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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; 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.

Institutional holdersQ2 2025: 562 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: 661 institutions
Value heldQ2 2025: $15.5B
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 2026661$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, Q2 2025

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q1 2025.

Institutions holding AFRM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Quarry LP445$30.8K0.01%−258−36.7%Reduced
Blume Capital Management, Inc.455$31.5K0.01%+375+468.8%Added
Capital Advisors, Ltd. LLC485$34.0K0.00%00.0%Unchanged
Principal Securities, Inc.505$34.9K0.00%+96+23.5%Added
FNY Investment Advisers, LLC547$37.0K0.02%+547New
Umb Bank N A569$39.3K0.00%+264+86.6%Added
Allworth Financial LP799$55.2K0.00%+236+41.9%Added
Sound Income Strategies, LLC853$59.0K0.00%+853New
Ronald Blue Trust, Inc.886$61.3K0.00%−154−14.8%Reduced
Ridgewood Investments LLC900$62.2K0.03%00.0%Unchanged
Oddo BHF Asset Management SAS950$65.7K0.00%−4,400−82.2%Reduced
Smartleaf Asset Management LLC972$66.2K0.01%−388−28.5%Reduced
LOM Asset Management Ltd1,000$69.0K0.02%+1,000New
CIBC Private Wealth Group, LLC1,014$70.1K0.00%+565+125.8%Added
Macquarie Group Ltd1,021$70.6K0.00%+1,021New
Leonteq Securities AG1,108$76.6K0.00%+475+75.0%Added
WealthTrak Capital Management LLC1,110$76.7K0.06%−5−0.4%Reduced
Global Retirement Partners, LLC1,130$78.1K0.00%+1,130New
Bryn Mawr Trust Co1,167$80.7K0.00%−6,083−83.9%Reduced
Bogart Wealth, LLC1,213$83.9K0.00%+696+134.6%Added
Valley National Advisers Inc1,226$84.0K0.01%+113+10.2%Added
Farther Finance Advisors, LLC1,300$89.9K0.00%+175+15.6%Added
Westside Investment Management, Inc.1,351$93.2K0.02%00.0%Unchanged
Skopos Labs, Inc.1,371$94.8K0.01%−21−1.5%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.1,387$95.9K0.01%+4+0.3%Added
First Horizon Advisors, Inc.1,521$105.2K0.00%−2−0.1%Reduced
Y.D. More Investments Ltd1,563$106.4K0.01%−191−10.9%Reduced
Mirae Asset Global Investments Co., Ltd.1,607$111.1K0.00%−44,477−96.5%Reduced
Global Wealth Strategies & Associates1,628$112.6K0.03%00.0%Unchanged
Federation des caisses Desjardins du Quebec1,763$121.9K0.00%−5−0.3%Reduced
Twin Lakes Capital Management, LLC1,811$125.2K0.08%00.0%Unchanged
Manchester Capital Management LLC2,073$143.3K0.02%+1,938+1,435.6%Added
GeoWealth Management, LLC2,074$143.4K0.01%+2,074New
Newbridge Financial Services Group, Inc.2,297$158.8K0.03%−100−4.2%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,537$175.0K0.00%+2,537New
Spire Wealth Management2,658$183.8K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC2,738$189.3K0.01%+427+18.5%Added
Advisors Asset Management, Inc.2,757$190.6K0.00%+374+15.7%Added
Integrated Investment Consultants, LLC192,578$192.6K0.04%00.0%Unchanged
Leigh Baldwin & Co., LLC2,894$200.1K0.13%+2,894New
Paradigm Asset Management Co LLC2,900$200.5K0.05%−1,800−38.3%Reduced
DnB Asset Management AS2,919$201.8K0.00%+2,919New
Van Eck Associates Corp2,925$202.0K0.00%+2,925New
Guggenheim Capital LLC2,948$203.8K0.00%+2,948New
RBF Capital, LLC3,000$207.4K0.01%−2,000−40.0%Reduced
J. Safra Sarasin Holding AG3,000$207.4K0.00%+3,000New
Danske Bank A/S3,003$207.6K0.00%−11,523−79.3%Reduced
Centiva Capital, LP3,026$209.2K0.01%−2,637−46.6%Reduced
Savvy Advisors, Inc.3,037$210.0K0.01%+3,037New
Yousif Capital Management, LLC3,085$213.3K0.00%+3,085New
Birch Financial Group, LLC3,133$216.6K0.17%+3,133New
Norden Group LLC3,163$218.7K0.02%+3,163New
Ethic Inc.3,257$221.7K0.00%+3,257New
Prime Capital Investment Advisors, LLC3,233$223.5K0.00%+3,233New
Congress Park Capital LLC3,250$224.7K0.07%+3,250New
Dark Forest Capital Management LP3,266$225.8K0.01%−23,883−88.0%Reduced
Aaron Wealth Advisors3,272$226.2K0.02%+3,272New
Personal Cfo Solutions, LLC3,390$234.4K0.04%+3,390New
Coldstream Capital Management Inc3,412$235.9K0.00%−534−13.5%Reduced
Jump Financial, LLC3,416$236.2K0.00%−324,189−99.0%Reduced
Wedbush Securities Inc3,472$240.0K0.01%+3,472New
Essex Financial Services, Inc.3,475$240.3K0.02%+3,475New
Ancora Advisors, LLC3,501$242.0K0.01%00.0%Unchanged
Moran Wealth Management, LLC3,523$243.6K0.01%+3,523New
Sender Co & Partners, Inc.3,540$244.8K0.07%+3,540New
Rareview Capital LLC3,541$244.8K0.15%+3,541New
National Bank of Canada3,580$247.4K0.00%+1,937+117.9%Added
Highland Capital Management, LLC3,581$247.6K0.01%+3,581New
HighPoint Advisor Group LLC3,626$250.7K0.01%+3,626New
Ossiam3,634$251.3K0.00%−1,553−29.9%Reduced
RSM US Wealth Management LLC3,667$253.5K0.00%+3,667New
Frank, Rimerman Advisors LLC3,738$258.4K0.02%+3,738New
Daiwa Securities Group Inc.3,751$259.0K0.00%−682−15.4%Reduced
MAI Capital Management3,753$259.5K0.00%+426+12.8%Added
Hilltop Holdings Inc.3,766$260.4K0.02%−12,777−77.2%Reduced
Groupama Asset Managment–$262.3K0.00%––
Toroso Investments, LLC3,824$264.4K0.00%−36,107−90.4%Reduced
Atria Investments LLC3,840$265.5K0.00%+3,840New
Challenger Wealth Management4,020$277.9K0.19%+4,020New
Versor Investments LP4,038$279.2K0.05%+4,038New
Parallel Advisors, LLC4,045$279.7K0.01%−926−18.6%Reduced
Kathleen S. Wright Associates Inc.4,052$280.2K0.11%−323−7.4%Reduced
Ritholtz Wealth Management4,109$284.1K0.01%+4,109New
Western Wealth Management, LLC4,225$292.1K0.02%+4,225New
Callan Family Office, LLC4,229$292.4K0.01%+4,229New
Versant Capital Management, Inc4,232$292.6K0.04%+158+3.9%Added
Quest Partners LLC4,236$292.9K0.03%+1,421+50.5%Added
Commerce Bank4,237$292.9K0.00%+4,237New
Foundations Investment Advisors, LLC4,305$297.6K0.00%+4,305New
SLT Holdings LLC4,305$297.6K0.22%+4,305New
Kestra Advisory Services, LLC4,328$299.2K0.00%+4,328New
Vise Technologies, Inc.4,380$302.8K0.01%+4,380New
Aspire Capital Advisors LLC4,482$309.9K0.09%+4,482New
ASB Consultores, LLC4,511$311.9K0.21%+4,511New
Diversified Trust Co4,556$315.0K0.01%−2,274−33.3%Reduced
GAMMA Investing LLC4,644$321.1K0.02%+48+1.0%Added
CWM, LLC4,766$330.0K0.00%−1,184−19.9%Reduced
Kera Capital Partners, Inc.4,785$330.8K0.07%+4,785New
Patriot Financial Group Insurance Agency, LLC4,881$337.5K0.04%+4,881New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,907$339.3K0.01%+4,907New