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 7 sales; 661 institutions reported holding it in 13F filings for Q2 2026, worth $21.4B in total; D1 Capital Partners is the only superinvestor holding it.
13F holders, Q2 2025
Institutional positions in Affirm Holdings, Inc. as of Jun 30, 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
- 562
- +76 vs. Q1 2025
- Shares held
- 223.9M
- +8.05M (+3.7%) vs. Q1 2025
- Total value
- $15.5B
- +$5.74B (+58.9%) vs. Q1 2025
- New holders
- 136
- 212 more added
- Sold out
- 60
- 145 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $21.4B |
| Q1 2026 | 593 | $11.0B |
| Q4 2025 | 640 | $17.8B |
| Q3 2025 | 616 | $16.7B |
| Q2 2025 | 562 | $15.5B |
| Q1 2025 | 491 | $9.77B |
| Q4 2024 | 502 | $12.6B |
| Q3 2024 | 426 | $8.12B |
| Q2 2024 | 378 | $5.80B |
| Q1 2024 | 383 | $9.48B |
| Q4 2023 | 408 | $10.9B |
| Q3 2023 | 312 | $4.17B |
| Q2 2023 | 313 | $2.73B |
| Q1 2023 | 308 | $1.98B |
| Q4 2022 | 354 | $1.59B |
| Q3 2022 | 354 | $3.26B |
| Q2 2022 | 348 | $2.94B |
| Q1 2022 | 391 | $7.35B |
| Q4 2021 | 440 | $14.4B |
| Q3 2021 | 340 | $13.3B |
| Q2 2021 | 230 | $6.02B |
| Q1 2021 | 207 | $5.81B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,195,810 | $1.67B | 0.03% | +922,813+4.0% | Added |
| Capital Research Global Investors | 23,700,297 | $1.64B | 0.33% | +576,037+2.5% | Added |
| Morgan Stanley | 22,167,304 | $1.53B | 0.10% | +971,086+4.6% | Added |
| Capital World Investors | 21,185,170 | $1.46B | 0.21% | +966,388+4.8% | Added |
| BlackRock, Inc. | 15,642,187 | $1.08B | 0.02% | +2,423,821+18.3% | Added |
| FMR LLC | 9,629,382 | $665.8M | 0.04% | +1,205,372+14.3% | Added |
| Baillie Gifford & Co | 7,532,410 | $520.8M | 0.39% | −1,471,061−16.3% | Reduced |
| Durable Capital Partners LP | 7,389,337 | $510.9M | 3.87% | +808,455+12.3% | Added |
| Geode Capital Management, LLC | 4,659,287 | $322.2M | 0.02% | +254,359+5.8% | Added |
| State Street Corp | 4,454,300 | $308.0M | 0.01% | +161,522+3.8% | Added |
| Jericho Capital Asset Management L.P. | 3,661,975 | $253.2M | 3.37% | −1,395,064−27.6% | Reduced |
| Price T Rowe Associates Inc | 3,262,162 | $225.5M | 0.03% | −1,281,970−28.2% | Reduced |
| Foxhaven Asset Management, LP | 2,896,908 | $200.3M | 4.83% | +814,951+39.1% | Added |
| Norges Bank | 2,653,671 | $183.5M | 0.02% | +273,238+11.5% | Added |
| Charles Schwab Investment Management Inc | 2,359,066 | $163.1M | 0.03% | +79,848+3.5% | Added |
| Wellington Management Group LLP | 2,128,997 | $147.2M | 0.03% | +474,656+28.7% | Added |
| Atreides Management, LP | 1,977,882 | $136.8M | 3.79% | +1,670,429+543.3% | Added |
| Bank of America Corp | 1,930,732 | $133.5M | 0.01% | +666,040+52.7% | Added |
| Goldman Sachs Group Inc | 1,855,607 | $128.3M | 0.02% | +172,993+10.3% | Added |
| Spyglass Capital Management LLC | 1,740,283 | $120.3M | 7.10% | −162,142−8.5% | Reduced |
| Northern Trust Corp | 1,481,419 | $102.4M | 0.01% | +53,181+3.7% | Added |
| Marshall Wace, LLP | 1,473,034 | $101.8M | 0.12% | −836,124−36.2% | Reduced |
| 1832 Asset Management L.P. | 1,423,400 | $98.4M | 0.17% | +266,500+23.0% | Added |
| UBS Group AG | 1,403,591 | $97.0M | 0.02% | −1,014,497−42.0% | Reduced |
| Dimensional Fund Advisors LP | 1,376,945 | $95.2M | 0.02% | +146,159+11.9% | Added |
| Millennium Management LLC | 1,340,406 | $92.7M | 0.08% | +392,236+41.4% | Added |
| Gilder Gagnon Howe & Co LLC | 1,335,496 | $92.3M | 0.98% | +86,809+7.0% | Added |
| Whale Rock Capital Management LLC | 1,275,022 | $88.2M | 1.22% | +1,275,022 | New |
| Qube Research & Technologies Ltd | 1,270,279 | $87.8M | 0.12% | −1,644,545−56.4% | Reduced |
| Invesco Ltd. | 1,099,431 | $76.0M | 0.01% | +389,974+55.0% | Added |
| D. E. Shaw & Co., Inc. | 1,039,882 | $71.9M | 0.07% | −368,176−26.1% | Reduced |
| UBS Asset Management Americas Inc | 1,007,476 | $69.7M | 0.01% | +286,746+39.8% | Added |
| Leo Wealth, LLC | 998,091 | $69.0M | 5.37% | +45,786+4.8% | Added |
| Abdiel Capital Advisors, LP | 959,582 | $66.3M | 6.20% | −153,845−13.8% | Reduced |
| Holocene Advisors, LP | 903,067 | $62.4M | 0.15% | −1,595,879−63.9% | Reduced |
| Bank of New York Mellon Corp | 890,694 | $61.6M | 0.01% | +18,504+2.1% | Added |
| Vestor Capital, LLC | 643,085 | $60.5M | 4.53% | +643,085 | New |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 820,000 | $56.7M | 0.79% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 800,466 | $55.3M | 0.20% | +800,466 | New |
| JPMorgan Chase & Co | 771,728 | $53.4M | 0.00% | −358,226−31.7% | Reduced |
| Nuveen, LLC | 737,280 | $51.0M | 0.01% | +138,450+23.1% | Added |
| Allen Operations LLC | 721,382 | $49.9M | 6.86% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 698,779 | $48.3M | 0.20% | +698,779 | New |
| Artemis Investment Management LLP | 696,472 | $48.2M | 0.62% | +696,472 | New |
| Susquehanna International Group, LLP | 679,359 | $47.0M | 0.07% | −320,572−32.1% | Reduced |
| Capital Fund Management S.A. | 634,666 | $43.9M | 0.48% | +211,950+50.1% | Added |
| Allspring Global Investments Holdings, LLC | 642,623 | $43.1M | 0.07% | −349,083−35.2% | Reduced |
| Jane Street Group, LLC | 600,288 | $41.5M | 0.07% | +523,886+685.7% | Added |
| ThornTree Capital Partners LP | 591,076 | $40.9M | 6.80% | −71,765−10.8% | Reduced |
| Amundi | 579,594 | $39.6M | 0.01% | +186,613+47.5% | Added |
| RJA Asset Management LLC | 553,827 | $38.3M | 13.18% | 00.0% | Unchanged |
| Ogborne Capital Management, LLC | 550,000 | $38.0M | 9.43% | +452,500+464.1% | Added |
| Royal Bank of Canada | 521,214 | $36.0M | 0.01% | +327,613+169.2% | Added |
| Amanah Holdings Trust | 519,230 | $35.9M | 8.87% | +519,230 | New |
| Driehaus Capital Management LLC | 516,231 | $35.7M | 0.29% | +123,751+31.5% | Added |
| Squarepoint Ops LLC | 506,141 | $35.0M | 0.08% | −75,377−13.0% | Reduced |
| Ardmore Road Asset Management LP | 500,000 | $34.6M | 2.86% | −100,000−16.7% | Reduced |
| BNP Paribas Arbitrage, SA | 497,962 | $34.4M | 0.03% | +240,207+93.2% | Added |
| Rokos Capital Management LLP | 493,827 | $34.1M | 0.57% | +493,827 | New |
| Capital International Investors | 487,273 | $33.7M | 0.01% | −808,775−62.4% | Reduced |
| Swiss National Bank | 480,300 | $33.2M | 0.02% | +12,300+2.6% | Added |
| Polar Capital Holdings Plc | 476,160 | $32.9M | 0.17% | +418,432+724.8% | Added |
| Aquatic Capital Management LLC | 435,307 | $30.1M | 0.61% | +154,590+55.1% | Added |
| California Public Employees Retirement System | 433,625 | $30.0M | 0.02% | +34,139+8.5% | Added |
| BIT Capital GmbH | 426,341 | $29.5M | 1.92% | −150,333−26.1% | Reduced |
| Glendon Capital Management LP | 417,100 | $28.8M | 1.58% | 00.0% | Unchanged |
| Verition Fund Management LLC | 402,270 | $27.8M | 0.16% | +176,887+78.5% | Added |
| Balyasny Asset Management LLC | 392,178 | $27.1M | 0.06% | +336,761+607.7% | Added |
| SG Americas Securities, LLC | 391,479 | $27.1M | 0.12% | +384,015+5,144.9% | Added |
| NZS Capital, LLC | 378,330 | $26.2M | 0.89% | +100,735+36.3% | Added |
| Pacific Heights Asset Management LLC | 375,000 | $25.9M | 1.38% | +55,000+17.2% | Added |
| Bank of Montreal | 362,728 | $25.1M | 0.01% | −61,986−14.6% | Reduced |
| Shannon River Fund Management LLC | 356,563 | $24.7M | 3.80% | +356,563 | New |
| Man Group plc | 352,142 | $24.3M | 0.05% | +253,699+257.7% | Added |
| 12 West Capital Management LP | 350,000 | $24.2M | 2.56% | +25,000+7.7% | Added |
| Penserra Capital Management LLC | 339,483 | $23.5M | 0.33% | +62,862+22.7% | Added |
| Neuberger Berman Group LLC | 336,685 | $23.3M | 0.02% | +310,681+1,194.7% | Added |
| Wells Fargo & Company | 334,330 | $23.1M | 0.01% | +163,618+95.8% | Added |
| AQR Capital Management LLC | 330,561 | $22.9M | 0.02% | +279,225+543.9% | Added |
| Barclays PLC | 307,960 | $21.3M | 0.01% | −414,946−57.4% | Reduced |
| Blair William & Co | 304,959 | $21.1M | 0.06% | +304,959 | New |
| Mane Global Capital Management LP | 290,282 | $20.1M | 0.91% | +290,282 | New |
| Legal & General Group Plc | 289,865 | $20.0M | 0.00% | +20,936+7.8% | Added |
| Diversify Advisory Services, LLC | 255,656 | $19.7M | 0.75% | +32,562+14.6% | Added |
| Rhumbline Advisers | 282,698 | $19.5M | 0.02% | +27,116+10.6% | Added |
| Citigroup Inc | 276,484 | $19.1M | 0.01% | +191,010+223.5% | Added |
| Alliancebernstein L.P. | 269,030 | $18.6M | 0.01% | −314,890−53.9% | Reduced |
| Picton Mahoney Asset Management | 263,675 | $18.2M | 0.26% | +263,675 | New |
| Allen Holding Inc | 255,262 | $17.6M | 1.74% | −250−0.1% | Reduced |
| Deutsche Bank AG | 253,988 | $17.6M | 0.01% | −144,583−36.3% | Reduced |
| Voloridge Investment Management, LLC | 252,117 | $17.4M | 0.06% | −310,677−55.2% | Reduced |
| California State Teachers Retirement System | 238,197 | $16.5M | 0.02% | +10,478+4.6% | Added |
| State Board of Administration of Florida Retirement System | 236,467 | $16.3M | 0.03% | +2,530+1.1% | Added |
| Nordea Investment Management AB | 229,837 | $15.9M | 0.01% | +126,186+121.7% | Added |
| Hidden Lake Asset Management LP | 218,969 | $15.1M | 7.44% | +185,889+561.9% | Added |
| Landscape Capital Management, L.L.C. | 218,818 | $15.1M | 1.19% | +103,777+90.2% | Added |
| Comerica Bank | 211,349 | $14.6M | 0.06% | +205,836+3,733.6% | Added |
| State of Wisconsin Investment Board | 208,856 | $14.4M | 0.04% | +74,151+55.0% | Added |
| Berkshire Capital Holdings Inc | 203,600 | $14.1M | 4.92% | +64,080+45.9% | Added |
| Twin Tree Management, LP | 198,443 | $13.7M | 0.35% | −292,339−59.6% | Reduced |