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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 170,712 | $7.71M | 0.00% | −502,945−74.7% | Reduced |
| Raymond James Financial Inc | 171,422 | $7.75M | 0.00% | −68,172−28.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 173,133 | $7.82M | 0.01% | +39,900+29.9% | Added |
| Algert Global LLC | 175,666 | $7.94M | 0.20% | −3,011−1.7% | Reduced |
| Eisler Capital Management Ltd. | 175,826 | $7.94M | 0.24% | +175,826 | New |
| Hudson Bay Capital Management LP | 180,188 | $8.14M | 0.05% | −1,247,557−87.4% | Reduced |
| Envestnet Asset Management Inc | 184,432 | $8.33M | 0.00% | +165,863+893.2% | Added |
| Jefferies Financial Group Inc. | 186,144 | $8.41M | 0.15% | +174,051+1,439.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 188,189 | $8.51M | 0.02% | −12,813−6.4% | Reduced |
| Royal Bank of Canada | 193,601 | $8.75M | 0.00% | +3,892+2.1% | Added |
| Teachers Retirement System of the State of Kentucky | 200,558 | $9.06M | 0.08% | +8,000+4.2% | Added |
| Schonfeld Strategic Advisors LLC | 224,380 | $10.1M | 0.07% | +74,102+49.3% | Added |
| Verition Fund Management LLC | 225,383 | $10.2M | 0.06% | −31,234−12.2% | Reduced |
| California State Teachers Retirement System | 227,719 | $10.3M | 0.01% | +1,126+0.5% | Added |
| State Board of Administration of Florida Retirement System | 233,937 | $10.6M | 0.02% | +14,490+6.6% | Added |
| Diversify Advisory Services, LLC | 223,094 | $11.2M | 0.70% | +106,351+91.1% | Added |
| Allen Holding Inc | 255,512 | $11.4M | 1.18% | +250+0.1% | Added |
| Rhumbline Advisers | 255,582 | $11.5M | 0.01% | +6,131+2.5% | Added |
| BNP Paribas Arbitrage, SA | 257,755 | $11.6M | 0.01% | −65,207−20.2% | Reduced |
| Legal & General Group Plc | 268,929 | $12.2M | 0.00% | −76,301−22.1% | Reduced |
| Penserra Capital Management LLC | 276,621 | $12.5M | 0.22% | −83,149−23.1% | Reduced |
| NZS Capital, LLC | 277,595 | $12.5M | 0.57% | −3,793−1.3% | Reduced |
| Aquatic Capital Management LLC | 280,717 | $12.7M | 0.32% | +217,541+344.3% | Added |
| Trexquant Investment LP | 282,962 | $12.8M | 0.15% | +42,667+17.8% | Added |
| Atreides Management, LP | 307,453 | $13.9M | 0.51% | +163,247+113.2% | Added |
| Pacific Heights Asset Management LLC | 320,000 | $14.5M | 0.98% | +5,000+1.6% | Added |
| 12 West Capital Management LP | 325,000 | $14.7M | 2.17% | +325,000 | New |
| Jump Financial, LLC | 327,605 | $14.8M | 0.22% | +168,632+106.1% | Added |
| Amundi | 392,981 | $15.3M | 0.01% | −210,456−34.9% | Reduced |
| Driehaus Capital Management LLC | 392,480 | $17.7M | 0.17% | −91,268−18.9% | Reduced |
| Deutsche Bank AG | 398,571 | $18.0M | 0.01% | +366,171+1,130.2% | Added |
| California Public Employees Retirement System | 399,486 | $18.1M | 0.01% | −12,588−3.1% | Reduced |
| Glendon Capital Management LP | 417,100 | $18.8M | 1.09% | +81,100+24.1% | Added |
| Capital Fund Management S.A. | 422,716 | $19.1M | 0.24% | −217,326−34.0% | Reduced |
| Bank of Montreal | 424,714 | $19.2M | 0.01% | +415,642+4,581.6% | Added |
| Swiss National Bank | 468,000 | $21.1M | 0.01% | −8,400−1.8% | Reduced |
| Twin Tree Management, LP | 490,782 | $22.2M | 0.49% | +490,782 | New |
| RJA Asset Management LLC | 553,827 | $25.0M | 7.72% | +156,402+39.4% | Added |
| Voloridge Investment Management, LLC | 562,794 | $25.4M | 0.09% | −697,273−55.3% | Reduced |
| Kodai Capital Management LP | 562,889 | $25.4M | 1.01% | +82,991+17.3% | Added |
| BIT Capital GmbH | 576,674 | $26.1M | 3.14% | +576,674 | New |
| Squarepoint Ops LLC | 581,518 | $26.3M | 0.06% | +149,547+34.6% | Added |
| Alliancebernstein L.P. | 583,920 | $26.4M | 0.01% | +320,679+121.8% | Added |
| Nuveen, LLC | 598,830 | $27.1M | 0.01% | +598,830 | New |
| Ardmore Road Asset Management LP | 600,000 | $27.1M | 2.78% | +299,000+99.3% | Added |
| ThornTree Capital Partners LP | 662,841 | $30.0M | 6.61% | −11,240−1.7% | Reduced |
| Invesco Ltd. | 709,457 | $32.1M | 0.01% | −599,265−45.8% | Reduced |
| UBS Asset Management Americas Inc | 720,730 | $32.6M | 0.01% | +56,401+8.5% | Added |
| Allen Operations LLC | 721,382 | $32.6M | 5.36% | 00.0% | Unchanged |
| Barclays PLC | 722,906 | $32.7M | 0.01% | +594,737+464.0% | Added |
| Renaissance Technologies LLC | 818,900 | $37.0M | 0.06% | +818,900 | New |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 820,000 | $37.1M | 0.57% | +820,000 | New |
| Bank of New York Mellon Corp | 872,190 | $39.4M | 0.01% | −12,907−1.5% | Reduced |
| Millennium Management LLC | 948,170 | $42.8M | 0.04% | −97,042−9.3% | Reduced |
| Leo Wealth, LLC | 952,305 | $43.0M | 6.19% | −73,208−7.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 991,706 | $45.1M | 0.08% | +991,706 | New |
| Susquehanna International Group, LLP | 999,931 | $45.2M | 0.07% | +887,519+789.5% | Added |
| Abdiel Capital Advisors, LP | 1,113,427 | $50.3M | 5.19% | −946,310−45.9% | Reduced |
| JPMorgan Chase & Co | 1,129,954 | $51.1M | 0.00% | −580,228−33.9% | Reduced |
| 1832 Asset Management L.P. | 1,156,900 | $52.3M | 0.10% | −58,600−4.8% | Reduced |
| Dimensional Fund Advisors LP | 1,230,786 | $55.6M | 0.01% | +92,292+8.1% | Added |
| Gilder Gagnon Howe & Co LLC | 1,248,687 | $56.4M | 0.74% | +481,010+62.7% | Added |
| Bank of America Corp | 1,264,692 | $57.2M | 0.01% | +409,648+47.9% | Added |
| Franklin Resources Inc | 1,276,725 | $57.7M | 0.02% | +1,267,832+14,256.5% | Added |
| Lord, Abbett & Co. LLC | 1,282,663 | $58.0M | 0.21% | +1,179,016+1,137.5% | Added |
| Capital International Investors | 1,296,048 | $58.6M | 0.01% | −346,480−21.1% | Reduced |
| D. E. Shaw & Co., Inc. | 1,408,058 | $63.6M | 0.08% | −1,734,883−55.2% | Reduced |
| Northern Trust Corp | 1,428,238 | $64.5M | 0.01% | +10,745+0.8% | Added |
| Wellington Management Group LLP | 1,654,341 | $74.8M | 0.01% | +126,815+8.3% | Added |
| Goldman Sachs Group Inc | 1,682,614 | $76.0M | 0.01% | +348,852+26.2% | Added |
| Spyglass Capital Management LLC | 1,902,425 | $86.0M | 5.90% | +200,421+11.8% | Added |
| Foxhaven Asset Management, LP | 2,081,957 | $94.1M | 2.86% | +753,273+56.7% | Added |
| Charles Schwab Investment Management Inc | 2,279,218 | $103.0M | 0.02% | +7,160+0.3% | Added |
| Marshall Wace, LLP | 2,309,158 | $104.4M | 0.14% | +55,628+2.5% | Added |
| Norges Bank | 2,380,433 | $107.6M | 0.02% | +82,413+3.6% | Added |
| UBS Group AG | 2,418,088 | $109.3M | 0.02% | +1,482,110+158.3% | Added |
| Holocene Advisors, LP | 2,498,946 | $112.9M | 0.33% | +2,498,946 | New |
| Citadel Advisors LLC | 2,677,106 | $121.0M | 0.12% | +2,675,696+189,765.7% | Added |
| Qube Research & Technologies Ltd | 2,914,824 | $131.7M | 0.20% | +1,107,805+61.3% | Added |
| State Street Corp | 4,292,778 | $194.0M | 0.01% | −48,640−1.1% | Reduced |
| Geode Capital Management, LLC | 4,404,928 | $199.1M | 0.02% | +231,575+5.5% | Added |
| Price T Rowe Associates Inc | 4,544,132 | $205.3M | 0.03% | +2,657,074+140.8% | Added |
| Jericho Capital Asset Management L.P. | 5,057,039 | $228.5M | 4.16% | −141,000−2.7% | Reduced |
| Durable Capital Partners LP | 6,580,882 | $297.4M | 2.66% | +722,599+12.3% | Added |
| FMR LLC | 8,424,010 | $380.7M | 0.02% | −578,955−6.4% | Reduced |
| Baillie Gifford & Co | 9,003,471 | $406.9M | 0.36% | −375,503−4.0% | Reduced |
| BlackRock, Inc. | 13,218,366 | $597.3M | 0.01% | −320,534−2.4% | Reduced |
| Capital World Investors | 20,218,782 | $913.7M | 0.15% | +1,879,617+10.2% | Added |
| Morgan Stanley | 21,196,218 | $957.9M | 0.07% | −2,083,259−8.9% | Reduced |
| Capital Research Global Investors | 23,124,260 | $1.05B | 0.23% | −1,140,136−4.7% | Reduced |
| Vanguard Group Inc | 23,272,997 | $1.05B | 0.02% | +1,457,434+6.7% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −2,633,442−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −770,245−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −297,659−100.0% | Sold out |
| Cable Car Capital LLC | 0 | $0 | 0.00% | −295,800−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −236,993−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −220,300−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −169,940−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −81,912−100.0% | Sold out |