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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 661 | $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, 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 |
|---|---|---|---|---|---|
| Private Wealth Management Group, LLC | 252 | $18.8K | 0.01% | −1−0.4% | Reduced |
| HM Payson & Co | 253 | $18.8K | 0.00% | +90+55.2% | Added |
| FIL Ltd | 254 | $18.9K | 0.00% | −26,379−99.0% | Reduced |
| Holos Integrated Wealth LLC | 259 | $19.2K | 0.01% | 00.0% | Unchanged |
| Reflection Asset Management | 260 | $19.4K | 0.01% | +260 | New |
| McGuire Capital Advisors Inc | 269 | $20.0K | 0.01% | +269 | New |
| Larson Financial Group LLC | 274 | $20.4K | 0.00% | −225−45.1% | Reduced |
| Basecamp Wealth Advisors LLC | 307 | $22.9K | 0.00% | +307 | New |
| Greenline Wealth Management LLC | 347 | $25.8K | 0.03% | +347 | New |
| Garden State Investment Advisory Services LLC | 354 | $26.3K | 0.01% | +354 | New |
| South State Corp. | 377 | $28.1K | 0.00% | −119−24.0% | Reduced |
| SWAN Capital LLC | 400 | $29.8K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 415 | $30.9K | 0.02% | +13+3.2% | Added |
| Triumph Capital Management | 428 | $31.9K | 0.01% | +428 | New |
| Root Financial Partners, LLC | 434 | $32.3K | 0.00% | +157+56.7% | Added |
| CoreCap Advisors, LLC | 441 | $32.8K | 0.00% | +358+431.3% | Added |
| Noble Wealth Management PBC | 450 | $33.5K | 0.02% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 450 | $33.5K | 0.02% | +450 | New |
| Capital Advisors, Ltd. LLC | 485 | $36.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 494 | $37.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 502 | $37.4K | 0.00% | +147+41.4% | Added |
| Quadrant Capital Group LLC | 520 | $38.7K | 0.00% | −281−35.1% | Reduced |
| Bogart Wealth, LLC | 521 | $38.8K | 0.00% | +500+2,381.0% | Added |
| Fifth Third Bancorp | 522 | $38.9K | 0.00% | +203+63.6% | Added |
| Quent Capital, LLC | 529 | $39.4K | 0.00% | −54−9.3% | Reduced |
| Blume Capital Management, Inc. | 530 | $39.4K | 0.01% | +75+16.5% | Added |
| Y.D. More Investments Ltd | 596 | $44.4K | 0.00% | −578−49.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $44.7K | 0.01% | +400+200.0% | Added |
| Ronald Blue Trust, Inc. | 602 | $44.8K | 0.00% | −284−32.1% | Reduced |
| Osbon Capital Management LLC | 661 | $49.2K | 0.05% | +661 | New |
| Hollencrest Capital Management | 700 | $52.1K | 0.00% | +700 | New |
| Vestor Capital, LLC | 769,364 | $55.0K | 0.00% | +608,529+378.4% | Added |
| CIBC Private Wealth Group, LLC | 775 | $57.7K | 0.00% | −13−1.6% | Reduced |
| Umb Bank N A | 783 | $58.3K | 0.00% | +210+36.6% | Added |
| Global Wealth Strategies & Associates | 814 | $60.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 853 | $63.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 898 | $66.9K | 0.00% | −325−26.6% | Reduced |
| Valley National Advisers Inc | 983 | $73.0K | 0.01% | +6+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 1,004 | $74.7K | 0.00% | −699−41.0% | Reduced |
| Ostrum Asset Management | 1,182 | $88.0K | 0.00% | −392−24.9% | Reduced |
| Westside Investment Management, Inc. | 1,250 | $93.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,314 | $97.8K | 0.03% | +1,314 | New |
| Acadian Asset Management LLC | 1,401 | $104.0K | 0.00% | −3,471−71.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,606 | $119.6K | 0.01% | +1,579+5,848.1% | Added |
| Raleigh Capital Management Inc. | 1,635 | $121.7K | 0.04% | +1,635 | New |
| Torren Management, LLC | 1,671 | $124.4K | 0.06% | +1,671 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,800 | $134.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,811 | $134.8K | 0.06% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 1,932 | $143.8K | 0.00% | +1,932 | New |
| SageView Advisory Group, LLC | 1,933 | $143.9K | 0.00% | +1,933 | New |
| AdvisorNet Financial, Inc | 2,010 | $149.6K | 0.01% | −2,998−59.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,297 | $171.0K | 0.03% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 2,315 | $172.3K | 0.00% | +2,315 | New |
| Persistent Asset Partners Ltd | 2,339 | $174.1K | 0.08% | +2,339 | New |
| Smartleaf Asset Management LLC | 2,416 | $183.3K | 0.01% | +816+51.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,605 | $193.9K | 0.02% | +2,605 | New |
| Global Retirement Partners, LLC | 2,618 | $194.9K | 0.00% | +1,420+118.5% | Added |
| Spire Wealth Management | 2,681 | $199.6K | 0.01% | +23+0.9% | Added |
| Paradigm Asset Management Co LLC | 2,700 | $201.0K | 0.05% | −200−6.9% | Reduced |
| PDT Partners, LLC | 2,709 | $201.6K | 0.01% | +2,709 | New |
| Childress Capital Advisors, LLC | 2,721 | $202.5K | 0.03% | +2,721 | New |
| Metis Global Partners, LLC | 2,774 | $206.5K | 0.00% | −242−8.0% | Reduced |
| DRW Securities, LLC | 2,782 | $207.1K | 0.02% | −17,658−86.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,796 | $208.1K | 0.01% | −399−12.5% | Reduced |
| PFG Advisors | 2,818 | $209.7K | 0.01% | +2,818 | New |
| Coldstream Capital Management Inc | 2,831 | $210.7K | 0.00% | −691−19.6% | Reduced |
| Freestone Capital Holdings, LLC | 2,878 | $214.2K | 0.01% | +21+0.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,883 | $214.6K | 0.00% | +2,883 | New |
| USA Financial Portformulas Corp | 2,886 | $214.8K | 0.04% | +2,886 | New |
| Leigh Baldwin & Co., LLC | 2,903 | $216.0K | 0.14% | +9+0.3% | Added |
| Intellectus Partners, LLC | 2,986 | $222.2K | 0.04% | −1,264−29.7% | Reduced |
| Ossiam | 3,031 | $225.6K | 0.00% | −1,965−39.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 3,072 | $228.6K | 0.00% | +3,072 | New |
| HighPoint Advisor Group LLC | 3,080 | $229.2K | 0.01% | −195−6.0% | Reduced |
| Savvy Advisors, Inc. | 3,095 | $230.3K | 0.01% | −315−9.2% | Reduced |
| Advisory Services Network, LLC | 3,116 | $232.0K | 0.00% | +455+17.1% | Added |
| Personal Cfo Solutions, LLC | 3,166 | $235.6K | 0.04% | −187−5.6% | Reduced |
| Advisors Asset Management, Inc. | 3,181 | $236.8K | 0.00% | +452+16.6% | Added |
| Congress Park Capital LLC | 3,250 | $241.9K | 0.07% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,283 | $244.4K | 0.00% | −1,408−30.0% | Reduced |
| PFG Investments, LLC | 3,285 | $244.5K | 0.01% | −300−8.4% | Reduced |
| Rareview Capital LLC | 3,541 | $244.8K | 0.16% | 00.0% | Unchanged |
| MAI Capital Management | 3,362 | $250.3K | 0.00% | +2+0.1% | Added |
| SRS Capital Advisors, Inc. | 3,379 | $251.5K | 0.01% | −8,219−70.9% | Reduced |
| Kestra Advisory Services, LLC | 3,441 | $256.1K | 0.00% | +173+5.3% | Added |
| Norden Group LLC | 3,444 | $256.3K | 0.03% | +642+22.9% | Added |
| Yousif Capital Management, LLC | 3,608 | $256.5K | 0.00% | +365+11.3% | Added |
| Ancora Advisors, LLC | 3,500 | $260.5K | 0.01% | −10.0% | Reduced |
| Vantage Financial Partners, LLC | 3,527 | $262.5K | 0.05% | +3,527 | New |
| Ethic Inc. | 3,564 | $265.3K | 0.00% | +399+12.6% | Added |
| Frank, Rimerman Advisors LLC | 3,614 | $269.0K | 0.02% | −14−0.4% | Reduced |
| Skopos Labs, Inc. | 3,591 | $271.2K | 0.01% | +3,591 | New |
| Bayforest Capital Ltd | 3,662 | $272.6K | 0.20% | +1,837+100.7% | Added |
| Sanctuary Advisors, LLC | 3,710 | $276.1K | 0.00% | +443+13.6% | Added |
| Change Path, LLC | 3,768 | $280.5K | 0.01% | −2,588−40.7% | Reduced |
| Western Wealth Management, LLC | 3,805 | $283.2K | 0.01% | −95−2.4% | Reduced |
| Siemens Fonds Invest GmbH | 3,734 | $283.2K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,961 | $294.8K | 0.01% | −890−18.3% | Reduced |
| Farther Finance Advisors, LLC | 4,015 | $298.8K | 0.00% | +2,544+172.9% | Added |
| Parallel Advisors, LLC | 4,017 | $299.0K | 0.01% | −45−1.1% | Reduced |