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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 929 | $68.0K | 0.00% | +527+131.1% | Added |
| Sound Income Strategies, LLC | 853 | $66.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 886 | $64.7K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 814 | $59.5K | 0.02% | −814−50.0% | Reduced |
| Quadrant Capital Group LLC | 801 | $58.5K | 0.00% | +801 | New |
| CIBC Private Wealth Group, LLC | 788 | $57.6K | 0.00% | −226−22.3% | Reduced |
| Quent Capital, LLC | 583 | $42.6K | 0.00% | +583 | New |
| Umb Bank N A | 573 | $41.9K | 0.00% | +4+0.7% | Added |
| Principal Securities, Inc. | 563 | $41.1K | 0.00% | +58+11.5% | Added |
| Larson Financial Group LLC | 499 | $36.5K | 0.00% | +213+74.5% | Added |
| South State Corp. | 496 | $36.2K | 0.00% | +69+16.2% | Added |
| Bessemer Group Inc | 494 | $36.0K | 0.00% | +330+201.2% | Added |
| Capital Advisors, Ltd. LLC | 485 | $35.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 455 | $33.3K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 450 | $32.9K | 0.02% | +450 | New |
| Copia Wealth Management | 402 | $29.4K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 402 | $29.4K | 0.00% | +402 | New |
| SWAN Capital LLC | 400 | $29.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 355 | $25.9K | 0.00% | +30+9.2% | Added |
| Itau Unibanco Holding S.A. | 354 | $25.9K | 0.00% | −18−4.8% | Reduced |
| Assetmark, Inc | 338 | $24.7K | 0.00% | +178+111.3% | Added |
| Optimum Investment Advisors | 330 | $24.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 221 | $23.6K | 0.00% | +197+820.8% | Added |
| Fifth Third Bancorp | 319 | $23.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 306 | $22.4K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 300 | $21.9K | 0.00% | +200+200.0% | Added |
| Root Financial Partners, LLC | 277 | $20.2K | 0.00% | +277 | New |
| Tower Research Capital LLC (TRC) | 268 | $19.6K | 0.00% | −56−17.3% | Reduced |
| True Wealth Design, LLC | 267 | $19.5K | 0.01% | +232+662.9% | Added |
| Armstrong Advisory Group, Inc | 265 | $19.4K | 0.00% | +200+307.7% | Added |
| Private Wealth Management Group, LLC | 253 | $18.5K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 259 | $18.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 237 | $17.3K | 0.00% | +17+7.7% | Added |
| Covestor Ltd | 228 | $17.0K | 0.01% | −82−26.5% | Reduced |
| Matrix Trust Co | 200 | $15.0K | 0.00% | −42−17.4% | Reduced |
| Tacita Capital Inc | 200 | $14.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $14.6K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 186 | $13.6K | 0.00% | +41+28.3% | Added |
| Sachetta, LLC | 169 | $12.4K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 167 | $12.2K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 164 | $12.0K | 0.01% | +164 | New |
| HM Payson & Co | 163 | $11.9K | 0.00% | +3+1.9% | Added |
| Brown Brothers Harriman & Co | 157 | $11.5K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 149 | $10.9K | 0.00% | +149 | New |
| Tortoise Investment Management, LLC | 138 | $10.1K | 0.00% | +14+11.3% | Added |
| T. Rowe Price Investment Management, Inc. | 120 | $9.00K | 0.00% | +120 | New |
| Bruce G. Allen Investments, LLC | 123 | $8.99K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 116 | $8.48K | 0.00% | +13+12.6% | Added |
| LRI Investments, LLC | 115 | $8.40K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 113 | $8.26K | 0.00% | −276−71.0% | Reduced |
| Hantz Financial Services, Inc. | 115 | $8.00K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $7.31K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $7.31K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 95 | $6.94K | 0.00% | +45+90.0% | Added |
| Salomon & Ludwin, LLC | 87 | $6.51K | 0.00% | +87 | New |
| Bell Investment Advisors, Inc | 88 | $6.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 86 | $6.29K | 0.00% | +2+2.4% | Added |
| CoreCap Advisors, LLC | 83 | $6.07K | 0.00% | −230−73.5% | Reduced |
| Meeder Asset Management Inc | 68 | $4.97K | 0.00% | −132−66.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $4.02K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $4.02K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 52 | $3.80K | 0.00% | +52 | New |
| Essential Partners LLC | 46 | $3.36K | 0.00% | +27+142.1% | Added |
| Cromwell Holdings LLC | 44 | $3.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $3.07K | 0.00% | +7+20.0% | Added |
| SOA Wealth Advisors, LLC. | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $2.90K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 36 | $2.65K | 0.10% | +26+260.0% | Added |
| Painted Porch Advisors LLC | 35 | $2.56K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 34 | $2.48K | 0.00% | +34 | New |
| Clearstead Advisors, LLC | 33 | $2.41K | 0.00% | −242−88.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 26 | $2.30K | 0.00% | +4+18.2% | Added |
| UMA Financial Services, Inc. | 31 | $2.27K | 0.00% | +21+210.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 31 | $2.27K | 0.00% | +31 | New |
| Rothschild Investment LLC | 28 | $2.05K | 0.00% | +3+12.0% | Added |
| Avion Wealth | 28 | $2.00K | 0.00% | +6+27.3% | Added |
| Transamerica Financial Advisors, Inc. | 27 | $1.97K | 0.00% | +27 | New |
| WPG Advisers, LLC | 25 | $1.83K | 0.00% | +6+31.6% | Added |
| Wealthspire Advisors, LLC | 24 | $1.75K | 0.00% | +24 | New |
| Hughes Financial Services, LLC | 23 | $1.75K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 22 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $1.53K | 0.00% | −1,192−98.3% | Reduced |
| Atlantic Trust, LLC | 21 | $1.53K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 21 | $1.53K | 0.00% | +21 | New |
| Marquette Asset Management, LLC | 20 | $1.46K | 0.00% | +20 | New |
| Rise Advisors, LLC | 16 | $1.17K | 0.00% | +6+60.0% | Added |
| Tradewinds Capital Management, LLC | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 23 | $1.00K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 13 | $951 | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 12 | $877 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 11 | $804 | 0.00% | −41−78.8% | Reduced |
| Grey Fox Wealth Advisors, LLC | 11 | $804 | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $731 | 0.00% | −203,590−100.0% | Reduced |
| Vermillion Wealth Management, Inc. | 10 | $731 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $731 | 0.00% | +2+25.0% | Added |
| MV Capital Management, Inc. | 8 | $585 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $585 | 0.00% | +2+33.3% | Added |
| Raffa Wealth Management, LLC | 8 | $585 | 0.00% | +8 | New |