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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 8,857 | $612.4K | 0.10% | −246−2.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,798 | $608.3K | 0.04% | +8,798 | New |
| Wedmont Private Capital | 8,658 | $598.0K | 0.03% | +129+1.5% | Added |
| Brinker Capital Investments, LLC | 8,649 | $598.0K | 0.01% | +8,649 | New |
| Empowered Funds, LLC | 8,550 | $591.1K | 0.01% | −8,302−49.3% | Reduced |
| TD Waterhouse Canada Inc. | 8,706 | $583.5K | 0.00% | −552−6.0% | Reduced |
| Intrepid Financial Planning Group LLC | 8,350 | $577.3K | 0.24% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 8,200 | $567.0K | 0.01% | +8,200 | New |
| CIBC Asset Management Inc | 8,097 | $559.8K | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 8,007 | $553.6K | 0.34% | +8,007 | New |
| Institute for Wealth Management, LLC. | 7,856 | $543.2K | 0.06% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 7,693 | $531.9K | 0.11% | +7,693 | New |
| Sterling Capital Management LLC | 7,480 | $517.2K | 0.01% | −6,931−48.1% | Reduced |
| Rakuten Securities, Inc. | 7,468 | $516.3K | 0.20% | +4,727+172.5% | Added |
| Steward Partners Investment Advisory, LLC | 7,458 | $515.6K | 0.00% | +4,780+178.5% | Added |
| Forum Financial Management, LP | 7,457 | $515.6K | 0.01% | −98−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 7,372 | $509.7K | 0.01% | +1,492+25.4% | Added |
| Shell Asset Management Co | 7,308 | $505.0K | 0.02% | −1,318−15.3% | Reduced |
| Everence Capital Management Inc | 7,230 | $500.0K | 0.03% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 7,198 | $497.7K | 0.38% | −198−2.7% | Reduced |
| United Capital Financial Advisers, LLC | 7,063 | $488.3K | 0.00% | +329+4.9% | Added |
| Catalytic Wealth RIA, LLC | 7,012 | $484.8K | 0.04% | +7,012 | New |
| Shearwater Capital LLC | 7,000 | $484.0K | 0.30% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 6,900 | $477.1K | 0.00% | −4,478−39.4% | Reduced |
| Park Avenue Securities LLC | 6,866 | $475.0K | 0.00% | +6,866 | New |
| Quadcap Wealth Management, LLC | 6,863 | $474.5K | 0.06% | +352+5.4% | Added |
| KBC Group NV | 6,836 | $473.0K | 0.00% | −3,689−35.0% | Reduced |
| Geneos Wealth Management Inc. | 6,819 | $471.5K | 0.01% | +6,668+4,415.9% | Added |
| Left Brain Wealth Management, LLC | 6,725 | $465.0K | 0.16% | −1,750−20.6% | Reduced |
| Swiss Life Asset Management Ltd | 6,650 | $459.8K | 0.00% | +6,650 | New |
| AlTi Global, Inc. | 6,622 | $457.8K | 0.01% | +10+0.2% | Added |
| The PNC Financial Services Group, Inc. | 6,496 | $449.1K | 0.00% | −3,137−32.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,380 | $441.4K | 0.00% | +6,380 | New |
| Vontobel Holding Ltd. | 6,375 | $440.8K | 0.00% | −5,618−46.8% | Reduced |
| Colony Group, LLC | 6,334 | $437.9K | 0.00% | +950+17.6% | Added |
| HB Wealth Management, LLC | 6,315 | $436.6K | 0.00% | −5,156−44.9% | Reduced |
| Biltmore Family Office, LLC | 6,270 | $433.5K | 0.07% | +65+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,126 | $424.0K | 0.00% | +6,126 | New |
| Apollon Wealth Management, LLC | 6,123 | $423.3K | 0.01% | +900+17.2% | Added |
| Wealthfront Advisers LLC | 6,088 | $420.9K | 0.00% | +610+11.1% | Added |
| SeaCrest Wealth Management, LLC | 6,078 | $420.2K | 0.05% | −742−10.9% | Reduced |
| Arete Wealth Advisors, LLC | 5,968 | $413.0K | 0.03% | +5,968 | New |
| Avantax Advisory Services, Inc. | 5,900 | $407.9K | 0.00% | +591+11.1% | Added |
| Hemington Wealth Management | 5,890 | $407.0K | 0.06% | +28+0.5% | Added |
| Huntleigh Advisors, Inc. | 5,873 | $406.1K | 0.08% | +26+0.4% | Added |
| Jones Financial Companies LLLP | 5,897 | $401.4K | 0.00% | +2,750+87.4% | Added |
| Meeder Advisory Services, Inc. | 5,711 | $394.9K | 0.02% | −23−0.4% | Reduced |
| Counterpoint Mutual Funds LLC | 5,678 | $392.6K | 0.03% | +5,678 | New |
| LVW Advisors, LLC | 5,654 | $390.9K | 0.04% | +5,654 | New |
| Oak Thistle LLC | 5,621 | $388.6K | 0.06% | +5,621 | New |
| Holistic Financial Partners | 5,471 | $378.3K | 0.17% | 00.0% | Unchanged |
| Choate Investment Advisors | 5,384 | $372.3K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,279 | $365.0K | 0.00% | −14,213−72.9% | Reduced |
| Cypress Point Wealth Management, LLC | 5,253 | $363.2K | 0.09% | +5,253 | New |
| Aspiriant, LLC | 5,082 | $351.4K | 0.01% | +20+0.4% | Added |
| Sowell Financial Services LLC | 5,044 | $348.7K | 0.01% | +57+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 5,006 | $346.1K | 0.00% | +2,920+140.0% | Added |
| AdvisorNet Financial, Inc | 5,000 | $345.7K | 0.02% | −10−0.2% | Reduced |
| Wetherby Asset Management Inc | 4,999 | $345.6K | 0.02% | +4,999 | New |
| Stifel Financial Corp | 4,973 | $343.9K | 0.00% | −360−6.8% | Reduced |
| Signaturefd, LLC | 4,931 | $340.9K | 0.01% | −673−12.0% | Reduced |
| IFP Advisors, Inc | 4,519 | $340.8K | 0.01% | +146+3.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,907 | $339.3K | 0.01% | +4,907 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,881 | $337.5K | 0.04% | +4,881 | New |
| Kera Capital Partners, Inc. | 4,785 | $330.8K | 0.07% | +4,785 | New |
| CWM, LLC | 4,766 | $330.0K | 0.00% | −1,184−19.9% | Reduced |
| GAMMA Investing LLC | 4,644 | $321.1K | 0.02% | +48+1.0% | Added |
| Diversified Trust Co | 4,556 | $315.0K | 0.01% | −2,274−33.3% | Reduced |
| ASB Consultores, LLC | 4,511 | $311.9K | 0.21% | +4,511 | New |
| Aspire Capital Advisors LLC | 4,482 | $309.9K | 0.09% | +4,482 | New |
| Vise Technologies, Inc. | 4,380 | $302.8K | 0.01% | +4,380 | New |
| Kestra Advisory Services, LLC | 4,328 | $299.2K | 0.00% | +4,328 | New |
| Foundations Investment Advisors, LLC | 4,305 | $297.6K | 0.00% | +4,305 | New |
| SLT Holdings LLC | 4,305 | $297.6K | 0.22% | +4,305 | New |
| Commerce Bank | 4,237 | $292.9K | 0.00% | +4,237 | New |
| Quest Partners LLC | 4,236 | $292.9K | 0.03% | +1,421+50.5% | Added |
| Versant Capital Management, Inc | 4,232 | $292.6K | 0.04% | +158+3.9% | Added |
| Callan Family Office, LLC | 4,229 | $292.4K | 0.01% | +4,229 | New |
| Western Wealth Management, LLC | 4,225 | $292.1K | 0.02% | +4,225 | New |
| Ritholtz Wealth Management | 4,109 | $284.1K | 0.01% | +4,109 | New |
| Kathleen S. Wright Associates Inc. | 4,052 | $280.2K | 0.11% | −323−7.4% | Reduced |
| Parallel Advisors, LLC | 4,045 | $279.7K | 0.01% | −926−18.6% | Reduced |
| Versor Investments LP | 4,038 | $279.2K | 0.05% | +4,038 | New |
| Challenger Wealth Management | 4,020 | $277.9K | 0.19% | +4,020 | New |
| Atria Investments LLC | 3,840 | $265.5K | 0.00% | +3,840 | New |
| Toroso Investments, LLC | 3,824 | $264.4K | 0.00% | −36,107−90.4% | Reduced |
| Groupama Asset Managment | – | $262.3K | 0.00% | – | – |
| Hilltop Holdings Inc. | 3,766 | $260.4K | 0.02% | −12,777−77.2% | Reduced |
| MAI Capital Management | 3,753 | $259.5K | 0.00% | +426+12.8% | Added |
| Daiwa Securities Group Inc. | 3,751 | $259.0K | 0.00% | −682−15.4% | Reduced |
| Frank, Rimerman Advisors LLC | 3,738 | $258.4K | 0.02% | +3,738 | New |
| RSM US Wealth Management LLC | 3,667 | $253.5K | 0.00% | +3,667 | New |
| Ossiam | 3,634 | $251.3K | 0.00% | −1,553−29.9% | Reduced |
| HighPoint Advisor Group LLC | 3,626 | $250.7K | 0.01% | +3,626 | New |
| Highland Capital Management, LLC | 3,581 | $247.6K | 0.01% | +3,581 | New |
| National Bank of Canada | 3,580 | $247.4K | 0.00% | +1,937+117.9% | Added |
| Rareview Capital LLC | 3,541 | $244.8K | 0.15% | +3,541 | New |
| Sender Co & Partners, Inc. | 3,540 | $244.8K | 0.07% | +3,540 | New |
| Moran Wealth Management, LLC | 3,523 | $243.6K | 0.01% | +3,523 | New |
| Ancora Advisors, LLC | 3,501 | $242.0K | 0.01% | 00.0% | Unchanged |