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 7 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, Q1 2025
Institutional positions in Affirm Holdings, Inc. as of Mar 31, 2025. 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
- 491
- −6 vs. Q4 2024
- Shares held
- 216.5M
- +9.63M (+4.7%) vs. Q4 2024
- Total value
- $9.77B
- −$2.82B (−22.4%) vs. Q4 2024
- New holders
- 95
- 186 more added
- Sold out
- 101
- 144 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 23,272,997 | $1.05B | 0.02% | +1,457,434+6.7% | Added |
| Capital Research Global Investors | 23,124,260 | $1.05B | 0.23% | −1,140,136−4.7% | Reduced |
| Morgan Stanley | 21,196,218 | $957.9M | 0.07% | −2,083,259−8.9% | Reduced |
| Capital World Investors | 20,218,782 | $913.7M | 0.15% | +1,879,617+10.2% | Added |
| BlackRock, Inc. | 13,218,366 | $597.3M | 0.01% | −320,534−2.4% | Reduced |
| Baillie Gifford & Co | 9,003,471 | $406.9M | 0.36% | −375,503−4.0% | Reduced |
| FMR LLC | 8,424,010 | $380.7M | 0.02% | −578,955−6.4% | Reduced |
| Durable Capital Partners LP | 6,580,882 | $297.4M | 2.66% | +722,599+12.3% | Added |
| Jericho Capital Asset Management L.P. | 5,057,039 | $228.5M | 4.16% | −141,000−2.7% | Reduced |
| Price T Rowe Associates Inc | 4,544,132 | $205.3M | 0.03% | +2,657,074+140.8% | Added |
| Geode Capital Management, LLC | 4,404,928 | $199.1M | 0.02% | +231,575+5.5% | Added |
| State Street Corp | 4,292,778 | $194.0M | 0.01% | −48,640−1.1% | Reduced |
| Qube Research & Technologies Ltd | 2,914,824 | $131.7M | 0.20% | +1,107,805+61.3% | Added |
| Citadel Advisors LLC | 2,677,106 | $121.0M | 0.12% | +2,675,696+189,765.7% | Added |
| Holocene Advisors, LP | 2,498,946 | $112.9M | 0.33% | +2,498,946 | New |
| UBS Group AG | 2,418,088 | $109.3M | 0.02% | +1,482,110+158.3% | Added |
| Norges Bank | 2,380,433 | $107.6M | 0.02% | +82,413+3.6% | Added |
| Marshall Wace, LLP | 2,309,158 | $104.4M | 0.14% | +55,628+2.5% | Added |
| Charles Schwab Investment Management Inc | 2,279,218 | $103.0M | 0.02% | +7,160+0.3% | Added |
| Foxhaven Asset Management, LP | 2,081,957 | $94.1M | 2.86% | +753,273+56.7% | Added |
| Spyglass Capital Management LLC | 1,902,425 | $86.0M | 5.90% | +200,421+11.8% | Added |
| Goldman Sachs Group Inc | 1,682,614 | $76.0M | 0.01% | +348,852+26.2% | Added |
| Wellington Management Group LLP | 1,654,341 | $74.8M | 0.01% | +126,815+8.3% | Added |
| Northern Trust Corp | 1,428,238 | $64.5M | 0.01% | +10,745+0.8% | Added |
| D. E. Shaw & Co., Inc. | 1,408,058 | $63.6M | 0.08% | −1,734,883−55.2% | Reduced |
| Capital International Investors | 1,296,048 | $58.6M | 0.01% | −346,480−21.1% | Reduced |
| Lord, Abbett & Co. LLC | 1,282,663 | $58.0M | 0.21% | +1,179,016+1,137.5% | Added |
| Franklin Resources Inc | 1,276,725 | $57.7M | 0.02% | +1,267,832+14,256.5% | Added |
| Bank of America Corp | 1,264,692 | $57.2M | 0.01% | +409,648+47.9% | Added |
| Gilder Gagnon Howe & Co LLC | 1,248,687 | $56.4M | 0.74% | +481,010+62.7% | Added |
| Dimensional Fund Advisors LP | 1,230,786 | $55.6M | 0.01% | +92,292+8.1% | Added |
| 1832 Asset Management L.P. | 1,156,900 | $52.3M | 0.10% | −58,600−4.8% | Reduced |
| JPMorgan Chase & Co | 1,129,954 | $51.1M | 0.00% | −580,228−33.9% | Reduced |
| Abdiel Capital Advisors, LP | 1,113,427 | $50.3M | 5.19% | −946,310−45.9% | Reduced |
| Susquehanna International Group, LLP | 999,931 | $45.2M | 0.07% | +887,519+789.5% | Added |
| Allspring Global Investments Holdings, LLC | 991,706 | $45.1M | 0.08% | +991,706 | New |
| Leo Wealth, LLC | 952,305 | $43.0M | 6.19% | −73,208−7.1% | Reduced |
| Millennium Management LLC | 948,170 | $42.8M | 0.04% | −97,042−9.3% | Reduced |
| Bank of New York Mellon Corp | 872,190 | $39.4M | 0.01% | −12,907−1.5% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 820,000 | $37.1M | 0.57% | +820,000 | New |
| Renaissance Technologies LLC | 818,900 | $37.0M | 0.06% | +818,900 | New |
| Barclays PLC | 722,906 | $32.7M | 0.01% | +594,737+464.0% | Added |
| Allen Operations LLC | 721,382 | $32.6M | 5.36% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 720,730 | $32.6M | 0.01% | +56,401+8.5% | Added |
| Invesco Ltd. | 709,457 | $32.1M | 0.01% | −599,265−45.8% | Reduced |
| ThornTree Capital Partners LP | 662,841 | $30.0M | 6.61% | −11,240−1.7% | Reduced |
| Ardmore Road Asset Management LP | 600,000 | $27.1M | 2.78% | +299,000+99.3% | Added |
| Nuveen, LLC | 598,830 | $27.1M | 0.01% | +598,830 | New |
| Alliancebernstein L.P. | 583,920 | $26.4M | 0.01% | +320,679+121.8% | Added |
| Squarepoint Ops LLC | 581,518 | $26.3M | 0.06% | +149,547+34.6% | Added |
| BIT Capital GmbH | 576,674 | $26.1M | 3.14% | +576,674 | New |
| Kodai Capital Management LP | 562,889 | $25.4M | 1.01% | +82,991+17.3% | Added |
| Voloridge Investment Management, LLC | 562,794 | $25.4M | 0.09% | −697,273−55.3% | Reduced |
| RJA Asset Management LLC | 553,827 | $25.0M | 7.72% | +156,402+39.4% | Added |
| Twin Tree Management, LP | 490,782 | $22.2M | 0.49% | +490,782 | New |
| Swiss National Bank | 468,000 | $21.1M | 0.01% | −8,400−1.8% | Reduced |
| Bank of Montreal | 424,714 | $19.2M | 0.01% | +415,642+4,581.6% | Added |
| Capital Fund Management S.A. | 422,716 | $19.1M | 0.24% | −217,326−34.0% | Reduced |
| Glendon Capital Management LP | 417,100 | $18.8M | 1.09% | +81,100+24.1% | Added |
| California Public Employees Retirement System | 399,486 | $18.1M | 0.01% | −12,588−3.1% | Reduced |
| Deutsche Bank AG | 398,571 | $18.0M | 0.01% | +366,171+1,130.2% | Added |
| Driehaus Capital Management LLC | 392,480 | $17.7M | 0.17% | −91,268−18.9% | Reduced |
| Amundi | 392,981 | $15.3M | 0.01% | −210,456−34.9% | Reduced |
| Jump Financial, LLC | 327,605 | $14.8M | 0.22% | +168,632+106.1% | Added |
| 12 West Capital Management LP | 325,000 | $14.7M | 2.17% | +325,000 | New |
| Pacific Heights Asset Management LLC | 320,000 | $14.5M | 0.98% | +5,000+1.6% | Added |
| Atreides Management, LP | 307,453 | $13.9M | 0.51% | +163,247+113.2% | Added |
| Trexquant Investment LP | 282,962 | $12.8M | 0.15% | +42,667+17.8% | Added |
| Aquatic Capital Management LLC | 280,717 | $12.7M | 0.32% | +217,541+344.3% | Added |
| NZS Capital, LLC | 277,595 | $12.5M | 0.57% | −3,793−1.3% | Reduced |
| Penserra Capital Management LLC | 276,621 | $12.5M | 0.22% | −83,149−23.1% | Reduced |
| Legal & General Group Plc | 268,929 | $12.2M | 0.00% | −76,301−22.1% | Reduced |
| BNP Paribas Arbitrage, SA | 257,755 | $11.6M | 0.01% | −65,207−20.2% | Reduced |
| Rhumbline Advisers | 255,582 | $11.5M | 0.01% | +6,131+2.5% | Added |
| Allen Holding Inc | 255,512 | $11.4M | 1.18% | +250+0.1% | Added |
| Diversify Advisory Services, LLC | 223,094 | $11.2M | 0.70% | +106,351+91.1% | Added |
| State Board of Administration of Florida Retirement System | 233,937 | $10.6M | 0.02% | +14,490+6.6% | Added |
| California State Teachers Retirement System | 227,719 | $10.3M | 0.01% | +1,126+0.5% | Added |
| Verition Fund Management LLC | 225,383 | $10.2M | 0.06% | −31,234−12.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 224,380 | $10.1M | 0.07% | +74,102+49.3% | Added |
| Teachers Retirement System of the State of Kentucky | 200,558 | $9.06M | 0.08% | +8,000+4.2% | Added |
| Royal Bank of Canada | 193,601 | $8.75M | 0.00% | +3,892+2.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 188,189 | $8.51M | 0.02% | −12,813−6.4% | Reduced |
| Jefferies Financial Group Inc. | 186,144 | $8.41M | 0.15% | +174,051+1,439.3% | Added |
| Envestnet Asset Management Inc | 184,432 | $8.33M | 0.00% | +165,863+893.2% | Added |
| Hudson Bay Capital Management LP | 180,188 | $8.14M | 0.05% | −1,247,557−87.4% | Reduced |
| Eisler Capital Management Ltd. | 175,826 | $7.94M | 0.24% | +175,826 | New |
| Algert Global LLC | 175,666 | $7.94M | 0.20% | −3,011−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 173,133 | $7.82M | 0.01% | +39,900+29.9% | Added |
| Raymond James Financial Inc | 171,422 | $7.75M | 0.00% | −68,172−28.5% | Reduced |
| Wells Fargo & Company | 170,712 | $7.71M | 0.00% | −502,945−74.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 158,117 | $7.15M | 0.12% | −400−0.3% | Reduced |
| American Century Companies Inc | 152,245 | $6.88M | 0.00% | +56,921+59.7% | Added |
| Ameriprise Financial Inc | 149,914 | $6.76M | 0.00% | +3,982+2.7% | Added |
| LMR Partners LLP | 149,508 | $6.76M | 0.14% | +108,109+261.1% | Added |
| TownSquare Capital, LLC | 141,756 | $6.41M | 0.07% | +29,434+26.2% | Added |
| Quantinno Capital Management LP | 140,156 | $6.33M | 0.04% | +19,043+15.7% | Added |
| G2 Investment Partners Management LLC | 140,000 | $6.33M | 2.06% | +140,000 | New |
| Tairen Capital Ltd | 140,000 | $6.33M | 0.42% | +140,000 | New |
| Berkshire Capital Holdings Inc | 139,520 | $6.30M | 3.01% | −37,850−21.3% | Reduced |