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 |
|---|---|---|---|---|---|
| Jasper Ridge Partners, L.P. | 38,086 | $2.78M | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 37,718 | $2.76M | 0.01% | −9,642−20.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 37,372 | $2.73M | 0.00% | +37,372 | New |
| Gunderson Capital Management Inc. | 36,406 | $2.66M | 0.98% | +36,406 | New |
| Storebrand Asset Management AS | 36,301 | $2.65M | 0.01% | +36,301 | New |
| Employees Retirement System of Texas | 35,771 | $2.61M | 0.02% | −10,463−22.6% | Reduced |
| JustInvest LLC | 35,200 | $2.57M | 0.03% | +4,098+13.2% | Added |
| Teacher Retirement System of Texas | 35,066 | $2.56M | 0.01% | −15,397−30.5% | Reduced |
| Wolverine Trading, LLC | 33,446 | $2.56M | 0.05% | +33,446 | New |
| Diker Management LLC | 35,000 | $2.56M | 2.07% | +5,000+16.7% | Added |
| Brevan Howard Capital Management LP | 34,875 | $2.55M | 0.04% | −126,930−78.4% | Reduced |
| GWM Advisors LLC | 34,222 | $2.50M | 0.01% | +6,804+24.8% | Added |
| Evolutionary Tree Capital Management, LLC | 34,173 | $2.50M | 2.72% | −6,322−15.6% | Reduced |
| Nissay Asset Management Corp | 33,650 | $2.46M | 0.01% | +33,650 | New |
| Polen Capital Management LLC | 33,096 | $2.42M | 0.01% | +3,069+10.2% | Added |
| Flagship Harbor Advisors, LLC | 32,947 | $2.41M | 0.10% | +32,947 | New |
| Mercer Global Advisors Inc | 31,928 | $2.33M | 0.00% | +299+0.9% | Added |
| Credit Agricole S A | 31,307 | $2.29M | 0.01% | +31,307 | New |
| Silvant Capital Management LLC | 29,861 | $2.18M | 0.08% | +29,861 | New |
| HighTower Advisors, LLC | 29,783 | $2.18M | 0.00% | +2,275+8.3% | Added |
| Wakefield Asset Management LLLP | 29,433 | $2.15M | 0.59% | −2,835−8.8% | Reduced |
| Daiwa Securities Group Inc. | 29,152 | $2.13M | 0.01% | +25,401+677.2% | Added |
| Simplicity Wealth,LLC | 29,018 | $2.12M | 0.12% | +29,018 | New |
| O'Shaughnessy Asset Management, LLC | 28,782 | $2.10M | 0.01% | +7,121+32.9% | Added |
| Captrust Financial Advisors | 28,735 | $2.10M | 0.00% | +1,263+4.6% | Added |
| Voya Investment Management LLC | 28,530 | $2.08M | 0.00% | −140,678−83.1% | Reduced |
| Creative Planning | 28,333 | $2.07M | 0.00% | +5,633+24.8% | Added |
| Caxton Associates LLP | 27,892 | $2.04M | 0.06% | +27,892 | New |
| Catalyst Funds Management Pty Ltd | 27,100 | $1.98M | 0.30% | +16,300+150.9% | Added |
| FIL Ltd | 26,633 | $1.95M | 0.00% | +26,633 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,603 | $1.94M | 0.02% | +26,603 | New |
| SBI Securities Co., Ltd. | 26,450 | $1.93M | 0.05% | −3,076−10.4% | Reduced |
| Blueshift Asset Management, LLC | 26,302 | $1.92M | 0.59% | −36,332−58.0% | Reduced |
| Donoghue Forlines LLC | 25,586 | $1.87M | 0.58% | +25,586 | New |
| Independent Financial Group, LLC | 25,149 | $1.84M | 0.04% | −31,598−55.7% | Reduced |
| Belpointe Asset Management LLC | 25,010 | $1.83M | 0.07% | +7,540+43.2% | Added |
| Squarepoint Ops LLC | 24,923 | $1.82M | 0.00% | −481,218−95.1% | Reduced |
| Thrivent Financial for Lutherans | 24,677 | $1.80M | 0.00% | −28,287−53.4% | Reduced |
| GF Fund Management Co. Ltd. | 24,491 | $1.79M | 0.03% | −3,701−13.1% | Reduced |
| Ashford Capital Management Inc | 23,603 | $1.72M | 0.19% | −300−1.3% | Reduced |
| Boothbay Fund Management, LLC | 23,345 | $1.71M | 0.04% | −9,913−29.8% | Reduced |
| Public Employees Retirement Association of Colorado | 23,329 | $1.71M | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 23,001 | $1.68M | 0.01% | −56,238−71.0% | Reduced |
| Nordea Investment Management AB | 23,363 | $1.66M | 0.00% | −206,474−89.8% | Reduced |
| Integris Wealth Management, LLC | 22,260 | $1.63M | 0.40% | +488+2.2% | Added |
| Swiss Life Asset Management Ltd | 22,049 | $1.61M | 0.01% | +15,399+231.6% | Added |
| Vinva Investment Management Ltd | 20,828 | $1.59M | 0.03% | +20,828 | New |
| Pathstone Holdings, LLC | 21,517 | $1.57M | 0.01% | +2,337+12.2% | Added |
| Bridgeway Capital Management, LLC | 21,430 | $1.57M | 0.03% | +21,430 | New |
| Gladstone Institutional Advisory LLC | 21,209 | $1.55M | 0.06% | +2,144+11.2% | Added |
| Bank of Montreal | 20,714 | $1.51M | 0.00% | −342,014−94.3% | Reduced |
| Gsa Capital Partners LLP | 20,670 | $1.51M | 0.13% | +5,223+33.8% | Added |
| DRW Securities, LLC | 20,440 | $1.49M | 0.08% | +20,440 | New |
| US Bancorp | 20,298 | $1.48M | 0.00% | +334+1.7% | Added |
| Cerity Partners LLC | 20,177 | $1.47M | 0.00% | +8,372+70.9% | Added |
| Ardsley Advisory Partners LP | 20,000 | $1.46M | 0.22% | −177,000−89.8% | Reduced |
| Element Squared LLC | 19,986 | $1.46M | 0.83% | +19,986 | New |
| Mission Wealth Management, LP | 19,519 | $1.43M | 0.03% | −13−0.1% | Reduced |
| Summit Trail Advisors, LLC | 19,403 | $1.42M | 0.02% | +7,499+63.0% | Added |
| MML Investors Services, LLC | 19,399 | $1.42M | 0.00% | +1,305+7.2% | Added |
| Northwestern Mutual Wealth Management Co | 19,397 | $1.42M | 0.00% | +14,391+287.5% | Added |
| Pensionmark Financial Group, LLC | 19,364 | $1.42M | 0.03% | −10,272−34.7% | Reduced |
| M&T Bank Corp | 19,088 | $1.40M | 0.00% | −2,454−11.4% | Reduced |
| Arete Wealth Advisors, LLC | 18,696 | $1.37M | 0.09% | +12,728+213.3% | Added |
| Los Angeles Capital Management LLC | 18,569 | $1.36M | 0.00% | −2,796−13.1% | Reduced |
| Amalgamated Bank | 18,320 | $1.34M | 0.01% | +949+5.5% | Added |
| KBC Group NV | 18,007 | $1.32M | 0.00% | +11,171+163.4% | Added |
| Gateway Investment Advisers LLC | 18,000 | $1.32M | 0.01% | +18,000 | New |
| Prudential Financial Inc | 17,930 | $1.31M | 0.00% | −55−0.3% | Reduced |
| Independent Advisor Alliance | 17,752 | $1.30M | 0.03% | −87−0.5% | Reduced |
| Cim Investment Mangement Inc | 17,631 | $1.29M | 0.35% | −18,070−50.6% | Reduced |
| Armistice Capital, LLC | 17,536 | $1.28M | 0.04% | +17,536 | New |
| Caisse de Depot Et Placement du Quebec | 17,445 | $1.27M | 0.00% | +17,445 | New |
| We Are One Seven, LLC | 17,392 | $1.27M | 0.03% | +1,239+7.7% | Added |
| CI Private Wealth, LLC | 17,032 | $1.24M | 0.00% | +815+5.0% | Added |
| Fairvoy Private Wealth, LLC | 16,712 | $1.22M | 0.28% | +16,712 | New |
| Dynamic Technology Lab Private Ltd | 16,592 | $1.21M | 0.21% | +16,592 | New |
| Edgestream Partners, L.P. | 16,551 | $1.21M | 0.04% | +16,551 | New |
| Rakuten Securities, Inc. | 16,416 | $1.20M | 0.44% | +8,948+119.8% | Added |
| Savant Capital, LLC | 16,315 | $1.19M | 0.01% | +37+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,168 | $1.18M | 0.01% | +16,168 | New |
| Mackenzie Financial Corp | 15,995 | $1.17M | 0.00% | +15,995 | New |
| CAPROCK Group, Inc. | 12,825 | $1.13M | 0.03% | +12,825 | New |
| Natixis Advisors, L.P. | 15,454 | $1.13M | 0.00% | −3,438−18.2% | Reduced |
| Capula Management Ltd | 15,324 | $1.12M | 0.01% | +15,324 | New |
| Vident Advisory, LLC | 15,302 | $1.12M | 0.01% | +1,600+11.7% | Added |
| Dark Forest Capital Management LP | 14,876 | $1.09M | 0.04% | +11,610+355.5% | Added |
| GTS Securities LLC | 14,634 | $1.07M | 0.04% | +14,634 | New |
| Catalytic Wealth RIA, LLC | 14,619 | $1.07M | 0.04% | +7,607+108.5% | Added |
| Machina Capital S.A.S. | 14,416 | $1.05M | 0.19% | +6,723+87.4% | Added |
| Vontobel Holding Ltd. | 14,217 | $1.04M | 0.00% | +7,842+123.0% | Added |
| Utah Retirement Systems | 14,183 | $1.04M | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 14,088 | $1.03M | 0.00% | +13,067+1,279.8% | Added |
| Alta Wealth Advisors LLC | 13,937 | $1.02M | 0.36% | +13,937 | New |
| RFG Advisory, LLC | 13,927 | $1.02M | 0.02% | +2,453+21.4% | Added |
| Baker Avenue Asset Management, LP | 13,697 | $1.00M | 0.02% | +13,697 | New |
| Manufacturers Life Insurance Company, The | 13,666 | $998.7K | 0.00% | +395+3.0% | Added |
| Maryland State Retirement & Pension System | 13,650 | $997.5K | 0.02% | +609+4.7% | Added |
| CSS LLC | 13,540 | $989.5K | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 13,416 | $980.4K | 0.00% | −5,691−29.8% | Reduced |