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 |
|---|---|---|---|---|---|
| Catalyst Private Wealth, LLC | 137,851 | $6.23M | 3.03% | −16,427−10.6% | Reduced |
| State of Wisconsin Investment Board | 134,705 | $6.09M | 0.02% | +57,549+74.6% | Added |
| First Trust Advisors LP | 132,228 | $5.98M | 0.01% | −60,843−31.5% | Reduced |
| New York State Common Retirement Fund | 127,415 | $5.76M | 0.01% | −4,100−3.1% | Reduced |
| Q Fund Management (Hong Kong) Ltd | 124,200 | $5.61M | 7.67% | +124,200 | New |
| Quadrature Capital Ltd | 123,235 | $5.57M | 0.12% | −2,612−2.1% | Reduced |
| Treasurer of the State of North Carolina | 118,613 | $5.36M | 0.02% | +4,630+4.1% | Added |
| Allen Investment Management LLC | 116,683 | $5.27M | 0.06% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 115,041 | $5.20M | 0.46% | +111,414+3,071.8% | Added |
| Natixis | 112,335 | $5.10M | 0.03% | +36,817+48.8% | Added |
| Liontrust Investment Partners LLP | 112,150 | $5.07M | 0.08% | +42,414+60.8% | Added |
| Janus Henderson Group PLC | 107,182 | $4.95M | 0.00% | −1,934−1.8% | Reduced |
| Omega Financial Group, LLC | 109,279 | $4.94M | 1.90% | +6,252+6.1% | Added |
| Gotham Asset Management, LLC | 107,022 | $4.84M | 0.04% | +37,700+54.4% | Added |
| a16z Perennial Management, L.P. | 104,220 | $4.71M | 0.59% | −23,300−18.3% | Reduced |
| Nordea Investment Management AB | 103,651 | $4.63M | 0.00% | +633+0.6% | Added |
| Allianz Asset Management GmbH | 102,156 | $4.62M | 0.01% | −7,588−6.9% | Reduced |
| Hiddenite Capital Partners LP | 101,600 | $4.59M | 3.83% | +101,600 | New |
| Brevan Howard Capital Management LP | 99,076 | $4.48M | 0.13% | −17,415−14.9% | Reduced |
| Ensign Peak Advisors, Inc | 98,849 | $4.47M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 98,443 | $4.45M | 0.01% | −430,177−81.4% | Reduced |
| Elyxium Wealth, LLC | 98,136 | $4.43M | 1.96% | +7,655+8.5% | Added |
| Ogborne Capital Management, LLC | 97,500 | $4.41M | 1.69% | −117,500−54.7% | Reduced |
| Flight Deck Capital, LP | 94,800 | $4.28M | 4.42% | −8,000−7.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 94,309 | $4.26M | 0.04% | +905+1.0% | Added |
| Dilation Capital Management LP | 92,255 | $4.17M | 5.06% | +92,255 | New |
| Two Sigma Advisers, LP | 88,500 | $4.00M | 0.01% | −566,100−86.5% | Reduced |
| Citigroup Inc | 85,474 | $3.86M | 0.00% | +2,688+3.2% | Added |
| Advisor Group Holdings, Inc. | 84,188 | $3.80M | 0.01% | +23,370+38.4% | Added |
| Interval Partners, LP | 84,146 | $3.80M | 0.13% | +84,146 | New |
| State of New Jersey Common Pension Fund D | 83,151 | $3.76M | 0.02% | −8,343−9.1% | Reduced |
| LPL Financial LLC | 81,656 | $3.69M | 0.00% | +9,772+13.6% | Added |
| Edgestream Partners, L.P. | 80,156 | $3.62M | 0.12% | +50,675+171.9% | Added |
| Public Employees Retirement System of Ohio | 79,816 | $3.61M | 0.01% | −9,231−10.4% | Reduced |
| Quantbot Technologies LP | 78,110 | $3.53M | 0.11% | +46,645+148.2% | Added |
| Jane Street Group, LLC | 76,402 | $3.45M | 0.01% | −314,611−80.5% | Reduced |
| Ballentine Partners, LLC | 76,268 | $3.45M | 0.06% | +72,186+1,768.4% | Added |
| SEI Investments Co | 75,725 | $3.42M | 0.00% | +34,885+85.4% | Added |
| Walleye Capital LLC | 74,735 | $3.38M | 0.04% | +35,880+92.3% | Added |
| Ambassador Advisors, LLC | 72,482 | $3.28M | 0.57% | −3,546−4.7% | Reduced |
| Victory Capital Management Inc | 70,629 | $3.19M | 0.00% | +4,810+7.3% | Added |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $3.14M | 1.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 69,227 | $3.13M | 0.02% | −600−0.9% | Reduced |
| Zweig-DiMenna Associates LLC | 66,900 | $3.02M | 0.48% | +66,900 | New |
| Handelsbanken Fonder AB | 62,500 | $2.82M | 0.01% | +3,500+5.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,447 | $2.82M | 0.01% | +534+0.9% | Added |
| PEAK6 LLC | 58,295 | $2.63M | 0.10% | −47,403−44.8% | Reduced |
| Polar Capital Holdings Plc | 57,728 | $2.61M | 0.02% | −78,478−57.6% | Reduced |
| Atomi Financial Group, Inc. | 57,410 | $2.59M | 0.12% | −7,386−11.4% | Reduced |
| Nisa Investment Advisors, LLC | 56,310 | $2.54M | 0.01% | −21,190−27.3% | Reduced |
| Balyasny Asset Management LLC | 55,417 | $2.50M | 0.01% | −546,275−90.8% | Reduced |
| QRG Capital Management, Inc. | 54,378 | $2.46M | 0.03% | +1,492+2.8% | Added |
| Mariner, LLC | 54,197 | $2.45M | 0.00% | −142−0.3% | Reduced |
| GF Fund Management Co. Ltd. | 53,418 | $2.41M | 0.06% | −34,419−39.2% | Reduced |
| Westerly Capital Management, LLC | 50,000 | $2.26M | 1.08% | +15,000+42.9% | Added |
| AQR Capital Management LLC | 51,336 | $2.24M | 0.00% | −95,688−65.1% | Reduced |
| KLP Kapitalforvaltning AS | 49,100 | $2.22M | 0.01% | +200+0.4% | Added |
| Teacher Retirement System of Texas | 46,322 | $2.09M | 0.01% | −16,114−25.8% | Reduced |
| Employees Retirement System of Texas | 46,234 | $2.09M | 0.02% | 00.0% | Unchanged |
| Readystate Asset Management LP | 45,161 | $2.04M | 0.10% | +45,161 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 45,000 | $2.03M | 0.04% | +45,000 | New |
| Evolutionary Tree Capital Management, LLC | 44,200 | $2.00M | 2.32% | +7,237+19.6% | Added |
| Acadian Asset Management LLC | 42,868 | $1.93M | 0.01% | +39,025+1,015.5% | Added |
| Estate Counselors, LLC | 42,175 | $1.91M | 0.20% | +600+1.4% | Added |
| Mercer Global Advisors Inc | 42,156 | $1.91M | 0.00% | −87,895−67.6% | Reduced |
| Toroso Investments, LLC | 39,931 | $1.80M | 0.02% | −8,448−17.5% | Reduced |
| Virginia Retirement Systems Et Al | 39,888 | $1.80M | 0.01% | +39,888 | New |
| Russell Investments Group, Ltd. | 39,184 | $1.77M | 0.00% | +19,994+104.2% | Added |
| Pictet Asset Management Holding SA | 38,548 | $1.74M | 0.00% | +4,691+13.9% | Added |
| Two Sigma Investments, LP | 38,569 | $1.74M | 0.00% | −783,764−95.3% | Reduced |
| Jasper Ridge Partners, L.P. | 38,086 | $1.72M | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 38,030 | $1.72M | 0.06% | +19,376+103.9% | Added |
| Simplicity Wealth,LLC | 37,867 | $1.71M | 0.13% | +37,867 | New |
| Engineers Gate Manager LP | 37,729 | $1.70M | 0.03% | −9,222−19.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 36,994 | $1.67M | 0.00% | +36,994 | New |
| SBI Securities Co., Ltd. | 36,770 | $1.66M | 0.06% | +8,699+31.0% | Added |
| Bayesian Capital Management, LP | 35,418 | $1.60M | 0.26% | +35,418 | New |
| Ieq Capital, LLC | 34,874 | $1.58M | 0.01% | +4,675+15.5% | Added |
| Commonwealth Equity Services, LLC | 34,754 | $1.57M | 0.00% | +997+3.0% | Added |
| Wakefield Asset Management LLLP | 33,566 | $1.52M | 0.46% | +33,566 | New |
| Hidden Lake Asset Management LP | 33,080 | $1.49M | 1.47% | −17,261−34.3% | Reduced |
| GWM Advisors LLC | 32,928 | $1.49M | 0.01% | −6,848−17.2% | Reduced |
| Voya Investment Management LLC | 32,365 | $1.46M | 0.00% | +629+2.0% | Added |
| Cetera Investment Advisers | 30,766 | $1.39M | 0.00% | −5,035−14.1% | Reduced |
| JustInvest LLC | 29,969 | $1.35M | 0.02% | +2,308+8.3% | Added |
| Bayforest Capital Ltd | 29,963 | $1.35M | 0.59% | +26,198+695.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 29,844 | $1.35M | 0.09% | −28,371−48.7% | Reduced |
| Main Management ETF Advisors, LLC | 28,840 | $1.30M | 0.09% | −30,256−51.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 27,600 | $1.25M | 0.33% | +19,300+232.5% | Added |
| Dark Forest Capital Management LP | 27,149 | $1.23M | 0.06% | +27,149 | New |
| HighTower Advisors, LLC | 26,181 | $1.18M | 0.00% | −1,602−5.8% | Reduced |
| Gladstone Institutional Advisory LLC | 26,125 | $1.18M | 0.06% | −2,846−9.8% | Reduced |
| Neuberger Berman Group LLC | 26,004 | $1.18M | 0.00% | −265−1.0% | Reduced |
| Captrust Financial Advisors | 25,831 | $1.17M | 0.00% | +21,889+555.3% | Added |
| Ashford Capital Management Inc | 25,293 | $1.14M | 0.15% | +11,493+83.3% | Added |
| Valliance Asset Management Ltd | 25,000 | $1.13M | 4.28% | +25,000 | New |
| Graham Capital Management, L.P. | 24,190 | $1.09M | 0.03% | +24,190 | New |
| Paloma Partners Management Co | 23,700 | $1.07M | 0.20% | +23,700 | New |
| Public Employees Retirement Association of Colorado | 23,329 | $1.05M | 0.00% | 00.0% | Unchanged |
| Quantessence Capital LLC | 22,727 | $1.03M | 0.26% | +22,727 | New |