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, 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
- 616
- +61 vs. Q2 2025
- Shares held
- 227.1M
- +5.81M (+2.6%) vs. Q2 2025
- Total value
- $16.6B
- +$1.28B (+8.4%) vs. Q2 2025
- New holders
- 153
- 220 more added
- Sold out
- 92
- 168 more reduced
7 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 | 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, 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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 12,029 | $879.1K | 0.00% | +297+2.5% | Added |
| Engineers Gate Manager LP | 12,067 | $881.9K | 0.01% | −37,860−75.8% | Reduced |
| Mason & Associates Inc | 12,117 | $885.5K | 0.18% | +12,117 | New |
| Oppenheimer Asset Management Inc. | 12,169 | $889.3K | 0.01% | −11,058−47.6% | Reduced |
| Lecap Asset Management Ltd | 12,333 | $901.3K | 0.31% | −9,152−42.6% | Reduced |
| HB Wealth Management, LLC | 12,474 | $911.6K | 0.01% | +6,159+97.5% | Added |
| HighVista Strategies LLC | 12,500 | $913.5K | 0.22% | +12,500 | New |
| Myecfo, LLC | 12,545 | $916.8K | 0.42% | +246+2.0% | Added |
| Investment Management Corp of Ontario | 12,613 | $921.8K | 0.01% | +12,613 | New |
| Cresset Asset Management, LLC | 12,617 | $922.0K | 0.00% | −434−3.3% | Reduced |
| Laird Norton Trust Company, LLC | 12,721 | $929.7K | 0.16% | 00.0% | Unchanged |
| Friedenthal Financial | 12,855 | $939.4K | 0.49% | +12,855 | New |
| CWM, LLC | 13,056 | $954.0K | 0.00% | +8,290+173.9% | Added |
| a16z Perennial Management, L.P. | 13,260 | $969.0K | 0.08% | −73,260−84.7% | Reduced |
| Steadview Capital Management LLC | 13,300 | $972.0K | 0.14% | +13,300 | New |
| Gulf International Bank (UK) Ltd | 13,342 | $975.0K | 0.03% | +13,342 | New |
| STRS Ohio | 13,416 | $980.4K | 0.00% | −5,691−29.8% | Reduced |
| CSS LLC | 13,540 | $989.5K | 0.06% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 13,650 | $997.5K | 0.02% | +609+4.7% | Added |
| Manufacturers Life Insurance Company, The | 13,666 | $998.7K | 0.00% | +395+3.0% | Added |
| Baker Avenue Asset Management, LP | 13,697 | $1.00M | 0.02% | +13,697 | New |
| RFG Advisory, LLC | 13,927 | $1.02M | 0.02% | +2,453+21.4% | Added |
| Alta Wealth Advisors LLC | 13,937 | $1.02M | 0.36% | +13,937 | New |
| Macquarie Group Ltd | 14,088 | $1.03M | 0.00% | +13,067+1,279.8% | Added |
| Utah Retirement Systems | 14,183 | $1.04M | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 14,217 | $1.04M | 0.00% | +7,842+123.0% | Added |
| Machina Capital S.A.S. | 14,416 | $1.05M | 0.19% | +6,723+87.4% | Added |
| Catalytic Wealth RIA, LLC | 14,619 | $1.07M | 0.04% | +7,607+108.5% | Added |
| GTS Securities LLC | 14,634 | $1.07M | 0.04% | +14,634 | New |
| Dark Forest Capital Management LP | 14,876 | $1.09M | 0.04% | +11,610+355.5% | Added |
| Vident Advisory, LLC | 15,302 | $1.12M | 0.01% | +1,600+11.7% | Added |
| Capula Management Ltd | 15,324 | $1.12M | 0.01% | +15,324 | New |
| Natixis Advisors, L.P. | 15,454 | $1.13M | 0.00% | −3,438−18.2% | Reduced |
| CAPROCK Group, Inc. | 12,825 | $1.13M | 0.03% | +12,825 | New |
| Mackenzie Financial Corp | 15,995 | $1.17M | 0.00% | +15,995 | New |
| B. Metzler seel. Sohn & Co. AG | 16,168 | $1.18M | 0.01% | +16,168 | New |
| Savant Capital, LLC | 16,315 | $1.19M | 0.01% | +37+0.2% | Added |
| Rakuten Securities, Inc. | 16,416 | $1.20M | 0.44% | +8,948+119.8% | Added |
| Edgestream Partners, L.P. | 16,551 | $1.21M | 0.04% | +16,551 | New |
| Dynamic Technology Lab Private Ltd | 16,592 | $1.21M | 0.21% | +16,592 | New |
| Fairvoy Private Wealth, LLC | 16,712 | $1.22M | 0.28% | +16,712 | New |
| CI Private Wealth, LLC | 17,032 | $1.24M | 0.00% | +815+5.0% | Added |
| We Are One Seven, LLC | 17,392 | $1.27M | 0.03% | +1,239+7.7% | Added |
| Caisse de Depot Et Placement du Quebec | 17,445 | $1.27M | 0.00% | +17,445 | New |
| Armistice Capital, LLC | 17,536 | $1.28M | 0.04% | +17,536 | New |
| Cim Investment Mangement Inc | 17,631 | $1.29M | 0.35% | −18,070−50.6% | Reduced |
| Independent Advisor Alliance | 17,752 | $1.30M | 0.03% | −87−0.5% | Reduced |
| Prudential Financial Inc | 17,930 | $1.31M | 0.00% | −55−0.3% | Reduced |
| Gateway Investment Advisers LLC | 18,000 | $1.32M | 0.01% | +18,000 | New |
| KBC Group NV | 18,007 | $1.32M | 0.00% | +11,171+163.4% | Added |
| Amalgamated Bank | 18,320 | $1.34M | 0.01% | +949+5.5% | Added |
| Los Angeles Capital Management LLC | 18,569 | $1.36M | 0.00% | −2,796−13.1% | Reduced |
| Arete Wealth Advisors, LLC | 18,696 | $1.37M | 0.09% | +12,728+213.3% | Added |
| M&T Bank Corp | 19,088 | $1.40M | 0.00% | −2,454−11.4% | Reduced |
| Pensionmark Financial Group, LLC | 19,364 | $1.42M | 0.03% | −10,272−34.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,397 | $1.42M | 0.00% | +14,391+287.5% | Added |
| MML Investors Services, LLC | 19,399 | $1.42M | 0.00% | +1,305+7.2% | Added |
| Summit Trail Advisors, LLC | 19,403 | $1.42M | 0.02% | +7,499+63.0% | Added |
| Mission Wealth Management, LP | 19,519 | $1.43M | 0.03% | −13−0.1% | Reduced |
| Element Squared LLC | 19,986 | $1.46M | 0.83% | +19,986 | New |
| Ardsley Advisory Partners LP | 20,000 | $1.46M | 0.22% | −177,000−89.8% | Reduced |
| Cerity Partners LLC | 20,177 | $1.47M | 0.00% | +8,372+70.9% | Added |
| US Bancorp | 20,298 | $1.48M | 0.00% | +334+1.7% | Added |
| DRW Securities, LLC | 20,440 | $1.49M | 0.08% | +20,440 | New |
| Gsa Capital Partners LLP | 20,670 | $1.51M | 0.13% | +5,223+33.8% | Added |
| Bank of Montreal | 20,714 | $1.51M | 0.00% | −342,014−94.3% | Reduced |
| Gladstone Institutional Advisory LLC | 21,209 | $1.55M | 0.06% | +2,144+11.2% | Added |
| Bridgeway Capital Management, LLC | 21,430 | $1.57M | 0.03% | +21,430 | New |
| Pathstone Holdings, LLC | 21,517 | $1.57M | 0.01% | +2,337+12.2% | Added |
| Vinva Investment Management Ltd | 20,828 | $1.59M | 0.03% | +20,828 | New |
| Swiss Life Asset Management Ltd | 22,049 | $1.61M | 0.01% | +15,399+231.6% | Added |
| Integris Wealth Management, LLC | 22,260 | $1.63M | 0.40% | +488+2.2% | Added |
| Nordea Investment Management AB | 23,363 | $1.66M | 0.00% | −206,474−89.8% | Reduced |
| Nomura Holdings Inc | 23,001 | $1.68M | 0.01% | −56,238−71.0% | Reduced |
| Public Employees Retirement Association of Colorado | 23,329 | $1.71M | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 23,345 | $1.71M | 0.04% | −9,913−29.8% | Reduced |
| Ashford Capital Management Inc | 23,603 | $1.72M | 0.19% | −300−1.3% | Reduced |
| GF Fund Management Co. Ltd. | 24,491 | $1.79M | 0.03% | −3,701−13.1% | Reduced |
| Thrivent Financial for Lutherans | 24,677 | $1.80M | 0.00% | −28,287−53.4% | Reduced |
| Squarepoint Ops LLC | 24,923 | $1.82M | 0.00% | −481,218−95.1% | Reduced |
| Belpointe Asset Management LLC | 25,010 | $1.83M | 0.07% | +7,540+43.2% | Added |
| Independent Financial Group, LLC | 25,149 | $1.84M | 0.04% | −31,598−55.7% | Reduced |
| Donoghue Forlines LLC | 25,586 | $1.87M | 0.58% | +25,586 | New |
| Blueshift Asset Management, LLC | 26,302 | $1.92M | 0.59% | −36,332−58.0% | Reduced |
| SBI Securities Co., Ltd. | 26,450 | $1.93M | 0.05% | −3,076−10.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,603 | $1.94M | 0.02% | +26,603 | New |
| FIL Ltd | 26,633 | $1.95M | 0.00% | +26,633 | New |
| Catalyst Funds Management Pty Ltd | 27,100 | $1.98M | 0.30% | +16,300+150.9% | Added |
| Caxton Associates LLP | 27,892 | $2.04M | 0.06% | +27,892 | New |
| Creative Planning | 28,333 | $2.07M | 0.00% | +5,633+24.8% | Added |
| Voya Investment Management LLC | 28,530 | $2.08M | 0.00% | −140,678−83.1% | Reduced |
| Captrust Financial Advisors | 28,735 | $2.10M | 0.00% | +1,263+4.6% | Added |
| O'Shaughnessy Asset Management, LLC | 28,782 | $2.10M | 0.01% | +7,121+32.9% | Added |
| Simplicity Wealth,LLC | 29,018 | $2.12M | 0.12% | +29,018 | New |
| Daiwa Securities Group Inc. | 29,152 | $2.13M | 0.01% | +25,401+677.2% | Added |
| Wakefield Asset Management LLLP | 29,433 | $2.15M | 0.59% | −2,835−8.8% | Reduced |
| HighTower Advisors, LLC | 29,783 | $2.18M | 0.00% | +2,275+8.3% | Added |
| Silvant Capital Management LLC | 29,861 | $2.18M | 0.08% | +29,861 | New |
| Credit Agricole S A | 31,307 | $2.29M | 0.01% | +31,307 | New |
| Mercer Global Advisors Inc | 31,928 | $2.33M | 0.00% | +299+0.9% | Added |