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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 26,181 | $1.18M | 0.00% | −1,602−5.8% | Reduced |
| Dark Forest Capital Management LP | 27,149 | $1.23M | 0.06% | +27,149 | New |
| Catalyst Funds Management Pty Ltd | 27,600 | $1.25M | 0.33% | +19,300+232.5% | Added |
| Main Management ETF Advisors, LLC | 28,840 | $1.30M | 0.09% | −30,256−51.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 29,844 | $1.35M | 0.09% | −28,371−48.7% | Reduced |
| Bayforest Capital Ltd | 29,963 | $1.35M | 0.59% | +26,198+695.8% | Added |
| JustInvest LLC | 29,969 | $1.35M | 0.02% | +2,308+8.3% | Added |
| Cetera Investment Advisers | 30,766 | $1.39M | 0.00% | −5,035−14.1% | Reduced |
| Voya Investment Management LLC | 32,365 | $1.46M | 0.00% | +629+2.0% | Added |
| GWM Advisors LLC | 32,928 | $1.49M | 0.01% | −6,848−17.2% | Reduced |
| Hidden Lake Asset Management LP | 33,080 | $1.49M | 1.47% | −17,261−34.3% | Reduced |
| Wakefield Asset Management LLLP | 33,566 | $1.52M | 0.46% | +33,566 | New |
| Commonwealth Equity Services, LLC | 34,754 | $1.57M | 0.00% | +997+3.0% | Added |
| Ieq Capital, LLC | 34,874 | $1.58M | 0.01% | +4,675+15.5% | Added |
| Bayesian Capital Management, LP | 35,418 | $1.60M | 0.26% | +35,418 | New |
| SBI Securities Co., Ltd. | 36,770 | $1.66M | 0.06% | +8,699+31.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 36,994 | $1.67M | 0.00% | +36,994 | New |
| Engineers Gate Manager LP | 37,729 | $1.70M | 0.03% | −9,222−19.6% | Reduced |
| Simplicity Wealth,LLC | 37,867 | $1.71M | 0.13% | +37,867 | New |
| Boothbay Fund Management, LLC | 38,030 | $1.72M | 0.06% | +19,376+103.9% | Added |
| Jasper Ridge Partners, L.P. | 38,086 | $1.72M | 0.06% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 38,569 | $1.74M | 0.00% | −783,764−95.3% | Reduced |
| Pictet Asset Management Holding SA | 38,548 | $1.74M | 0.00% | +4,691+13.9% | Added |
| Russell Investments Group, Ltd. | 39,184 | $1.77M | 0.00% | +19,994+104.2% | Added |
| Virginia Retirement Systems Et Al | 39,888 | $1.80M | 0.01% | +39,888 | New |
| Toroso Investments, LLC | 39,931 | $1.80M | 0.02% | −8,448−17.5% | Reduced |
| Mercer Global Advisors Inc | 42,156 | $1.91M | 0.00% | −87,895−67.6% | Reduced |
| Estate Counselors, LLC | 42,175 | $1.91M | 0.20% | +600+1.4% | Added |
| Acadian Asset Management LLC | 42,868 | $1.93M | 0.01% | +39,025+1,015.5% | Added |
| Evolutionary Tree Capital Management, LLC | 44,200 | $2.00M | 2.32% | +7,237+19.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 45,000 | $2.03M | 0.04% | +45,000 | New |
| Readystate Asset Management LP | 45,161 | $2.04M | 0.10% | +45,161 | New |
| Employees Retirement System of Texas | 46,234 | $2.09M | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 46,322 | $2.09M | 0.01% | −16,114−25.8% | Reduced |
| KLP Kapitalforvaltning AS | 49,100 | $2.22M | 0.01% | +200+0.4% | Added |
| AQR Capital Management LLC | 51,336 | $2.24M | 0.00% | −95,688−65.1% | Reduced |
| Westerly Capital Management, LLC | 50,000 | $2.26M | 1.08% | +15,000+42.9% | Added |
| GF Fund Management Co. Ltd. | 53,418 | $2.41M | 0.06% | −34,419−39.2% | Reduced |
| Mariner, LLC | 54,197 | $2.45M | 0.00% | −142−0.3% | Reduced |
| QRG Capital Management, Inc. | 54,378 | $2.46M | 0.03% | +1,492+2.8% | Added |
| Balyasny Asset Management LLC | 55,417 | $2.50M | 0.01% | −546,275−90.8% | Reduced |
| Nisa Investment Advisors, LLC | 56,310 | $2.54M | 0.01% | −21,190−27.3% | Reduced |
| Atomi Financial Group, Inc. | 57,410 | $2.59M | 0.12% | −7,386−11.4% | Reduced |
| Polar Capital Holdings Plc | 57,728 | $2.61M | 0.02% | −78,478−57.6% | Reduced |
| PEAK6 LLC | 58,295 | $2.63M | 0.10% | −47,403−44.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,447 | $2.82M | 0.01% | +534+0.9% | Added |
| Handelsbanken Fonder AB | 62,500 | $2.82M | 0.01% | +3,500+5.9% | Added |
| Zweig-DiMenna Associates LLC | 66,900 | $3.02M | 0.48% | +66,900 | New |
| Arizona State Retirement System | 69,227 | $3.13M | 0.02% | −600−0.9% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $3.14M | 1.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 70,629 | $3.19M | 0.00% | +4,810+7.3% | Added |
| Ambassador Advisors, LLC | 72,482 | $3.28M | 0.57% | −3,546−4.7% | Reduced |
| Walleye Capital LLC | 74,735 | $3.38M | 0.04% | +35,880+92.3% | Added |
| SEI Investments Co | 75,725 | $3.42M | 0.00% | +34,885+85.4% | Added |
| Ballentine Partners, LLC | 76,268 | $3.45M | 0.06% | +72,186+1,768.4% | Added |
| Jane Street Group, LLC | 76,402 | $3.45M | 0.01% | −314,611−80.5% | Reduced |
| Quantbot Technologies LP | 78,110 | $3.53M | 0.11% | +46,645+148.2% | Added |
| Public Employees Retirement System of Ohio | 79,816 | $3.61M | 0.01% | −9,231−10.4% | Reduced |
| Edgestream Partners, L.P. | 80,156 | $3.62M | 0.12% | +50,675+171.9% | Added |
| LPL Financial LLC | 81,656 | $3.69M | 0.00% | +9,772+13.6% | Added |
| State of New Jersey Common Pension Fund D | 83,151 | $3.76M | 0.02% | −8,343−9.1% | Reduced |
| Interval Partners, LP | 84,146 | $3.80M | 0.13% | +84,146 | New |
| Advisor Group Holdings, Inc. | 84,188 | $3.80M | 0.01% | +23,370+38.4% | Added |
| Citigroup Inc | 85,474 | $3.86M | 0.00% | +2,688+3.2% | Added |
| Two Sigma Advisers, LP | 88,500 | $4.00M | 0.01% | −566,100−86.5% | Reduced |
| Dilation Capital Management LP | 92,255 | $4.17M | 5.06% | +92,255 | New |
| Police & Firemen's Retirement System of New Jersey | 94,309 | $4.26M | 0.04% | +905+1.0% | Added |
| Flight Deck Capital, LP | 94,800 | $4.28M | 4.42% | −8,000−7.8% | Reduced |
| Ogborne Capital Management, LLC | 97,500 | $4.41M | 1.69% | −117,500−54.7% | Reduced |
| Elyxium Wealth, LLC | 98,136 | $4.43M | 1.96% | +7,655+8.5% | Added |
| Man Group plc | 98,443 | $4.45M | 0.01% | −430,177−81.4% | Reduced |
| Ensign Peak Advisors, Inc | 98,849 | $4.47M | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 99,076 | $4.48M | 0.13% | −17,415−14.9% | Reduced |
| Hiddenite Capital Partners LP | 101,600 | $4.59M | 3.83% | +101,600 | New |
| Allianz Asset Management GmbH | 102,156 | $4.62M | 0.01% | −7,588−6.9% | Reduced |
| Nordea Investment Management AB | 103,651 | $4.63M | 0.00% | +633+0.6% | Added |
| a16z Perennial Management, L.P. | 104,220 | $4.71M | 0.59% | −23,300−18.3% | Reduced |
| Gotham Asset Management, LLC | 107,022 | $4.84M | 0.04% | +37,700+54.4% | Added |
| Omega Financial Group, LLC | 109,279 | $4.94M | 1.90% | +6,252+6.1% | Added |
| Janus Henderson Group PLC | 107,182 | $4.95M | 0.00% | −1,934−1.8% | Reduced |
| Liontrust Investment Partners LLP | 112,150 | $5.07M | 0.08% | +42,414+60.8% | Added |
| Natixis | 112,335 | $5.10M | 0.03% | +36,817+48.8% | Added |
| Landscape Capital Management, L.L.C. | 115,041 | $5.20M | 0.46% | +111,414+3,071.8% | Added |
| Allen Investment Management LLC | 116,683 | $5.27M | 0.06% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 118,613 | $5.36M | 0.02% | +4,630+4.1% | Added |
| Quadrature Capital Ltd | 123,235 | $5.57M | 0.12% | −2,612−2.1% | Reduced |
| Q Fund Management (Hong Kong) Ltd | 124,200 | $5.61M | 7.67% | +124,200 | New |
| New York State Common Retirement Fund | 127,415 | $5.76M | 0.01% | −4,100−3.1% | Reduced |
| First Trust Advisors LP | 132,228 | $5.98M | 0.01% | −60,843−31.5% | Reduced |
| State of Wisconsin Investment Board | 134,705 | $6.09M | 0.02% | +57,549+74.6% | Added |
| Catalyst Private Wealth, LLC | 137,851 | $6.23M | 3.03% | −16,427−10.6% | Reduced |
| Berkshire Capital Holdings Inc | 139,520 | $6.30M | 3.01% | −37,850−21.3% | Reduced |
| 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 |
| Quantinno Capital Management LP | 140,156 | $6.33M | 0.04% | +19,043+15.7% | Added |
| TownSquare Capital, LLC | 141,756 | $6.41M | 0.07% | +29,434+26.2% | Added |
| LMR Partners LLP | 149,508 | $6.76M | 0.14% | +108,109+261.1% | Added |
| Ameriprise Financial Inc | 149,914 | $6.76M | 0.00% | +3,982+2.7% | Added |
| American Century Companies Inc | 152,245 | $6.88M | 0.00% | +56,921+59.7% | Added |
| Susquehanna Fundamental Investments, LLC | 158,117 | $7.15M | 0.12% | −400−0.3% | Reduced |