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 |
|---|---|---|---|---|---|
| SEI Investments Co | 197,733 | $13.7M | 0.02% | +122,008+161.1% | Added |
| Ardsley Advisory Partners LP | 197,000 | $13.5M | 2.21% | +197,000 | New |
| First Trust Advisors LP | 191,525 | $13.2M | 0.01% | +59,297+44.8% | Added |
| HSBC Holdings PLC | 192,374 | $13.2M | 0.01% | +186,792+3,346.3% | Added |
| Envestnet Asset Management Inc | 186,418 | $12.9M | 0.00% | +1,986+1.1% | Added |
| Teachers Retirement System of the State of Kentucky | 184,777 | $12.8M | 0.10% | −15,781−7.9% | Reduced |
| Dilation Capital Management LP | 184,450 | $12.8M | 6.79% | +92,195+99.9% | Added |
| Q Fund Management (Hong Kong) Ltd | 182,000 | $12.6M | 6.92% | +57,800+46.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 180,375 | $12.5M | 0.02% | −7,814−4.2% | Reduced |
| Worldquant Millennium Advisors LLC | 178,517 | $12.3M | 0.06% | +178,517 | New |
| Nishkama Capital, LLC | 178,003 | $12.3M | 2.02% | +178,003 | New |
| Raymond James Financial Inc | 177,166 | $12.2M | 0.00% | +5,744+3.4% | Added |
| Voya Investment Management LLC | 169,208 | $11.7M | 0.01% | +136,843+422.8% | Added |
| Algert Global LLC | 168,290 | $11.6M | 0.24% | −7,376−4.2% | Reduced |
| Brevan Howard Capital Management LP | 161,805 | $11.2M | 0.12% | +62,729+63.3% | Added |
| Lord, Abbett & Co. LLC | 156,974 | $10.9M | 0.03% | −1,125,689−87.8% | Reduced |
| Quantinno Capital Management LP | 156,560 | $10.8M | 0.05% | +16,404+11.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 155,933 | $10.8M | 0.01% | −17,200−9.9% | Reduced |
| Westerly Capital Management, LLC | 155,000 | $10.7M | 4.54% | +105,000+210.0% | Added |
| Citadel Advisors LLC | 150,529 | $10.4M | 0.01% | −2,526,577−94.4% | Reduced |
| Great Lakes Advisors, LLC | 148,890 | $10.3M | 0.09% | +148,890 | New |
| Ameriprise Financial Inc | 142,745 | $9.87M | 0.00% | −7,169−4.8% | Reduced |
| Catalyst Private Wealth, LLC | 136,076 | $9.41M | 4.19% | −1,775−1.3% | Reduced |
| Point72 Asset Management, L.P. | 133,583 | $9.24M | 0.02% | +133,583 | New |
| New York State Common Retirement Fund | 132,415 | $9.16M | 0.01% | +5,000+3.9% | Added |
| Osterweis Capital Management Inc | 128,845 | $8.91M | 0.43% | +128,845 | New |
| Susquehanna Portfolio Strategies, LLC | 128,560 | $8.89M | 0.19% | +128,560 | New |
| Treasurer of the State of North Carolina | 125,336 | $8.67M | 0.03% | +6,723+5.7% | Added |
| LPL Financial LLC | 120,205 | $8.31M | 0.00% | +38,549+47.2% | Added |
| Franklin Resources Inc | 118,234 | $8.17M | 0.00% | −1,158,491−90.7% | Reduced |
| Trexquant Investment LP | 117,704 | $8.14M | 0.09% | −165,258−58.4% | Reduced |
| Allen Investment Management LLC | 116,683 | $8.07M | 0.09% | 00.0% | Unchanged |
| G2 Investment Partners Management LLC | 116,319 | $8.04M | 1.76% | −23,681−16.9% | Reduced |
| American Century Companies Inc | 114,960 | $7.95M | 0.00% | −37,285−24.5% | Reduced |
| Omega Financial Group, LLC | 114,630 | $7.93M | 2.86% | +5,351+4.9% | Added |
| Allianz Asset Management GmbH | 108,313 | $7.49M | 0.01% | +6,157+6.0% | Added |
| Janus Henderson Group PLC | 107,182 | $7.41M | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 104,980 | $7.26M | 2.72% | +6,844+7.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 102,102 | $7.06M | 0.07% | +7,793+8.3% | Added |
| Hudson Bay Capital Management LP | 100,000 | $6.91M | 0.05% | −80,188−44.5% | Reduced |
| Gotham Asset Management, LLC | 99,179 | $6.86M | 0.04% | −7,843−7.3% | Reduced |
| J. Goldman & Co LP | 97,406 | $6.73M | 0.21% | +90,436+1,297.5% | Added |
| Paloma Partners Management Co | 93,774 | $6.48M | 1.47% | +70,074+295.7% | Added |
| Proem Advisors LLC | 90,067 | $6.23M | 1.65% | +90,067 | New |
| Flight Deck Capital, LP | 86,700 | $5.99M | 6.34% | −8,100−8.5% | Reduced |
| a16z Perennial Management, L.P. | 86,520 | $5.98M | 0.49% | −17,700−17.0% | Reduced |
| State of New Jersey Common Pension Fund D | 86,210 | $5.96M | 0.02% | +3,059+3.7% | Added |
| Public Employees Retirement System of Ohio | 83,305 | $5.76M | 0.02% | +3,489+4.4% | Added |
| Nomura Holdings Inc | 79,239 | $5.48M | 0.04% | +72,772+1,125.3% | Added |
| Panoramic Capital, LLC | 77,579 | $5.36M | 4.13% | +62,421+411.8% | Added |
| Ballentine Partners, LLC | 76,022 | $5.26M | 0.08% | −246−0.3% | Reduced |
| Gillson Capital LP | 75,839 | $5.24M | 0.40% | +75,839 | New |
| Advisor Group Holdings, Inc. | 75,540 | $5.22M | 0.01% | −8,648−10.3% | Reduced |
| Ambassador Advisors, LLC | 75,235 | $5.20M | 0.81% | +2,753+3.8% | Added |
| Arizona State Retirement System | 73,358 | $5.07M | 0.03% | +4,131+6.0% | Added |
| Ensign Peak Advisors, Inc | 72,914 | $5.04M | 0.01% | −25,935−26.2% | Reduced |
| Victory Capital Management Inc | 69,828 | $4.83M | 0.00% | −801−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,468 | $4.80M | 0.01% | +7,021+11.2% | Added |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $4.80M | 1.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 69,042 | $4.77M | 0.04% | −5,693−7.6% | Reduced |
| Divisadero Street Capital Management, LP | 65,366 | $4.52M | 0.30% | +65,366 | New |
| One Fin Capital Management LP | 65,000 | $4.49M | 1.52% | +65,000 | New |
| Blueshift Asset Management, LLC | 62,634 | $4.33M | 1.33% | +56,210+875.0% | Added |
| Eisler Capital Management Ltd. | 61,950 | $4.28M | 0.15% | −113,876−64.8% | Reduced |
| Truist Financial Corp | 60,725 | $4.20M | 0.01% | +42,686+236.6% | Added |
| Handelsbanken Fonder AB | 59,400 | $4.11M | 0.01% | −3,100−5.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 57,409 | $3.97M | 0.03% | −166,971−74.4% | Reduced |
| Bank of Nova Scotia | 57,405 | $3.97M | 0.01% | +57,405 | New |
| Independent Financial Group, LLC | 56,747 | $3.92M | 0.11% | +56,747 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 54,881 | $3.79M | 0.01% | +17,887+48.4% | Added |
| Bienville Capital Management, LLC | 54,667 | $3.78M | 0.75% | +54,667 | New |
| Atomi Financial Group, Inc. | 54,628 | $3.78M | 0.14% | −2,782−4.8% | Reduced |
| Mariner, LLC | 54,078 | $3.74M | 0.01% | −119−0.2% | Reduced |
| Zacks Investment Management | 53,764 | $3.72M | 0.03% | +53,764 | New |
| Nebula Research & Development LLC | 52,871 | $3.66M | 0.31% | +52,871 | New |
| Thrivent Financial for Lutherans | 52,964 | $3.65M | 0.01% | +52,964 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 52,206 | $3.61M | 0.06% | +52,206 | New |
| Cetera Investment Advisers | 52,199 | $3.61M | 0.01% | +21,433+69.7% | Added |
| KLP Kapitalforvaltning AS | 51,600 | $3.57M | 0.02% | +2,500+5.1% | Added |
| Teacher Retirement System of Texas | 50,463 | $3.49M | 0.01% | +4,141+8.9% | Added |
| Engineers Gate Manager LP | 49,927 | $3.45M | 0.04% | +12,198+32.3% | Added |
| AXA S.A. | 49,818 | $3.44M | 0.01% | +39,509+383.2% | Added |
| Virginia Retirement Systems Et Al | 47,488 | $3.28M | 0.02% | +7,600+19.1% | Added |
| Nisa Investment Advisors, LLC | 47,360 | $3.27M | 0.01% | −8,950−15.9% | Reduced |
| Hillsdale Investment Management Inc. | 46,400 | $3.21M | 0.12% | +32,000+222.2% | Added |
| Employees Retirement System of Texas | 46,234 | $3.20M | 0.03% | 00.0% | Unchanged |
| LMR Partners LLP | 46,199 | $3.19M | 0.05% | −103,309−69.1% | Reduced |
| Commonwealth Equity Services, LLC | 45,806 | $3.17M | 0.00% | +11,052+31.8% | Added |
| Ieq Capital, LLC | 44,705 | $3.09M | 0.02% | +9,831+28.2% | Added |
| Mount Vernon Associates Inc | 43,525 | $3.01M | 2.17% | +29,975+221.2% | Added |
| Sig Brokerage, LP | 41,664 | $2.88M | 0.79% | +41,664 | New |
| Evolutionary Tree Capital Management, LLC | 40,495 | $2.80M | 2.97% | −3,705−8.4% | Reduced |
| Russell Investments Group, Ltd. | 39,430 | $2.73M | 0.00% | +246+0.6% | Added |
| IMC-Chicago, LLC | 38,570 | $2.67M | 0.07% | +38,570 | New |
| Pictet Asset Management Holding SA | 38,247 | $2.64M | 0.00% | −301−0.8% | Reduced |
| Jasper Ridge Partners, L.P. | 38,086 | $2.63M | 0.07% | 00.0% | Unchanged |
| Sculptor Capital LP | 37,200 | $2.57M | 0.04% | +20,200+118.8% | Added |
| Two Sigma Investments, LP | 37,169 | $2.57M | 0.00% | −1,400−3.6% | Reduced |
| Liontrust Investment Partners LLP | 35,823 | $2.48M | 0.04% | −76,327−68.1% | Reduced |
| Cim Investment Mangement Inc | 35,701 | $2.32M | 0.44% | +17,818+99.6% | Added |