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, 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 |
|---|---|---|---|---|---|
| Shearwater Capital LLC | 7,000 | $316.3K | 0.22% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,095 | $321.0K | 0.03% | −7,117−50.1% | Reduced |
| Everence Capital Management Inc | 7,230 | $327.0K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,250 | $327.6K | 0.01% | +7,250 | New |
| Oder Investment Management, LLC | 7,396 | $334.2K | 0.28% | +339+4.8% | Added |
| SG Americas Securities, LLC | 7,464 | $337.0K | 0.00% | −23,327−75.8% | Reduced |
| Forum Financial Management, LP | 7,555 | $341.4K | 0.01% | −430−5.4% | Reduced |
| Wedmont Private Capital | 8,529 | $345.3K | 0.02% | +8,529 | New |
| Bridgefront Capital, LLC | 7,694 | $347.7K | 0.10% | +3,735+94.3% | Added |
| Institute for Wealth Management, LLC. | 7,856 | $355.0K | 0.05% | +1,105+16.4% | Added |
| Atria Wealth Solutions, Inc. | 7,910 | $357.5K | 0.00% | +4,236+115.3% | Added |
| CIBC Asset Management Inc | 8,097 | $365.9K | 0.00% | +155+2.0% | Added |
| Capital Advisors Inc | 8,123 | $367.1K | 0.01% | +8,123 | New |
| Sherbrooke Park Advisers LLC | 8,266 | $373.5K | 0.17% | +8,266 | New |
| Intrepid Financial Planning Group LLC | 8,350 | $377.3K | 0.17% | +150+1.8% | Added |
| CI Private Wealth, LLC | 8,401 | $379.6K | 0.00% | +463+5.8% | Added |
| Left Brain Wealth Management, LLC | 8,475 | $383.0K | 0.17% | −2,250−21.0% | Reduced |
| Magnetar Financial LLC | 8,582 | $387.8K | 0.01% | +8,582 | New |
| Shell Asset Management Co | 8,626 | $390.0K | 0.02% | +4,139+92.2% | Added |
| Precision Wealth Strategies, LLC | 8,990 | $406.3K | 0.31% | +8,990 | New |
| Ellevest, Inc. | 9,103 | $411.4K | 0.03% | −4,319−32.2% | Reduced |
| TD Waterhouse Canada Inc. | 9,258 | $420.3K | 0.00% | −4,920−34.7% | Reduced |
| OP Asset Management Ltd | 9,465 | $427.7K | 0.01% | +9,465 | New |
| White Lighthouse Investment Management Inc. | 9,542 | $431.2K | 0.08% | +1,103+13.1% | Added |
| The PNC Financial Services Group, Inc. | 9,633 | $435.3K | 0.00% | +1,090+12.8% | Added |
| Oppenheimer & Co Inc | 9,805 | $443.1K | 0.01% | −7,183−42.3% | Reduced |
| Fox Run Management, L.L.C. | 9,964 | $450.3K | 0.07% | +3,457+53.1% | Added |
| Diker Management LLC | 10,000 | $451.9K | 0.54% | −30,000−75.0% | Reduced |
| CAPROCK Group, Inc. | 10,032 | $453.3K | 0.01% | +792+8.6% | Added |
| AXA S.A. | 10,309 | $465.9K | 0.00% | +10,309 | New |
| KBC Group NV | 10,525 | $476.0K | 0.00% | +827+8.5% | Added |
| Paragon Capital Management Ltd | 10,770 | $486.7K | 0.10% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,852 | $490.4K | 0.02% | +873+8.7% | Added |
| Lecap Asset Management Ltd | 10,874 | $491.4K | 0.11% | −18,273−62.7% | Reduced |
| Equitable Holdings, Inc. | 11,052 | $499.4K | 0.00% | +1,132+11.4% | Added |
| Options Solutions, LLC | 11,237 | $507.8K | 0.24% | +11,237 | New |
| Prospera Financial Services Inc | 11,267 | $509.1K | 0.01% | +73+0.7% | Added |
| BBR Partners, LLC | 11,366 | $513.6K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 11,378 | $514.2K | 0.00% | +5,799+103.9% | Added |
| HB Wealth Management, LLC | 11,471 | $518.4K | 0.00% | +252+2.2% | Added |
| Cravens & Co Advisors, LLC | 11,596 | $524.0K | 0.41% | −537−4.4% | Reduced |
| Central Pacific Bank - Trust Division | 11,611 | $524.7K | 0.07% | +11,611 | New |
| Sequoia Financial Advisors, LLC | 11,712 | $529.3K | 0.00% | −96−0.8% | Reduced |
| Quantitative Investment Management, LLC | 11,784 | $532.0K | 0.05% | +11,784 | New |
| Lazard Asset Management LLC | 11,889 | $537.0K | 0.00% | +3,469+41.2% | Added |
| Vontobel Holding Ltd. | 11,993 | $542.0K | 0.00% | +8,584+251.8% | Added |
| Gamco Investors, Inc. Et Al | 12,000 | $542.3K | 0.01% | +2,000+20.0% | Added |
| Maryland State Retirement & Pension System | 12,115 | $547.5K | 0.01% | −1,723−12.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,157 | $549.4K | 0.00% | +12,157 | New |
| Vident Advisory, LLC | 12,247 | $553.4K | 0.01% | +3,069+33.4% | Added |
| Myecfo, LLC | 12,264 | $554.2K | 0.29% | +259+2.2% | Added |
| Voleon Capital Management LP | 12,480 | $564.0K | 0.04% | −35,215−73.8% | Reduced |
| Principal Financial Group Inc | 12,687 | $573.3K | 0.00% | −630−4.7% | Reduced |
| Laird Norton Trust Company, LLC | 12,721 | $574.9K | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 12,897 | $582.8K | 0.00% | −1,548−10.7% | Reduced |
| Xponance, Inc. | 13,148 | $594.2K | 0.01% | +692+5.6% | Added |
| Manufacturers Life Insurance Company, The | 13,185 | $595.8K | 0.00% | −31,753−70.7% | Reduced |
| Rockefeller Capital Management L.P. | 13,406 | $605.8K | 0.00% | +1,004+8.1% | Added |
| Mount Vernon Associates Inc | 13,550 | $612.0K | 0.50% | +1,950+16.8% | Added |
| Amalgamated Bank | 13,773 | $622.0K | 0.01% | +280+2.1% | Added |
| Utah Retirement Systems | 14,000 | $632.7K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 14,400 | $650.7K | 0.03% | +14,400 | New |
| Sterling Capital Management LLC | 14,411 | $651.2K | 0.01% | −990−6.4% | Reduced |
| Danske Bank A/S | 14,526 | $656.4K | 0.00% | +14,426+14,426.0% | Added |
| Virtu Financial LLC | 14,582 | $659.0K | 0.04% | +14,582 | New |
| Panoramic Capital, LLC | 15,158 | $685.0K | 0.86% | +15,158 | New |
| Natixis Advisors, L.P. | 15,548 | $703.0K | 0.00% | −3,855−19.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,835 | $715.6K | 0.01% | +790+5.3% | Added |
| Savant Capital, LLC | 16,269 | $735.2K | 0.01% | +89+0.6% | Added |
| Prudential Financial Inc | 16,315 | $737.3K | 0.00% | +4,170+34.3% | Added |
| Hilltop Holdings Inc. | 16,543 | $747.6K | 0.05% | −1,166−6.6% | Reduced |
| Empowered Funds, LLC | 16,852 | $761.5K | 0.01% | +8,014+90.7% | Added |
| Sculptor Capital LP | 17,000 | $768.2K | 0.02% | −4,650−21.5% | Reduced |
| STRS Ohio | 17,471 | $789.5K | 0.00% | +4,002+29.7% | Added |
| Belpointe Asset Management LLC | 17,471 | $789.5K | 0.04% | +10.0% | Added |
| Integris Wealth Management, LLC | 17,681 | $799.0K | 0.23% | +5,371+43.6% | Added |
| Chicago Partners Investment Group LLC | 15,609 | $804.5K | 0.03% | −4,120−20.9% | Reduced |
| Cim Investment Mangement Inc | 17,883 | $808.1K | 0.18% | −11−0.1% | Reduced |
| Belmont Capital, LLC | 18,000 | $813.4K | 0.15% | 00.0% | Unchanged |
| Truist Financial Corp | 18,039 | $815.2K | 0.00% | +14,555+417.8% | Added |
| Pathstone Holdings, LLC | 18,183 | $822.9K | 0.00% | −1,914−9.5% | Reduced |
| Independent Advisor Alliance | 18,681 | $844.2K | 0.03% | +657+3.6% | Added |
| Integrated Wealth Concepts LLC | 19,492 | $880.9K | 0.01% | +8,534+77.9% | Added |
| US Bancorp | 19,579 | $884.8K | 0.00% | +3,000+18.1% | Added |
| Royal Fund Management, LLC | 19,894 | $899.0K | 0.11% | +19,894 | New |
| Creative Planning | 20,147 | $910.4K | 0.00% | +6,515+47.8% | Added |
| Mission Wealth Management, LP | 20,303 | $917.5K | 0.02% | +803+4.1% | Added |
| Connective Capital Management, LLC | 20,937 | $946.1K | 0.87% | +20,937 | New |
| MML Investors Services, LLC | 21,160 | $956.0K | 0.00% | −15,929−42.9% | Reduced |
| M&T Bank Corp | 21,416 | $968.1K | 0.00% | +389+1.9% | Added |
| Oppenheimer Asset Management Inc. | 22,220 | $1.00M | 0.01% | +3,004+15.6% | Added |
| Quantessence Capital LLC | 22,727 | $1.03M | 0.26% | +22,727 | New |
| Public Employees Retirement Association of Colorado | 23,329 | $1.05M | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 23,700 | $1.07M | 0.20% | +23,700 | New |
| Graham Capital Management, L.P. | 24,190 | $1.09M | 0.03% | +24,190 | New |
| Valliance Asset Management Ltd | 25,000 | $1.13M | 4.28% | +25,000 | New |
| Ashford Capital Management Inc | 25,293 | $1.14M | 0.15% | +11,493+83.3% | Added |
| Captrust Financial Advisors | 25,831 | $1.17M | 0.00% | +21,889+555.3% | Added |
| Neuberger Berman Group LLC | 26,004 | $1.18M | 0.00% | −265−1.0% | Reduced |
| Gladstone Institutional Advisory LLC | 26,125 | $1.18M | 0.06% | −2,846−9.8% | Reduced |