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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 4,519 | $340.8K | 0.01% | +146+3.3% | Added |
| Signaturefd, LLC | 4,931 | $340.9K | 0.01% | −673−12.0% | Reduced |
| Stifel Financial Corp | 4,973 | $343.9K | 0.00% | −360−6.8% | Reduced |
| Wetherby Asset Management Inc | 4,999 | $345.6K | 0.02% | +4,999 | New |
| AdvisorNet Financial, Inc | 5,000 | $345.7K | 0.02% | −10−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,006 | $346.1K | 0.00% | +2,920+140.0% | Added |
| Sowell Financial Services LLC | 5,044 | $348.7K | 0.01% | +57+1.1% | Added |
| Aspiriant, LLC | 5,082 | $351.4K | 0.01% | +20+0.4% | Added |
| Cypress Point Wealth Management, LLC | 5,253 | $363.2K | 0.09% | +5,253 | New |
| Integrated Wealth Concepts LLC | 5,279 | $365.0K | 0.00% | −14,213−72.9% | Reduced |
| Choate Investment Advisors | 5,384 | $372.3K | 0.01% | 00.0% | Unchanged |
| Holistic Financial Partners | 5,471 | $378.3K | 0.17% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,621 | $388.6K | 0.06% | +5,621 | New |
| LVW Advisors, LLC | 5,654 | $390.9K | 0.04% | +5,654 | New |
| Counterpoint Mutual Funds LLC | 5,678 | $392.6K | 0.03% | +5,678 | New |
| Meeder Advisory Services, Inc. | 5,711 | $394.9K | 0.02% | −23−0.4% | Reduced |
| Jones Financial Companies LLLP | 5,897 | $401.4K | 0.00% | +2,750+87.4% | Added |
| Huntleigh Advisors, Inc. | 5,873 | $406.1K | 0.08% | +26+0.4% | Added |
| Hemington Wealth Management | 5,890 | $407.0K | 0.06% | +28+0.5% | Added |
| Avantax Advisory Services, Inc. | 5,900 | $407.9K | 0.00% | +591+11.1% | Added |
| Arete Wealth Advisors, LLC | 5,968 | $413.0K | 0.03% | +5,968 | New |
| SeaCrest Wealth Management, LLC | 6,078 | $420.2K | 0.05% | −742−10.9% | Reduced |
| Wealthfront Advisers LLC | 6,088 | $420.9K | 0.00% | +610+11.1% | Added |
| Apollon Wealth Management, LLC | 6,123 | $423.3K | 0.01% | +900+17.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,126 | $424.0K | 0.00% | +6,126 | New |
| Biltmore Family Office, LLC | 6,270 | $433.5K | 0.07% | +65+1.0% | Added |
| HB Wealth Management, LLC | 6,315 | $436.6K | 0.00% | −5,156−44.9% | Reduced |
| Colony Group, LLC | 6,334 | $437.9K | 0.00% | +950+17.6% | Added |
| Vontobel Holding Ltd. | 6,375 | $440.8K | 0.00% | −5,618−46.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,380 | $441.4K | 0.00% | +6,380 | New |
| The PNC Financial Services Group, Inc. | 6,496 | $449.1K | 0.00% | −3,137−32.6% | Reduced |
| AlTi Global, Inc. | 6,622 | $457.8K | 0.01% | +10+0.2% | Added |
| Swiss Life Asset Management Ltd | 6,650 | $459.8K | 0.00% | +6,650 | New |
| Left Brain Wealth Management, LLC | 6,725 | $465.0K | 0.16% | −1,750−20.6% | Reduced |
| Geneos Wealth Management Inc. | 6,819 | $471.5K | 0.01% | +6,668+4,415.9% | Added |
| KBC Group NV | 6,836 | $473.0K | 0.00% | −3,689−35.0% | Reduced |
| Quadcap Wealth Management, LLC | 6,863 | $474.5K | 0.06% | +352+5.4% | Added |
| Park Avenue Securities LLC | 6,866 | $475.0K | 0.00% | +6,866 | New |
| Capstone Investment Advisors, LLC | 6,900 | $477.1K | 0.00% | −4,478−39.4% | Reduced |
| Shearwater Capital LLC | 7,000 | $484.0K | 0.30% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 7,012 | $484.8K | 0.04% | +7,012 | New |
| United Capital Financial Advisers, LLC | 7,063 | $488.3K | 0.00% | +329+4.9% | Added |
| Oder Investment Management, LLC | 7,198 | $497.7K | 0.38% | −198−2.7% | Reduced |
| Everence Capital Management Inc | 7,230 | $500.0K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,308 | $505.0K | 0.02% | −1,318−15.3% | Reduced |
| Kestra Private Wealth Services, LLC | 7,372 | $509.7K | 0.01% | +1,492+25.4% | Added |
| Forum Financial Management, LP | 7,457 | $515.6K | 0.01% | −98−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,458 | $515.6K | 0.00% | +4,780+178.5% | Added |
| Rakuten Securities, Inc. | 7,468 | $516.3K | 0.20% | +4,727+172.5% | Added |
| Sterling Capital Management LLC | 7,480 | $517.2K | 0.01% | −6,931−48.1% | Reduced |
| Machina Capital S.A.S. | 7,693 | $531.9K | 0.11% | +7,693 | New |
| Institute for Wealth Management, LLC. | 7,856 | $543.2K | 0.06% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 8,007 | $553.6K | 0.34% | +8,007 | New |
| CIBC Asset Management Inc | 8,097 | $559.8K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 8,200 | $567.0K | 0.01% | +8,200 | New |
| Intrepid Financial Planning Group LLC | 8,350 | $577.3K | 0.24% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 8,706 | $583.5K | 0.00% | −552−6.0% | Reduced |
| Empowered Funds, LLC | 8,550 | $591.1K | 0.01% | −8,302−49.3% | Reduced |
| Brinker Capital Investments, LLC | 8,649 | $598.0K | 0.01% | +8,649 | New |
| Wedmont Private Capital | 8,658 | $598.0K | 0.03% | +129+1.5% | Added |
| Campbell & CO Investment Adviser LLC | 8,798 | $608.3K | 0.04% | +8,798 | New |
| Ellevest, Inc. | 8,857 | $612.4K | 0.10% | −246−2.7% | Reduced |
| Altshuler Shaham Ltd | 9,100 | $629.2K | 0.02% | +2,300+33.8% | Added |
| OP Asset Management Ltd | 9,465 | $654.4K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 10,166 | $702.9K | 0.00% | −1,991−16.4% | Reduced |
| Toth Financial Advisory Corp | 10,200 | $705.2K | 0.08% | +10,200 | New |
| Prospera Financial Services Inc | 10,290 | $711.5K | 0.01% | −977−8.7% | Reduced |
| Atria Wealth Solutions, Inc. | 10,538 | $728.7K | 0.02% | +2,628+33.2% | Added |
| Rockefeller Capital Management L.P. | 10,621 | $734.3K | 0.00% | −2,785−20.8% | Reduced |
| White Lighthouse Investment Management Inc. | 10,744 | $742.8K | 0.12% | +1,202+12.6% | Added |
| Paragon Capital Management Ltd | 10,770 | $744.6K | 0.13% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 10,800 | $746.7K | 0.21% | −16,800−60.9% | Reduced |
| Qsemble Capital Management, LP | 10,868 | $751.4K | 0.07% | +10,868 | New |
| Ameliora Wealth Management Ltd. | 10,950 | $757.1K | 0.27% | +10,950 | New |
| Persistent Asset Partners Ltd | 10,989 | $759.8K | 0.67% | +10,989 | New |
| Chicago Partners Investment Group LLC | 11,913 | $782.0K | 0.02% | −3,696−23.7% | Reduced |
| Cravens & Co Advisors, LLC | 11,343 | $784.3K | 0.59% | −253−2.2% | Reduced |
| BBR Partners, LLC | 11,366 | $785.8K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,474 | $793.3K | 0.02% | +5,807+102.5% | Added |
| Private Advisor Group, LLC | 11,476 | $793.5K | 0.00% | +5,919+106.5% | Added |
| Sequoia Financial Advisors, LLC | 11,506 | $795.5K | 0.01% | −206−1.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,558 | $799.1K | 0.05% | +11,558 | New |
| MetLife Investment Management | 11,732 | $811.2K | 0.00% | +7,072+151.8% | Added |
| Cerity Partners LLC | 11,805 | $816.2K | 0.00% | +7,241+158.7% | Added |
| F&V Capital Management, LLC | 11,835 | $818.0K | 0.21% | +11,835 | New |
| Summit Trail Advisors, LLC | 11,904 | $823.0K | 0.01% | +1,052+9.7% | Added |
| Gamco Investors, Inc. Et Al | 12,000 | $829.7K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 12,262 | $847.8K | 0.37% | −17,701−59.1% | Reduced |
| Myecfo, LLC | 12,299 | $850.4K | 0.42% | +35+0.3% | Added |
| Lazard Asset Management LLC | 12,353 | $853.0K | 0.00% | +464+3.9% | Added |
| Optiver Holding B.V. | 12,560 | $868.4K | 0.02% | +12,560 | New |
| Laird Norton Trust Company, LLC | 12,721 | $879.5K | 0.12% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,736 | $880.6K | 0.00% | +49+0.4% | Added |
| Polymer Capital Management (HK) LTD | 12,760 | $882.2K | 0.14% | +12,760 | New |
| Point72 (DIFC) Ltd | 12,808 | $885.5K | 0.07% | +12,808 | New |
| Maryland State Retirement & Pension System | 13,041 | $901.7K | 0.02% | +926+7.6% | Added |
| Cresset Asset Management, LLC | 13,051 | $902.3K | 0.00% | +154+1.2% | Added |
| Manufacturers Life Insurance Company, The | 13,271 | $917.6K | 0.00% | +86+0.7% | Added |
| CSS LLC | 13,540 | $936.2K | 0.06% | +8,417+164.3% | Added |
| Jefferies Financial Group Inc. | 13,580 | $938.9K | 0.02% | −172,564−92.7% | Reduced |