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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.

Institutional holdersQ1 2025: 491 institutions
Q1 2021: 207 institutionsQ2 2021: 230 institutionsQ3 2021: 340 institutionsQ4 2021: 440 institutionsQ1 2022: 391 institutionsQ2 2022: 348 institutionsQ3 2022: 354 institutionsQ4 2022: 354 institutionsQ1 2023: 308 institutionsQ2 2023: 313 institutionsQ3 2023: 312 institutionsQ4 2023: 407 institutionsQ1 2024: 383 institutionsQ2 2024: 378 institutionsQ3 2024: 426 institutionsQ4 2024: 502 institutionsQ1 2025: 491 institutionsQ2 2025: 562 institutionsQ3 2025: 616 institutionsQ4 2025: 640 institutionsQ1 2026: 593 institutionsQ2 2026: 661 institutions
Value heldQ1 2025: $9.77B
Q1 2021: $5.81BQ2 2021: $6.01BQ3 2021: $13.2BQ4 2021: $14.3BQ1 2022: $7.33BQ2 2022: $2.94BQ3 2022: $3.26BQ4 2022: $1.59BQ1 2023: $2.05BQ2 2023: $2.73BQ3 2023: $4.17BQ4 2023: $9.51BQ1 2024: $7.19BQ2 2024: $5.77BQ3 2024: $8.07BQ4 2024: $12.6BQ1 2025: $9.77BQ2 2025: $15.5BQ3 2025: $16.6BQ4 2025: $17.8BQ1 2026: $11.0BQ2 2026: $21.2B
Institutions holding AFRM and their total value by quarter
QuarterHoldersValue
Q2 2026661$21.2B
Q1 2026593$11.0B
Q4 2025640$17.8B
Q3 2025616$16.6B
Q2 2025562$15.5B
Q1 2025491$9.77B
Q4 2024502$12.6B
Q3 2024426$8.07B
Q2 2024378$5.77B
Q1 2024383$7.19B
Q4 2023407$9.51B
Q3 2023312$4.17B
Q2 2023313$2.73B
Q1 2023308$2.05B
Q4 2022354$1.59B
Q3 2022354$3.26B
Q2 2022348$2.94B
Q1 2022391$7.33B
Q4 2021440$14.3B
Q3 2021340$13.2B
Q2 2021230$6.01B
Q1 2021207$5.81B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q4 2024.

Institutions holding AFRM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Shearwater Capital LLC7,000$316.3K0.22%00.0%Unchanged
Gsa Capital Partners LLP7,095$321.0K0.03%−7,117−50.1%Reduced
Everence Capital Management Inc7,230$327.0K0.02%00.0%Unchanged
Bryn Mawr Trust Co7,250$327.6K0.01%+7,250New
Oder Investment Management, LLC7,396$334.2K0.28%+339+4.8%Added
SG Americas Securities, LLC7,464$337.0K0.00%−23,327−75.8%Reduced
Forum Financial Management, LP7,555$341.4K0.01%−430−5.4%Reduced
Wedmont Private Capital8,529$345.3K0.02%+8,529New
Bridgefront Capital, LLC7,694$347.7K0.10%+3,735+94.3%Added
Institute for Wealth Management, LLC.7,856$355.0K0.05%+1,105+16.4%Added
Atria Wealth Solutions, Inc.7,910$357.5K0.00%+4,236+115.3%Added
CIBC Asset Management Inc8,097$365.9K0.00%+155+2.0%Added
Capital Advisors Inc8,123$367.1K0.01%+8,123New
Sherbrooke Park Advisers LLC8,266$373.5K0.17%+8,266New
Intrepid Financial Planning Group LLC8,350$377.3K0.17%+150+1.8%Added
CI Private Wealth, LLC8,401$379.6K0.00%+463+5.8%Added
Left Brain Wealth Management, LLC8,475$383.0K0.17%−2,250−21.0%Reduced
Magnetar Financial LLC8,582$387.8K0.01%+8,582New
Shell Asset Management Co8,626$390.0K0.02%+4,139+92.2%Added
Precision Wealth Strategies, LLC8,990$406.3K0.31%+8,990New
Ellevest, Inc.9,103$411.4K0.03%−4,319−32.2%Reduced
TD Waterhouse Canada Inc.9,258$420.3K0.00%−4,920−34.7%Reduced
OP Asset Management Ltd9,465$427.7K0.01%+9,465New
White Lighthouse Investment Management Inc.9,542$431.2K0.08%+1,103+13.1%Added
The PNC Financial Services Group, Inc.9,633$435.3K0.00%+1,090+12.8%Added
Oppenheimer & Co Inc9,805$443.1K0.01%−7,183−42.3%Reduced
Fox Run Management, L.L.C.9,964$450.3K0.07%+3,457+53.1%Added
Diker Management LLC10,000$451.9K0.54%−30,000−75.0%Reduced
CAPROCK Group, Inc.10,032$453.3K0.01%+792+8.6%Added
AXA S.A.10,309$465.9K0.00%+10,309New
KBC Group NV10,525$476.0K0.00%+827+8.5%Added
Paragon Capital Management Ltd10,770$486.7K0.10%00.0%Unchanged
Summit Trail Advisors, LLC10,852$490.4K0.02%+873+8.7%Added
Lecap Asset Management Ltd10,874$491.4K0.11%−18,273−62.7%Reduced
Equitable Holdings, Inc.11,052$499.4K0.00%+1,132+11.4%Added
Options Solutions, LLC11,237$507.8K0.24%+11,237New
Prospera Financial Services Inc11,267$509.1K0.01%+73+0.7%Added
BBR Partners, LLC11,366$513.6K0.04%00.0%Unchanged
Capstone Investment Advisors, LLC11,378$514.2K0.00%+5,799+103.9%Added
HB Wealth Management, LLC11,471$518.4K0.00%+252+2.2%Added
Cravens & Co Advisors, LLC11,596$524.0K0.41%−537−4.4%Reduced
Central Pacific Bank - Trust Division11,611$524.7K0.07%+11,611New
Sequoia Financial Advisors, LLC11,712$529.3K0.00%−96−0.8%Reduced
Quantitative Investment Management, LLC11,784$532.0K0.05%+11,784New
Lazard Asset Management LLC11,889$537.0K0.00%+3,469+41.2%Added
Vontobel Holding Ltd.11,993$542.0K0.00%+8,584+251.8%Added
Gamco Investors, Inc. Et Al12,000$542.3K0.01%+2,000+20.0%Added
Maryland State Retirement & Pension System12,115$547.5K0.01%−1,723−12.5%Reduced
Envestnet Portfolio Solutions, Inc.12,157$549.4K0.00%+12,157New
Vident Advisory, LLC12,247$553.4K0.01%+3,069+33.4%Added
Myecfo, LLC12,264$554.2K0.29%+259+2.2%Added
Voleon Capital Management LP12,480$564.0K0.04%−35,215−73.8%Reduced
Principal Financial Group Inc12,687$573.3K0.00%−630−4.7%Reduced
Laird Norton Trust Company, LLC12,721$574.9K0.09%00.0%Unchanged
Cresset Asset Management, LLC12,897$582.8K0.00%−1,548−10.7%Reduced
Xponance, Inc.13,148$594.2K0.01%+692+5.6%Added
Manufacturers Life Insurance Company, The13,185$595.8K0.00%−31,753−70.7%Reduced
Rockefeller Capital Management L.P.13,406$605.8K0.00%+1,004+8.1%Added
Mount Vernon Associates Inc13,550$612.0K0.50%+1,950+16.8%Added
Amalgamated Bank13,773$622.0K0.01%+280+2.1%Added
Utah Retirement Systems14,000$632.7K0.01%00.0%Unchanged
Hillsdale Investment Management Inc.14,400$650.7K0.03%+14,400New
Sterling Capital Management LLC14,411$651.2K0.01%−990−6.4%Reduced
Danske Bank A/S14,526$656.4K0.00%+14,426+14,426.0%Added
Virtu Financial LLC14,582$659.0K0.04%+14,582New
Panoramic Capital, LLC15,158$685.0K0.86%+15,158New
Natixis Advisors, L.P.15,548$703.0K0.00%−3,855−19.9%Reduced
O'Shaughnessy Asset Management, LLC15,835$715.6K0.01%+790+5.3%Added
Savant Capital, LLC16,269$735.2K0.01%+89+0.6%Added
Prudential Financial Inc16,315$737.3K0.00%+4,170+34.3%Added
Hilltop Holdings Inc.16,543$747.6K0.05%−1,166−6.6%Reduced
Empowered Funds, LLC16,852$761.5K0.01%+8,014+90.7%Added
Sculptor Capital LP17,000$768.2K0.02%−4,650−21.5%Reduced
STRS Ohio17,471$789.5K0.00%+4,002+29.7%Added
Belpointe Asset Management LLC17,471$789.5K0.04%+10.0%Added
Integris Wealth Management, LLC17,681$799.0K0.23%+5,371+43.6%Added
Chicago Partners Investment Group LLC15,609$804.5K0.03%−4,120−20.9%Reduced
Cim Investment Mangement Inc17,883$808.1K0.18%−11−0.1%Reduced
Belmont Capital, LLC18,000$813.4K0.15%00.0%Unchanged
Truist Financial Corp18,039$815.2K0.00%+14,555+417.8%Added
Pathstone Holdings, LLC18,183$822.9K0.00%−1,914−9.5%Reduced
Independent Advisor Alliance18,681$844.2K0.03%+657+3.6%Added
Integrated Wealth Concepts LLC19,492$880.9K0.01%+8,534+77.9%Added
US Bancorp19,579$884.8K0.00%+3,000+18.1%Added
Royal Fund Management, LLC19,894$899.0K0.11%+19,894New
Creative Planning20,147$910.4K0.00%+6,515+47.8%Added
Mission Wealth Management, LP20,303$917.5K0.02%+803+4.1%Added
Connective Capital Management, LLC20,937$946.1K0.87%+20,937New
MML Investors Services, LLC21,160$956.0K0.00%−15,929−42.9%Reduced
M&T Bank Corp21,416$968.1K0.00%+389+1.9%Added
Oppenheimer Asset Management Inc.22,220$1.00M0.01%+3,004+15.6%Added
Quantessence Capital LLC22,727$1.03M0.26%+22,727New
Public Employees Retirement Association of Colorado23,329$1.05M0.00%00.0%Unchanged
Paloma Partners Management Co23,700$1.07M0.20%+23,700New
Graham Capital Management, L.P.24,190$1.09M0.03%+24,190New
Valliance Asset Management Ltd25,000$1.13M4.28%+25,000New
Ashford Capital Management Inc25,293$1.14M0.15%+11,493+83.3%Added
Captrust Financial Advisors25,831$1.17M0.00%+21,889+555.3%Added
Neuberger Berman Group LLC26,004$1.18M0.00%−265−1.0%Reduced
Gladstone Institutional Advisory LLC26,125$1.18M0.06%−2,846−9.8%Reduced