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 7 sales; 661 institutions reported holding it in 13F filings for Q2 2026, worth $21.4B in total; D1 Capital Partners is the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in Affirm Holdings, Inc. as of Dec 31, 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
- 640
- +33 vs. Q3 2025
- Shares held
- 239.4M
- +12.5M (+5.5%) vs. Q3 2025
- Total value
- $17.8B
- +$1.19B (+7.2%) vs. Q3 2025
- New holders
- 122
- 252 more added
- Sold out
- 89
- 182 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $21.4B |
| Q1 2026 | 593 | $11.0B |
| Q4 2025 | 640 | $17.8B |
| Q3 2025 | 616 | $16.7B |
| Q2 2025 | 562 | $15.5B |
| Q1 2025 | 491 | $9.77B |
| Q4 2024 | 502 | $12.6B |
| Q3 2024 | 426 | $8.12B |
| Q2 2024 | 378 | $5.80B |
| Q1 2024 | 383 | $9.48B |
| Q4 2023 | 408 | $10.9B |
| Q3 2023 | 312 | $4.17B |
| Q2 2023 | 313 | $2.73B |
| Q1 2023 | 308 | $1.98B |
| Q4 2022 | 354 | $1.59B |
| Q3 2022 | 354 | $3.26B |
| Q2 2022 | 348 | $2.94B |
| Q1 2022 | 391 | $7.35B |
| Q4 2021 | 440 | $14.4B |
| Q3 2021 | 340 | $13.3B |
| Q2 2021 | 230 | $6.02B |
| Q1 2021 | 207 | $5.81B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,847,206 | $1.85B | 0.03% | +428,138+1.8% | Added |
| Capital Research Global Investors | 23,145,942 | $1.72B | 0.32% | +104,239+0.5% | Added |
| Morgan Stanley | 23,010,300 | $1.71B | 0.10% | +42,534+0.2% | Added |
| Capital World Investors | 21,710,914 | $1.62B | 0.22% | +507,224+2.4% | Added |
| BlackRock, Inc. | 18,873,925 | $1.40B | 0.02% | +1,163,075+6.6% | Added |
| FMR LLC | 13,675,838 | $1.02B | 0.05% | +1,435,478+11.7% | Added |
| State Street Corp | 5,847,566 | $435.2M | 0.01% | +205,601+3.6% | Added |
| Geode Capital Management, LLC | 5,501,387 | $408.4M | 0.03% | +329,312+6.4% | Added |
| Baillie Gifford & Co | 5,482,943 | $408.1M | 0.34% | −412,419−7.0% | Reduced |
| Marshall Wace, LLP | 4,333,752 | $322.6M | 0.31% | −132,772−3.0% | Reduced |
| Invesco Ltd. | 4,071,571 | $303.0M | 0.03% | −262,120−6.0% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 3,817,170 | $284.1M | 2.09% | +3,817,170 | New |
| Norges Bank | 3,788,266 | $282.0M | 0.03% | +3,788,266 | New |
| Durable Capital Partners LP | 3,681,173 | $274.0M | 2.59% | −2,587,342−41.3% | Reduced |
| Jericho Capital Asset Management L.P. | 3,601,248 | $268.0M | 3.05% | +251,000+7.5% | Added |
| Lord, Abbett & Co. LLC | 2,159,982 | $160.8M | 0.49% | +577,695+36.5% | Added |
| Bank of America Corp | 2,153,730 | $160.3M | 0.01% | −111,387−4.9% | Reduced |
| Foxhaven Asset Management, LP | 1,906,882 | $141.9M | 3.50% | −25,599−1.3% | Reduced |
| JPMorgan Chase & Co | 1,855,883 | $138.1M | 0.01% | +317,475+20.6% | Added |
| 1832 Asset Management L.P. | 1,782,700 | $132.7M | 0.17% | −555,700−23.8% | Reduced |
| UBS Group AG | 1,712,842 | $127.5M | 0.03% | −68,049−3.8% | Reduced |
| Price T Rowe Associates Inc | 1,697,500 | $126.3M | 0.01% | +1,029,646+154.2% | Added |
| Northern Trust Corp | 1,647,608 | $122.6M | 0.02% | +17,673+1.1% | Added |
| Wellington Management Group LLP | 1,504,709 | $112.0M | 0.02% | +585,357+63.7% | Added |
| Spyglass Capital Management LLC | 1,443,580 | $107.4M | 5.38% | +439,757+43.8% | Added |
| Dimensional Fund Advisors LP | 1,408,408 | $104.9M | 0.02% | +77,690+5.8% | Added |
| Franklin Resources Inc | 1,405,089 | $104.6M | 0.03% | +575,727+69.4% | Added |
| Charles Schwab Investment Management Inc | 1,396,929 | $104.0M | 0.02% | +85,348+6.5% | Added |
| Atreides Management, LP | 1,384,941 | $103.1M | 2.19% | +1,177,036+566.1% | Added |
| Qube Research & Technologies Ltd | 1,295,987 | $96.5M | 0.14% | −850,105−39.6% | Reduced |
| Alliancebernstein L.P. | 1,284,313 | $95.6M | 0.03% | +117,943+10.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,274,227 | $94.3M | 0.15% | +12,616+1.0% | Added |
| Goldman Sachs Group Inc | 1,231,231 | $91.6M | 0.01% | −494,071−28.6% | Reduced |
| Neuberger Berman Group LLC | 1,104,068 | $82.2M | 0.06% | +667,729+153.0% | Added |
| Tremblant Capital Group | 1,060,440 | $78.9M | 2.01% | +1,060,440 | New |
| UBS Asset Management Americas Inc | 1,049,886 | $78.1M | 0.02% | +109,755+11.7% | Added |
| Bank of New York Mellon Corp | 1,047,132 | $77.9M | 0.01% | +10,792+1.0% | Added |
| Gilder Gagnon Howe & Co LLC | 952,909 | $70.9M | 0.75% | −21,562−2.2% | Reduced |
| Leo Wealth, LLC | 924,705 | $68.8M | 4.99% | −650.0% | Reduced |
| American Century Companies Inc | 908,435 | $67.6M | 0.03% | +422,922+87.1% | Added |
| Amundi | 895,703 | $66.7M | 0.02% | +350,318+64.2% | Added |
| Westfield Capital Management Co LP | 851,834 | $63.4M | 0.26% | +150,227+21.4% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 820,000 | $61.0M | 0.57% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 793,941 | $59.1M | 0.71% | +342,669+75.9% | Added |
| ThornTree Capital Partners LP | 767,754 | $57.1M | 9.56% | +352,155+84.7% | Added |
| Swiss National Bank | 741,800 | $55.2M | 0.03% | −30,000−3.9% | Reduced |
| Capital Impact Advisors, LLC | 731,252 | $54.4M | 4.26% | +568,827+350.2% | Added |
| Allen Operations LLC | 721,382 | $53.7M | 6.72% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 649,584 | $48.3M | 0.01% | +500,187+334.8% | Added |
| Nuveen, LLC | 628,194 | $46.8M | 0.01% | −263,885−29.6% | Reduced |
| AustralianSuper Pty Ltd | 622,756 | $46.4M | 0.22% | +622,756 | New |
| Legal & General Group Plc | 605,521 | $45.1M | 0.01% | +122,584+25.4% | Added |
| Quantinno Capital Management LP | 590,954 | $44.0M | 0.09% | +22,365+3.9% | Added |
| Citigroup Inc | 578,081 | $43.0M | 0.03% | +73,102+14.5% | Added |
| Mane Global Capital Management LP | 535,577 | $39.9M | 2.18% | +35,264+7.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 528,220 | $39.3M | 0.02% | −471−0.1% | Reduced |
| Pacific Heights Asset Management LLC | 525,000 | $39.1M | 1.46% | +85,000+19.3% | Added |
| California Public Employees Retirement System | 494,911 | $36.8M | 0.02% | +25,640+5.5% | Added |
| Capital International Investors | 489,264 | $36.4M | 0.01% | −1,246−0.3% | Reduced |
| SG Americas Securities, LLC | 475,141 | $35.4M | 0.05% | +260,792+121.7% | Added |
| BNP Paribas Arbitrage, SA | 471,683 | $35.1M | 0.02% | −41,689−8.1% | Reduced |
| Citadel Advisors LLC | 417,982 | $31.1M | 0.02% | −292,375−41.2% | Reduced |
| Glendon Capital Management LP | 417,100 | $31.0M | 1.85% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 416,612 | $31.0M | 0.04% | −70,534−14.5% | Reduced |
| Polar Capital Holdings Plc | 411,776 | $30.6M | 0.14% | +10,195+2.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 411,681 | $30.5M | 0.02% | +37,923+10.1% | Added |
| Deutsche Bank AG | 408,584 | $30.4M | 0.01% | +32,160+8.5% | Added |
| Schonfeld Strategic Advisors LLC | 383,433 | $28.5M | 0.14% | +260,675+212.3% | Added |
| SEI Investments Co | 381,596 | $28.4M | 0.03% | +198,556+108.5% | Added |
| California State Teachers Retirement System | 379,803 | $28.3M | 0.03% | −5,647−1.5% | Reduced |
| NZS Capital, LLC | 360,091 | $26.8M | 0.82% | +3,165+0.9% | Added |
| 12 West Capital Management LP | 350,000 | $26.1M | 3.10% | 00.0% | Unchanged |
| First Trust Advisors LP | 338,771 | $25.2M | 0.02% | −239,410−41.4% | Reduced |
| Islander Capital Partners, L.P. | 326,355 | $24.3M | 10.95% | +326,355 | New |
| Moore Capital Management, LP | 323,872 | $24.1M | 0.49% | +281,372+662.1% | Added |
| Blair William & Co | 320,683 | $23.9M | 0.06% | −306−0.1% | Reduced |
| Rhumbline Advisers | 315,881 | $23.5M | 0.02% | −9,046−2.8% | Reduced |
| Capital Fund Management S.A. | 311,780 | $23.2M | 0.22% | +198,039+174.1% | Added |
| Royal Bank of Canada | 294,200 | $21.9M | 0.00% | −19,941−6.3% | Reduced |
| Barclays PLC | 267,628 | $19.9M | 0.01% | −36,744−12.1% | Reduced |
| Gillson Capital LP | 265,072 | $19.7M | 1.29% | +142,972+117.1% | Added |
| Hudson Bay Capital Management LP | 252,500 | $18.8M | 0.11% | +252,500 | New |
| Bank of Montreal | 246,485 | $18.3M | 0.01% | +225,771+1,089.9% | Added |
| State Board of Administration of Florida Retirement System | 243,943 | $18.2M | 0.03% | −3,980−1.6% | Reduced |
| Allianz Asset Management GmbH | 242,948 | $18.1M | 0.02% | −3,912−1.6% | Reduced |
| Envestnet Asset Management Inc | 237,176 | $17.7M | 0.01% | +2,024+0.9% | Added |
| Trexquant Investment LP | 235,524 | $17.5M | 0.16% | +98,363+71.7% | Added |
| Allen Holding Inc | 230,000 | $17.1M | 1.63% | 00.0% | Unchanged |
| Steadview Capital Management LLC | 227,705 | $16.9M | 3.19% | +214,405+1,612.1% | Added |
| Balyasny Asset Management LLC | 227,143 | $16.9M | 0.03% | +131,732+138.1% | Added |
| Diversify Advisory Services, LLC | 221,156 | $16.5M | 0.52% | +1,323+0.6% | Added |
| Driehaus Capital Management LLC | 217,252 | $16.2M | 0.11% | −97,941−31.1% | Reduced |
| Dilation Capital Management LP | 215,688 | $16.1M | 7.38% | +36,285+20.2% | Added |
| Wells Fargo & Company | 213,905 | $15.9M | 0.00% | −257,081−54.6% | Reduced |
| Voya Investment Management LLC | 197,904 | $14.7M | 0.01% | +169,374+593.7% | Added |
| Aviva PLC | 196,808 | $14.6M | 0.02% | +11,435+6.2% | Added |
| Penserra Capital Management LLC | 195,031 | $14.5M | 0.17% | −33,263−14.6% | Reduced |
| KBC Group NV | 194,406 | $14.5M | 0.03% | +176,399+979.6% | Added |
| Science & Technology Partners, L.P. | 188,100 | $14.0M | 3.91% | +188,100 | New |
| Picton Mahoney Asset Management | 185,978 | $13.8M | 0.15% | +52,520+39.4% | Added |