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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 170,052 | $12.4M | 0.02% | −10,323−5.7% | Reduced |
| LPL Financial LLC | 166,316 | $12.2M | 0.00% | +46,111+38.4% | Added |
| State of Wisconsin Investment Board | 165,322 | $12.1M | 0.03% | −43,534−20.8% | Reduced |
| Capital Impact Advisors, LLC | 162,425 | $11.9M | 2.65% | +162,425 | New |
| Vestor Capital, LLC | 160,835 | $11.8M | 0.75% | −482,250−75.0% | Reduced |
| Landscape Capital Management, L.L.C. | 152,451 | $11.1M | 0.71% | −66,367−30.3% | Reduced |
| Raymond James Financial Inc | 150,695 | $11.0M | 0.00% | −26,471−14.9% | Reduced |
| Ameriprise Financial Inc | 149,397 | $10.9M | 0.00% | +6,652+4.7% | Added |
| Aquatic Capital Management LLC | 148,988 | $10.9M | 0.20% | −286,319−65.8% | Reduced |
| Optiver Holding B.V. | 148,287 | $10.8M | 0.18% | +135,727+1,080.6% | Added |
| Great Lakes Advisors, LLC | 142,535 | $10.4M | 0.09% | −6,355−4.3% | Reduced |
| Agf Management Ltd | 142,121 | $10.4M | 0.05% | +142,121 | New |
| Teachers Retirement System of the State of Kentucky | 139,877 | $10.2M | 0.08% | −44,900−24.3% | Reduced |
| Trexquant Investment LP | 137,161 | $10.0M | 0.10% | +19,457+16.5% | Added |
| Divisadero Street Capital Management, LP | 136,246 | $9.96M | 0.46% | +70,880+108.4% | Added |
| New York State Common Retirement Fund | 135,015 | $9.87M | 0.01% | +2,600+2.0% | Added |
| Picton Mahoney Asset Management | 133,458 | $9.75M | 0.12% | −130,217−49.4% | Reduced |
| Catalyst Private Wealth, LLC | 128,745 | $9.41M | 4.13% | −7,331−5.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 128,560 | $9.40M | 0.15% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 125,127 | $9.14M | 0.04% | +25,948+26.2% | Added |
| Schonfeld Strategic Advisors LLC | 122,758 | $8.97M | 0.06% | +65,349+113.8% | Added |
| Gillson Capital LP | 122,100 | $8.92M | 0.77% | +46,261+61.0% | Added |
| Treasurer of the State of North Carolina | 120,632 | $8.82M | 0.03% | −4,704−3.8% | Reduced |
| G2 Investment Partners Management LLC | 120,459 | $8.80M | 1.81% | +4,140+3.6% | Added |
| Natixis | 120,332 | $8.79M | 0.05% | +100,752+514.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 118,807 | $8.68M | 0.07% | +16,705+16.4% | Added |
| Flight Deck Capital, LP | 118,500 | $8.66M | 6.56% | +31,800+36.7% | Added |
| Allen Investment Management LLC | 116,683 | $8.53M | 0.09% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 115,999 | $8.48M | 2.96% | +11,019+10.5% | Added |
| Capital Fund Management S.A. | 113,741 | $8.31M | 0.08% | −520,925−82.1% | Reduced |
| Andra AP-fonden | 113,600 | $8.30M | 0.11% | +113,600 | New |
| Mitsubishi UFJ Trust & Banking Corp | 108,390 | $7.92M | 0.02% | +108,390 | New |
| Omega Financial Group, LLC | 105,627 | $7.72M | 2.60% | −9,003−7.9% | Reduced |
| Rakuten Investment Management, Inc. | 95,856 | $7.67M | 0.03% | +95,856 | New |
| Twin Tree Management, LP | 102,477 | $7.49M | 0.35% | −95,966−48.4% | Reduced |
| Walleye Capital LLC | 102,285 | $7.47M | 0.06% | +33,243+48.1% | Added |
| Asset Management One Co.,Ltd. | 100,994 | $7.38M | 0.02% | +100,994 | New |
| KLP Kapitalforvaltning AS | 98,700 | $7.21M | 0.03% | +47,100+91.3% | Added |
| Korea Investment CORP | 97,418 | $7.12M | 0.01% | +97,418 | New |
| Public Sector Pension Investment Board | 97,200 | $7.10M | 0.03% | +97,200 | New |
| Pictet Asset Management Holding SA | 97,027 | $7.09M | 0.01% | +58,780+153.7% | Added |
| HSBC Holdings PLC | 96,756 | $6.98M | 0.00% | −95,618−49.7% | Reduced |
| State of New Jersey Common Pension Fund D | 95,521 | $6.98M | 0.03% | +9,311+10.8% | Added |
| Balyasny Asset Management LLC | 95,411 | $6.97M | 0.01% | −296,767−75.7% | Reduced |
| Forsta Ap-Fonden | 93,200 | $6.81M | 0.04% | +93,200 | New |
| Danske Bank A/S | 92,000 | $6.72M | 0.02% | +88,997+2,963.6% | Added |
| Polar Asset Management Partners Inc. | 91,971 | $6.72M | 0.14% | +91,971 | New |
| Russell Investments Group, Ltd. | 89,830 | $6.56M | 0.01% | +50,400+127.8% | Added |
| Parallax Volatility Advisers, L.P. | 89,283 | $6.52M | 0.19% | +89,283 | New |
| Advisor Group Holdings, Inc. | 75,423 | $6.30M | 0.01% | −117−0.2% | Reduced |
| RJA Asset Management LLC | 85,500 | $6.25M | 2.38% | −468,327−84.6% | Reduced |
| Paloma Partners Management Co | 85,087 | $6.22M | 1.24% | −8,687−9.3% | Reduced |
| Public Employees Retirement System of Ohio | 83,825 | $6.13M | 0.02% | +520+0.6% | Added |
| Victory Capital Management Inc | 83,360 | $6.09M | 0.00% | +13,532+19.4% | Added |
| Hidden Lake Asset Management LP | 83,222 | $6.08M | 2.43% | −135,747−62.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 82,088 | $6.04M | 0.03% | +82,088 | New |
| Nomura Asset Management Co Ltd | 80,120 | $5.86M | 0.02% | +80,120 | New |
| Arizona State Retirement System | 80,014 | $5.85M | 0.03% | +6,656+9.1% | Added |
| Group One Trading, L.P. | 74,950 | $5.48M | 0.16% | +74,950 | New |
| Ambassador Advisors, LLC | 73,358 | $5.36M | 0.80% | −1,877−2.5% | Reduced |
| Voleon Capital Management LP | 72,809 | $5.32M | 0.13% | +57,186+366.0% | Added |
| Ballentine Partners, LLC | 71,476 | $5.22M | 0.07% | −4,546−6.0% | Reduced |
| Maytus Capital Management, LLC | 71,000 | $5.19M | 1.11% | +71,000 | New |
| Virtu Financial LLC | 70,767 | $5.17M | 0.29% | +70,767 | New |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $5.07M | 1.61% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 67,924 | $4.96M | 0.01% | −4,990−6.8% | Reduced |
| Handelsbanken Fonder AB | 67,200 | $4.91M | 0.02% | +7,800+13.1% | Added |
| Jain Global LLC | 66,251 | $4.84M | 0.06% | +66,251 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 65,002 | $4.75M | 0.01% | −4,466−6.4% | Reduced |
| Osterweis Capital Management Inc | 63,519 | $4.64M | 0.21% | −65,326−50.7% | Reduced |
| Cetera Investment Advisers | 62,131 | $4.54M | 0.01% | +9,932+19.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,100 | $4.54M | 0.04% | +62,100 | New |
| Two Sigma Investments, LP | 62,069 | $4.54M | 0.01% | +24,900+67.0% | Added |
| Ieq Capital, LLC | 62,055 | $4.53M | 0.01% | +17,350+38.8% | Added |
| Mariner, LLC | 60,970 | $4.46M | 0.01% | +6,892+12.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 60,708 | $4.44M | 0.01% | +5,827+10.6% | Added |
| Weiss Asset Management LP | 58,376 | $4.27M | 0.06% | +58,376 | New |
| Panoramic Capital, LLC | 58,155 | $4.25M | 2.69% | −19,424−25.0% | Reduced |
| Liontrust Investment Partners LLP | 55,389 | $4.05M | 0.06% | +19,566+54.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 53,100 | $3.88M | 0.02% | +53,100 | New |
| IFM Investors Pty Ltd | 50,679 | $3.85M | 0.03% | +50,679 | New |
| Zacks Investment Management | 52,720 | $3.85M | 0.03% | −1,044−1.9% | Reduced |
| DnB Asset Management AS | 50,782 | $3.71M | 0.01% | +47,863+1,639.7% | Added |
| Atomi Financial Group, Inc. | 49,660 | $3.63M | 0.12% | −4,968−9.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 48,110 | $3.52M | 0.05% | −4,096−7.8% | Reduced |
| AXA Investment Managers S.A. | 47,821 | $3.49M | 0.01% | +47,821 | New |
| Baird Financial Group, Inc. | 46,456 | $3.40M | 0.01% | +46,456 | New |
| Hillsdale Investment Management Inc. | 46,400 | $3.39M | 0.10% | 00.0% | Unchanged |
| Xponance, Inc. | 44,961 | $3.29M | 0.03% | +16,516+58.1% | Added |
| Clear Street Group Inc. | 44,570 | $3.26M | 0.02% | +44,570 | New |
| TD Asset Management Inc | 44,469 | $3.25M | 0.00% | +44,469 | New |
| Truist Financial Corp | 44,356 | $3.24M | 0.00% | −16,369−27.0% | Reduced |
| Neo Ivy Capital Management | 42,850 | $3.13M | 0.76% | +42,850 | New |
| Mount Vernon Associates Inc | 42,725 | $3.12M | 2.18% | −800−1.8% | Reduced |
| Moore Capital Management, LP | 42,500 | $3.11M | 0.06% | +42,500 | New |
| Toronto Dominion Bank | 42,233 | $3.09M | 0.01% | +42,233 | New |
| Janus Henderson Group PLC | 40,702 | $2.97M | 0.00% | −66,480−62.0% | Reduced |
| Commonwealth Equity Services, LLC | 40,063 | $2.93M | 0.00% | −5,743−12.5% | Reduced |
| OP Asset Management Ltd | 39,469 | $2.88M | 0.04% | +30,004+317.0% | Added |
| British Columbia Investment Management Corp | 38,479 | $2.81M | 0.02% | +38,479 | New |