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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 13,674 | $945.0K | 0.13% | +1,890+16.0% | Added |
| Vident Advisory, LLC | 13,702 | $947.4K | 0.01% | +1,455+11.9% | Added |
| Utah Retirement Systems | 14,183 | $980.6K | 0.01% | +183+1.3% | Added |
| Readystate Asset Management LP | 14,647 | $1.01M | 0.04% | −30,514−67.6% | Reduced |
| Northwest & Ethical Investments L.P. | 15,100 | $1.03M | 0.03% | +15,100 | New |
| Gsa Capital Partners LLP | 15,447 | $1.07M | 0.07% | +8,352+117.7% | Added |
| Voleon Capital Management LP | 15,623 | $1.08M | 0.06% | +3,143+25.2% | Added |
| We Are One Seven, LLC | 16,153 | $1.12M | 0.04% | +9,696+150.2% | Added |
| CI Private Wealth, LLC | 16,217 | $1.12M | 0.00% | +7,816+93.0% | Added |
| Savant Capital, LLC | 16,278 | $1.13M | 0.01% | +9+0.1% | Added |
| Encompass More Asset Management | 16,294 | $1.13M | 0.26% | +16,294 | New |
| Amalgamated Bank | 17,371 | $1.20M | 0.01% | +3,598+26.1% | Added |
| Belpointe Asset Management LLC | 17,470 | $1.21M | 0.05% | −10.0% | Reduced |
| Independent Advisor Alliance | 17,839 | $1.23M | 0.04% | −842−4.5% | Reduced |
| Prudential Financial Inc | 17,985 | $1.24M | 0.00% | +1,670+10.2% | Added |
| Belmont Capital, LLC | 18,000 | $1.24M | 0.19% | 00.0% | Unchanged |
| MML Investors Services, LLC | 18,094 | $1.25M | 0.00% | −3,066−14.5% | Reduced |
| Natixis Advisors, L.P. | 18,892 | $1.31M | 0.00% | +3,344+21.5% | Added |
| Cadent Capital Advisors, LLC | 18,935 | $1.31M | 0.43% | +18,935 | New |
| Gladstone Institutional Advisory LLC | 19,065 | $1.32M | 0.05% | −7,060−27.0% | Reduced |
| STRS Ohio | 19,107 | $1.32M | 0.00% | +1,636+9.4% | Added |
| Pathstone Holdings, LLC | 19,180 | $1.33M | 0.01% | +997+5.5% | Added |
| Aigen Investment Management, LP | 19,466 | $1.35M | 0.18% | +19,466 | New |
| Mission Wealth Management, LP | 19,532 | $1.35M | 0.03% | −771−3.8% | Reduced |
| Natixis | 19,580 | $1.35M | 0.01% | −92,755−82.6% | Reduced |
| US Bancorp | 19,964 | $1.38M | 0.00% | +385+2.0% | Added |
| Options Solutions, LLC | 20,675 | $1.43M | 0.51% | +9,438+84.0% | Added |
| Alberta Investment Management Corp | 21,200 | $1.47M | 0.01% | +21,200 | New |
| Los Angeles Capital Management LLC | 21,365 | $1.48M | 0.01% | +16,433+333.2% | Added |
| Lecap Asset Management Ltd | 21,485 | $1.49M | 0.53% | +10,611+97.6% | Added |
| M&T Bank Corp | 21,542 | $1.49M | 0.01% | +126+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 21,661 | $1.50M | 0.01% | +5,826+36.8% | Added |
| Integris Wealth Management, LLC | 21,772 | $1.51M | 0.39% | +4,091+23.1% | Added |
| Tabor Asset Management, LP | 22,599 | $1.56M | 1.09% | +22,599 | New |
| Creative Planning | 22,700 | $1.57M | 0.00% | +2,553+12.7% | Added |
| Oppenheimer Asset Management Inc. | 23,227 | $1.61M | 0.02% | +1,007+4.5% | Added |
| Public Employees Retirement Association of Colorado | 23,329 | $1.61M | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 23,561 | $1.63M | 0.29% | +23,561 | New |
| Cubist Systematic Strategies, LLC | 23,600 | $1.63M | 0.02% | +23,600 | New |
| Susquehanna Fundamental Investments, LLC | 23,832 | $1.65M | 0.04% | −134,285−84.9% | Reduced |
| Ashford Capital Management Inc | 23,903 | $1.65M | 0.19% | −1,390−5.5% | Reduced |
| Graham Capital Management, L.P. | 26,705 | $1.85M | 0.06% | +2,515+10.4% | Added |
| GWM Advisors LLC | 27,418 | $1.90M | 0.01% | −5,510−16.7% | Reduced |
| Captrust Financial Advisors | 27,472 | $1.90M | 0.00% | +1,641+6.4% | Added |
| HighTower Advisors, LLC | 27,508 | $1.90M | 0.00% | +1,327+5.1% | Added |
| Acadian Asset Management LLC | 27,532 | $1.90M | 0.00% | −15,336−35.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 27,749 | $1.92M | 0.05% | −2,095−7.0% | Reduced |
| Avenir Tech Ltd | 28,000 | $1.94M | 0.17% | +28,000 | New |
| GF Fund Management Co. Ltd. | 28,192 | $1.95M | 0.04% | −25,226−47.2% | Reduced |
| Xponance, Inc. | 28,445 | $1.97M | 0.02% | +15,297+116.3% | Added |
| PDT Partners, LLC | 29,300 | $2.03M | 0.11% | +29,300 | New |
| Main Management ETF Advisors, LLC | 29,320 | $2.03M | 0.08% | +480+1.7% | Added |
| SBI Securities Co., Ltd. | 29,526 | $2.04M | 0.06% | −7,244−19.7% | Reduced |
| Pensionmark Financial Group, LLC | 29,636 | $2.05M | 0.05% | +29,636 | New |
| Diker Management LLC | 30,000 | $2.07M | 1.95% | +20,000+200.0% | Added |
| Polen Capital Management LLC | 30,027 | $2.08M | 0.01% | +30,027 | New |
| QRG Capital Management, Inc. | 30,033 | $2.08M | 0.02% | −24,345−44.8% | Reduced |
| JustInvest LLC | 31,102 | $2.15M | 0.02% | +1,133+3.8% | Added |
| Mercer Global Advisors Inc | 31,629 | $2.19M | 0.00% | −10,527−25.0% | Reduced |
| PMC FIG Opportunities LLC | 31,870 | $2.20M | 3.28% | +31,870 | New |
| Wakefield Asset Management LLLP | 32,268 | $2.23M | 0.62% | −1,298−3.9% | Reduced |
| Boothbay Fund Management, LLC | 33,258 | $2.30M | 0.07% | −4,772−12.5% | Reduced |
| Cim Investment Mangement Inc | 35,701 | $2.32M | 0.44% | +17,818+99.6% | Added |
| Liontrust Investment Partners LLP | 35,823 | $2.48M | 0.04% | −76,327−68.1% | Reduced |
| Two Sigma Investments, LP | 37,169 | $2.57M | 0.00% | −1,400−3.6% | Reduced |
| Sculptor Capital LP | 37,200 | $2.57M | 0.04% | +20,200+118.8% | Added |
| Jasper Ridge Partners, L.P. | 38,086 | $2.63M | 0.07% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 38,247 | $2.64M | 0.00% | −301−0.8% | Reduced |
| IMC-Chicago, LLC | 38,570 | $2.67M | 0.07% | +38,570 | New |
| Russell Investments Group, Ltd. | 39,430 | $2.73M | 0.00% | +246+0.6% | Added |
| Evolutionary Tree Capital Management, LLC | 40,495 | $2.80M | 2.97% | −3,705−8.4% | Reduced |
| Sig Brokerage, LP | 41,664 | $2.88M | 0.79% | +41,664 | New |
| Mount Vernon Associates Inc | 43,525 | $3.01M | 2.17% | +29,975+221.2% | Added |
| Ieq Capital, LLC | 44,705 | $3.09M | 0.02% | +9,831+28.2% | Added |
| Commonwealth Equity Services, LLC | 45,806 | $3.17M | 0.00% | +11,052+31.8% | Added |
| LMR Partners LLP | 46,199 | $3.19M | 0.05% | −103,309−69.1% | Reduced |
| Employees Retirement System of Texas | 46,234 | $3.20M | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 46,400 | $3.21M | 0.12% | +32,000+222.2% | Added |
| Nisa Investment Advisors, LLC | 47,360 | $3.27M | 0.01% | −8,950−15.9% | Reduced |
| Virginia Retirement Systems Et Al | 47,488 | $3.28M | 0.02% | +7,600+19.1% | Added |
| AXA S.A. | 49,818 | $3.44M | 0.01% | +39,509+383.2% | Added |
| Engineers Gate Manager LP | 49,927 | $3.45M | 0.04% | +12,198+32.3% | Added |
| Teacher Retirement System of Texas | 50,463 | $3.49M | 0.01% | +4,141+8.9% | Added |
| KLP Kapitalforvaltning AS | 51,600 | $3.57M | 0.02% | +2,500+5.1% | Added |
| Cetera Investment Advisers | 52,199 | $3.61M | 0.01% | +21,433+69.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 52,206 | $3.61M | 0.06% | +52,206 | New |
| Thrivent Financial for Lutherans | 52,964 | $3.65M | 0.01% | +52,964 | New |
| Nebula Research & Development LLC | 52,871 | $3.66M | 0.31% | +52,871 | New |
| Zacks Investment Management | 53,764 | $3.72M | 0.03% | +53,764 | New |
| Mariner, LLC | 54,078 | $3.74M | 0.01% | −119−0.2% | Reduced |
| Atomi Financial Group, Inc. | 54,628 | $3.78M | 0.14% | −2,782−4.8% | Reduced |
| Bienville Capital Management, LLC | 54,667 | $3.78M | 0.75% | +54,667 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 54,881 | $3.79M | 0.01% | +17,887+48.4% | Added |
| Independent Financial Group, LLC | 56,747 | $3.92M | 0.11% | +56,747 | New |
| Bank of Nova Scotia | 57,405 | $3.97M | 0.01% | +57,405 | New |
| Schonfeld Strategic Advisors LLC | 57,409 | $3.97M | 0.03% | −166,971−74.4% | Reduced |
| Handelsbanken Fonder AB | 59,400 | $4.11M | 0.01% | −3,100−5.0% | Reduced |
| Truist Financial Corp | 60,725 | $4.20M | 0.01% | +42,686+236.6% | Added |
| Eisler Capital Management Ltd. | 61,950 | $4.28M | 0.15% | −113,876−64.8% | Reduced |
| Blueshift Asset Management, LLC | 62,634 | $4.33M | 1.33% | +56,210+875.0% | Added |