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 |
|---|---|---|---|---|---|
| Quarry LP | 445 | $30.8K | 0.01% | −258−36.7% | Reduced |
| Blume Capital Management, Inc. | 455 | $31.5K | 0.01% | +375+468.8% | Added |
| Capital Advisors, Ltd. LLC | 485 | $34.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 505 | $34.9K | 0.00% | +96+23.5% | Added |
| FNY Investment Advisers, LLC | 547 | $37.0K | 0.02% | +547 | New |
| Umb Bank N A | 569 | $39.3K | 0.00% | +264+86.6% | Added |
| Allworth Financial LP | 799 | $55.2K | 0.00% | +236+41.9% | Added |
| Sound Income Strategies, LLC | 853 | $59.0K | 0.00% | +853 | New |
| Ronald Blue Trust, Inc. | 886 | $61.3K | 0.00% | −154−14.8% | Reduced |
| Ridgewood Investments LLC | 900 | $62.2K | 0.03% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 950 | $65.7K | 0.00% | −4,400−82.2% | Reduced |
| Smartleaf Asset Management LLC | 972 | $66.2K | 0.01% | −388−28.5% | Reduced |
| LOM Asset Management Ltd | 1,000 | $69.0K | 0.02% | +1,000 | New |
| CIBC Private Wealth Group, LLC | 1,014 | $70.1K | 0.00% | +565+125.8% | Added |
| Macquarie Group Ltd | 1,021 | $70.6K | 0.00% | +1,021 | New |
| Leonteq Securities AG | 1,108 | $76.6K | 0.00% | +475+75.0% | Added |
| WealthTrak Capital Management LLC | 1,110 | $76.7K | 0.06% | −5−0.4% | Reduced |
| Global Retirement Partners, LLC | 1,130 | $78.1K | 0.00% | +1,130 | New |
| Bryn Mawr Trust Co | 1,167 | $80.7K | 0.00% | −6,083−83.9% | Reduced |
| Bogart Wealth, LLC | 1,213 | $83.9K | 0.00% | +696+134.6% | Added |
| Valley National Advisers Inc | 1,226 | $84.0K | 0.01% | +113+10.2% | Added |
| Farther Finance Advisors, LLC | 1,300 | $89.9K | 0.00% | +175+15.6% | Added |
| Westside Investment Management, Inc. | 1,351 | $93.2K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,371 | $94.8K | 0.01% | −21−1.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,387 | $95.9K | 0.01% | +4+0.3% | Added |
| First Horizon Advisors, Inc. | 1,521 | $105.2K | 0.00% | −2−0.1% | Reduced |
| Y.D. More Investments Ltd | 1,563 | $106.4K | 0.01% | −191−10.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,607 | $111.1K | 0.00% | −44,477−96.5% | Reduced |
| Global Wealth Strategies & Associates | 1,628 | $112.6K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,763 | $121.9K | 0.00% | −5−0.3% | Reduced |
| Twin Lakes Capital Management, LLC | 1,811 | $125.2K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,073 | $143.3K | 0.02% | +1,938+1,435.6% | Added |
| GeoWealth Management, LLC | 2,074 | $143.4K | 0.01% | +2,074 | New |
| Newbridge Financial Services Group, Inc. | 2,297 | $158.8K | 0.03% | −100−4.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,537 | $175.0K | 0.00% | +2,537 | New |
| Spire Wealth Management | 2,658 | $183.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,738 | $189.3K | 0.01% | +427+18.5% | Added |
| Advisors Asset Management, Inc. | 2,757 | $190.6K | 0.00% | +374+15.7% | Added |
| Integrated Investment Consultants, LLC | 192,578 | $192.6K | 0.04% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 2,894 | $200.1K | 0.13% | +2,894 | New |
| Paradigm Asset Management Co LLC | 2,900 | $200.5K | 0.05% | −1,800−38.3% | Reduced |
| DnB Asset Management AS | 2,919 | $201.8K | 0.00% | +2,919 | New |
| Van Eck Associates Corp | 2,925 | $202.0K | 0.00% | +2,925 | New |
| Guggenheim Capital LLC | 2,948 | $203.8K | 0.00% | +2,948 | New |
| RBF Capital, LLC | 3,000 | $207.4K | 0.01% | −2,000−40.0% | Reduced |
| J. Safra Sarasin Holding AG | 3,000 | $207.4K | 0.00% | +3,000 | New |
| Danske Bank A/S | 3,003 | $207.6K | 0.00% | −11,523−79.3% | Reduced |
| Centiva Capital, LP | 3,026 | $209.2K | 0.01% | −2,637−46.6% | Reduced |
| Savvy Advisors, Inc. | 3,037 | $210.0K | 0.01% | +3,037 | New |
| Yousif Capital Management, LLC | 3,085 | $213.3K | 0.00% | +3,085 | New |
| Birch Financial Group, LLC | 3,133 | $216.6K | 0.17% | +3,133 | New |
| Norden Group LLC | 3,163 | $218.7K | 0.02% | +3,163 | New |
| Ethic Inc. | 3,257 | $221.7K | 0.00% | +3,257 | New |
| Prime Capital Investment Advisors, LLC | 3,233 | $223.5K | 0.00% | +3,233 | New |
| Congress Park Capital LLC | 3,250 | $224.7K | 0.07% | +3,250 | New |
| Dark Forest Capital Management LP | 3,266 | $225.8K | 0.01% | −23,883−88.0% | Reduced |
| Aaron Wealth Advisors | 3,272 | $226.2K | 0.02% | +3,272 | New |
| Personal Cfo Solutions, LLC | 3,390 | $234.4K | 0.04% | +3,390 | New |
| Coldstream Capital Management Inc | 3,412 | $235.9K | 0.00% | −534−13.5% | Reduced |
| Jump Financial, LLC | 3,416 | $236.2K | 0.00% | −324,189−99.0% | Reduced |
| Wedbush Securities Inc | 3,472 | $240.0K | 0.01% | +3,472 | New |
| Essex Financial Services, Inc. | 3,475 | $240.3K | 0.02% | +3,475 | New |
| Ancora Advisors, LLC | 3,501 | $242.0K | 0.01% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 3,523 | $243.6K | 0.01% | +3,523 | New |
| Sender Co & Partners, Inc. | 3,540 | $244.8K | 0.07% | +3,540 | New |
| Rareview Capital LLC | 3,541 | $244.8K | 0.15% | +3,541 | New |
| National Bank of Canada | 3,580 | $247.4K | 0.00% | +1,937+117.9% | Added |
| Highland Capital Management, LLC | 3,581 | $247.6K | 0.01% | +3,581 | New |
| HighPoint Advisor Group LLC | 3,626 | $250.7K | 0.01% | +3,626 | New |
| Ossiam | 3,634 | $251.3K | 0.00% | −1,553−29.9% | Reduced |
| RSM US Wealth Management LLC | 3,667 | $253.5K | 0.00% | +3,667 | New |
| Frank, Rimerman Advisors LLC | 3,738 | $258.4K | 0.02% | +3,738 | New |
| Daiwa Securities Group Inc. | 3,751 | $259.0K | 0.00% | −682−15.4% | Reduced |
| MAI Capital Management | 3,753 | $259.5K | 0.00% | +426+12.8% | Added |
| Hilltop Holdings Inc. | 3,766 | $260.4K | 0.02% | −12,777−77.2% | Reduced |
| Groupama Asset Managment | – | $262.3K | 0.00% | – | – |
| Toroso Investments, LLC | 3,824 | $264.4K | 0.00% | −36,107−90.4% | Reduced |
| Atria Investments LLC | 3,840 | $265.5K | 0.00% | +3,840 | New |
| Challenger Wealth Management | 4,020 | $277.9K | 0.19% | +4,020 | New |
| Versor Investments LP | 4,038 | $279.2K | 0.05% | +4,038 | New |
| Parallel Advisors, LLC | 4,045 | $279.7K | 0.01% | −926−18.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 4,052 | $280.2K | 0.11% | −323−7.4% | Reduced |
| Ritholtz Wealth Management | 4,109 | $284.1K | 0.01% | +4,109 | New |
| Western Wealth Management, LLC | 4,225 | $292.1K | 0.02% | +4,225 | New |
| Callan Family Office, LLC | 4,229 | $292.4K | 0.01% | +4,229 | New |
| Versant Capital Management, Inc | 4,232 | $292.6K | 0.04% | +158+3.9% | Added |
| Quest Partners LLC | 4,236 | $292.9K | 0.03% | +1,421+50.5% | Added |
| Commerce Bank | 4,237 | $292.9K | 0.00% | +4,237 | New |
| Foundations Investment Advisors, LLC | 4,305 | $297.6K | 0.00% | +4,305 | New |
| SLT Holdings LLC | 4,305 | $297.6K | 0.22% | +4,305 | New |
| Kestra Advisory Services, LLC | 4,328 | $299.2K | 0.00% | +4,328 | New |
| Vise Technologies, Inc. | 4,380 | $302.8K | 0.01% | +4,380 | New |
| Aspire Capital Advisors LLC | 4,482 | $309.9K | 0.09% | +4,482 | New |
| ASB Consultores, LLC | 4,511 | $311.9K | 0.21% | +4,511 | New |
| Diversified Trust Co | 4,556 | $315.0K | 0.01% | −2,274−33.3% | Reduced |
| GAMMA Investing LLC | 4,644 | $321.1K | 0.02% | +48+1.0% | Added |
| CWM, LLC | 4,766 | $330.0K | 0.00% | −1,184−19.9% | Reduced |
| Kera Capital Partners, Inc. | 4,785 | $330.8K | 0.07% | +4,785 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,881 | $337.5K | 0.04% | +4,881 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,907 | $339.3K | 0.01% | +4,907 | New |