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 |
|---|---|---|---|---|---|
| Ridgewood Investments LLC | 900 | $54.8K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 803 | $47.1K | 0.00% | +8+1.0% | Added |
| Prestige Wealth Management Group LLC | 757 | $46.1K | 0.01% | +332+78.1% | Added |
| Creative Financial Designs Inc | 740 | $45.1K | 0.00% | +640+640.0% | Added |
| ORG Wealth Partners, LLC | 701 | $42.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 639 | $40.0K | 0.01% | +639 | New |
| Quest Partners LLC | 622 | $37.9K | 0.01% | −8,958−93.5% | Reduced |
| Quarry LP | 601 | $36.6K | 0.01% | −3,007−83.3% | Reduced |
| Strategic Investment Solutions, Inc. | 700 | $34.4K | 0.01% | +700 | New |
| R Squared Ltd | 540 | $32.9K | 0.03% | +540 | New |
| Geneos Wealth Management Inc. | 525 | $32.0K | 0.00% | +410+356.5% | Added |
| Washington Trust Co | 521 | $31.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 485 | $30.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 464 | $28.3K | 0.00% | +464 | New |
| Harbour Investments, Inc. | 445 | $27.1K | 0.00% | +100+29.0% | Added |
| Proequities, Inc. | 469 | $26.5K | 0.00% | +457+3,808.3% | Added |
| Quent Capital, LLC | 434 | $26.4K | 0.00% | −79−15.4% | Reduced |
| Ci Investments Inc. | 431 | $26.0K | 0.00% | −19−4.2% | Reduced |
| Hantz Financial Services, Inc. | 427 | $26.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 409 | $24.9K | 0.00% | −666−62.0% | Reduced |
| Mather Group, LLC. | 402 | $24.5K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 400 | $24.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 331 | $20.2K | 0.00% | +25+8.2% | Added |
| Optimum Investment Advisors | 330 | $20.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 344 | $19.4K | 0.00% | −117−25.4% | Reduced |
| Global Retirement Partners, LLC | 319 | $19.4K | 0.00% | +1+0.3% | Added |
| Covestor Ltd | 309 | $19.0K | 0.01% | −1−0.3% | Reduced |
| Accent Capital Management, LLC | 300 | $18.3K | 0.01% | −70−18.9% | Reduced |
| Asset Planning,Inc | 292 | $17.8K | 0.01% | +292 | New |
| Tradewinds Capital Management, LLC | 265 | $16.1K | 0.00% | −50−15.9% | Reduced |
| Holos Integrated Wealth LLC | 259 | $15.8K | 0.01% | +259 | New |
| Private Wealth Management Group, LLC | 253 | $15.4K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $12.2K | 0.00% | +200 | New |
| Aster Capital Management (DIFC) Ltd | 192 | $11.7K | 0.00% | −61−24.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 175 | $10.7K | 0.00% | +175 | New |
| JDM Financial Group LLC | 167 | $10.2K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 160 | $9.74K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 157 | $9.56K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 143 | $8.71K | 0.01% | +143 | New |
| Manchester Capital Management LLC | 135 | $8.22K | 0.00% | −3,900−96.7% | Reduced |
| Aventura Private Wealth, LLC | 135 | $8.22K | 0.00% | +135 | New |
| Fortitude Family Office, LLC | 124 | $7.55K | 0.00% | −163−56.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 | $7.55K | 0.00% | +109+726.7% | Added |
| Bruce G. Allen Investments, LLC | 123 | $7.49K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $7.31K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 110 | $6.70K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $6.09K | 0.00% | −2,800−96.6% | Reduced |
| Salem Investment Counselors Inc | 100 | $6.09K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $6.09K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $6.09K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 87 | $5.30K | 0.00% | +60+222.2% | Added |
| Blume Capital Management, Inc. | 80 | $4.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 79 | $4.81K | 0.00% | +9+12.9% | Added |
| Leonteq Securities AG | 73 | $4.45K | 0.00% | −104−58.8% | Reduced |
| Meeder Asset Management Inc | 70 | $4.26K | 0.00% | −5−6.7% | Reduced |
| Bell Investment Advisors, Inc | 70 | $4.26K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $3.96K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 64 | $3.90K | 0.00% | −29−31.2% | Reduced |
| Beacon Capital Management, LLC | 64 | $3.90K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $3.90K | 0.00% | +40+166.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $3.35K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $3.35K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 55 | $3.35K | 0.00% | +55 | New |
| Aspect Partners, LLC | 50 | $3.04K | 0.00% | +50 | New |
| Copia Wealth Management | 50 | $3.04K | 0.00% | +50 | New |
| Hall Laurie J Trustee | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 47 | $2.86K | 0.00% | +47 | New |
| CGC Financial Services, LLC | 45 | $2.74K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 43 | $2.62K | 0.00% | +29+207.1% | Added |
| SOA Wealth Advisors, LLC. | 41 | $2.50K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $2.40K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 37 | $2.25K | 0.00% | −140−79.1% | Reduced |
| CVA Family Office, LLC | 35 | $2.13K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 35 | $2.13K | 0.00% | +35 | New |
| Assetmark, Inc | 34 | $2.07K | 0.00% | +25+277.8% | Added |
| Clearstead Advisors, LLC | 27 | $1.62K | 0.00% | +2+8.0% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $1.52K | 0.00% | +9+56.3% | Added |
| SJS Investment Consulting Inc. | 22 | $1.34K | 0.00% | −5−18.5% | Reduced |
| Larson Financial Group LLC | 21 | $1.28K | 0.00% | +16+320.0% | Added |
| Continuum Advisory, LLC | 18 | $1.10K | 0.00% | −16−47.1% | Reduced |
| Whipplewood Advisors, LLC | 17 | $1.03K | 0.00% | +17 | New |
| Cassady Schiller Wealth Management, LLC | 16 | $974 | 0.00% | +16 | New |
| Heritage Wealth Advisors | 15 | $914 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 15 | $914 | 0.04% | +6+66.7% | Added |
| Bartlett & Co. Wealth Management LLC | 14 | $853 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $717 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 11 | $689 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 11 | $670 | 0.00% | −20−64.5% | Reduced |
| Darwin Advisors, LLC | 10 | $609 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $609 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 8 | $487 | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 7 | $427 | 0.00% | −15−68.2% | Reduced |
| MV Capital Management, Inc. | 7 | $427 | 0.00% | −2−22.2% | Reduced |
| Parkworth Wealth Management, Inc. | 6 | $366 | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 5 | $305 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,504 | $213 | 0.00% | +3,504 | New |
| Hexagon Capital Partners LLC | 3 | $183 | 0.00% | −3−50.0% | Reduced |