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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 32,947 | $2.41M | 0.10% | +32,947 | New |
| Polen Capital Management LLC | 33,096 | $2.42M | 0.01% | +3,069+10.2% | Added |
| Nissay Asset Management Corp | 33,650 | $2.46M | 0.01% | +33,650 | New |
| Evolutionary Tree Capital Management, LLC | 34,173 | $2.50M | 2.72% | −6,322−15.6% | Reduced |
| GWM Advisors LLC | 34,222 | $2.50M | 0.01% | +6,804+24.8% | Added |
| Brevan Howard Capital Management LP | 34,875 | $2.55M | 0.04% | −126,930−78.4% | Reduced |
| Diker Management LLC | 35,000 | $2.56M | 2.07% | +5,000+16.7% | Added |
| Wolverine Trading, LLC | 33,446 | $2.56M | 0.05% | +33,446 | New |
| Teacher Retirement System of Texas | 35,066 | $2.56M | 0.01% | −15,397−30.5% | Reduced |
| JustInvest LLC | 35,200 | $2.57M | 0.03% | +4,098+13.2% | Added |
| Employees Retirement System of Texas | 35,771 | $2.61M | 0.02% | −10,463−22.6% | Reduced |
| Storebrand Asset Management AS | 36,301 | $2.65M | 0.01% | +36,301 | New |
| Gunderson Capital Management Inc. | 36,406 | $2.66M | 0.98% | +36,406 | New |
| Arrowstreet Capital, Limited Partnership | 37,372 | $2.73M | 0.00% | +37,372 | New |
| Nisa Investment Advisors, LLC | 37,718 | $2.76M | 0.01% | −9,642−20.4% | Reduced |
| Jasper Ridge Partners, L.P. | 38,086 | $2.78M | 0.06% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 38,479 | $2.81M | 0.02% | +38,479 | New |
| OP Asset Management Ltd | 39,469 | $2.88M | 0.04% | +30,004+317.0% | Added |
| Commonwealth Equity Services, LLC | 40,063 | $2.93M | 0.00% | −5,743−12.5% | Reduced |
| Janus Henderson Group PLC | 40,702 | $2.97M | 0.00% | −66,480−62.0% | Reduced |
| Toronto Dominion Bank | 42,233 | $3.09M | 0.01% | +42,233 | New |
| Moore Capital Management, LP | 42,500 | $3.11M | 0.06% | +42,500 | New |
| Mount Vernon Associates Inc | 42,725 | $3.12M | 2.18% | −800−1.8% | Reduced |
| Neo Ivy Capital Management | 42,850 | $3.13M | 0.76% | +42,850 | New |
| Truist Financial Corp | 44,356 | $3.24M | 0.00% | −16,369−27.0% | Reduced |
| TD Asset Management Inc | 44,469 | $3.25M | 0.00% | +44,469 | New |
| Clear Street Group Inc. | 44,570 | $3.26M | 0.02% | +44,570 | New |
| Xponance, Inc. | 44,961 | $3.29M | 0.03% | +16,516+58.1% | Added |
| Hillsdale Investment Management Inc. | 46,400 | $3.39M | 0.10% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 46,456 | $3.40M | 0.01% | +46,456 | New |
| AXA Investment Managers S.A. | 47,821 | $3.49M | 0.01% | +47,821 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 48,110 | $3.52M | 0.05% | −4,096−7.8% | Reduced |
| Atomi Financial Group, Inc. | 49,660 | $3.63M | 0.12% | −4,968−9.1% | Reduced |
| DnB Asset Management AS | 50,782 | $3.71M | 0.01% | +47,863+1,639.7% | Added |
| Zacks Investment Management | 52,720 | $3.85M | 0.03% | −1,044−1.9% | Reduced |
| IFM Investors Pty Ltd | 50,679 | $3.85M | 0.03% | +50,679 | New |
| Skandinaviska Enskilda Banken AB (publ) | 53,100 | $3.88M | 0.02% | +53,100 | New |
| Liontrust Investment Partners LLP | 55,389 | $4.05M | 0.06% | +19,566+54.6% | Added |
| Panoramic Capital, LLC | 58,155 | $4.25M | 2.69% | −19,424−25.0% | Reduced |
| Weiss Asset Management LP | 58,376 | $4.27M | 0.06% | +58,376 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 60,708 | $4.44M | 0.01% | +5,827+10.6% | Added |
| Mariner, LLC | 60,970 | $4.46M | 0.01% | +6,892+12.7% | Added |
| Ieq Capital, LLC | 62,055 | $4.53M | 0.01% | +17,350+38.8% | Added |
| Two Sigma Investments, LP | 62,069 | $4.54M | 0.01% | +24,900+67.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,100 | $4.54M | 0.04% | +62,100 | New |
| Cetera Investment Advisers | 62,131 | $4.54M | 0.01% | +9,932+19.0% | Added |
| Osterweis Capital Management Inc | 63,519 | $4.64M | 0.21% | −65,326−50.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 65,002 | $4.75M | 0.01% | −4,466−6.4% | Reduced |
| Jain Global LLC | 66,251 | $4.84M | 0.06% | +66,251 | New |
| Handelsbanken Fonder AB | 67,200 | $4.91M | 0.02% | +7,800+13.1% | Added |
| Ensign Peak Advisors, Inc | 67,924 | $4.96M | 0.01% | −4,990−6.8% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $5.07M | 1.61% | 00.0% | Unchanged |
| Virtu Financial LLC | 70,767 | $5.17M | 0.29% | +70,767 | New |
| Maytus Capital Management, LLC | 71,000 | $5.19M | 1.11% | +71,000 | New |
| Ballentine Partners, LLC | 71,476 | $5.22M | 0.07% | −4,546−6.0% | Reduced |
| Voleon Capital Management LP | 72,809 | $5.32M | 0.13% | +57,186+366.0% | Added |
| Ambassador Advisors, LLC | 73,358 | $5.36M | 0.80% | −1,877−2.5% | Reduced |
| Group One Trading, L.P. | 74,950 | $5.48M | 0.16% | +74,950 | New |
| Arizona State Retirement System | 80,014 | $5.85M | 0.03% | +6,656+9.1% | Added |
| Nomura Asset Management Co Ltd | 80,120 | $5.86M | 0.02% | +80,120 | New |
| Resona Asset Management Co.,Ltd. | 82,088 | $6.04M | 0.03% | +82,088 | New |
| Hidden Lake Asset Management LP | 83,222 | $6.08M | 2.43% | −135,747−62.0% | Reduced |
| Victory Capital Management Inc | 83,360 | $6.09M | 0.00% | +13,532+19.4% | Added |
| Public Employees Retirement System of Ohio | 83,825 | $6.13M | 0.02% | +520+0.6% | Added |
| Paloma Partners Management Co | 85,087 | $6.22M | 1.24% | −8,687−9.3% | Reduced |
| RJA Asset Management LLC | 85,500 | $6.25M | 2.38% | −468,327−84.6% | Reduced |
| Advisor Group Holdings, Inc. | 75,423 | $6.30M | 0.01% | −117−0.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 89,283 | $6.52M | 0.19% | +89,283 | New |
| Russell Investments Group, Ltd. | 89,830 | $6.56M | 0.01% | +50,400+127.8% | Added |
| Polar Asset Management Partners Inc. | 91,971 | $6.72M | 0.14% | +91,971 | New |
| Danske Bank A/S | 92,000 | $6.72M | 0.02% | +88,997+2,963.6% | Added |
| Forsta Ap-Fonden | 93,200 | $6.81M | 0.04% | +93,200 | New |
| Balyasny Asset Management LLC | 95,411 | $6.97M | 0.01% | −296,767−75.7% | Reduced |
| State of New Jersey Common Pension Fund D | 95,521 | $6.98M | 0.03% | +9,311+10.8% | Added |
| HSBC Holdings PLC | 96,756 | $6.98M | 0.00% | −95,618−49.7% | Reduced |
| Pictet Asset Management Holding SA | 97,027 | $7.09M | 0.01% | +58,780+153.7% | Added |
| Public Sector Pension Investment Board | 97,200 | $7.10M | 0.03% | +97,200 | New |
| Korea Investment CORP | 97,418 | $7.12M | 0.01% | +97,418 | New |
| KLP Kapitalforvaltning AS | 98,700 | $7.21M | 0.03% | +47,100+91.3% | Added |
| Asset Management One Co.,Ltd. | 100,994 | $7.38M | 0.02% | +100,994 | New |
| Walleye Capital LLC | 102,285 | $7.47M | 0.06% | +33,243+48.1% | Added |
| Twin Tree Management, LP | 102,477 | $7.49M | 0.35% | −95,966−48.4% | Reduced |
| Rakuten Investment Management, Inc. | 95,856 | $7.67M | 0.03% | +95,856 | New |
| Omega Financial Group, LLC | 105,627 | $7.72M | 2.60% | −9,003−7.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 108,390 | $7.92M | 0.02% | +108,390 | New |
| Andra AP-fonden | 113,600 | $8.30M | 0.11% | +113,600 | New |
| Capital Fund Management S.A. | 113,741 | $8.31M | 0.08% | −520,925−82.1% | Reduced |
| Elyxium Wealth, LLC | 115,999 | $8.48M | 2.96% | +11,019+10.5% | Added |
| Allen Investment Management LLC | 116,683 | $8.53M | 0.09% | 00.0% | Unchanged |
| Flight Deck Capital, LP | 118,500 | $8.66M | 6.56% | +31,800+36.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 118,807 | $8.68M | 0.07% | +16,705+16.4% | Added |
| Natixis | 120,332 | $8.79M | 0.05% | +100,752+514.6% | Added |
| G2 Investment Partners Management LLC | 120,459 | $8.80M | 1.81% | +4,140+3.6% | Added |
| Treasurer of the State of North Carolina | 120,632 | $8.82M | 0.03% | −4,704−3.8% | Reduced |
| Gillson Capital LP | 122,100 | $8.92M | 0.77% | +46,261+61.0% | Added |
| Schonfeld Strategic Advisors LLC | 122,758 | $8.97M | 0.06% | +65,349+113.8% | Added |
| Gotham Asset Management, LLC | 125,127 | $9.14M | 0.04% | +25,948+26.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 128,560 | $9.40M | 0.15% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 128,745 | $9.41M | 4.13% | −7,331−5.4% | Reduced |
| Picton Mahoney Asset Management | 133,458 | $9.75M | 0.12% | −130,217−49.4% | Reduced |