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, 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 | 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, 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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 135,015 | $9.87M | 0.01% | +2,600+2.0% | Added |
| Divisadero Street Capital Management, LP | 136,246 | $9.96M | 0.46% | +70,880+108.4% | Added |
| Trexquant Investment LP | 137,161 | $10.0M | 0.10% | +19,457+16.5% | Added |
| Teachers Retirement System of the State of Kentucky | 139,877 | $10.2M | 0.08% | −44,900−24.3% | Reduced |
| Agf Management Ltd | 142,121 | $10.4M | 0.05% | +142,121 | New |
| Great Lakes Advisors, LLC | 142,535 | $10.4M | 0.09% | −6,355−4.3% | Reduced |
| Optiver Holding B.V. | 148,287 | $10.8M | 0.18% | +135,727+1,080.6% | Added |
| Aquatic Capital Management LLC | 148,988 | $10.9M | 0.20% | −286,319−65.8% | Reduced |
| Ameriprise Financial Inc | 149,397 | $10.9M | 0.00% | +6,652+4.7% | Added |
| Raymond James Financial Inc | 150,695 | $11.0M | 0.00% | −26,471−14.9% | Reduced |
| Landscape Capital Management, L.L.C. | 152,451 | $11.1M | 0.71% | −66,367−30.3% | Reduced |
| Vestor Capital, LLC | 160,835 | $11.8M | 0.75% | −482,250−75.0% | Reduced |
| Capital Impact Advisors, LLC | 162,425 | $11.9M | 2.65% | +162,425 | New |
| State of Wisconsin Investment Board | 165,322 | $12.1M | 0.03% | −43,534−20.8% | Reduced |
| LPL Financial LLC | 166,316 | $12.2M | 0.00% | +46,111+38.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 170,052 | $12.4M | 0.02% | −10,323−5.7% | Reduced |
| Jefferies Financial Group Inc. | 171,269 | $12.5M | 0.11% | +157,689+1,161.2% | Added |
| Dilation Capital Management LP | 179,403 | $13.1M | 6.50% | −5,047−2.7% | Reduced |
| IMC-Chicago, LLC | 182,984 | $13.4M | 0.24% | +144,414+374.4% | Added |
| SEI Investments Co | 183,040 | $13.4M | 0.01% | −14,693−7.4% | Reduced |
| Aviva PLC | 185,373 | $13.5M | 0.02% | +185,373 | New |
| Ardmore Road Asset Management LP | 200,000 | $14.6M | 0.94% | −300,000−60.0% | Reduced |
| Atreides Management, LP | 207,905 | $15.2M | 0.39% | −1,769,977−89.5% | Reduced |
| Verition Fund Management LLC | 210,649 | $15.4M | 0.09% | −191,621−47.6% | Reduced |
| SG Americas Securities, LLC | 214,349 | $15.7M | 0.06% | −177,130−45.2% | Reduced |
| Diversify Advisory Services, LLC | 219,833 | $15.8M | 0.53% | −35,823−14.0% | Reduced |
| Voloridge Investment Management, LLC | 226,568 | $16.6M | 0.06% | −25,549−10.1% | Reduced |
| Penserra Capital Management LLC | 228,294 | $16.7M | 0.20% | −111,189−32.8% | Reduced |
| Allen Holding Inc | 230,000 | $16.8M | 1.59% | −25,262−9.9% | Reduced |
| Comerica Bank | 230,292 | $16.8M | 0.06% | +18,943+9.0% | Added |
| Envestnet Asset Management Inc | 235,152 | $17.2M | 0.00% | +48,734+26.1% | Added |
| BIT Capital GmbH | 237,335 | $17.3M | 0.79% | −189,006−44.3% | Reduced |
| Allianz Asset Management GmbH | 246,860 | $18.0M | 0.02% | +138,547+127.9% | Added |
| State Board of Administration of Florida Retirement System | 247,923 | $18.1M | 0.03% | +11,456+4.8% | Added |
| Federated Hermes, Inc. | 261,042 | $19.1M | 0.03% | +261,042 | New |
| Rokos Capital Management LLP | 281,840 | $20.6M | 0.26% | −211,987−42.9% | Reduced |
| D. E. Shaw & Co., Inc. | 289,768 | $21.2M | 0.02% | −750,114−72.1% | Reduced |
| Barclays PLC | 304,372 | $22.2M | 0.01% | −3,588−1.2% | Reduced |
| Millennium Management LLC | 311,071 | $22.7M | 0.02% | −1,029,335−76.8% | Reduced |
| Royal Bank of Canada | 314,141 | $23.0M | 0.00% | −207,073−39.7% | Reduced |
| Driehaus Capital Management LLC | 315,193 | $23.0M | 0.16% | −201,038−38.9% | Reduced |
| Blair William & Co | 320,989 | $23.5M | 0.06% | +16,030+5.3% | Added |
| Worldquant Millennium Advisors LLC | 324,168 | $23.7M | 0.10% | +145,651+81.6% | Added |
| Rhumbline Advisers | 324,927 | $23.7M | 0.02% | +42,229+14.9% | Added |
| AQR Capital Management LLC | 345,614 | $25.3M | 0.02% | +15,053+4.6% | Added |
| 12 West Capital Management LP | 350,000 | $25.6M | 2.65% | 00.0% | Unchanged |
| NZS Capital, LLC | 356,926 | $26.1M | 0.80% | −21,404−5.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 373,758 | $27.3M | 0.02% | +217,825+139.7% | Added |
| Deutsche Bank AG | 376,424 | $27.5M | 0.01% | +122,436+48.2% | Added |
| California State Teachers Retirement System | 385,450 | $28.2M | 0.03% | +147,253+61.8% | Added |
| Ogborne Capital Management, LLC | 400,000 | $29.2M | 7.96% | −150,000−27.3% | Reduced |
| Polar Capital Holdings Plc | 401,581 | $29.3M | 0.14% | −74,579−15.7% | Reduced |
| ThornTree Capital Partners LP | 415,599 | $30.4M | 4.65% | −175,477−29.7% | Reduced |
| Glendon Capital Management LP | 417,100 | $30.5M | 1.66% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 436,339 | $31.9M | 0.02% | +99,654+29.6% | Added |
| Pacific Heights Asset Management LLC | 440,000 | $32.2M | 1.42% | +65,000+17.3% | Added |
| Artemis Investment Management LLP | 451,272 | $33.0M | 0.41% | −245,200−35.2% | Reduced |
| Man Group plc | 457,458 | $33.4M | 0.06% | +105,316+29.9% | Added |
| California Public Employees Retirement System | 469,271 | $34.3M | 0.02% | +35,646+8.2% | Added |
| Wells Fargo & Company | 470,986 | $34.4M | 0.01% | +136,656+40.9% | Added |
| Legal & General Group Plc | 482,937 | $35.3M | 0.01% | +193,072+66.6% | Added |
| American Century Companies Inc | 485,513 | $35.5M | 0.02% | +370,553+322.3% | Added |
| Susquehanna International Group, LLP | 487,146 | $35.6M | 0.05% | −192,213−28.3% | Reduced |
| Capital International Investors | 490,510 | $35.8M | 0.01% | +3,237+0.7% | Added |
| Mane Global Capital Management LP | 500,313 | $36.6M | 1.72% | +210,031+72.4% | Added |
| Citigroup Inc | 504,979 | $36.9M | 0.03% | +228,495+82.6% | Added |
| BNP Paribas Arbitrage, SA | 513,372 | $37.5M | 0.03% | +15,410+3.1% | Added |
| Amanah Holdings Trust | 519,230 | $37.9M | 7.58% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 528,691 | $38.6M | 0.02% | +528,691 | New |
| Amundi | 545,385 | $41.4M | 0.01% | −34,209−5.9% | Reduced |
| Quantinno Capital Management LP | 568,589 | $41.6M | 0.11% | +412,029+263.2% | Added |
| First Trust Advisors LP | 578,181 | $42.3M | 0.03% | +386,656+201.9% | Added |
| Price T Rowe Associates Inc | 667,854 | $48.8M | 0.01% | −2,594,308−79.5% | Reduced |
| Jane Street Group, LLC | 675,526 | $49.4M | 0.06% | +75,238+12.5% | Added |
| Westfield Capital Management Co LP | 701,607 | $51.3M | 0.22% | +2,828+0.4% | Added |
| Citadel Advisors LLC | 710,357 | $51.9M | 0.04% | +559,828+371.9% | Added |
| Allen Operations LLC | 721,382 | $52.7M | 6.29% | 00.0% | Unchanged |
| Toroso Investments, LLC | 753,187 | $55.0M | 0.23% | +749,363+19,596.3% | Added |
| Swiss National Bank | 771,800 | $56.4M | 0.03% | +291,500+60.7% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 820,000 | $59.9M | 0.69% | 00.0% | Unchanged |
| Franklin Resources Inc | 829,362 | $60.6M | 0.02% | +711,128+601.5% | Added |
| Nuveen, LLC | 892,079 | $65.2M | 0.02% | +154,799+21.0% | Added |
| Wellington Management Group LLP | 919,352 | $67.2M | 0.01% | −1,209,645−56.8% | Reduced |
| Leo Wealth, LLC | 924,770 | $67.6M | 8.76% | −73,321−7.3% | Reduced |
| UBS Asset Management Americas Inc | 940,131 | $68.7M | 0.01% | −67,345−6.7% | Reduced |
| Abdiel Capital Advisors, LP | 959,582 | $70.1M | 21.22% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 974,471 | $71.2M | 0.73% | −361,025−27.0% | Reduced |
| Spyglass Capital Management LLC | 1,003,823 | $73.4M | 3.91% | −736,460−42.3% | Reduced |
| Bank of New York Mellon Corp | 1,036,340 | $75.7M | 0.01% | +145,646+16.4% | Added |
| Alliancebernstein L.P. | 1,166,370 | $85.2M | 0.03% | +897,340+333.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,261,611 | $93.9M | 0.15% | +618,988+96.3% | Added |
| Charles Schwab Investment Management Inc | 1,311,581 | $95.9M | 0.02% | −1,047,485−44.4% | Reduced |
| Dimensional Fund Advisors LP | 1,330,718 | $97.3M | 0.02% | −46,227−3.4% | Reduced |
| JPMorgan Chase & Co | 1,538,408 | $112.4M | 0.01% | +766,680+99.3% | Added |
| Holocene Advisors, LP | 1,545,605 | $113.0M | 0.26% | +642,538+71.2% | Added |
| Lord, Abbett & Co. LLC | 1,582,287 | $115.6M | 0.34% | +1,425,313+908.0% | Added |
| Northern Trust Corp | 1,629,935 | $119.1M | 0.02% | +148,516+10.0% | Added |
| Goldman Sachs Group Inc | 1,725,302 | $126.1M | 0.02% | −130,305−7.0% | Reduced |
| UBS Group AG | 1,780,891 | $130.1M | 0.03% | +377,300+26.9% | Added |
| Foxhaven Asset Management, LP | 1,932,481 | $141.2M | 3.53% | −964,427−33.3% | Reduced |