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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 2,146,092 | $156.8M | 0.22% | +875,813+68.9% | Added |
| Bank of America Corp | 2,265,117 | $165.5M | 0.01% | +334,385+17.3% | Added |
| 1832 Asset Management L.P. | 2,338,400 | $170.9M | 0.29% | +915,000+64.3% | Added |
| Jericho Capital Asset Management L.P. | 3,350,248 | $244.8M | 2.55% | −311,727−8.5% | Reduced |
| Invesco Ltd. | 4,333,691 | $316.7M | 0.05% | +3,234,260+294.2% | Added |
| Marshall Wace, LLP | 4,466,524 | $326.4M | 0.36% | +2,993,490+203.2% | Added |
| Geode Capital Management, LLC | 5,172,075 | $376.9M | 0.02% | +512,788+11.0% | Added |
| State Street Corp | 5,641,965 | $412.3M | 0.01% | +1,187,665+26.7% | Added |
| Baillie Gifford & Co | 5,895,362 | $430.8M | 0.32% | −1,637,048−21.7% | Reduced |
| Durable Capital Partners LP | 6,268,515 | $458.1M | 3.39% | −1,120,822−15.2% | Reduced |
| FMR LLC | 12,240,360 | $894.5M | 0.05% | +2,610,978+27.1% | Added |
| BlackRock, Inc. | 17,710,850 | $1.29B | 0.02% | +2,068,663+13.2% | Added |
| Capital World Investors | 21,203,690 | $1.55B | 0.21% | +18,520+0.1% | Added |
| Morgan Stanley | 22,967,766 | $1.68B | 0.10% | +800,462+3.6% | Added |
| Capital Research Global Investors | 23,041,703 | $1.68B | 0.32% | −658,594−2.8% | Reduced |
| Vanguard Group Inc | 24,419,068 | $1.78B | 0.03% | +223,258+0.9% | Added |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,275,022−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −800,466−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −356,563−100.0% | Sold out |
| Q Fund Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −182,000−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −178,003−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −168,290−100.0% | Sold out |
| Westerly Capital Management, LLC | 0 | $0 | 0.00% | −155,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −133,583−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Proem Advisors LLC | 0 | $0 | 0.00% | −90,067−100.0% | Sold out |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −61,950−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −54,667−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −52,871−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −49,818−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −47,488−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −46,199−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −41,664−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −37,200−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −31,870−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −29,320−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −29,300−100.0% | Sold out |
| Avenir Tech Ltd | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −27,749−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −26,705−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −23,832−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −23,561−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −22,599−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −20,675−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −18,935−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −16,294−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −14,647−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −13,674−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −12,808−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −12,760−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −10,989−100.0% | Sold out |
| Ameliora Wealth Management Ltd. | 0 | $0 | 0.00% | −10,950−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −10,868−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −10,166−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,798−100.0% | Sold out |
| Intrepid Financial Planning Group LLC | 0 | $0 | 0.00% | −8,350−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −6,622−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −5,678−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −5,654−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,621−100.0% | Sold out |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −5,082−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −5,044−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −4,881−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −4,511−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,038−100.0% | Sold out |
| Challenger Wealth Management | 0 | $0 | 0.00% | −4,020−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −3,540−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −3,475−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,472−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −2,948−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,371−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| LOM Asset Management Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Pandora Wealth, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |