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 |
|---|---|---|---|---|---|
| Arista Wealth Management, LLC | 4,018 | $299.1K | 0.04% | +4,018 | New |
| CWM, LLC | 4,074 | $303.0K | 0.00% | −8,982−68.8% | Reduced |
| Ritholtz Wealth Management | 4,121 | $306.7K | 0.01% | +12+0.3% | Added |
| Aaron Wealth Advisors | 4,148 | $308.7K | 0.02% | −117−2.7% | Reduced |
| SLT Holdings LLC | 4,205 | $313.0K | 0.21% | 00.0% | Unchanged |
| TCW Group Inc | 4,207 | $313.1K | 0.00% | +4,207 | New |
| Versant Capital Management, Inc | 4,211 | $313.4K | 0.04% | −25−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 4,222 | $314.2K | 0.00% | −39−0.9% | Reduced |
| Lido Advisors, LLC | 4,295 | $315.0K | 0.00% | +560+15.0% | Added |
| Commerce Bank | 4,298 | $319.9K | 0.00% | +29+0.7% | Added |
| Vise Technologies, Inc. | 4,596 | $342.1K | 0.01% | +383+9.1% | Added |
| UniSuper Management Pty Ltd | 4,600 | $342.4K | 0.00% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 4,647 | $345.0K | 0.03% | +4,647 | New |
| Callan Family Office, LLC | 4,637 | $345.1K | 0.01% | +182+4.1% | Added |
| Diversified Trust Co | 4,701 | $349.9K | 0.01% | +46+1.0% | Added |
| Ares Systematic Credit Ltd | 4,752 | $353.7K | 0.29% | +4,752 | New |
| Prudential PLC | 4,858 | $361.6K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,861 | $361.8K | 0.00% | −748,326−99.4% | Reduced |
| Andina Capital Management, LLC | 4,926 | $366.6K | 0.22% | 00.0% | Unchanged |
| Holistic Financial Partners | 4,933 | $367.2K | 0.13% | −567−10.3% | Reduced |
| Woodline Partners LP | 4,988 | $371.3K | 0.00% | +4,988 | New |
| Quest Partners LLC | 4,996 | $371.9K | 0.02% | +2,147+75.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,008 | $372.7K | 0.00% | +253+5.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,013 | $373.1K | 0.01% | +104+2.1% | Added |
| Yarbrough Capital, LLC | 5,034 | $374.7K | 0.01% | +5,034 | New |
| Dai-Ichi Life Insurance Company, Ltd | 5,190 | $386.3K | 0.01% | +5,190 | New |
| GAMMA Investing LLC | 5,340 | $397.5K | 0.02% | +490+10.1% | Added |
| Vinva Investment Management Ltd | 5,247 | $398.0K | 0.00% | −15,581−74.8% | Reduced |
| Catalytic Wealth RIA, LLC | 5,416 | $403.1K | 0.01% | −9,203−63.0% | Reduced |
| Forum Financial Management, LP | 5,438 | $404.8K | 0.01% | +917+20.3% | Added |
| Plato Investment Management Ltd | 5,440 | $406.9K | 0.03% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 6,785 | $409.1K | 0.05% | +195+3.0% | Added |
| Vestcor Inc | 5,506 | $410.0K | 0.01% | +165+3.1% | Added |
| Choate Investment Advisors | 5,552 | $413.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,633 | $419.3K | 0.01% | +590+11.7% | Added |
| RSM US Wealth Management LLC | 5,587 | $423.8K | 0.01% | +124+2.3% | Added |
| National Bank of Canada | 5,728 | $425.9K | 0.00% | +2,147+60.0% | Added |
| Comerica Bank | 5,819 | $433.2K | 0.00% | −224,473−97.5% | Reduced |
| Private Advisor Group, LLC | 5,932 | $441.5K | 0.00% | −2,037−25.6% | Reduced |
| Wealthfront Advisers LLC | 5,976 | $444.8K | 0.00% | +823+16.0% | Added |
| Steward Partners Investment Advisory, LLC | 6,039 | $449.5K | 0.00% | +2,236+58.8% | Added |
| Tower Research Capital LLC (TRC) | 6,073 | $452.0K | 0.01% | +5,805+2,166.0% | Added |
| Huntleigh Advisors, Inc. | 6,183 | $460.2K | 0.08% | +294+5.0% | Added |
| Gsa Capital Partners LLP | 6,234 | $464.0K | 0.04% | −14,436−69.8% | Reduced |
| Rhodes Investment Advisors Inc | 6,237 | $464.2K | 0.38% | +6,237 | New |
| Biltmore Family Office, LLC | 6,380 | $474.9K | 0.07% | +53+0.8% | Added |
| Ieq Capital, LLC | 6,410 | $477.1K | 0.00% | −55,645−89.7% | Reduced |
| Meeder Advisory Services, Inc. | 6,448 | $479.9K | 0.02% | +520+8.8% | Added |
| Two Sigma Securities, LLC | 6,458 | $480.7K | 0.07% | +6,458 | New |
| Colony Group, LLC | 6,466 | $481.3K | 0.00% | −1,326−17.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 6,520 | $485.3K | 0.02% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 6,548 | $487.4K | 0.77% | +6,548 | New |
| Lecap Asset Management Ltd | 6,657 | $495.5K | 0.20% | −5,676−46.0% | Reduced |
| Oder Investment Management, LLC | 6,665 | $496.1K | 0.36% | −366−5.2% | Reduced |
| Chicago Partners Investment Group LLC | 6,966 | $497.6K | 0.01% | −614−8.1% | Reduced |
| SeaCrest Wealth Management, LLC | 6,017 | $499.7K | 0.05% | −40−0.7% | Reduced |
| Ashford Capital Management Inc | 6,775 | $504.3K | 0.06% | −16,828−71.3% | Reduced |
| Principal Financial Group Inc | 6,782 | $504.8K | 0.00% | −2,251−24.9% | Reduced |
| Quadcap Wealth Management, LLC | 6,853 | $510.1K | 0.06% | −79−1.1% | Reduced |
| Swedbank AB | 6,928 | $515.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,947 | $517.1K | 0.03% | +881+14.5% | Added |
| Shearwater Capital LLC | 7,000 | $521.0K | 0.30% | 00.0% | Unchanged |
| Atria Investments LLC | 7,088 | $527.6K | 0.01% | +2,299+48.0% | Added |
| Aspire Capital Advisors LLC | 7,107 | $529.0K | 0.12% | +1,126+18.8% | Added |
| White Lighthouse Investment Management Inc. | 7,111 | $529.3K | 0.07% | +1,276+21.9% | Added |
| Park Avenue Securities LLC | 7,162 | $533.0K | 0.00% | −120−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,511 | $536.2K | 0.00% | −3,962−37.8% | Reduced |
| Apollon Wealth Management, LLC | 7,211 | $536.7K | 0.01% | +876+13.8% | Added |
| Everence Capital Management Inc | 7,230 | $538.0K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,412 | $551.7K | 0.01% | +7,412 | New |
| Kestra Private Wealth Services, LLC | 7,549 | $561.8K | 0.01% | +704+10.3% | Added |
| Engineers Gate Manager LP | 7,626 | $567.6K | 0.01% | −4,441−36.8% | Reduced |
| Sterling Capital Management LLC | 7,774 | $578.6K | 0.01% | +808+11.6% | Added |
| Institute for Wealth Management, LLC. | 7,810 | $581.3K | 0.06% | −46−0.6% | Reduced |
| GraniteShares Advisors LLC | 7,905 | $588.4K | 0.36% | +1,603+25.4% | Added |
| Cannon Global Investment Management, LLC | 8,000 | $595.4K | 1.58% | +8,000 | New |
| Schroder Investment Management Group | 8,028 | $597.5K | 0.00% | −126−1.5% | Reduced |
| Ellevest, Inc. | 8,053 | $599.4K | 0.08% | −192−2.3% | Reduced |
| Jennison Associates LLC | 8,151 | $606.7K | 0.00% | +1,414+21.0% | Added |
| Geneos Wealth Management Inc. | 8,256 | $614.5K | 0.02% | +1,500+22.2% | Added |
| Central Pacific Bank - Trust Division | 8,274 | $615.8K | 0.08% | −340−3.9% | Reduced |
| United Capital Financial Advisers, LLC | 8,320 | $619.3K | 0.00% | +759+10.0% | Added |
| Nicholas Investment Partners, LP | 8,495 | $632.3K | 0.05% | +4,768+127.9% | Added |
| Northwest & Ethical Investments L.P. | 8,425 | $639.1K | 0.01% | +635+8.2% | Added |
| Lighthouse Investment Partners, LLC | 8,820 | $656.5K | 0.02% | +8,820 | New |
| B. Metzler seel. Sohn & Co. AG | 8,863 | $659.7K | 0.01% | −7,305−45.2% | Reduced |
| Cravens & Co Advisors, LLC | 8,695 | $660.6K | 0.43% | +42+0.5% | Added |
| TD Waterhouse Canada Inc. | 8,902 | $662.5K | 0.00% | +357+4.2% | Added |
| Man Group plc | 8,924 | $664.2K | 0.00% | −448,534−98.0% | Reduced |
| Teacher Retirement System of Texas | 8,936 | $665.1K | 0.00% | −26,130−74.5% | Reduced |
| J.Safra Asset Management Corp | 9,139 | $680.2K | 0.04% | +1,493+19.5% | Added |
| Laurion Capital Management LP | 9,264 | $689.5K | 0.05% | +9,264 | New |
| QRG Capital Management, Inc. | 9,344 | $695.5K | 0.01% | +474+5.3% | Added |
| CIBC World Markets Corp | 9,392 | $699.0K | 0.00% | +9,392 | New |
| North Dakota State Investment Board | 9,447 | $703.1K | 0.03% | +9,447 | New |
| Evergreen Capital Management LLC | 9,676 | $720.2K | 0.02% | +7,293+306.0% | Added |
| Gunderson Capital Management Inc. | 10,006 | $744.7K | 0.34% | −26,400−72.5% | Reduced |
| Odyssean, LLC | 10,026 | $746.2K | 0.54% | +10,026 | New |
| Assetmark, Inc | 10,059 | $748.7K | 0.00% | +9,721+2,876.0% | Added |
| The PNC Financial Services Group, Inc. | 10,186 | $758.1K | 0.00% | +2,219+27.9% | Added |