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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.

Q4 2025 vs. Q3 2025

How the institutions holding Affirm Holdings, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of AFRM: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders6169640+33
Shares227.1M106.5K239.4M+12.5M (+5.5%)
Value$16.6B$7.90M$17.8B+$1.19B (+7.2%)

9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (122)

Institutions that held Affirm Holdings, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 122 by value.

Institutions new to AFRM in Q4 2025
InstitutionSharesValue% of portfolio
Lone Pine Capital LLCSuperinvestorLone Pine Capital3,817,170$284.1M2.09%
Norges Bank3,788,266$282.0M0.03%
Tremblant Capital Group1,060,440$78.9M2.01%
AustralianSuper Pty Ltd622,756$46.4M0.22%
Islander Capital Partners, L.P.326,355$24.3M10.95%
Hudson Bay Capital Management LP252,500$18.8M0.11%
Science & Technology Partners, L.P.188,100$14.0M3.91%
Intercapital, LLC179,762$13.4M7.02%
Woodson Capital Management, LP130,000$9.68M1.49%
Ilex Capital Partners (UK) LLP128,675$9.58M0.27%
PFA Pension, Forsikringsaktieselskab106,844$8.10M0.02%
Lansforsakringar Fondforvaltning AB (publ)89,095$6.63M0.03%
Q Fund Management (Hong Kong) Ltd86,200$6.42M6.02%
Winton Group Ltd82,304$6.13M0.21%
Nomura Asset Management International Inc.75,609$5.63M0.01%
BI Asset Management Fondsmaeglerselskab A/S74,614$5.55M0.05%
Alberta Investment Management Corp70,900$5.28M0.03%
Robeco Institutional Asset Management B.V.70,000$5.21M0.01%
Capelight Capital Asset Management LP66,000$4.91M4.87%
Sumitomo Life Insurance Co61,100$4.55M0.12%
Osmosis Investment Management UK Ltd56,803$4.23M0.11%
NLB Skladi, upravljanje premozenja, d.o.o.55,974$4.17M0.19%
Ameliora Wealth Management Ltd.40,000$2.98M0.91%
J. Safra Sarasin Holding AG37,724$2.86M0.05%
Readystate Asset Management LP34,647$2.58M0.11%
Connor, Clark & Lunn Investment Management Ltd.33,550$2.50M0.01%
PensionDanmark Pensionsforsikringsaktieselskab28,730$2.14M0.02%
Y-Intercept (Hong Kong) Ltd27,530$2.05M0.05%
Fieldview Capital Management, LLC27,466$2.04M0.35%
XTX Topco Ltd25,919$1.93M0.05%
Dockside LLC25,067$1.87M0.48%
Nicholas Hoffman & Company, LLC.22,571$1.68M0.04%
Eurizon Capital SGR S.p.A.21,656$1.62M0.01%
AG2R la Mondiale Gestion D'Actifs18,484$1.38M0.06%
Shelton Wealth Management, LLC17,675$1.32M0.57%
Candriam Luxembourg S.C.A.17,526$1.30M0.01%
BloombergSen Inc.15,292$1.14M0.12%
New York State Teachers Retirement System14,369$1.07M0.00%
Wiley Bros.-Aintree Capital, LLC14,023$1.04M0.01%
Pacific Sage Partners, LLC14,000$1.04M0.17%
Royal Fund Management, LLC13,244$985.8K0.09%
Capstone Capital Management Ltd13,241$985.5K0.95%
Bluebird Wealth Management LLC11,681$869.4K0.81%
PCM Encore, LLC11,025$820.6K0.17%
Abn Amro Investment Solutions10,553$785.5K0.01%
Odyssean, LLC10,026$746.2K0.54%
North Dakota State Investment Board9,447$703.1K0.03%
CIBC World Markets Corp9,392$699.0K0.00%
Laurion Capital Management LP9,264$689.5K0.05%
Lighthouse Investment Partners, LLC8,820$656.5K0.02%
Cannon Global Investment Management, LLC8,000$595.4K1.58%
Vestmark Advisory Solutions, Inc.7,412$551.7K0.01%
PMC FIG Opportunities LLC6,548$487.4K0.77%
Two Sigma Securities, LLC6,458$480.7K0.07%
Rhodes Investment Advisors Inc6,237$464.2K0.38%
Dai-Ichi Life Insurance Company, Ltd5,190$386.3K0.01%
Yarbrough Capital, LLC5,034$374.7K0.01%
Woodline Partners LP4,988$371.3K0.00%
Ares Systematic Credit Ltd4,752$353.7K0.29%
Quantitative Investment Management, LLC4,647$345.0K0.03%
TCW Group Inc4,207$313.1K0.00%
Arista Wealth Management, LLC4,018$299.1K0.04%
Skopos Labs, Inc.3,591$271.2K0.01%
Vantage Financial Partners, LLC3,527$262.5K0.05%
OpenArc Corporate Advisory, LLC3,072$228.6K0.00%
USA Financial Portformulas Corp2,886$214.8K0.04%
Envestnet Portfolio Solutions, Inc.2,883$214.6K0.00%
PFG Advisors2,818$209.7K0.01%
Childress Capital Advisors, LLC2,721$202.5K0.03%
PDT Partners, LLC2,709$201.6K0.01%
Pinnacle Wealth Planning Services, Inc.2,605$193.9K0.02%
Persistent Asset Partners Ltd2,339$174.1K0.08%
ASR Vermogensbeheer N.V.2,315$172.3K0.00%
SageView Advisory Group, LLC1,933$143.9K0.00%
E. Ohman J:or Asset Management AB1,932$143.8K0.00%
Torren Management, LLC1,671$124.4K0.06%
Raleigh Capital Management Inc.1,635$121.7K0.04%
Thurston, Springer, Miller, Herd & Titak, Inc.1,314$97.8K0.03%
Hollencrest Capital Management700$52.1K0.00%
Osbon Capital Management LLC661$49.2K0.05%
Strive Financial Group ,LLC450$33.5K0.02%
Triumph Capital Management428$31.9K0.01%
Garden State Investment Advisory Services LLC354$26.3K0.01%
Greenline Wealth Management LLC347$25.8K0.03%
Basecamp Wealth Advisors LLC307$22.9K0.00%
McGuire Capital Advisors Inc269$20.0K0.01%
Reflection Asset Management260$19.4K0.01%
Zions Bancorporation, National Association202$15.0K0.00%
Raiffeisen Bank International AG195$14.8K0.00%
Elequin Capital LP158$11.8K0.00%
Purpose Unlimited Inc.158$11.8K0.00%
Vision Retirement, LLC123$9.15K0.00%
Keating Financial Advisory Services, Inc.123$9.15K0.00%
Bayban100$7.44K0.01%
Abound Financial, LLC85$6.33K0.00%
Rachor Investment Advisory Services, LLC74$5.51K0.00%
Truvestments Capital LLC64$4.76K0.00%
Quarry LP58$4.32K0.00%
Atlantic Union Bankshares Corp52$3.87K0.00%
Signature Equity Partners, LLC44$3.28K0.00%

Sold out (89)

Institutions that held Affirm Holdings, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of AFRM in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Holocene Advisors, LP1,545,605$113.0M
Amanah Holdings Trust519,230$37.9M
Worldquant Millennium Advisors LLC324,168$23.7M
Rokos Capital Management LLP281,840$20.6M
Federated Hermes, Inc.261,042$19.1M
Voloridge Investment Management, LLC226,568$16.6M
IMC-Chicago, LLC182,984$13.4M
Divisadero Street Capital Management, LP136,246$9.96M
Natixis120,332$8.79M
Flight Deck Capital, LP118,500$8.66M
Public Sector Pension Investment Board97,200$7.10M
Hidden Lake Asset Management LP83,222$6.08M
Voleon Capital Management LP72,809$5.32M
Virtu Financial LLC70,767$5.17M
Weiss Asset Management LP58,376$4.27M
Hillsdale Investment Management Inc.46,400$3.39M
Arrowstreet Capital, Limited Partnership37,372$2.73M
Diker Management LLC35,000$2.56M
Caxton Associates LLP27,892$2.04M
Donoghue Forlines LLC25,586$1.87M
Bridgeway Capital Management, LLC21,430$1.57M
Arete Wealth Advisors, LLC18,696$1.37M
Armistice Capital, LLC17,536$1.28M
Edgestream Partners, L.P.16,551$1.21M
GTS Securities LLC14,634$1.07M
Machina Capital S.A.S.14,416$1.05M
Friedenthal Financial12,855$939.4K
Williamson Legacy Group, LLC10,798$789.1K
Interval Partners, LP10,582$773.3K
Prospera Financial Services Inc10,310$753.5K
Aigen Investment Management, LP9,956$727.6K
Oppenheimer & Co Inc9,453$690.8K
Fox Run Management, L.L.C.9,312$680.5K
FORA Capital, LLC9,292$679.1K
Bridgewater Associates, LP8,860$647.5K
Van Eck Associates Corp8,639$631.0K
Marex Group plc8,451$617.6K
J. Goldman & Co LP8,000$584.6K
Epoch Investment Partners, Inc.7,307$534.0K
Accuvest Global Advisors7,027$514.0K
Integrated Wealth Concepts LLC6,769$494.7K
Left Brain Wealth Management, LLC6,725$491.5K
IPG Investment Advisors LLC5,959$435.5K
Moran Wealth Management, LLC5,741$419.6K
Par Capital Management Inc5,500$401.9K
West Michigan Advisors, LLC4,540$331.8K
Fluent Financial, LLC4,519$330.2K
Buckingham Strategic Partners4,270$321.0K
Rational Advisors LLC4,000$292.3K
Groupama Asset Managment–$272.3K
Intech Investment Management LLC3,587$262.1K
Hilltop Holdings Inc.3,566$260.6K
Integrated Investment Consultants, LLC257,022$257.0K
Highland Capital Management, LLC3,510$256.5K
Inceptionr LLC3,505$256.1K
111 Capital3,255$237.9K
Brighton Jones LLC3,234$236.4K
Capital Markets Trading UK LLP3,216$235.0K
Sherbrooke Park Advisers LLC3,198$233.7K
Prakash Investment Advisors LLC3,085$225.5K
RBF Capital, LLC3,000$219.2K
Birch Financial Group, LLC2,774$202.7K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,444$178.6K
State of Wyoming2,394$175.0K
Harvest Fund Management Co., Ltd2,000$146.0K
Aster Capital Management (DIFC) Ltd1,406$102.8K
Ci Investments Inc.929$68.0K
Principal Securities, Inc.563$41.1K
Mather Group, LLC.402$29.4K
Itau Unibanco Holding S.A.354$25.9K
GPS Wealth Strategies Group, LLC306$22.4K
N.E.W. Advisory Services LLC300$21.9K
Matrix Trust Co200$15.0K
Caitong International Asset Management Co., Ltd164$12.0K
JPL Wealth Management, LLC149$10.9K
Tortoise Investment Management, LLC138$10.1K
Painted Porch Advisors LLC35$2.56K
Halbert Hargrove Global Advisors, LLC31$2.27K
Wealthspire Advisors, LLC24$1.75K
IMG Wealth Management, Inc.21$1.53K
Marquette Asset Management, LLC20$1.46K
Rise Advisors, LLC16$1.17K
Winthrop Capital Management, LLC20$1.00K
Cloud Capital Management, LLC23$1.00K
Grey Fox Wealth Advisors, LLC11$804
Breakwater Investment Management6$439
Davis Capital Management2$146
Palisade Asset Management, LLC1$74
Activest Wealth Management1$73

Not filed for Q4 2025 yet (9)

Institutions that held Affirm Holdings, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AFRM in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.47,821$3.49M
Wolverine Trading, LLC33,446$2.56M
CIBC Bancorp USA Inc.9,600$701.6K
Hemington Wealth Management5,933$433.0K
Wetherby Asset Management Inc4,467$326.4K
Kathleen S. Wright Associates Inc.3,333$243.6K
Shell Asset Management Co1,532$112.0K
Optimum Investment Advisors330$24.1K
West Oak Capital, LLC40$2.90K