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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; 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, 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.

Institutional holdersQ4 2025: 640 institutions
Q1 2021: 207 institutionsQ2 2021: 230 institutionsQ3 2021: 340 institutionsQ4 2021: 440 institutionsQ1 2022: 391 institutionsQ2 2022: 348 institutionsQ3 2022: 354 institutionsQ4 2022: 354 institutionsQ1 2023: 308 institutionsQ2 2023: 313 institutionsQ3 2023: 312 institutionsQ4 2023: 407 institutionsQ1 2024: 383 institutionsQ2 2024: 378 institutionsQ3 2024: 426 institutionsQ4 2024: 502 institutionsQ1 2025: 491 institutionsQ2 2025: 562 institutionsQ3 2025: 616 institutionsQ4 2025: 640 institutionsQ1 2026: 593 institutionsQ2 2026: 661 institutions
Value heldQ4 2025: $17.8B
Q1 2021: $5.81BQ2 2021: $6.01BQ3 2021: $13.2BQ4 2021: $14.3BQ1 2022: $7.33BQ2 2022: $2.94BQ3 2022: $3.26BQ4 2022: $1.59BQ1 2023: $2.05BQ2 2023: $2.73BQ3 2023: $4.17BQ4 2023: $9.51BQ1 2024: $7.19BQ2 2024: $5.77BQ3 2024: $8.07BQ4 2024: $12.6BQ1 2025: $9.77BQ2 2025: $15.5BQ3 2025: $16.6BQ4 2025: $17.8BQ1 2026: $11.0BQ2 2026: $21.2B
Institutions holding AFRM and their total value by quarter
QuarterHoldersValue
Q2 2026661$21.2B
Q1 2026593$11.0B
Q4 2025640$17.8B
Q3 2025616$16.6B
Q2 2025562$15.5B
Q1 2025491$9.77B
Q4 2024502$12.6B
Q3 2024426$8.07B
Q2 2024378$5.77B
Q1 2024383$7.19B
Q4 2023407$9.51B
Q3 2023312$4.17B
Q2 2023313$2.73B
Q1 2023308$2.05B
Q4 2022354$1.59B
Q3 2022354$3.26B
Q2 2022348$2.94B
Q1 2022391$7.33B
Q4 2021440$14.3B
Q3 2021340$13.2B
Q2 2021230$6.01B
Q1 2021207$5.81B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q3 2025.

Institutions holding AFRM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Private Wealth Management Group, LLC252$18.8K0.01%−1−0.4%Reduced
HM Payson & Co253$18.8K0.00%+90+55.2%Added
FIL Ltd254$18.9K0.00%−26,379−99.0%Reduced
Holos Integrated Wealth LLC259$19.2K0.01%00.0%Unchanged
Reflection Asset Management260$19.4K0.01%+260New
McGuire Capital Advisors Inc269$20.0K0.01%+269New
Larson Financial Group LLC274$20.4K0.00%−225−45.1%Reduced
Basecamp Wealth Advisors LLC307$22.9K0.00%+307New
Greenline Wealth Management LLC347$25.8K0.03%+347New
Garden State Investment Advisory Services LLC354$26.3K0.01%+354New
South State Corp.377$28.1K0.00%−119−24.0%Reduced
SWAN Capital LLC400$29.8K0.01%00.0%Unchanged
Copia Wealth Management415$30.9K0.02%+13+3.2%Added
Triumph Capital Management428$31.9K0.01%+428New
Root Financial Partners, LLC434$32.3K0.00%+157+56.7%Added
CoreCap Advisors, LLC441$32.8K0.00%+358+431.3%Added
Noble Wealth Management PBC450$33.5K0.02%00.0%Unchanged
Strive Financial Group ,LLC450$33.5K0.02%+450New
Capital Advisors, Ltd. LLC485$36.0K0.00%00.0%Unchanged
Bessemer Group Inc494$37.0K0.00%00.0%Unchanged
Harbour Investments, Inc.502$37.4K0.00%+147+41.4%Added
Quadrant Capital Group LLC520$38.7K0.00%−281−35.1%Reduced
Bogart Wealth, LLC521$38.8K0.00%+500+2,381.0%Added
Fifth Third Bancorp522$38.9K0.00%+203+63.6%Added
Quent Capital, LLC529$39.4K0.00%−54−9.3%Reduced
Blume Capital Management, Inc.530$39.4K0.01%+75+16.5%Added
Y.D. More Investments Ltd596$44.4K0.00%−578−49.2%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA600$44.7K0.01%+400+200.0%Added
Ronald Blue Trust, Inc.602$44.8K0.00%−284−32.1%Reduced
Osbon Capital Management LLC661$49.2K0.05%+661New
Hollencrest Capital Management700$52.1K0.00%+700New
Vestor Capital, LLC769,364$55.0K0.00%+608,529+378.4%Added
CIBC Private Wealth Group, LLC775$57.7K0.00%−13−1.6%Reduced
Umb Bank N A783$58.3K0.00%+210+36.6%Added
Global Wealth Strategies & Associates814$60.6K0.02%00.0%Unchanged
Sound Income Strategies, LLC853$63.8K0.00%00.0%Unchanged
Allworth Financial LP898$66.9K0.00%−325−26.6%Reduced
Valley National Advisers Inc983$73.0K0.01%+6+0.6%Added
Cullen/Frost Bankers, Inc.1,004$74.7K0.00%−699−41.0%Reduced
Ostrum Asset Management1,182$88.0K0.00%−392−24.9%Reduced
Westside Investment Management, Inc.1,250$93.0K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.1,314$97.8K0.03%+1,314New
Acadian Asset Management LLC1,401$104.0K0.00%−3,471−71.2%Reduced
Transamerica Financial Advisors, Inc.1,606$119.6K0.01%+1,579+5,848.1%Added
Raleigh Capital Management Inc.1,635$121.7K0.04%+1,635New
Torren Management, LLC1,671$124.4K0.06%+1,671New
Livforsakringsbolaget Skandia, Omsesidigt1,800$134.0K0.01%00.0%Unchanged
Twin Lakes Capital Management, LLC1,811$134.8K0.06%00.0%Unchanged
E. Ohman J:or Asset Management AB1,932$143.8K0.00%+1,932New
SageView Advisory Group, LLC1,933$143.9K0.00%+1,933New
AdvisorNet Financial, Inc2,010$149.6K0.01%−2,998−59.9%Reduced
Newbridge Financial Services Group, Inc.2,297$171.0K0.03%00.0%Unchanged
ASR Vermogensbeheer N.V.2,315$172.3K0.00%+2,315New
Persistent Asset Partners Ltd2,339$174.1K0.08%+2,339New
Smartleaf Asset Management LLC2,416$183.3K0.01%+816+51.0%Added
Pinnacle Wealth Planning Services, Inc.2,605$193.9K0.02%+2,605New
Global Retirement Partners, LLC2,618$194.9K0.00%+1,420+118.5%Added
Spire Wealth Management2,681$199.6K0.01%+23+0.9%Added
Paradigm Asset Management Co LLC2,700$201.0K0.05%−200−6.9%Reduced
PDT Partners, LLC2,709$201.6K0.01%+2,709New
Childress Capital Advisors, LLC2,721$202.5K0.03%+2,721New
Metis Global Partners, LLC2,774$206.5K0.00%−242−8.0%Reduced
DRW Securities, LLC2,782$207.1K0.02%−17,658−86.4%Reduced
EverSource Wealth Advisors, LLC2,796$208.1K0.01%−399−12.5%Reduced
PFG Advisors2,818$209.7K0.01%+2,818New
Coldstream Capital Management Inc2,831$210.7K0.00%−691−19.6%Reduced
Freestone Capital Holdings, LLC2,878$214.2K0.01%+21+0.7%Added
Envestnet Portfolio Solutions, Inc.2,883$214.6K0.00%+2,883New
USA Financial Portformulas Corp2,886$214.8K0.04%+2,886New
Leigh Baldwin & Co., LLC2,903$216.0K0.14%+9+0.3%Added
Intellectus Partners, LLC2,986$222.2K0.04%−1,264−29.7%Reduced
Ossiam3,031$225.6K0.00%−1,965−39.3%Reduced
OpenArc Corporate Advisory, LLC3,072$228.6K0.00%+3,072New
HighPoint Advisor Group LLC3,080$229.2K0.01%−195−6.0%Reduced
Savvy Advisors, Inc.3,095$230.3K0.01%−315−9.2%Reduced
Advisory Services Network, LLC3,116$232.0K0.00%+455+17.1%Added
Personal Cfo Solutions, LLC3,166$235.6K0.04%−187−5.6%Reduced
Advisors Asset Management, Inc.3,181$236.8K0.00%+452+16.6%Added
Congress Park Capital LLC3,250$241.9K0.07%00.0%Unchanged
Prime Capital Investment Advisors, LLC3,283$244.4K0.00%−1,408−30.0%Reduced
PFG Investments, LLC3,285$244.5K0.01%−300−8.4%Reduced
Rareview Capital LLC3,541$244.8K0.16%00.0%Unchanged
MAI Capital Management3,362$250.3K0.00%+2+0.1%Added
SRS Capital Advisors, Inc.3,379$251.5K0.01%−8,219−70.9%Reduced
Kestra Advisory Services, LLC3,441$256.1K0.00%+173+5.3%Added
Norden Group LLC3,444$256.3K0.03%+642+22.9%Added
Yousif Capital Management, LLC3,608$256.5K0.00%+365+11.3%Added
Ancora Advisors, LLC3,500$260.5K0.01%−10.0%Reduced
Vantage Financial Partners, LLC3,527$262.5K0.05%+3,527New
Ethic Inc.3,564$265.3K0.00%+399+12.6%Added
Frank, Rimerman Advisors LLC3,614$269.0K0.02%−14−0.4%Reduced
Skopos Labs, Inc.3,591$271.2K0.01%+3,591New
Bayforest Capital Ltd3,662$272.6K0.20%+1,837+100.7%Added
Sanctuary Advisors, LLC3,710$276.1K0.00%+443+13.6%Added
Change Path, LLC3,768$280.5K0.01%−2,588−40.7%Reduced
Western Wealth Management, LLC3,805$283.2K0.01%−95−2.4%Reduced
Siemens Fonds Invest GmbH3,734$283.2K0.02%00.0%Unchanged
IFP Advisors, Inc3,961$294.8K0.01%−890−18.3%Reduced
Farther Finance Advisors, LLC4,015$298.8K0.00%+2,544+172.9%Added
Parallel Advisors, LLC4,017$299.0K0.01%−45−1.1%Reduced