | Reduced |
| Keystone Investors Pte Ltd | 3,579 | $218.0K | 0.02% | −125,853−97.2% | Reduced |
| Swiss Life Asset Management Ltd | 3,508 | $213.3K | 0.00% | +3,508 | New |
| Ancora Advisors, LLC | 3,501 | $213.2K | 0.00% | +10.0% | Added |
| Truist Financial Corp | 3,484 | $212.2K | 0.00% | +3,484 | New |
| IFP Advisors, Inc | 3,438 | $211.8K | 0.01% | +1,103+47.2% | Added |
| Leigh Baldwin & Co., LLC | 3,451 | $210.2K | 0.18% | +3,451 | New |
| Bleakley Financial Group, LLC | 3,450 | $210.1K | 0.01% | +3,450 | New |
| Vontobel Holding Ltd. | 3,409 | $207.6K | 0.00% | +3,409 | New |
| Versant Capital Management, Inc | 3,405 | $207.4K | 0.04% | +586+20.8% | Added |
| Corton Capital Inc. | 3,396 | $206.8K | 0.12% | −1,620−32.3% | Reduced |
| HighPoint Advisor Group LLC | 2,615 | $204.0K | 0.01% | +2,615 | New |
| Kathleen S. Wright Associates Inc. | 3,328 | $202.7K | 0.08% | −1,882−36.1% | Reduced |
| C M Bidwell & Associates Ltd | 3,312 | $201.7K | 0.12% | +3,312 | New |
| MAI Capital Management | 2,652 | $161.5K | 0.00% | +2,652 | New |
| Newbridge Financial Services Group, Inc. | 2,397 | $146.0K | 0.04% | +100+4.4% | Added |
| GeoWealth Management, LLC | 2,363 | $143.9K | 0.00% | −49−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,247 | $136.8K | 0.00% | +2,064+1,127.9% | Added |
| EverSource Wealth Advisors, LLC | 2,132 | $129.8K | 0.01% | −30−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,878 | $114.4K | 0.00% | +700+59.4% | Added |
| National Bank of Canada | 1,862 | $113.4K | 0.00% | −2,548−57.8% | Reduced |
| Twin Lakes Capital Management, LLC | 1,811 | $110.3K | 0.07% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,802 | $109.7K | 0.00% | +78+4.5% | Added |
| Hanseatic Management Services Inc | 1,797 | $109.4K | 0.14% | +194+12.1% | Added |
| Advisors Asset Management, Inc. | 1,790 | $109.0K | 0.00% | +720+67.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,788 | $108.9K | 0.00% | +11+0.6% | Added |
| Global Wealth Strategies & Associates | 1,770 | $107.8K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,691 | $103.0K | 0.01% | −48−2.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,589 | $99.3K | 0.00% | +496+45.4% | Added |
| Credit Agricole S A | 1,604 | $97.7K | 0.00% | −7,330−82.0% | Reduced |
| Venturi Wealth Management, LLC | 1,422 | $86.6K | 0.00% | +325+29.6% | Added |
| Citadel Advisors LLC | 1,410 | $85.9K | 0.00% | −2,646,513−99.9% | Reduced |
| Westside Investment Management, Inc. | 1,391 | $84.7K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,382 | $84.2K | 0.03% | −540−28.1% | Reduced |
| Jones Financial Companies LLLP | 1,368 | $83.3K | 0.00% | −875−39.0% | Reduced |
| Smartleaf Asset Management LLC | 1,322 | $82.8K | 0.01% | +40+3.1% | Added |
| Quadrant Capital Group LLC | 1,221 | $74.4K | 0.01% | −128−9.5% | Reduced |
| CoreCap Advisors, LLC | 1,191 | $72.5K | 0.00% | +1,181+11,810.0% | Added |
| Farther Finance Advisors, LLC | 1,138 | $69.3K | 0.00% | +64+6.0% | Added |
| WealthTrak Capital Management LLC | 1,110 | $67.6K | 0.06% | +1,110 | New |
| Valley National Advisers Inc | 1,010 | $61.0K | 0.01% | +1,010 | New |
| Bogart Wealth, LLC | 1,000 | $60.9K | 0.00% | +1,000 | New |
| Lindbrook Capital, LLC | 954 | $58.1K | 0.01% | −8−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 934 | $56.9K | 0.00% | +154+19.7% | Added |