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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 22,220 | $1.00M | 0.01% | +3,004+15.6% | Added |
| M&T Bank Corp | 21,416 | $968.1K | 0.00% | +389+1.9% | Added |
| MML Investors Services, LLC | 21,160 | $956.0K | 0.00% | −15,929−42.9% | Reduced |
| Connective Capital Management, LLC | 20,937 | $946.1K | 0.87% | +20,937 | New |
| Mission Wealth Management, LP | 20,303 | $917.5K | 0.02% | +803+4.1% | Added |
| Creative Planning | 20,147 | $910.4K | 0.00% | +6,515+47.8% | Added |
| Royal Fund Management, LLC | 19,894 | $899.0K | 0.11% | +19,894 | New |
| US Bancorp | 19,579 | $884.8K | 0.00% | +3,000+18.1% | Added |
| Integrated Wealth Concepts LLC | 19,492 | $880.9K | 0.01% | +8,534+77.9% | Added |
| Independent Advisor Alliance | 18,681 | $844.2K | 0.03% | +657+3.6% | Added |
| Pathstone Holdings, LLC | 18,183 | $822.9K | 0.00% | −1,914−9.5% | Reduced |
| Truist Financial Corp | 18,039 | $815.2K | 0.00% | +14,555+417.8% | Added |
| Belmont Capital, LLC | 18,000 | $813.4K | 0.15% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 17,883 | $808.1K | 0.18% | −11−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 15,609 | $804.5K | 0.03% | −4,120−20.9% | Reduced |
| Integris Wealth Management, LLC | 17,681 | $799.0K | 0.23% | +5,371+43.6% | Added |
| 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 |
| Sculptor Capital LP | 17,000 | $768.2K | 0.02% | −4,650−21.5% | Reduced |
| Empowered Funds, LLC | 16,852 | $761.5K | 0.01% | +8,014+90.7% | Added |
| Hilltop Holdings Inc. | 16,543 | $747.6K | 0.05% | −1,166−6.6% | Reduced |
| Prudential Financial Inc | 16,315 | $737.3K | 0.00% | +4,170+34.3% | Added |
| Savant Capital, LLC | 16,269 | $735.2K | 0.01% | +89+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 15,835 | $715.6K | 0.01% | +790+5.3% | Added |
| Natixis Advisors, L.P. | 15,548 | $703.0K | 0.00% | −3,855−19.9% | Reduced |
| Panoramic Capital, LLC | 15,158 | $685.0K | 0.86% | +15,158 | New |
| Virtu Financial LLC | 14,582 | $659.0K | 0.04% | +14,582 | New |
| Danske Bank A/S | 14,526 | $656.4K | 0.00% | +14,426+14,426.0% | Added |
| Sterling Capital Management LLC | 14,411 | $651.2K | 0.01% | −990−6.4% | Reduced |
| Hillsdale Investment Management Inc. | 14,400 | $650.7K | 0.03% | +14,400 | New |
| Utah Retirement Systems | 14,000 | $632.7K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 13,773 | $622.0K | 0.01% | +280+2.1% | Added |
| Mount Vernon Associates Inc | 13,550 | $612.0K | 0.50% | +1,950+16.8% | Added |
| Rockefeller Capital Management L.P. | 13,406 | $605.8K | 0.00% | +1,004+8.1% | Added |
| Manufacturers Life Insurance Company, The | 13,185 | $595.8K | 0.00% | −31,753−70.7% | Reduced |
| Xponance, Inc. | 13,148 | $594.2K | 0.01% | +692+5.6% | Added |
| Cresset Asset Management, LLC | 12,897 | $582.8K | 0.00% | −1,548−10.7% | Reduced |
| Laird Norton Trust Company, LLC | 12,721 | $574.9K | 0.09% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,687 | $573.3K | 0.00% | −630−4.7% | Reduced |
| Voleon Capital Management LP | 12,480 | $564.0K | 0.04% | −35,215−73.8% | Reduced |
| Myecfo, LLC | 12,264 | $554.2K | 0.29% | +259+2.2% | Added |
| Vident Advisory, LLC | 12,247 | $553.4K | 0.01% | +3,069+33.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,157 | $549.4K | 0.00% | +12,157 | New |
| Maryland State Retirement & Pension System | 12,115 | $547.5K | 0.01% | −1,723−12.5% | Reduced |
| Gamco Investors, Inc. Et Al | 12,000 | $542.3K | 0.01% | +2,000+20.0% | Added |
| Vontobel Holding Ltd. | 11,993 | $542.0K | 0.00% | +8,584+251.8% | Added |
| Lazard Asset Management LLC | 11,889 | $537.0K | 0.00% | +3,469+41.2% | Added |
| Quantitative Investment Management, LLC | 11,784 | $532.0K | 0.05% | +11,784 | New |
| Sequoia Financial Advisors, LLC | 11,712 | $529.3K | 0.00% | −96−0.8% | Reduced |
| Central Pacific Bank - Trust Division | 11,611 | $524.7K | 0.07% | +11,611 | New |
| Cravens & Co Advisors, LLC | 11,596 | $524.0K | 0.41% | −537−4.4% | Reduced |
| HB Wealth Management, LLC | 11,471 | $518.4K | 0.00% | +252+2.2% | Added |
| Capstone Investment Advisors, LLC | 11,378 | $514.2K | 0.00% | +5,799+103.9% | Added |
| BBR Partners, LLC | 11,366 | $513.6K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,267 | $509.1K | 0.01% | +73+0.7% | Added |
| Options Solutions, LLC | 11,237 | $507.8K | 0.24% | +11,237 | New |
| Equitable Holdings, Inc. | 11,052 | $499.4K | 0.00% | +1,132+11.4% | Added |
| Lecap Asset Management Ltd | 10,874 | $491.4K | 0.11% | −18,273−62.7% | Reduced |
| Summit Trail Advisors, LLC | 10,852 | $490.4K | 0.02% | +873+8.7% | Added |
| Paragon Capital Management Ltd | 10,770 | $486.7K | 0.10% | 00.0% | Unchanged |
| KBC Group NV | 10,525 | $476.0K | 0.00% | +827+8.5% | Added |
| AXA S.A. | 10,309 | $465.9K | 0.00% | +10,309 | New |
| CAPROCK Group, Inc. | 10,032 | $453.3K | 0.01% | +792+8.6% | Added |
| Diker Management LLC | 10,000 | $451.9K | 0.54% | −30,000−75.0% | Reduced |
| Fox Run Management, L.L.C. | 9,964 | $450.3K | 0.07% | +3,457+53.1% | Added |
| Oppenheimer & Co Inc | 9,805 | $443.1K | 0.01% | −7,183−42.3% | Reduced |
| The PNC Financial Services Group, Inc. | 9,633 | $435.3K | 0.00% | +1,090+12.8% | Added |
| White Lighthouse Investment Management Inc. | 9,542 | $431.2K | 0.08% | +1,103+13.1% | Added |
| OP Asset Management Ltd | 9,465 | $427.7K | 0.01% | +9,465 | New |
| TD Waterhouse Canada Inc. | 9,258 | $420.3K | 0.00% | −4,920−34.7% | Reduced |
| Ellevest, Inc. | 9,103 | $411.4K | 0.03% | −4,319−32.2% | Reduced |
| Precision Wealth Strategies, LLC | 8,990 | $406.3K | 0.31% | +8,990 | New |
| Shell Asset Management Co | 8,626 | $390.0K | 0.02% | +4,139+92.2% | Added |
| Magnetar Financial LLC | 8,582 | $387.8K | 0.01% | +8,582 | New |
| Left Brain Wealth Management, LLC | 8,475 | $383.0K | 0.17% | −2,250−21.0% | Reduced |
| CI Private Wealth, LLC | 8,401 | $379.6K | 0.00% | +463+5.8% | Added |
| Intrepid Financial Planning Group LLC | 8,350 | $377.3K | 0.17% | +150+1.8% | Added |
| Sherbrooke Park Advisers LLC | 8,266 | $373.5K | 0.17% | +8,266 | New |
| Capital Advisors Inc | 8,123 | $367.1K | 0.01% | +8,123 | New |
| CIBC Asset Management Inc | 8,097 | $365.9K | 0.00% | +155+2.0% | Added |
| Atria Wealth Solutions, Inc. | 7,910 | $357.5K | 0.00% | +4,236+115.3% | Added |
| Institute for Wealth Management, LLC. | 7,856 | $355.0K | 0.05% | +1,105+16.4% | Added |
| Bridgefront Capital, LLC | 7,694 | $347.7K | 0.10% | +3,735+94.3% | Added |
| Wedmont Private Capital | 8,529 | $345.3K | 0.02% | +8,529 | New |
| Forum Financial Management, LP | 7,555 | $341.4K | 0.01% | −430−5.4% | Reduced |
| SG Americas Securities, LLC | 7,464 | $337.0K | 0.00% | −23,327−75.8% | Reduced |
| Oder Investment Management, LLC | 7,396 | $334.2K | 0.28% | +339+4.8% | Added |
| Bryn Mawr Trust Co | 7,250 | $327.6K | 0.01% | +7,250 | New |
| Everence Capital Management Inc | 7,230 | $327.0K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,095 | $321.0K | 0.03% | −7,117−50.1% | Reduced |
| Shearwater Capital LLC | 7,000 | $316.3K | 0.22% | 00.0% | Unchanged |
| J. Goldman & Co LP | 6,970 | $315.0K | 0.01% | +6,970 | New |
| Diversified Trust Co | 6,830 | $308.6K | 0.01% | +3,141+85.1% | Added |
| SeaCrest Wealth Management, LLC | 6,820 | $308.2K | 0.03% | +472+7.4% | Added |
| Altshuler Shaham Ltd | 6,800 | $307.3K | 0.01% | +6,800 | New |
| United Capital Financial Advisers, LLC | 6,734 | $304.3K | 0.00% | +30+0.4% | Added |
| Dynamic Technology Lab Private Ltd | 6,713 | $303.0K | 0.04% | −40,304−85.7% | Reduced |
| AlTi Global, Inc. | 6,612 | $298.8K | 0.01% | −2,536−27.7% | Reduced |
| Quadcap Wealth Management, LLC | 6,511 | $294.2K | 0.04% | +6,511 | New |
| Nomura Holdings Inc | 6,467 | $292.2K | 0.00% | −68,517−91.4% | Reduced |