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 7 sales; 668 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, Q3 2025
Institutional positions in Affirm Holdings, Inc. as of Sep 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
- 620
- +62 vs. Q2 2025
- Shares held
- 230.7M
- +6.76M (+3.0%) vs. Q2 2025
- Total value
- $16.8B
- +$1.36B (+8.8%) vs. Q2 2025
- New holders
- 154
- 223 more added
- Sold out
- 92
- 167 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 668 | $21.2B |
| Q1 2026 | 599 | $11.0B |
| Q4 2025 | 644 | $17.8B |
| Q3 2025 | 620 | $16.8B |
| Q2 2025 | 564 | $15.5B |
| Q1 2025 | 494 | $9.77B |
| Q4 2024 | 504 | $12.6B |
| Q3 2024 | 428 | $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 | 309 | $2.05B |
| Q4 2022 | 355 | $1.59B |
| Q3 2022 | 355 | $3.26B |
| Q2 2022 | 349 | $2.94B |
| Q1 2022 | 392 | $7.33B |
| Q4 2021 | 441 | $14.3B |
| Q3 2021 | 340 | $13.2B |
| Q2 2021 | 230 | $6.01B |
| Q1 2021 | 207 | $5.81B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,419,068 | $1.78B | 0.03% | +223,258+0.9% | Added |
| Capital Research Global Investors | 23,041,703 | $1.68B | 0.32% | −658,594−2.8% | Reduced |
| Morgan Stanley | 22,967,766 | $1.68B | 0.10% | +800,462+3.6% | Added |
| Capital World Investors | 21,203,690 | $1.55B | 0.21% | +18,520+0.1% | Added |
| BlackRock, Inc. | 17,710,850 | $1.29B | 0.02% | +2,068,663+13.2% | Added |
| FMR LLC | 12,240,360 | $894.5M | 0.05% | +2,610,978+27.1% | Added |
| Durable Capital Partners LP | 6,268,515 | $458.1M | 3.39% | −1,120,822−15.2% | Reduced |
| Baillie Gifford & Co | 5,895,362 | $430.8M | 0.32% | −1,637,048−21.7% | Reduced |
| State Street Corp | 5,641,965 | $412.3M | 0.01% | +1,187,665+26.7% | Added |
| Geode Capital Management, LLC | 5,172,075 | $376.9M | 0.02% | +512,788+11.0% | Added |
| Marshall Wace, LLP | 4,466,524 | $326.4M | 0.36% | +2,993,490+203.2% | Added |
| Invesco Ltd. | 4,333,691 | $316.7M | 0.05% | +3,234,260+294.2% | Added |
| Norges Bank | 3,604,899 | $263.4M | 0.03% | +951,228+35.8% | Added |
| Jericho Capital Asset Management L.P. | 3,350,248 | $244.8M | 2.55% | −311,727−8.5% | Reduced |
| 1832 Asset Management L.P. | 2,338,400 | $170.9M | 0.29% | +915,000+64.3% | Added |
| Bank of America Corp | 2,265,117 | $165.5M | 0.01% | +334,385+17.3% | Added |
| Qube Research & Technologies Ltd | 2,146,092 | $156.8M | 0.22% | +875,813+68.9% | Added |
| Foxhaven Asset Management, LP | 1,932,481 | $141.2M | 3.53% | −964,427−33.3% | Reduced |
| UBS Group AG | 1,780,891 | $130.1M | 0.03% | +377,300+26.9% | Added |
| Goldman Sachs Group Inc | 1,725,302 | $126.1M | 0.02% | −130,305−7.0% | Reduced |
| Northern Trust Corp | 1,629,935 | $119.1M | 0.02% | +148,516+10.0% | Added |
| Lord, Abbett & Co. LLC | 1,582,287 | $115.6M | 0.34% | +1,425,313+908.0% | Added |
| Holocene Advisors, LP | 1,545,605 | $113.0M | 0.26% | +642,538+71.2% | Added |
| JPMorgan Chase & Co | 1,538,408 | $112.4M | 0.01% | +766,680+99.3% | Added |
| Dimensional Fund Advisors LP | 1,330,718 | $97.3M | 0.02% | −46,227−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,311,581 | $95.9M | 0.02% | −1,047,485−44.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,261,611 | $93.9M | 0.15% | +618,988+96.3% | Added |
| Alliancebernstein L.P. | 1,166,370 | $85.2M | 0.03% | +897,340+333.5% | Added |
| Bank of New York Mellon Corp | 1,036,340 | $75.7M | 0.01% | +145,646+16.4% | Added |
| Spyglass Capital Management LLC | 1,003,823 | $73.4M | 3.91% | −736,460−42.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 974,471 | $71.2M | 0.73% | −361,025−27.0% | Reduced |
| Abdiel Capital Advisors, LP | 959,582 | $70.1M | 21.22% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 940,131 | $68.7M | 0.01% | −67,345−6.7% | Reduced |
| Leo Wealth, LLC | 924,770 | $67.6M | 8.76% | −73,321−7.3% | Reduced |
| Wellington Management Group LLP | 919,352 | $67.2M | 0.01% | −1,209,645−56.8% | Reduced |
| Nuveen, LLC | 892,079 | $65.2M | 0.02% | +154,799+21.0% | Added |
| Franklin Resources Inc | 829,362 | $60.6M | 0.02% | +711,128+601.5% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 820,000 | $59.9M | 0.69% | 00.0% | Unchanged |
| Swiss National Bank | 771,800 | $56.4M | 0.03% | +291,500+60.7% | Added |
| Toroso Investments, LLC | 753,187 | $55.0M | 0.23% | +749,363+19,596.3% | Added |
| Allen Operations LLC | 721,382 | $52.7M | 6.29% | 00.0% | Unchanged |
| Citadel Advisors LLC | 710,357 | $51.9M | 0.04% | +559,828+371.9% | Added |
| Westfield Capital Management Co LP | 701,607 | $51.3M | 0.22% | +2,828+0.4% | Added |
| Jane Street Group, LLC | 675,526 | $49.4M | 0.06% | +75,238+12.5% | Added |
| Price T Rowe Associates Inc | 667,854 | $48.8M | 0.01% | −2,594,308−79.5% | Reduced |
| First Trust Advisors LP | 578,181 | $42.3M | 0.03% | +386,656+201.9% | Added |
| Quantinno Capital Management LP | 568,589 | $41.6M | 0.11% | +412,029+263.2% | Added |
| Amundi | 545,385 | $41.4M | 0.01% | −34,209−5.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 528,691 | $38.6M | 0.02% | +528,691 | New |
| Amanah Holdings Trust | 519,230 | $37.9M | 7.58% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 513,372 | $37.5M | 0.03% | +15,410+3.1% | Added |
| Citigroup Inc | 504,979 | $36.9M | 0.03% | +228,495+82.6% | Added |
| Mane Global Capital Management LP | 500,313 | $36.6M | 1.72% | +210,031+72.4% | Added |
| Capital International Investors | 490,510 | $35.8M | 0.01% | +3,237+0.7% | Added |
| Susquehanna International Group, LLP | 487,146 | $35.6M | 0.05% | −192,213−28.3% | Reduced |
| American Century Companies Inc | 485,513 | $35.5M | 0.02% | +370,553+322.3% | Added |
| Legal & General Group Plc | 482,937 | $35.3M | 0.01% | +193,072+66.6% | Added |
| Wells Fargo & Company | 470,986 | $34.4M | 0.01% | +136,656+40.9% | Added |
| California Public Employees Retirement System | 469,271 | $34.3M | 0.02% | +35,646+8.2% | Added |
| Man Group plc | 457,458 | $33.4M | 0.06% | +105,316+29.9% | Added |
| Artemis Investment Management LLP | 451,272 | $33.0M | 0.41% | −245,200−35.2% | Reduced |
| Pacific Heights Asset Management LLC | 440,000 | $32.2M | 1.42% | +65,000+17.3% | Added |
| Neuberger Berman Group LLC | 436,339 | $31.9M | 0.02% | +99,654+29.6% | Added |
| Glendon Capital Management LP | 417,100 | $30.5M | 1.66% | 00.0% | Unchanged |
| ThornTree Capital Partners LP | 415,599 | $30.4M | 4.65% | −175,477−29.7% | Reduced |
| Polar Capital Holdings Plc | 401,581 | $29.3M | 0.14% | −74,579−15.7% | Reduced |
| Ogborne Capital Management, LLC | 400,000 | $29.2M | 7.96% | −150,000−27.3% | Reduced |
| California State Teachers Retirement System | 385,450 | $28.2M | 0.03% | +147,253+61.8% | Added |
| Deutsche Bank AG | 376,424 | $27.5M | 0.01% | +122,436+48.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 373,758 | $27.3M | 0.02% | +217,825+139.7% | Added |
| NZS Capital, LLC | 356,926 | $26.1M | 0.80% | −21,404−5.7% | Reduced |
| 12 West Capital Management LP | 350,000 | $25.6M | 2.65% | 00.0% | Unchanged |
| AQR Capital Management LLC | 345,614 | $25.3M | 0.02% | +15,053+4.6% | Added |
| Rhumbline Advisers | 324,927 | $23.7M | 0.02% | +42,229+14.9% | Added |
| Worldquant Millennium Advisors LLC | 324,168 | $23.7M | 0.10% | +145,651+81.6% | Added |
| Blair William & Co | 320,989 | $23.5M | 0.06% | +16,030+5.3% | Added |
| Driehaus Capital Management LLC | 315,193 | $23.0M | 0.16% | −201,038−38.9% | Reduced |
| Royal Bank of Canada | 314,141 | $23.0M | 0.00% | −207,073−39.7% | Reduced |
| Millennium Management LLC | 311,071 | $22.7M | 0.02% | −1,029,335−76.8% | Reduced |
| Barclays PLC | 304,372 | $22.2M | 0.01% | −3,588−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 289,768 | $21.2M | 0.02% | −750,114−72.1% | Reduced |
| Rokos Capital Management LLP | 281,840 | $20.6M | 0.26% | −211,987−42.9% | Reduced |
| Federated Hermes, Inc. | 261,042 | $19.1M | 0.03% | +261,042 | New |
| State Board of Administration of Florida Retirement System | 247,923 | $18.1M | 0.03% | +11,456+4.8% | Added |
| Allianz Asset Management GmbH | 246,860 | $18.0M | 0.02% | +138,547+127.9% | Added |
| BIT Capital GmbH | 237,335 | $17.3M | 0.79% | −189,006−44.3% | Reduced |
| Envestnet Asset Management Inc | 235,152 | $17.2M | 0.00% | +48,734+26.1% | Added |
| Comerica Bank | 230,292 | $16.8M | 0.06% | +18,943+9.0% | Added |
| Allen Holding Inc | 230,000 | $16.8M | 1.59% | −25,262−9.9% | Reduced |
| Penserra Capital Management LLC | 228,294 | $16.7M | 0.20% | −111,189−32.8% | Reduced |
| Voloridge Investment Management, LLC | 226,568 | $16.6M | 0.06% | −25,549−10.1% | Reduced |
| Diversify Advisory Services, LLC | 219,833 | $15.8M | 0.53% | −35,823−14.0% | Reduced |
| SG Americas Securities, LLC | 214,349 | $15.7M | 0.06% | −177,130−45.2% | Reduced |
| Verition Fund Management LLC | 210,649 | $15.4M | 0.09% | −191,621−47.6% | Reduced |
| Atreides Management, LP | 207,905 | $15.2M | 0.39% | −1,769,977−89.5% | Reduced |
| Ardmore Road Asset Management LP | 200,000 | $14.6M | 0.94% | −300,000−60.0% | Reduced |
| Aviva PLC | 185,373 | $13.5M | 0.02% | +185,373 | New |
| SEI Investments Co | 183,040 | $13.4M | 0.01% | −14,693−7.4% | Reduced |
| IMC-Chicago, LLC | 182,984 | $13.4M | 0.24% | +144,414+374.4% | Added |
| Dilation Capital Management LP | 179,403 | $13.1M | 6.50% | −5,047−2.7% | Reduced |