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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.

Q2 2025 vs. Q1 2025

How the institutions holding Affirm Holdings, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of AFRM: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders4915562+76
Shares216.5M576.4K223.9M+8.05M (+3.7%)
Value$9.77B$26.0M$15.5B+$5.74B (+58.9%)

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (136)

Institutions that held Affirm Holdings, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 136 by value.

Institutions new to AFRM in Q2 2025
InstitutionSharesValue% of portfolio
Whale Rock Capital Management LLC1,275,022$88.2M1.22%
Vestor Capital, LLC643,085$60.5M5.89%
Alyeska Investment Group, L.P.800,466$55.3M0.20%
Westfield Capital Management Co LP698,779$48.3M0.20%
Artemis Investment Management LLP696,472$48.2M0.62%
Amanah Holdings Trust519,230$35.9M8.87%
Rokos Capital Management LLP493,827$34.1M0.57%
Shannon River Fund Management LLC356,563$24.7M3.80%
Blair William & Co304,959$21.1M0.06%
Mane Global Capital Management LP290,282$20.1M0.91%
Picton Mahoney Asset Management263,675$18.2M0.26%
Ardsley Advisory Partners LP197,000$13.5M2.21%
Worldquant Millennium Advisors LLC178,517$12.3M0.06%
Nishkama Capital, LLC178,003$12.3M2.02%
Great Lakes Advisors, LLC148,890$10.3M0.09%
Point72 Asset Management, L.P.133,583$9.24M0.02%
Osterweis Capital Management Inc128,845$8.91M0.43%
Susquehanna Portfolio Strategies, LLC128,560$8.89M0.19%
Proem Advisors LLC90,067$6.23M1.65%
Gillson Capital LP75,839$5.24M0.40%
Divisadero Street Capital Management, LP65,366$4.52M0.30%
One Fin Capital Management LP65,000$4.49M1.52%
Bank of Nova Scotia57,405$3.97M0.01%
Independent Financial Group, LLC56,747$3.92M0.11%
Bienville Capital Management, LLC54,667$3.78M0.75%
Zacks Investment Management53,764$3.72M0.03%
Nebula Research & Development LLC52,871$3.66M0.31%
Thrivent Financial for Lutherans52,964$3.65M0.01%
Maverick Capital LtdSuperinvestorMaverick Capital52,206$3.61M0.06%
Sig Brokerage, LP41,664$2.88M0.79%
IMC-Chicago, LLC38,570$2.67M0.07%
PMC FIG Opportunities LLC31,870$2.20M3.28%
Polen Capital Management LLC30,027$2.08M0.01%
Pensionmark Financial Group, LLC29,636$2.05M0.05%
PDT Partners, LLC29,300$2.03M0.11%
Avenir Tech Ltd28,000$1.94M0.17%
Cubist Systematic Strategies, LLC23,600$1.63M0.02%
Point72 Asia (Singapore) Pte. Ltd.23,561$1.63M0.29%
Tabor Asset Management, LP22,599$1.56M1.09%
Alberta Investment Management Corp21,200$1.47M0.01%
Aigen Investment Management, LP19,466$1.35M0.18%
Cadent Capital Advisors, LLC18,935$1.31M0.43%
Encompass More Asset Management16,294$1.13M0.26%
Northwest & Ethical Investments L.P.15,100$1.03M0.03%
Point72 (DIFC) Ltd12,808$885.5K0.07%
Polymer Capital Management (HK) LTD12,760$882.2K0.14%
Optiver Holding B.V.12,560$868.4K0.02%
F&V Capital Management, LLC11,835$818.0K0.21%
Financiere des Professionnels - Fonds d,investissement inc.11,558$799.1K0.05%
Persistent Asset Partners Ltd10,989$759.8K0.67%
Ameliora Wealth Management Ltd.10,950$757.1K0.27%
Qsemble Capital Management, LP10,868$751.4K0.07%
Toth Financial Advisory Corp10,200$705.2K0.08%
Campbell & CO Investment Adviser LLC8,798$608.3K0.04%
Brinker Capital Investments, LLC8,649$598.0K0.01%
Congress Wealth Management LLC8,200$567.0K0.01%
GraniteShares Advisors LLC8,007$553.6K0.34%
Machina Capital S.A.S.7,693$531.9K0.11%
Catalytic Wealth RIA, LLC7,012$484.8K0.04%
Park Avenue Securities LLC6,866$475.0K0.00%
Swiss Life Asset Management Ltd6,650$459.8K0.00%
Wealth Enhancement Advisory Services, LLC6,380$441.4K0.00%
Cambridge Investment Research Advisors, Inc.6,126$424.0K0.00%
Arete Wealth Advisors, LLC5,968$413.0K0.03%
Counterpoint Mutual Funds LLC5,678$392.6K0.03%
LVW Advisors, LLC5,654$390.9K0.04%
Oak Thistle LLC5,621$388.6K0.06%
Cypress Point Wealth Management, LLC5,253$363.2K0.09%
Wetherby Asset Management Inc4,999$345.6K0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,907$339.3K0.01%
Patriot Financial Group Insurance Agency, LLC4,881$337.5K0.04%
Kera Capital Partners, Inc.4,785$330.8K0.07%
ASB Consultores, LLC4,511$311.9K0.21%
Aspire Capital Advisors LLC4,482$309.9K0.09%
Vise Technologies, Inc.4,380$302.8K0.01%
Kestra Advisory Services, LLC4,328$299.2K0.00%
Foundations Investment Advisors, LLC4,305$297.6K0.00%
SLT Holdings LLC4,305$297.6K0.22%
Commerce Bank4,237$292.9K0.00%
Callan Family Office, LLC4,229$292.4K0.01%
Western Wealth Management, LLC4,225$292.1K0.02%
Ritholtz Wealth Management4,109$284.1K0.01%
Versor Investments LP4,038$279.2K0.05%
Challenger Wealth Management4,020$277.9K0.19%
Atria Investments LLC3,840$265.5K0.00%
Frank, Rimerman Advisors LLC3,738$258.4K0.02%
RSM US Wealth Management LLC3,667$253.5K0.00%
HighPoint Advisor Group LLC3,626$250.7K0.01%
Highland Capital Management, LLC3,581$247.6K0.01%
Rareview Capital LLC3,541$244.8K0.15%
Sender Co & Partners, Inc.3,540$244.8K0.07%
Moran Wealth Management, LLC3,523$243.6K0.01%
Essex Financial Services, Inc.3,475$240.3K0.02%
Wedbush Securities Inc3,472$240.0K0.01%
Personal Cfo Solutions, LLC3,390$234.4K0.04%
Aaron Wealth Advisors3,272$226.2K0.02%
Congress Park Capital LLC3,250$224.7K0.07%
Prime Capital Investment Advisors, LLC3,233$223.5K0.00%
Ethic Inc.3,257$221.7K0.00%
Norden Group LLC3,163$218.7K0.02%

Sold out (60)

Institutions that held Affirm Holdings, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of AFRM in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Renaissance Technologies LLC818,900$37.0M
TownSquare Capital, LLC141,756$6.41M
Tairen Capital Ltd140,000$6.33M
Quadrature Capital Ltd123,235$5.57M
Hiddenite Capital Partners LP101,600$4.59M
Two Sigma Advisers, LP88,500$4.00M
Interval Partners, LP84,146$3.80M
Edgestream Partners, L.P.80,156$3.62M
Quantbot Technologies LP78,110$3.53M
Zweig-DiMenna Associates LLC66,900$3.02M
PEAK6 LLC58,295$2.63M
Soros Fund Management LLCSuperinvestorSoros Fund Management45,000$2.03M
Estate Counselors, LLC42,175$1.91M
Simplicity Wealth,LLC37,867$1.71M
Bayesian Capital Management, LP35,418$1.60M
Valliance Asset Management Ltd25,000$1.13M
Quantessence Capital LLC22,727$1.03M
Connective Capital Management, LLC20,937$946.1K
Royal Fund Management, LLC19,894$899.0K
Virtu Financial LLC14,582$659.0K
Central Pacific Bank - Trust Division11,611$524.7K
Equitable Holdings, Inc.11,052$499.4K
Fox Run Management, L.L.C.9,964$450.3K
Oppenheimer & Co Inc9,805$443.1K
Precision Wealth Strategies, LLC8,990$406.3K
Magnetar Financial LLC8,582$387.8K
Sherbrooke Park Advisers LLC8,266$373.5K
Capital Advisors Inc8,123$367.1K
Bridgefront Capital, LLC7,694$347.7K
Dynamic Technology Lab Private Ltd6,713$303.0K
Mach-1 Financial Group, Inc.6,364$287.6K
Semanteon Capital Management, LP6,154$278.1K
HRT Financial LP6,040$272.0K
Accuvest Global Advisors5,431$245.0K
Icapital Wealth LLC5,201$235.0K
Tudor Investment Corp Et Al5,120$231.4K
Kingsview Wealth Management, LLC4,601$207.9K
Two Sigma Securities, LLC4,513$203.9K
Aster Capital Management (DIFC) Ltd2,670$171.3K
C M Bidwell & Associates Ltd3,312$149.7K
DekaBank Deutsche Girozentrale2,617$114.0K
BI Asset Management Fondsmaeglerselskab A/S1,798$81.0K
Corebridge Financial, Inc.1,744$78.8K
Quadrant Capital Group LLC1,308$59.1K
Boston Private Wealth LLC1,049$47.4K
Washington Trust Co521$23.5K
Quent Capital, LLC434$19.6K
Mather Group, LLC.402$18.2K
Clear Street Markets LLC234$10.6K
Compass Wealth Management LLC200$9.04K
Private Wealth Asset Management, LLC24$1.08K
Continuum Advisory, LLC19$859
Chesapeake Asset Management LLC18$813
Bartlett & Co. Wealth Management LLC14$633
Darwin Advisors, LLC10$609
Global Financial Private Client, LLC9$407
Creative Financial Designs Inc5$226
Crewe Advisors LLC4$181
Highline Wealth Partners LLC3$136
High Note Wealth, LLC2$90

Not filed for Q2 2025 yet (5)

Institutions that held Affirm Holdings, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AFRM in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Kodai Capital Management LP562,889$25.4M
CAPROCK Group, Inc.10,032$453.3K
Credit Agricole S A2,268$102.5K
Lindbrook Capital, LLC1,146$51.8K
Nova Wealth Management, Inc.28$1.26K