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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
IFP Advisors, Inc4,519$340.8K0.01%+146+3.3%Added
Signaturefd, LLC4,931$340.9K0.01%−673−12.0%Reduced
Stifel Financial Corp4,973$343.9K0.00%−360−6.8%Reduced
Wetherby Asset Management Inc4,999$345.6K0.02%+4,999New
AdvisorNet Financial, Inc5,000$345.7K0.02%−10−0.2%Reduced
Northwestern Mutual Wealth Management Co5,006$346.1K0.00%+2,920+140.0%Added
Sowell Financial Services LLC5,044$348.7K0.01%+57+1.1%Added
Aspiriant, LLC5,082$351.4K0.01%+20+0.4%Added
Cypress Point Wealth Management, LLC5,253$363.2K0.09%+5,253New
Integrated Wealth Concepts LLC5,279$365.0K0.00%−14,213−72.9%Reduced
Choate Investment Advisors5,384$372.3K0.01%00.0%Unchanged
Holistic Financial Partners5,471$378.3K0.17%00.0%Unchanged
Oak Thistle LLC5,621$388.6K0.06%+5,621New
LVW Advisors, LLC5,654$390.9K0.04%+5,654New
Counterpoint Mutual Funds LLC5,678$392.6K0.03%+5,678New
Meeder Advisory Services, Inc.5,711$394.9K0.02%−23−0.4%Reduced
Jones Financial Companies LLLP5,897$401.4K0.00%+2,750+87.4%Added
Huntleigh Advisors, Inc.5,873$406.1K0.08%+26+0.4%Added
Hemington Wealth Management5,890$407.0K0.06%+28+0.5%Added
Avantax Advisory Services, Inc.5,900$407.9K0.00%+591+11.1%Added
Arete Wealth Advisors, LLC5,968$413.0K0.03%+5,968New
SeaCrest Wealth Management, LLC6,078$420.2K0.05%−742−10.9%Reduced
Wealthfront Advisers LLC6,088$420.9K0.00%+610+11.1%Added
Apollon Wealth Management, LLC6,123$423.3K0.01%+900+17.2%Added
Cambridge Investment Research Advisors, Inc.6,126$424.0K0.00%+6,126New
Biltmore Family Office, LLC6,270$433.5K0.07%+65+1.0%Added
HB Wealth Management, LLC6,315$436.6K0.00%−5,156−44.9%Reduced
Colony Group, LLC6,334$437.9K0.00%+950+17.6%Added
Vontobel Holding Ltd.6,375$440.8K0.00%−5,618−46.8%Reduced
Wealth Enhancement Advisory Services, LLC6,380$441.4K0.00%+6,380New
The PNC Financial Services Group, Inc.6,496$449.1K0.00%−3,137−32.6%Reduced
AlTi Global, Inc.6,622$457.8K0.01%+10+0.2%Added
Swiss Life Asset Management Ltd6,650$459.8K0.00%+6,650New
Left Brain Wealth Management, LLC6,725$465.0K0.16%−1,750−20.6%Reduced
Geneos Wealth Management Inc.6,819$471.5K0.01%+6,668+4,415.9%Added
KBC Group NV6,836$473.0K0.00%−3,689−35.0%Reduced
Quadcap Wealth Management, LLC6,863$474.5K0.06%+352+5.4%Added
Park Avenue Securities LLC6,866$475.0K0.00%+6,866New
Capstone Investment Advisors, LLC6,900$477.1K0.00%−4,478−39.4%Reduced
Shearwater Capital LLC7,000$484.0K0.30%00.0%Unchanged
Catalytic Wealth RIA, LLC7,012$484.8K0.04%+7,012New
United Capital Financial Advisers, LLC7,063$488.3K0.00%+329+4.9%Added
Oder Investment Management, LLC7,198$497.7K0.38%−198−2.7%Reduced
Everence Capital Management Inc7,230$500.0K0.03%00.0%Unchanged
Shell Asset Management Co7,308$505.0K0.02%−1,318−15.3%Reduced
Kestra Private Wealth Services, LLC7,372$509.7K0.01%+1,492+25.4%Added
Forum Financial Management, LP7,457$515.6K0.01%−98−1.3%Reduced
Steward Partners Investment Advisory, LLC7,458$515.6K0.00%+4,780+178.5%Added
Rakuten Securities, Inc.7,468$516.3K0.20%+4,727+172.5%Added
Sterling Capital Management LLC7,480$517.2K0.01%−6,931−48.1%Reduced
Machina Capital S.A.S.7,693$531.9K0.11%+7,693New
Institute for Wealth Management, LLC.7,856$543.2K0.06%00.0%Unchanged
GraniteShares Advisors LLC8,007$553.6K0.34%+8,007New
CIBC Asset Management Inc8,097$559.8K0.00%00.0%Unchanged
Congress Wealth Management LLC8,200$567.0K0.01%+8,200New
Intrepid Financial Planning Group LLC8,350$577.3K0.24%00.0%Unchanged
TD Waterhouse Canada Inc.8,706$583.5K0.00%−552−6.0%Reduced
Empowered Funds, LLC8,550$591.1K0.01%−8,302−49.3%Reduced
Brinker Capital Investments, LLC8,649$598.0K0.01%+8,649New
Wedmont Private Capital8,658$598.0K0.03%+129+1.5%Added
Campbell & CO Investment Adviser LLC8,798$608.3K0.04%+8,798New
Ellevest, Inc.8,857$612.4K0.10%−246−2.7%Reduced
Altshuler Shaham Ltd9,100$629.2K0.02%+2,300+33.8%Added
OP Asset Management Ltd9,465$654.4K0.01%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.10,166$702.9K0.00%−1,991−16.4%Reduced
Toth Financial Advisory Corp10,200$705.2K0.08%+10,200New
Prospera Financial Services Inc10,290$711.5K0.01%−977−8.7%Reduced
Atria Wealth Solutions, Inc.10,538$728.7K0.02%+2,628+33.2%Added
Rockefeller Capital Management L.P.10,621$734.3K0.00%−2,785−20.8%Reduced
White Lighthouse Investment Management Inc.10,744$742.8K0.12%+1,202+12.6%Added
Paragon Capital Management Ltd10,770$744.6K0.13%00.0%Unchanged
Catalyst Funds Management Pty Ltd10,800$746.7K0.21%−16,800−60.9%Reduced
Qsemble Capital Management, LP10,868$751.4K0.07%+10,868New
Ameliora Wealth Management Ltd.10,950$757.1K0.27%+10,950New
Persistent Asset Partners Ltd10,989$759.8K0.67%+10,989New
Chicago Partners Investment Group LLC11,913$782.0K0.02%−3,696−23.7%Reduced
Cravens & Co Advisors, LLC11,343$784.3K0.59%−253−2.2%Reduced
BBR Partners, LLC11,366$785.8K0.05%00.0%Unchanged
RFG Advisory, LLC11,474$793.3K0.02%+5,807+102.5%Added
Private Advisor Group, LLC11,476$793.5K0.00%+5,919+106.5%Added
Sequoia Financial Advisors, LLC11,506$795.5K0.01%−206−1.8%Reduced
Financiere des Professionnels - Fonds d,investissement inc.11,558$799.1K0.05%+11,558New
MetLife Investment Management11,732$811.2K0.00%+7,072+151.8%Added
Cerity Partners LLC11,805$816.2K0.00%+7,241+158.7%Added
F&V Capital Management, LLC11,835$818.0K0.21%+11,835New
Summit Trail Advisors, LLC11,904$823.0K0.01%+1,052+9.7%Added
Gamco Investors, Inc. Et Al12,000$829.7K0.01%00.0%Unchanged
Bayforest Capital Ltd12,262$847.8K0.37%−17,701−59.1%Reduced
Myecfo, LLC12,299$850.4K0.42%+35+0.3%Added
Lazard Asset Management LLC12,353$853.0K0.00%+464+3.9%Added
Optiver Holding B.V.12,560$868.4K0.02%+12,560New
Laird Norton Trust Company, LLC12,721$879.5K0.12%00.0%Unchanged
Principal Financial Group Inc12,736$880.6K0.00%+49+0.4%Added
Polymer Capital Management (HK) LTD12,760$882.2K0.14%+12,760New
Point72 (DIFC) Ltd12,808$885.5K0.07%+12,808New
Maryland State Retirement & Pension System13,041$901.7K0.02%+926+7.6%Added
Cresset Asset Management, LLC13,051$902.3K0.00%+154+1.2%Added
Manufacturers Life Insurance Company, The13,271$917.6K0.00%+86+0.7%Added
CSS LLC13,540$936.2K0.06%+8,417+164.3%Added
Jefferies Financial Group Inc.13,580$938.9K0.02%−172,564−92.7%Reduced