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; 662 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 | 662 | $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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 3,475 | $240.3K | 0.02% | +3,475 | New |
| Wedbush Securities Inc | 3,472 | $240.0K | 0.01% | +3,472 | New |
| Jump Financial, LLC | 3,416 | $236.2K | 0.00% | −324,189−99.0% | Reduced |
| Coldstream Capital Management Inc | 3,412 | $235.9K | 0.00% | −534−13.5% | Reduced |
| Personal Cfo Solutions, LLC | 3,390 | $234.4K | 0.04% | +3,390 | New |
| Aaron Wealth Advisors | 3,272 | $226.2K | 0.02% | +3,272 | New |
| Dark Forest Capital Management LP | 3,266 | $225.8K | 0.01% | −23,883−88.0% | Reduced |
| Congress Park Capital LLC | 3,250 | $224.7K | 0.07% | +3,250 | New |
| Prime Capital Investment Advisors, LLC | 3,233 | $223.5K | 0.00% | +3,233 | New |
| Ethic Inc. | 3,257 | $221.7K | 0.00% | +3,257 | New |
| Norden Group LLC | 3,163 | $218.7K | 0.02% | +3,163 | New |
| Birch Financial Group, LLC | 3,133 | $216.6K | 0.17% | +3,133 | New |
| Yousif Capital Management, LLC | 3,085 | $213.3K | 0.00% | +3,085 | New |
| Savvy Advisors, Inc. | 3,037 | $210.0K | 0.01% | +3,037 | New |
| Centiva Capital, LP | 3,026 | $209.2K | 0.01% | −2,637−46.6% | Reduced |
| Danske Bank A/S | 3,003 | $207.6K | 0.00% | −11,523−79.3% | Reduced |
| RBF Capital, LLC | 3,000 | $207.4K | 0.01% | −2,000−40.0% | Reduced |
| J. Safra Sarasin Holding AG | 3,000 | $207.4K | 0.00% | +3,000 | New |
| Guggenheim Capital LLC | 2,948 | $203.8K | 0.00% | +2,948 | New |
| Van Eck Associates Corp | 2,925 | $202.0K | 0.00% | +2,925 | New |
| DnB Asset Management AS | 2,919 | $201.8K | 0.00% | +2,919 | New |
| Paradigm Asset Management Co LLC | 2,900 | $200.5K | 0.05% | −1,800−38.3% | Reduced |
| Leigh Baldwin & Co., LLC | 2,894 | $200.1K | 0.13% | +2,894 | New |
| Integrated Investment Consultants, LLC | 192,578 | $192.6K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,757 | $190.6K | 0.00% | +374+15.7% | Added |
| EverSource Wealth Advisors, LLC | 2,738 | $189.3K | 0.01% | +427+18.5% | Added |
| Spire Wealth Management | 2,658 | $183.8K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,537 | $175.0K | 0.00% | +2,537 | New |
| Newbridge Financial Services Group, Inc. | 2,297 | $158.8K | 0.03% | −100−4.2% | Reduced |
| GeoWealth Management, LLC | 2,074 | $143.4K | 0.01% | +2,074 | New |
| Manchester Capital Management LLC | 2,073 | $143.3K | 0.02% | +1,938+1,435.6% | Added |
| Twin Lakes Capital Management, LLC | 1,811 | $125.2K | 0.08% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,763 | $121.9K | 0.00% | −5−0.3% | Reduced |
| Global Wealth Strategies & Associates | 1,628 | $112.6K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,607 | $111.1K | 0.00% | −44,477−96.5% | Reduced |
| Y.D. More Investments Ltd | 1,563 | $106.4K | 0.01% | −191−10.9% | Reduced |
| First Horizon Advisors, Inc. | 1,521 | $105.2K | 0.00% | −2−0.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,387 | $95.9K | 0.01% | +4+0.3% | Added |
| Skopos Labs, Inc. | 1,371 | $94.8K | 0.01% | −21−1.5% | Reduced |
| Westside Investment Management, Inc. | 1,351 | $93.2K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,300 | $89.9K | 0.00% | +175+15.6% | Added |
| Valley National Advisers Inc | 1,226 | $84.0K | 0.01% | +113+10.2% | Added |
| Bogart Wealth, LLC | 1,213 | $83.9K | 0.00% | +696+134.6% | Added |
| Bryn Mawr Trust Co | 1,167 | $80.7K | 0.00% | −6,083−83.9% | Reduced |
| Global Retirement Partners, LLC | 1,130 | $78.1K | 0.00% | +1,130 | New |
| WealthTrak Capital Management LLC | 1,110 | $76.7K | 0.06% | −5−0.4% | Reduced |
| Leonteq Securities AG | 1,108 | $76.6K | 0.00% | +475+75.0% | Added |
| Macquarie Group Ltd | 1,021 | $70.6K | 0.00% | +1,021 | New |
| CIBC Private Wealth Group, LLC | 1,014 | $70.1K | 0.00% | +565+125.8% | Added |
| LOM Asset Management Ltd | 1,000 | $69.0K | 0.02% | +1,000 | New |
| Smartleaf Asset Management LLC | 972 | $66.2K | 0.01% | −388−28.5% | Reduced |
| Oddo BHF Asset Management SAS | 950 | $65.7K | 0.00% | −4,400−82.2% | Reduced |
| Ridgewood Investments LLC | 900 | $62.2K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 886 | $61.3K | 0.00% | −154−14.8% | Reduced |
| Sound Income Strategies, LLC | 853 | $59.0K | 0.00% | +853 | New |
| Allworth Financial LP | 799 | $55.2K | 0.00% | +236+41.9% | Added |
| Umb Bank N A | 569 | $39.3K | 0.00% | +264+86.6% | Added |
| FNY Investment Advisers, LLC | 547 | $37.0K | 0.02% | +547 | New |
| Principal Securities, Inc. | 505 | $34.9K | 0.00% | +96+23.5% | Added |
| Capital Advisors, Ltd. LLC | 485 | $34.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 455 | $31.5K | 0.01% | +375+468.8% | Added |
| Quarry LP | 445 | $30.8K | 0.01% | −258−36.7% | Reduced |
| South State Corp. | 427 | $29.5K | 0.00% | +280+190.5% | Added |
| Ci Investments Inc. | 402 | $28.0K | 0.00% | −212−34.5% | Reduced |
| SRS Capital Advisors, Inc. | 404 | $27.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 404 | $27.9K | 0.00% | +404 | New |
| Copia Wealth Management | 402 | $27.8K | 0.02% | +40+11.0% | Added |
| SWAN Capital LLC | 400 | $27.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 389 | $26.9K | 0.00% | +336+634.0% | Added |
| Itau Unibanco Holding S.A. | 372 | $25.7K | 0.00% | −44−10.6% | Reduced |
| Optimum Investment Advisors | 330 | $22.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 325 | $22.5K | 0.00% | +22+7.3% | Added |
| Tower Research Capital LLC (TRC) | 324 | $22.4K | 0.00% | −4,267−92.9% | Reduced |
| Fifth Third Bancorp | 319 | $22.1K | 0.00% | +305+2,178.6% | Added |
| CoreCap Advisors, LLC | 313 | $21.6K | 0.00% | +284+979.3% | Added |
| GPS Wealth Strategies Group, LLC | 306 | $21.2K | 0.00% | +306 | New |
| Covestor Ltd | 310 | $21.0K | 0.01% | −1−0.3% | Reduced |
| Larson Financial Group LLC | 286 | $19.8K | 0.00% | +261+1,044.0% | Added |
| Clearstead Advisors, LLC | 275 | $19.0K | 0.00% | +236+605.1% | Added |
| Holos Integrated Wealth LLC | 259 | $18.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 253 | $17.5K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 242 | $17.0K | 0.00% | +242 | New |
| Fortitude Family Office, LLC | 220 | $15.2K | 0.01% | +96+77.4% | Added |
| Tacita Capital Inc | 200 | $13.8K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 200 | $13.8K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 200 | $13.8K | 0.00% | +34+20.5% | Added |
| Mount Yale Investment Advisors, LLC | 182 | $12.6K | 0.00% | +182 | New |
| Fuller & Thaler Asset Management, Inc. | 175 | $12.1K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 169 | $11.7K | 0.00% | +12+7.6% | Added |
| JDM Financial Group LLC | 167 | $11.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 160 | $11.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 160 | $11.1K | 0.00% | +134+515.4% | Added |
| Bessemer Group Inc | 164 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 157 | $10.9K | 0.00% | +157 | New |
| Massmutual Trust Co FSB | 145 | $10.0K | 0.00% | −193−57.1% | Reduced |
| Kiker Wealth Management, LLC | 130 | $8.99K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 124 | $8.57K | 0.00% | +14+12.7% | Added |
| Bruce G. Allen Investments, LLC | 123 | $8.50K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 123 | $8.50K | 0.00% | +123 | New |
| Brown, Lisle/Cummings, Inc. | 120 | $8.30K | 0.00% | 00.0% | Unchanged |