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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 33,258 | $2.30M | 0.07% | −4,772−12.5% | Reduced |
| Wakefield Asset Management LLLP | 32,268 | $2.23M | 0.62% | −1,298−3.9% | Reduced |
| PMC FIG Opportunities LLC | 31,870 | $2.20M | 3.28% | +31,870 | New |
| Mercer Global Advisors Inc | 31,629 | $2.19M | 0.00% | −10,527−25.0% | Reduced |
| JustInvest LLC | 31,102 | $2.15M | 0.02% | +1,133+3.8% | Added |
| QRG Capital Management, Inc. | 30,033 | $2.08M | 0.02% | −24,345−44.8% | Reduced |
| Polen Capital Management LLC | 30,027 | $2.08M | 0.01% | +30,027 | New |
| Diker Management LLC | 30,000 | $2.07M | 1.95% | +20,000+200.0% | Added |
| Pensionmark Financial Group, LLC | 29,636 | $2.05M | 0.05% | +29,636 | New |
| SBI Securities Co., Ltd. | 29,526 | $2.04M | 0.06% | −7,244−19.7% | Reduced |
| Main Management ETF Advisors, LLC | 29,320 | $2.03M | 0.08% | +480+1.7% | Added |
| PDT Partners, LLC | 29,300 | $2.03M | 0.11% | +29,300 | New |
| Xponance, Inc. | 28,445 | $1.97M | 0.02% | +15,297+116.3% | Added |
| GF Fund Management Co. Ltd. | 28,192 | $1.95M | 0.04% | −25,226−47.2% | Reduced |
| Avenir Tech Ltd | 28,000 | $1.94M | 0.17% | +28,000 | New |
| Y-Intercept (Hong Kong) Ltd | 27,749 | $1.92M | 0.05% | −2,095−7.0% | Reduced |
| Acadian Asset Management LLC | 27,532 | $1.90M | 0.00% | −15,336−35.8% | Reduced |
| HighTower Advisors, LLC | 27,508 | $1.90M | 0.00% | +1,327+5.1% | Added |
| Captrust Financial Advisors | 27,472 | $1.90M | 0.00% | +1,641+6.4% | Added |
| GWM Advisors LLC | 27,418 | $1.90M | 0.01% | −5,510−16.7% | Reduced |
| Graham Capital Management, L.P. | 26,705 | $1.85M | 0.06% | +2,515+10.4% | Added |
| Ashford Capital Management Inc | 23,903 | $1.65M | 0.19% | −1,390−5.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 23,832 | $1.65M | 0.04% | −134,285−84.9% | Reduced |
| Cubist Systematic Strategies, LLC | 23,600 | $1.63M | 0.02% | +23,600 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 23,561 | $1.63M | 0.29% | +23,561 | New |
| Public Employees Retirement Association of Colorado | 23,329 | $1.61M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 23,227 | $1.61M | 0.02% | +1,007+4.5% | Added |
| Creative Planning | 22,700 | $1.57M | 0.00% | +2,553+12.7% | Added |
| Tabor Asset Management, LP | 22,599 | $1.56M | 1.09% | +22,599 | New |
| Integris Wealth Management, LLC | 21,772 | $1.51M | 0.39% | +4,091+23.1% | Added |
| O'Shaughnessy Asset Management, LLC | 21,661 | $1.50M | 0.01% | +5,826+36.8% | Added |
| M&T Bank Corp | 21,542 | $1.49M | 0.01% | +126+0.6% | Added |
| Lecap Asset Management Ltd | 21,485 | $1.49M | 0.53% | +10,611+97.6% | Added |
| Los Angeles Capital Management LLC | 21,365 | $1.48M | 0.01% | +16,433+333.2% | Added |
| Alberta Investment Management Corp | 21,200 | $1.47M | 0.01% | +21,200 | New |
| Options Solutions, LLC | 20,675 | $1.43M | 0.51% | +9,438+84.0% | Added |
| US Bancorp | 19,964 | $1.38M | 0.00% | +385+2.0% | Added |
| Natixis | 19,580 | $1.35M | 0.01% | −92,755−82.6% | Reduced |
| Mission Wealth Management, LP | 19,532 | $1.35M | 0.03% | −771−3.8% | Reduced |
| Aigen Investment Management, LP | 19,466 | $1.35M | 0.18% | +19,466 | New |
| Pathstone Holdings, LLC | 19,180 | $1.33M | 0.01% | +997+5.5% | Added |
| STRS Ohio | 19,107 | $1.32M | 0.00% | +1,636+9.4% | Added |
| Gladstone Institutional Advisory LLC | 19,065 | $1.32M | 0.05% | −7,060−27.0% | Reduced |
| Cadent Capital Advisors, LLC | 18,935 | $1.31M | 0.43% | +18,935 | New |
| Natixis Advisors, L.P. | 18,892 | $1.31M | 0.00% | +3,344+21.5% | Added |
| MML Investors Services, LLC | 18,094 | $1.25M | 0.00% | −3,066−14.5% | Reduced |
| Belmont Capital, LLC | 18,000 | $1.24M | 0.19% | 00.0% | Unchanged |
| Prudential Financial Inc | 17,985 | $1.24M | 0.00% | +1,670+10.2% | Added |
| Independent Advisor Alliance | 17,839 | $1.23M | 0.04% | −842−4.5% | Reduced |
| Belpointe Asset Management LLC | 17,470 | $1.21M | 0.05% | −10.0% | Reduced |
| Amalgamated Bank | 17,371 | $1.20M | 0.01% | +3,598+26.1% | Added |
| Encompass More Asset Management | 16,294 | $1.13M | 0.26% | +16,294 | New |
| Savant Capital, LLC | 16,278 | $1.13M | 0.01% | +9+0.1% | Added |
| CI Private Wealth, LLC | 16,217 | $1.12M | 0.00% | +7,816+93.0% | Added |
| We Are One Seven, LLC | 16,153 | $1.12M | 0.04% | +9,696+150.2% | Added |
| Voleon Capital Management LP | 15,623 | $1.08M | 0.06% | +3,143+25.2% | Added |
| Gsa Capital Partners LLP | 15,447 | $1.07M | 0.07% | +8,352+117.7% | Added |
| Northwest & Ethical Investments L.P. | 15,100 | $1.03M | 0.03% | +15,100 | New |
| Readystate Asset Management LP | 14,647 | $1.01M | 0.04% | −30,514−67.6% | Reduced |
| Utah Retirement Systems | 14,183 | $980.6K | 0.01% | +183+1.3% | Added |
| Vident Advisory, LLC | 13,702 | $947.4K | 0.01% | +1,455+11.9% | Added |
| Quantitative Investment Management, LLC | 13,674 | $945.0K | 0.13% | +1,890+16.0% | Added |
| Jefferies Financial Group Inc. | 13,580 | $938.9K | 0.02% | −172,564−92.7% | Reduced |
| CSS LLC | 13,540 | $936.2K | 0.06% | +8,417+164.3% | Added |
| Manufacturers Life Insurance Company, The | 13,271 | $917.6K | 0.00% | +86+0.7% | Added |
| Cresset Asset Management, LLC | 13,051 | $902.3K | 0.00% | +154+1.2% | Added |
| Maryland State Retirement & Pension System | 13,041 | $901.7K | 0.02% | +926+7.6% | Added |
| Point72 (DIFC) Ltd | 12,808 | $885.5K | 0.07% | +12,808 | New |
| Polymer Capital Management (HK) LTD | 12,760 | $882.2K | 0.14% | +12,760 | New |
| Principal Financial Group Inc | 12,736 | $880.6K | 0.00% | +49+0.4% | Added |
| Laird Norton Trust Company, LLC | 12,721 | $879.5K | 0.12% | 00.0% | Unchanged |
| Optiver Holding B.V. | 12,560 | $868.4K | 0.02% | +12,560 | New |
| Lazard Asset Management LLC | 12,353 | $853.0K | 0.00% | +464+3.9% | Added |
| Myecfo, LLC | 12,299 | $850.4K | 0.42% | +35+0.3% | Added |
| Bayforest Capital Ltd | 12,262 | $847.8K | 0.37% | −17,701−59.1% | Reduced |
| Gamco Investors, Inc. Et Al | 12,000 | $829.7K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 11,904 | $823.0K | 0.01% | +1,052+9.7% | Added |
| F&V Capital Management, LLC | 11,835 | $818.0K | 0.21% | +11,835 | New |
| Cerity Partners LLC | 11,805 | $816.2K | 0.00% | +7,241+158.7% | Added |
| MetLife Investment Management | 11,732 | $811.2K | 0.00% | +7,072+151.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,558 | $799.1K | 0.05% | +11,558 | New |
| Sequoia Financial Advisors, LLC | 11,506 | $795.5K | 0.01% | −206−1.8% | Reduced |
| Private Advisor Group, LLC | 11,476 | $793.5K | 0.00% | +5,919+106.5% | Added |
| RFG Advisory, LLC | 11,474 | $793.3K | 0.02% | +5,807+102.5% | Added |
| BBR Partners, LLC | 11,366 | $785.8K | 0.05% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 11,343 | $784.3K | 0.59% | −253−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 11,913 | $782.0K | 0.02% | −3,696−23.7% | Reduced |
| Persistent Asset Partners Ltd | 10,989 | $759.8K | 0.67% | +10,989 | New |
| Ameliora Wealth Management Ltd. | 10,950 | $757.1K | 0.27% | +10,950 | New |
| Qsemble Capital Management, LP | 10,868 | $751.4K | 0.07% | +10,868 | New |
| Catalyst Funds Management Pty Ltd | 10,800 | $746.7K | 0.21% | −16,800−60.9% | Reduced |
| Paragon Capital Management Ltd | 10,770 | $744.6K | 0.13% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 10,744 | $742.8K | 0.12% | +1,202+12.6% | Added |
| Rockefeller Capital Management L.P. | 10,621 | $734.3K | 0.00% | −2,785−20.8% | Reduced |
| Atria Wealth Solutions, Inc. | 10,538 | $728.7K | 0.02% | +2,628+33.2% | Added |
| Prospera Financial Services Inc | 10,290 | $711.5K | 0.01% | −977−8.7% | Reduced |
| Toth Financial Advisory Corp | 10,200 | $705.2K | 0.08% | +10,200 | New |
| Envestnet Portfolio Solutions, Inc. | 10,166 | $702.9K | 0.00% | −1,991−16.4% | Reduced |
| OP Asset Management Ltd | 9,465 | $654.4K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 9,100 | $629.2K | 0.02% | +2,300+33.8% | Added |