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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; 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.

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: 662 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 2026662$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
Copia Wealth Management362$16.4K0.02%+312+624.0%Added
Hantz Financial Services, Inc.357$16.0K0.00%−70−16.4%Reduced
Massmutual Trust Co FSB338$15.3K0.00%+274+428.1%Added
Optimum Investment Advisors330$14.9K0.01%00.0%Unchanged
Covestor Ltd311$14.0K0.01%+2+0.6%Added
Umb Bank N A305$13.8K0.00%+105+52.5%Added
Harbour Investments, Inc.303$13.7K0.00%−142−31.9%Reduced
TD Private Client Wealth LLC284$12.8K0.00%+284New
Tradewinds Capital Management, LLC265$12.0K0.00%00.0%Unchanged
Holos Integrated Wealth LLC259$11.7K0.01%00.0%Unchanged
Private Wealth Management Group, LLC253$11.4K0.00%00.0%Unchanged
Clear Street Markets LLC234$10.6K0.01%+234New
Accent Capital Management, LLC200$9.04K0.01%−100−33.3%Reduced
Tacita Capital Inc200$9.04K0.01%00.0%Unchanged
Compass Wealth Management LLC200$9.04K0.00%+200New
Fuller & Thaler Asset Management, Inc.175$7.91K0.00%00.0%Unchanged
JDM Financial Group LLC167$7.55K0.00%00.0%Unchanged
Meeder Asset Management Inc166$7.50K0.00%+96+137.1%Added
HM Payson & Co160$7.23K0.00%00.0%Unchanged
Sachetta, LLC157$7.09K0.00%00.0%Unchanged
Bessemer Group Inc164$7.00K0.00%+164New
Geneos Wealth Management Inc.151$6.82K0.00%−374−71.2%Reduced
South State Corp.147$6.64K0.00%+147New
Manchester Capital Management LLC135$6.10K0.00%00.0%Unchanged
Kiker Wealth Management, LLC130$5.88K0.00%+130New
Fortitude Family Office, LLC124$5.60K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC123$5.56K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.120$5.42K0.00%00.0%Unchanged
TSFG, LLC100$5.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC110$4.97K0.00%00.0%Unchanged
Salem Investment Counselors Inc100$4.52K0.00%00.0%Unchanged
BFSG, LLC100$4.52K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC100$4.52K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc65$3.96K0.00%00.0%Unchanged
Blume Capital Management, Inc.80$3.62K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC78$3.52K0.00%−1−1.3%Reduced
Bell Investment Advisors, Inc70$3.16K0.00%00.0%Unchanged
Beacon Capital Management, LLC64$2.89K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC55$2.48K0.00%00.0%Unchanged
City State Bank55$2.48K0.00%00.0%Unchanged
Pandora Wealth, Inc.55$2.48K0.00%+55New
Huntington National Bank53$2.40K0.00%−34−39.1%Reduced
Aspect Partners, LLC50$2.26K0.00%00.0%Unchanged
Plato Investment Management Ltd43$1.96K0.00%−7,631−99.4%Reduced
Atlantic Trust, LLC43$1.94K0.00%+43New
SOA Wealth Advisors, LLC.41$1.85K0.00%00.0%Unchanged
UMA Financial Services, Inc.41$1.85K0.00%+41New
West Oak Capital, LLC40$1.80K0.00%00.0%Unchanged
Clearstead Advisors, LLC39$1.76K0.00%+12+44.4%Added
Aventura Private Wealth, LLC35$1.58K0.00%−100−74.1%Reduced
CVA Family Office, LLC35$1.58K0.00%00.0%Unchanged
Painted Porch Advisors LLC35$1.58K0.00%00.0%Unchanged
CoreCap Advisors, LLC29$1.31K0.00%−1,162−97.6%Reduced
Nova Wealth Management, Inc.28$1.26K0.00%+28New
Assetmark, Inc26$1.18K0.00%−8−23.5%Reduced
Larson Financial Group LLC25$1.13K0.00%+4+19.0%Added
Private Wealth Asset Management, LLC24$1.08K0.00%+24New
Winthrop Capital Management, LLC20$1.00K0.00%+20New
SJS Investment Consulting Inc.22$9950.00%00.0%Unchanged
Asset Dedication, LLC22$9950.00%+22New
True Wealth Design, LLC20$9040.00%+20New
Continuum Advisory, LLC19$8590.00%+1+5.6%Added
Chesapeake Asset Management LLC18$8130.00%+18New
Cornerstone Planning Group LLC17$7960.00%+4+30.8%Added
Whipplewood Advisors, LLC244$7680.00%+227+1,335.3%Added
Parkside Financial Bank & Trust16$7240.00%+9+128.6%Added
Rise Advisors, LLC16$7230.00%+16New
Heritage Wealth Advisors15$6780.00%00.0%Unchanged
PayPay Securities Corp14$6370.04%−1−6.7%Reduced
Fifth Third Bancorp14$6330.00%−50−78.1%Reduced
DiNuzzo Private Wealth, Inc.14$6330.00%−11−44.0%Reduced
Bartlett & Co. Wealth Management LLC14$6330.00%00.0%Unchanged
Darwin Advisors, LLC10$6090.00%00.0%Unchanged
Cromwell Holdings LLC12$5420.00%+12New
Riggs Asset Managment Co. Inc.11$4980.00%00.0%Unchanged
Richardson Financial Services Inc.11$4970.00%00.0%Unchanged
Vermillion Wealth Management, Inc.10$4520.00%00.0%Unchanged
Rothschild Investment LLC10$4520.00%+10New
Hughes Financial Services, LLC9$4100.00%+9New
Global Financial Private Client, LLC9$4070.00%+9New
MV Capital Management, Inc.8$3620.00%+1+14.3%Added
Activest Wealth Management8$3620.00%+8New
Cheviot Value Management, LLC5$2600.00%+5New
Creative Financial Designs Inc5$2260.00%−735−99.3%Reduced
Parkworth Wealth Management, Inc.5$2260.00%−1−16.7%Reduced
Crewe Advisors LLC4$1810.00%+4New
Highline Wealth Partners LLC3$1360.00%+3New
HFM Investment Advisors, LLC3$1360.00%+3New
High Note Wealth, LLC2$900.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$450.00%+1New
Avion Wealth5$00.00%+5New
Proequities, Inc.0$00.00%−469−100.0%Sold out
Coatue Management LLCSuperinvestorCoatue Management0$00.00%−2,633,442−100.0%Sold out
Artemis Investment Management LLP0$00.00%−770,245−100.0%Sold out
Moore Capital Management, LP0$00.00%−297,659−100.0%Sold out
Cable Car Capital LLC0$00.00%−295,800−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−236,993−100.0%Sold out
Soros Capital Management LLC0$00.00%−220,300−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−169,940−100.0%Sold out
EAM Global Investors LLC0$00.00%−81,912−100.0%Sold out