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; 661 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, 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 | $21.2B |
| 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, 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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 1 | $69 | 0.00% | −7−87.5% | Reduced |
| DecisionPoint Financial, LLC | 4 | $269 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $276 | 0.00% | +3+300.0% | Added |
| Parkworth Wealth Management, Inc. | 5 | $346 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $346 | 0.00% | +2+66.7% | Added |
| Cheviot Value Management, LLC | 5 | $362 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $415 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 8 | $554 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $554 | 0.00% | +8 | New |
| Stephens Consulting, LLC | 9 | $623 | 0.00% | +9 | New |
| Rise Advisors, LLC | 10 | $691 | 0.00% | −6−37.5% | Reduced |
| PayPay Securities Corp | 10 | $691 | 0.03% | −4−28.6% | Reduced |
| Vermillion Wealth Management, Inc. | 10 | $691 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $692 | 0.00% | −31−75.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 11 | $761 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 11 | $761 | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 12 | $830 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 13 | $899 | 0.00% | −9−40.9% | Reduced |
| Winthrop Capital Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $1.00K | 0.00% | +17+340.0% | Added |
| Heritage Wealth Advisors | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $1.04K | 0.00% | +15 | New |
| Tradewinds Capital Management, LLC | 15 | $1.04K | 0.00% | −250−94.3% | Reduced |
| Whipplewood Advisors, LLC | 17 | $1.18K | 0.00% | −227−93.0% | Reduced |
| WPG Advisers, LLC | 19 | $1.31K | 0.00% | +19 | New |
| Essential Partners LLC | 19 | $1.31K | 0.00% | +19 | New |
| Atlantic Trust, LLC | 21 | $1.45K | 0.00% | −22−51.2% | Reduced |
| Total Investment Management Inc | 21 | $1.45K | 0.00% | +21 | New |
| Asset Dedication, LLC | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.52K | 0.00% | +8+57.1% | Added |
| Rothschild Investment LLC | 25 | $1.73K | 0.00% | +15+150.0% | Added |
| Hughes Financial Services, LLC | 23 | $1.78K | 0.00% | +14+155.6% | Added |
| Cornerstone Planning Group LLC | 24 | $1.80K | 0.00% | +7+41.2% | Added |
| CVA Family Office, LLC | 35 | $2.42K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 35 | $2.42K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 35 | $2.42K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $2.42K | 0.00% | +15+75.0% | Added |
| West Oak Capital, LLC | 40 | $2.80K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $2.83K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 44 | $3.04K | 0.00% | +32+266.7% | Added |
| Plato Investment Management Ltd | 47 | $3.24K | 0.00% | +4+9.3% | Added |
| Quaker Wealth Management, LLC | 47 | $3.25K | 0.00% | +47 | New |
| Aspect Partners, LLC | 50 | $3.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 52 | $3.60K | 0.00% | +36+225.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $3.80K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $3.80K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 64 | $4.42K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $4.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 84 | $5.81K | 0.00% | +6+7.7% | Added |
| Bell Investment Advisors, Inc | 88 | $6.08K | 0.00% | +18+25.7% | Added |
| Rialto Wealth Management, LLC | 96 | $6.64K | 0.00% | +96 | New |
| Salem Investment Counselors Inc | 100 | $6.91K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $6.91K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $6.91K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 100 | $6.91K | 0.00% | +45+81.8% | Added |
| N.E.W. Advisory Services LLC | 100 | $6.91K | 0.00% | +100 | New |
| Berbice Capital Management LLC | 100 | $6.91K | 0.00% | +100 | New |
| TSFG, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 103 | $7.12K | 0.00% | −181−63.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 94 | $7.23K | 0.00% | +94 | New |
| LRI Investments, LLC | 115 | $7.95K | 0.00% | +115 | New |
| Hantz Financial Services, Inc. | 115 | $8.00K | 0.00% | −242−67.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 120 | $8.30K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 123 | $8.50K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 123 | $8.50K | 0.00% | +123 | New |
| Tortoise Investment Management, LLC | 124 | $8.57K | 0.00% | +14+12.7% | Added |
| Kiker Wealth Management, LLC | 130 | $8.99K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 145 | $10.0K | 0.00% | −193−57.1% | Reduced |
| Brown Brothers Harriman & Co | 157 | $10.9K | 0.00% | +157 | New |
| Bessemer Group Inc | 164 | $11.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 160 | $11.1K | 0.00% | +134+515.4% | Added |
| HM Payson & Co | 160 | $11.1K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 167 | $11.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 169 | $11.7K | 0.00% | +12+7.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 175 | $12.1K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 182 | $12.6K | 0.00% | +182 | New |
| Tacita Capital Inc | 200 | $13.8K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 200 | $13.8K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 200 | $13.8K | 0.00% | +34+20.5% | Added |
| Fortitude Family Office, LLC | 220 | $15.2K | 0.01% | +96+77.4% | Added |
| Matrix Trust Co | 242 | $17.0K | 0.00% | +242 | New |
| Private Wealth Management Group, LLC | 253 | $17.5K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 259 | $18.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 275 | $19.0K | 0.00% | +236+605.1% | Added |
| Larson Financial Group LLC | 286 | $19.8K | 0.00% | +261+1,044.0% | Added |
| Covestor Ltd | 310 | $21.0K | 0.01% | −1−0.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 306 | $21.2K | 0.00% | +306 | New |
| CoreCap Advisors, LLC | 313 | $21.6K | 0.00% | +284+979.3% | Added |
| Fifth Third Bancorp | 319 | $22.1K | 0.00% | +305+2,178.6% | Added |
| Tower Research Capital LLC (TRC) | 324 | $22.4K | 0.00% | −4,267−92.9% | Reduced |
| Harbour Investments, Inc. | 325 | $22.5K | 0.00% | +22+7.3% | Added |
| Optimum Investment Advisors | 330 | $22.8K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 372 | $25.7K | 0.00% | −44−10.6% | Reduced |
| Huntington National Bank | 389 | $26.9K | 0.00% | +336+634.0% | Added |
| SWAN Capital LLC | 400 | $27.7K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 402 | $27.8K | 0.02% | +40+11.0% | Added |
| SRS Capital Advisors, Inc. | 404 | $27.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 404 | $27.9K | 0.00% | +404 | New |
| Ci Investments Inc. | 402 | $28.0K | 0.00% | −212−34.5% | Reduced |
| South State Corp. | 427 | $29.5K | 0.00% | +280+190.5% | Added |