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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 115 | $8.00K | 0.00% | −242−67.8% | Reduced |
| LRI Investments, LLC | 115 | $7.95K | 0.00% | +115 | New |
| Twin Peaks Wealth Advisors, LLC | 94 | $7.23K | 0.00% | +94 | New |
| TD Private Client Wealth LLC | 103 | $7.12K | 0.00% | −181−63.7% | Reduced |
| TSFG, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $6.91K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $6.91K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $6.91K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 100 | $6.91K | 0.00% | +45+81.8% | Added |
| N.E.W. Advisory Services LLC | 100 | $6.91K | 0.00% | +100 | New |
| Berbice Capital Management LLC | 100 | $6.91K | 0.00% | +100 | New |
| Rialto Wealth Management, LLC | 96 | $6.64K | 0.00% | +96 | New |
| Bell Investment Advisors, Inc | 88 | $6.08K | 0.00% | +18+25.7% | Added |
| JFS Wealth Advisors, LLC | 84 | $5.81K | 0.00% | +6+7.7% | Added |
| Armstrong Advisory Group, Inc | 65 | $4.50K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 64 | $4.42K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $3.80K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $3.80K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 52 | $3.60K | 0.00% | +36+225.0% | Added |
| Aspect Partners, LLC | 50 | $3.46K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 47 | $3.25K | 0.00% | +47 | New |
| Plato Investment Management Ltd | 47 | $3.24K | 0.00% | +4+9.3% | Added |
| Cromwell Holdings LLC | 44 | $3.04K | 0.00% | +32+266.7% | Added |
| SOA Wealth Advisors, LLC. | 41 | $2.83K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $2.80K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $2.42K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 35 | $2.42K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 35 | $2.42K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $2.42K | 0.00% | +15+75.0% | Added |
| Cornerstone Planning Group LLC | 24 | $1.80K | 0.00% | +7+41.2% | Added |
| Hughes Financial Services, LLC | 23 | $1.78K | 0.00% | +14+155.6% | Added |
| Rothschild Investment LLC | 25 | $1.73K | 0.00% | +15+150.0% | Added |
| Asset Dedication, LLC | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.52K | 0.00% | +8+57.1% | Added |
| Atlantic Trust, LLC | 21 | $1.45K | 0.00% | −22−51.2% | Reduced |
| Total Investment Management Inc | 21 | $1.45K | 0.00% | +21 | New |
| WPG Advisers, LLC | 19 | $1.31K | 0.00% | +19 | New |
| Essential Partners LLC | 19 | $1.31K | 0.00% | +19 | New |
| Whipplewood Advisors, LLC | 17 | $1.18K | 0.00% | −227−93.0% | Reduced |
| Tradewinds Capital Management, LLC | 15 | $1.04K | 0.00% | −250−94.3% | Reduced |
| Heritage Wealth Advisors | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $1.04K | 0.00% | +15 | New |
| Winthrop Capital Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $1.00K | 0.00% | +17+340.0% | Added |
| SJS Investment Consulting Inc. | 13 | $899 | 0.00% | −9−40.9% | Reduced |
| Team Financial Group, LLC | 12 | $830 | 0.00% | +12 | New |
| Riggs Asset Managment Co. Inc. | 11 | $761 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 11 | $761 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $692 | 0.00% | −31−75.6% | Reduced |
| Rise Advisors, LLC | 10 | $691 | 0.00% | −6−37.5% | Reduced |
| PayPay Securities Corp | 10 | $691 | 0.03% | −4−28.6% | Reduced |
| Vermillion Wealth Management, Inc. | 10 | $691 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 9 | $623 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 8 | $554 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $554 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 6 | $415 | 0.00% | +6 | New |
| Cheviot Value Management, LLC | 5 | $362 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $346 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $346 | 0.00% | +2+66.7% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $276 | 0.00% | +3+300.0% | Added |
| DecisionPoint Financial, LLC | 4 | $269 | 0.00% | +4 | New |
| Activest Wealth Management | 1 | $69 | 0.00% | −7−87.5% | Reduced |
| 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 |