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 |
|---|---|---|---|---|---|
| One Fin Capital Management LP | 65,000 | $4.49M | 1.52% | +65,000 | New |
| Divisadero Street Capital Management, LP | 65,366 | $4.52M | 0.30% | +65,366 | New |
| Walleye Capital LLC | 69,042 | $4.77M | 0.04% | −5,693−7.6% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $4.80M | 1.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,468 | $4.80M | 0.01% | +7,021+11.2% | Added |
| Victory Capital Management Inc | 69,828 | $4.83M | 0.00% | −801−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 72,914 | $5.04M | 0.01% | −25,935−26.2% | Reduced |
| Arizona State Retirement System | 73,358 | $5.07M | 0.03% | +4,131+6.0% | Added |
| Ambassador Advisors, LLC | 75,235 | $5.20M | 0.81% | +2,753+3.8% | Added |
| Advisor Group Holdings, Inc. | 75,540 | $5.22M | 0.01% | −8,648−10.3% | Reduced |
| Gillson Capital LP | 75,839 | $5.24M | 0.40% | +75,839 | New |
| Ballentine Partners, LLC | 76,022 | $5.26M | 0.08% | −246−0.3% | Reduced |
| Panoramic Capital, LLC | 77,579 | $5.36M | 4.13% | +62,421+411.8% | Added |
| Nomura Holdings Inc | 79,239 | $5.48M | 0.04% | +72,772+1,125.3% | Added |
| Public Employees Retirement System of Ohio | 83,305 | $5.76M | 0.02% | +3,489+4.4% | Added |
| State of New Jersey Common Pension Fund D | 86,210 | $5.96M | 0.02% | +3,059+3.7% | Added |
| a16z Perennial Management, L.P. | 86,520 | $5.98M | 0.49% | −17,700−17.0% | Reduced |
| Flight Deck Capital, LP | 86,700 | $5.99M | 6.34% | −8,100−8.5% | Reduced |
| Proem Advisors LLC | 90,067 | $6.23M | 1.65% | +90,067 | New |
| Paloma Partners Management Co | 93,774 | $6.48M | 1.47% | +70,074+295.7% | Added |
| J. Goldman & Co LP | 97,406 | $6.73M | 0.21% | +90,436+1,297.5% | Added |
| Gotham Asset Management, LLC | 99,179 | $6.86M | 0.04% | −7,843−7.3% | Reduced |
| Hudson Bay Capital Management LP | 100,000 | $6.91M | 0.05% | −80,188−44.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 102,102 | $7.06M | 0.07% | +7,793+8.3% | Added |
| Elyxium Wealth, LLC | 104,980 | $7.26M | 2.72% | +6,844+7.0% | Added |
| Janus Henderson Group PLC | 107,182 | $7.41M | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 108,313 | $7.49M | 0.01% | +6,157+6.0% | Added |
| Omega Financial Group, LLC | 114,630 | $7.93M | 2.86% | +5,351+4.9% | Added |
| American Century Companies Inc | 114,960 | $7.95M | 0.00% | −37,285−24.5% | Reduced |
| G2 Investment Partners Management LLC | 116,319 | $8.04M | 1.76% | −23,681−16.9% | Reduced |
| Allen Investment Management LLC | 116,683 | $8.07M | 0.09% | 00.0% | Unchanged |
| Trexquant Investment LP | 117,704 | $8.14M | 0.09% | −165,258−58.4% | Reduced |
| Franklin Resources Inc | 118,234 | $8.17M | 0.00% | −1,158,491−90.7% | Reduced |
| LPL Financial LLC | 120,205 | $8.31M | 0.00% | +38,549+47.2% | Added |
| Treasurer of the State of North Carolina | 125,336 | $8.67M | 0.03% | +6,723+5.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 128,560 | $8.89M | 0.19% | +128,560 | New |
| Osterweis Capital Management Inc | 128,845 | $8.91M | 0.43% | +128,845 | New |
| New York State Common Retirement Fund | 132,415 | $9.16M | 0.01% | +5,000+3.9% | Added |
| Point72 Asset Management, L.P. | 133,583 | $9.24M | 0.02% | +133,583 | New |
| Catalyst Private Wealth, LLC | 136,076 | $9.41M | 4.19% | −1,775−1.3% | Reduced |
| Ameriprise Financial Inc | 142,745 | $9.87M | 0.00% | −7,169−4.8% | Reduced |
| Great Lakes Advisors, LLC | 148,890 | $10.3M | 0.09% | +148,890 | New |
| Citadel Advisors LLC | 150,529 | $10.4M | 0.01% | −2,526,577−94.4% | Reduced |
| Westerly Capital Management, LLC | 155,000 | $10.7M | 4.54% | +105,000+210.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 155,933 | $10.8M | 0.01% | −17,200−9.9% | Reduced |
| Quantinno Capital Management LP | 156,560 | $10.8M | 0.05% | +16,404+11.7% | Added |
| Lord, Abbett & Co. LLC | 156,974 | $10.9M | 0.03% | −1,125,689−87.8% | Reduced |
| Brevan Howard Capital Management LP | 161,805 | $11.2M | 0.12% | +62,729+63.3% | Added |
| Algert Global LLC | 168,290 | $11.6M | 0.24% | −7,376−4.2% | Reduced |
| Voya Investment Management LLC | 169,208 | $11.7M | 0.01% | +136,843+422.8% | Added |
| Raymond James Financial Inc | 177,166 | $12.2M | 0.00% | +5,744+3.4% | Added |
| Nishkama Capital, LLC | 178,003 | $12.3M | 2.02% | +178,003 | New |
| Worldquant Millennium Advisors LLC | 178,517 | $12.3M | 0.06% | +178,517 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 180,375 | $12.5M | 0.02% | −7,814−4.2% | Reduced |
| Q Fund Management (Hong Kong) Ltd | 182,000 | $12.6M | 6.92% | +57,800+46.5% | Added |
| Dilation Capital Management LP | 184,450 | $12.8M | 6.79% | +92,195+99.9% | Added |
| Teachers Retirement System of the State of Kentucky | 184,777 | $12.8M | 0.10% | −15,781−7.9% | Reduced |
| Envestnet Asset Management Inc | 186,418 | $12.9M | 0.00% | +1,986+1.1% | Added |
| HSBC Holdings PLC | 192,374 | $13.2M | 0.01% | +186,792+3,346.3% | Added |
| First Trust Advisors LP | 191,525 | $13.2M | 0.01% | +59,297+44.8% | Added |
| Ardsley Advisory Partners LP | 197,000 | $13.5M | 2.21% | +197,000 | New |
| SEI Investments Co | 197,733 | $13.7M | 0.02% | +122,008+161.1% | Added |
| Twin Tree Management, LP | 198,443 | $13.7M | 0.35% | −292,339−59.6% | Reduced |
| Berkshire Capital Holdings Inc | 203,600 | $14.1M | 4.92% | +64,080+45.9% | Added |
| State of Wisconsin Investment Board | 208,856 | $14.4M | 0.04% | +74,151+55.0% | Added |
| Comerica Bank | 211,349 | $14.6M | 0.06% | +205,836+3,733.6% | Added |
| Landscape Capital Management, L.L.C. | 218,818 | $15.1M | 1.19% | +103,777+90.2% | Added |
| Hidden Lake Asset Management LP | 218,969 | $15.1M | 7.44% | +185,889+561.9% | Added |
| Nordea Investment Management AB | 229,837 | $15.9M | 0.01% | +126,186+121.7% | Added |
| State Board of Administration of Florida Retirement System | 236,467 | $16.3M | 0.03% | +2,530+1.1% | Added |
| California State Teachers Retirement System | 238,197 | $16.5M | 0.02% | +10,478+4.6% | Added |
| Voloridge Investment Management, LLC | 252,117 | $17.4M | 0.06% | −310,677−55.2% | Reduced |
| Deutsche Bank AG | 253,988 | $17.6M | 0.01% | −144,583−36.3% | Reduced |
| Allen Holding Inc | 255,262 | $17.6M | 1.74% | −250−0.1% | Reduced |
| Picton Mahoney Asset Management | 263,675 | $18.2M | 0.26% | +263,675 | New |
| Alliancebernstein L.P. | 269,030 | $18.6M | 0.01% | −314,890−53.9% | Reduced |
| Citigroup Inc | 276,484 | $19.1M | 0.01% | +191,010+223.5% | Added |
| Rhumbline Advisers | 282,698 | $19.5M | 0.02% | +27,116+10.6% | Added |
| Diversify Advisory Services, LLC | 255,656 | $19.7M | 0.75% | +32,562+14.6% | Added |
| Legal & General Group Plc | 289,865 | $20.0M | 0.00% | +20,936+7.8% | Added |
| Mane Global Capital Management LP | 290,282 | $20.1M | 0.91% | +290,282 | New |
| Blair William & Co | 304,959 | $21.1M | 0.06% | +304,959 | New |
| Barclays PLC | 307,960 | $21.3M | 0.01% | −414,946−57.4% | Reduced |
| AQR Capital Management LLC | 330,561 | $22.9M | 0.02% | +279,225+543.9% | Added |
| Wells Fargo & Company | 334,330 | $23.1M | 0.01% | +163,618+95.8% | Added |
| Neuberger Berman Group LLC | 336,685 | $23.3M | 0.02% | +310,681+1,194.7% | Added |
| Penserra Capital Management LLC | 339,483 | $23.5M | 0.33% | +62,862+22.7% | Added |
| 12 West Capital Management LP | 350,000 | $24.2M | 2.56% | +25,000+7.7% | Added |
| Man Group plc | 352,142 | $24.3M | 0.05% | +253,699+257.7% | Added |
| Shannon River Fund Management LLC | 356,563 | $24.7M | 3.80% | +356,563 | New |
| Bank of Montreal | 362,728 | $25.1M | 0.01% | −61,986−14.6% | Reduced |
| Pacific Heights Asset Management LLC | 375,000 | $25.9M | 1.38% | +55,000+17.2% | Added |
| NZS Capital, LLC | 378,330 | $26.2M | 0.89% | +100,735+36.3% | Added |
| SG Americas Securities, LLC | 391,479 | $27.1M | 0.12% | +384,015+5,144.9% | Added |
| Balyasny Asset Management LLC | 392,178 | $27.1M | 0.06% | +336,761+607.7% | Added |
| Verition Fund Management LLC | 402,270 | $27.8M | 0.16% | +176,887+78.5% | Added |
| Glendon Capital Management LP | 417,100 | $28.8M | 1.58% | 00.0% | Unchanged |
| BIT Capital GmbH | 426,341 | $29.5M | 1.92% | −150,333−26.1% | Reduced |
| California Public Employees Retirement System | 433,625 | $30.0M | 0.02% | +34,139+8.5% | Added |
| Aquatic Capital Management LLC | 435,307 | $30.1M | 0.61% | +154,590+55.1% | Added |