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 |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 10,200 | $759.2K | 0.08% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,035 | $761.2K | 0.00% | −7,895−44.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,256 | $763.3K | 0.00% | −488−4.5% | Reduced |
| Abn Amro Investment Solutions | 10,553 | $785.5K | 0.01% | +10,553 | New |
| Brinker Capital Investments, LLC | 10,661 | $793.5K | 0.01% | +1,077+11.2% | Added |
| Paragon Capital Management Ltd | 10,770 | $801.6K | 0.16% | 00.0% | Unchanged |
| Macquarie Group Ltd | 10,841 | $806.9K | 0.00% | −3,247−23.0% | Reduced |
| PCM Encore, LLC | 11,025 | $820.6K | 0.17% | +11,025 | New |
| Royal London Asset Management Ltd | 11,029 | $820.9K | 0.00% | +1,263+12.9% | Added |
| Wedmont Private Capital | 10,093 | $838.2K | 0.03% | +952+10.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,321 | $843.0K | 0.00% | +2,879+34.1% | Added |
| BBR Partners, LLC | 11,366 | $846.0K | 0.05% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 11,466 | $865.8K | 0.00% | −84,390−88.0% | Reduced |
| Bluebird Wealth Management LLC | 11,681 | $869.4K | 0.81% | +11,681 | New |
| Stifel Financial Corp | 11,870 | $883.5K | 0.00% | +1,317+12.5% | Added |
| Gamco Investors, Inc. Et Al | 12,000 | $893.2K | 0.01% | 00.0% | Unchanged |
| Mason & Associates Inc | 12,117 | $901.9K | 0.17% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 12,114 | $902.0K | 0.00% | −3,340−21.6% | Reduced |
| Fortis Capital Advisors, LLC | 12,210 | $908.8K | 0.13% | +4,848+65.9% | Added |
| CIBC Asset Management Inc | 12,257 | $912.3K | 0.00% | +4,160+51.4% | Added |
| Lazard Asset Management LLC | 12,353 | $919.4K | 0.00% | +2,955+31.4% | Added |
| HB Wealth Management, LLC | 12,367 | $920.5K | 0.01% | −107−0.9% | Reduced |
| MetLife Investment Management | 12,380 | $921.4K | 0.00% | +351+2.9% | Added |
| F&V Capital Management, LLC | 12,476 | $929.0K | 0.20% | +511+4.3% | Added |
| Cresset Asset Management, LLC | 12,619 | $939.2K | 0.00% | +20.0% | Added |
| CAPROCK Group, Inc. | 12,746 | $948.7K | 0.02% | −79−0.6% | Reduced |
| HighVista Strategies LLC | 13,086 | $974.0K | 0.25% | +586+4.7% | Added |
| Capstone Capital Management Ltd | 13,241 | $985.5K | 0.95% | +13,241 | New |
| Royal Fund Management, LLC | 13,244 | $985.8K | 0.09% | +13,244 | New |
| Myecfo, LLC | 13,274 | $988.0K | 0.42% | +729+5.8% | Added |
| Empowered Funds, LLC | 13,308 | $990.5K | 0.02% | +2,720+25.7% | Added |
| Gulf International Bank (UK) Ltd | 13,342 | $993.0K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,507 | $1.01M | 0.01% | +2,595+23.8% | Added |
| CSS LLC | 13,540 | $1.01M | 0.06% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 13,650 | $1.02M | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 13,656 | $1.02M | 0.02% | −41−0.3% | Reduced |
| Alta Wealth Advisors LLC | 13,763 | $1.02M | 0.34% | −174−1.2% | Reduced |
| Pacific Sage Partners, LLC | 14,000 | $1.04M | 0.17% | +14,000 | New |
| Wiley Bros.-Aintree Capital, LLC | 14,023 | $1.04M | 0.01% | +14,023 | New |
| Manufacturers Life Insurance Company, The | 14,121 | $1.05M | 0.00% | +455+3.3% | Added |
| New York State Teachers Retirement System | 14,369 | $1.07M | 0.00% | +14,369 | New |
| BIT Capital GmbH | 14,482 | $1.08M | 0.05% | −222,853−93.9% | Reduced |
| Utah Retirement Systems | 14,580 | $1.09M | 0.01% | +397+2.8% | Added |
| Independent Advisor Alliance | 15,040 | $1.12M | 0.03% | −2,712−15.3% | Reduced |
| BloombergSen Inc. | 15,292 | $1.14M | 0.12% | +15,292 | New |
| Fairvoy Private Wealth, LLC | 15,372 | $1.14M | 0.26% | −1,340−8.0% | Reduced |
| Bank of Nova Scotia | 15,443 | $1.15M | 0.00% | +4,832+45.5% | Added |
| Rockefeller Capital Management L.P. | 15,503 | $1.15M | 0.00% | +5,385+53.2% | Added |
| RFG Advisory, LLC | 15,815 | $1.18M | 0.02% | +1,888+13.6% | Added |
| Vident Advisory, LLC | 15,874 | $1.18M | 0.01% | +572+3.7% | Added |
| Mackenzie Financial Corp | 15,930 | $1.21M | 0.00% | −65−0.4% | Reduced |
| Savant Capital, LLC | 16,481 | $1.23M | 0.01% | +166+1.0% | Added |
| Rakuten Securities, Inc. | 16,622 | $1.24M | 0.40% | +206+1.3% | Added |
| Dynamic Technology Lab Private Ltd | 16,640 | $1.24M | 0.28% | +48+0.3% | Added |
| Oppenheimer Asset Management Inc. | 17,435 | $1.30M | 0.02% | +5,266+43.3% | Added |
| We Are One Seven, LLC | 17,479 | $1.30M | 0.03% | +87+0.5% | Added |
| Candriam Luxembourg S.C.A. | 17,526 | $1.30M | 0.01% | +17,526 | New |
| Cim Investment Mangement Inc | 17,631 | $1.31M | 0.34% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 17,675 | $1.32M | 0.57% | +17,675 | New |
| Cerity Partners LLC | 17,782 | $1.32M | 0.00% | −2,395−11.9% | Reduced |
| Gladstone Institutional Advisory LLC | 17,859 | $1.33M | 0.05% | −3,350−15.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,623 | $1.33M | 0.01% | +10,344+142.1% | Added |
| Gateway Investment Advisers LLC | 18,000 | $1.34M | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 18,130 | $1.35M | 0.00% | +3,913+27.5% | Added |
| Jones Financial Companies LLLP | 18,373 | $1.37M | 0.00% | +7,306+66.0% | Added |
| Prelude Capital Management, LLC | 18,400 | $1.37M | 0.10% | +14,206+338.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 18,484 | $1.38M | 0.06% | +18,484 | New |
| CI Private Wealth, LLC | 19,064 | $1.42M | 0.00% | +2,032+11.9% | Added |
| Mission Wealth Management, LP | 19,521 | $1.45M | 0.03% | +20.0% | Added |
| Allstate Corp | 19,740 | $1.47M | 0.02% | +10,268+108.4% | Added |
| Los Angeles Capital Management LLC | 21,419 | $1.48M | 0.01% | +2,850+15.3% | Added |
| Summit Trail Advisors, LLC | 20,400 | $1.52M | 0.03% | +997+5.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 20,486 | $1.52M | 0.09% | +11,263+122.1% | Added |
| Pensionmark Financial Group, LLC | 20,588 | $1.53M | 0.03% | +1,224+6.3% | Added |
| Amalgamated Bank | 20,794 | $1.55M | 0.01% | +2,474+13.5% | Added |
| Ardsley Advisory Partners LP | 21,000 | $1.56M | 0.20% | +1,000+5.0% | Added |
| Pathstone Holdings, LLC | 21,032 | $1.57M | 0.01% | −485−2.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 21,656 | $1.62M | 0.01% | +21,656 | New |
| M&T Bank Corp | 21,951 | $1.63M | 0.01% | +2,863+15.0% | Added |
| US Bancorp | 22,192 | $1.65M | 0.00% | +1,894+9.3% | Added |
| Swiss Life Asset Management Ltd | 22,296 | $1.66M | 0.01% | +247+1.1% | Added |
| Nomura Holdings Inc | 22,302 | $1.66M | 0.00% | −699−3.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 22,571 | $1.68M | 0.04% | +22,571 | New |
| Credit Agricole S A | 22,774 | $1.70M | 0.00% | −8,533−27.3% | Reduced |
| Janus Henderson Group PLC | 22,800 | $1.70M | 0.00% | −17,902−44.0% | Reduced |
| Simplicity Wealth,LLC | 22,930 | $1.71M | 0.10% | −6,088−21.0% | Reduced |
| GWM Advisors LLC | 23,246 | $1.73M | 0.01% | −10,976−32.1% | Reduced |
| Public Employees Retirement Association of Colorado | 23,329 | $1.74M | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 23,883 | $1.78M | 0.02% | +11,270+89.4% | Added |
| MML Investors Services, LLC | 24,230 | $1.80M | 0.00% | +4,831+24.9% | Added |
| GF Fund Management Co. Ltd. | 24,491 | $1.82M | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 24,884 | $1.85M | 0.01% | +11,468+85.5% | Added |
| Thrivent Financial for Lutherans | 24,701 | $1.86M | 0.00% | +24+0.1% | Added |
| Dockside LLC | 25,067 | $1.87M | 0.48% | +25,067 | New |
| Squarepoint Ops LLC | 25,508 | $1.90M | 0.00% | +585+2.3% | Added |
| Integris Wealth Management, LLC | 25,857 | $1.92M | 0.44% | +3,597+16.2% | Added |
| XTX Topco Ltd | 25,919 | $1.93M | 0.05% | +25,919 | New |
| HighTower Advisors, LLC | 25,962 | $1.93M | 0.00% | −3,821−12.8% | Reduced |
| Captrust Financial Advisors | 26,367 | $1.96M | 0.00% | −2,368−8.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 26,571 | $1.98M | 0.06% | −62,712−70.2% | Reduced |