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 |
|---|---|---|---|---|---|
| Polar Capital Holdings Plc | 476,160 | $32.9M | 0.17% | +418,432+724.8% | Added |
| Swiss National Bank | 480,300 | $33.2M | 0.02% | +12,300+2.6% | Added |
| Capital International Investors | 487,273 | $33.7M | 0.01% | −808,775−62.4% | Reduced |
| Rokos Capital Management LLP | 493,827 | $34.1M | 0.57% | +493,827 | New |
| BNP Paribas Arbitrage, SA | 497,962 | $34.4M | 0.03% | +240,207+93.2% | Added |
| Ardmore Road Asset Management LP | 500,000 | $34.6M | 2.86% | −100,000−16.7% | Reduced |
| Squarepoint Ops LLC | 506,141 | $35.0M | 0.08% | −75,377−13.0% | Reduced |
| Driehaus Capital Management LLC | 516,231 | $35.7M | 0.29% | +123,751+31.5% | Added |
| Amanah Holdings Trust | 519,230 | $35.9M | 8.87% | +519,230 | New |
| Royal Bank of Canada | 521,214 | $36.0M | 0.01% | +327,613+169.2% | Added |
| Ogborne Capital Management, LLC | 550,000 | $38.0M | 9.43% | +452,500+464.1% | Added |
| RJA Asset Management LLC | 553,827 | $38.3M | 13.18% | 00.0% | Unchanged |
| Amundi | 579,594 | $39.6M | 0.01% | +186,613+47.5% | Added |
| ThornTree Capital Partners LP | 591,076 | $40.9M | 6.80% | −71,765−10.8% | Reduced |
| Jane Street Group, LLC | 600,288 | $41.5M | 0.07% | +523,886+685.7% | Added |
| Allspring Global Investments Holdings, LLC | 642,623 | $43.1M | 0.07% | −349,083−35.2% | Reduced |
| Capital Fund Management S.A. | 634,666 | $43.9M | 0.48% | +211,950+50.1% | Added |
| Susquehanna International Group, LLP | 679,359 | $47.0M | 0.07% | −320,572−32.1% | Reduced |
| Artemis Investment Management LLP | 696,472 | $48.2M | 0.62% | +696,472 | New |
| Westfield Capital Management Co LP | 698,779 | $48.3M | 0.20% | +698,779 | New |
| Allen Operations LLC | 721,382 | $49.9M | 6.86% | 00.0% | Unchanged |
| Nuveen, LLC | 737,280 | $51.0M | 0.01% | +138,450+23.1% | Added |
| JPMorgan Chase & Co | 771,728 | $53.4M | 0.00% | −358,226−31.7% | Reduced |
| Alyeska Investment Group, L.P. | 800,466 | $55.3M | 0.20% | +800,466 | New |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 820,000 | $56.7M | 0.79% | 00.0% | Unchanged |
| Vestor Capital, LLC | 643,085 | $60.5M | 5.89% | +643,085 | New |
| Bank of New York Mellon Corp | 890,694 | $61.6M | 0.01% | +18,504+2.1% | Added |
| Holocene Advisors, LP | 903,067 | $62.4M | 0.15% | −1,595,879−63.9% | Reduced |
| Abdiel Capital Advisors, LP | 959,582 | $66.3M | 6.20% | −153,845−13.8% | Reduced |
| Leo Wealth, LLC | 998,091 | $69.0M | 5.37% | +45,786+4.8% | Added |
| UBS Asset Management Americas Inc | 1,007,476 | $69.7M | 0.01% | +286,746+39.8% | Added |
| D. E. Shaw & Co., Inc. | 1,039,882 | $71.9M | 0.07% | −368,176−26.1% | Reduced |
| Invesco Ltd. | 1,099,431 | $76.0M | 0.01% | +389,974+55.0% | Added |
| Qube Research & Technologies Ltd | 1,270,279 | $87.8M | 0.12% | −1,644,545−56.4% | Reduced |
| Whale Rock Capital Management LLC | 1,275,022 | $88.2M | 1.22% | +1,275,022 | New |
| Gilder Gagnon Howe & Co LLC | 1,335,496 | $92.3M | 0.98% | +86,809+7.0% | Added |
| Millennium Management LLC | 1,340,406 | $92.7M | 0.08% | +392,236+41.4% | Added |
| Dimensional Fund Advisors LP | 1,376,945 | $95.2M | 0.02% | +146,159+11.9% | Added |
| UBS Group AG | 1,403,591 | $97.0M | 0.02% | −1,014,497−42.0% | Reduced |
| 1832 Asset Management L.P. | 1,423,400 | $98.4M | 0.17% | +266,500+23.0% | Added |
| Marshall Wace, LLP | 1,473,034 | $101.8M | 0.12% | −836,124−36.2% | Reduced |
| Northern Trust Corp | 1,481,419 | $102.4M | 0.01% | +53,181+3.7% | Added |
| Spyglass Capital Management LLC | 1,740,283 | $120.3M | 7.10% | −162,142−8.5% | Reduced |
| Goldman Sachs Group Inc | 1,855,607 | $128.3M | 0.02% | +172,993+10.3% | Added |
| Bank of America Corp | 1,930,732 | $133.5M | 0.01% | +666,040+52.7% | Added |
| Atreides Management, LP | 1,977,882 | $136.8M | 3.79% | +1,670,429+543.3% | Added |
| Wellington Management Group LLP | 2,128,997 | $147.2M | 0.03% | +474,656+28.7% | Added |
| Charles Schwab Investment Management Inc | 2,359,066 | $163.1M | 0.03% | +79,848+3.5% | Added |
| Norges Bank | 2,653,671 | $183.5M | 0.02% | +273,238+11.5% | Added |
| Foxhaven Asset Management, LP | 2,896,908 | $200.3M | 4.83% | +814,951+39.1% | Added |
| Price T Rowe Associates Inc | 3,262,162 | $225.5M | 0.03% | −1,281,970−28.2% | Reduced |
| Jericho Capital Asset Management L.P. | 3,661,975 | $253.2M | 3.37% | −1,395,064−27.6% | Reduced |
| State Street Corp | 4,454,300 | $308.0M | 0.01% | +161,522+3.8% | Added |
| Geode Capital Management, LLC | 4,659,287 | $322.2M | 0.02% | +254,359+5.8% | Added |
| Durable Capital Partners LP | 7,389,337 | $510.9M | 3.87% | +808,455+12.3% | Added |
| Baillie Gifford & Co | 7,532,410 | $520.8M | 0.39% | −1,471,061−16.3% | Reduced |
| FMR LLC | 9,629,382 | $665.8M | 0.04% | +1,205,372+14.3% | Added |
| BlackRock, Inc. | 15,642,187 | $1.08B | 0.02% | +2,423,821+18.3% | Added |
| Capital World Investors | 21,185,170 | $1.46B | 0.21% | +966,388+4.8% | Added |
| Morgan Stanley | 22,167,304 | $1.53B | 0.10% | +971,086+4.6% | Added |
| Capital Research Global Investors | 23,700,297 | $1.64B | 0.33% | +576,037+2.5% | Added |
| Vanguard Group Inc | 24,195,810 | $1.67B | 0.03% | +922,813+4.0% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −818,900−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −141,756−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −123,235−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −101,600−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −88,500−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −84,146−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −80,156−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −78,110−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −66,900−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −58,295−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −42,175−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −37,867−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −35,418−100.0% | Sold out |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −22,727−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −20,937−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −19,894−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,582−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −11,611−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −11,052−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,964−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −9,805−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −8,990−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,582−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,266−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −8,123−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,694−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,713−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −6,364−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −6,154−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,040−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −5,431−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −5,201−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −4,601−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,513−100.0% | Sold out |