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.
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 | 662 | $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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,603 | $1.98M | 0.02% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 26,714 | $1.99M | 0.04% | +13,993+110.0% | Added |
| Catalyst Funds Management Pty Ltd | 27,100 | $2.02M | 0.47% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 27,466 | $2.04M | 0.35% | +27,466 | New |
| Y-Intercept (Hong Kong) Ltd | 27,530 | $2.05M | 0.05% | +27,530 | New |
| O'Shaughnessy Asset Management, LLC | 27,600 | $2.05M | 0.01% | −1,182−4.1% | Reduced |
| Daiwa Securities Group Inc. | 27,675 | $2.06M | 0.01% | −1,477−5.1% | Reduced |
| Commonwealth Equity Services, LLC | 27,680 | $2.06M | 0.00% | −12,383−30.9% | Reduced |
| Nordea Investment Management AB | 27,470 | $2.07M | 0.00% | +4,107+17.6% | Added |
| Blueshift Asset Management, LLC | 27,859 | $2.07M | 0.60% | +1,557+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 28,722 | $2.14M | 0.00% | +9,325+48.1% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 28,730 | $2.14M | 0.02% | +28,730 | New |
| Wakefield Asset Management LLLP | 28,819 | $2.14M | 0.58% | −614−2.1% | Reduced |
| Belpointe Asset Management LLC | 29,693 | $2.21M | 0.08% | +4,683+18.7% | Added |
| OP Asset Management Ltd | 30,328 | $2.26M | 0.03% | −9,141−23.2% | Reduced |
| Boothbay Fund Management, LLC | 30,647 | $2.28M | 0.06% | +7,302+31.3% | Added |
| Flagship Harbor Advisors, LLC | 30,844 | $2.30M | 0.11% | −2,103−6.4% | Reduced |
| Mercer Global Advisors Inc | 32,616 | $2.39M | 0.00% | +688+2.2% | Added |
| Capula Management Ltd | 32,541 | $2.42M | 0.02% | +17,217+112.4% | Added |
| Creative Planning | 32,645 | $2.43M | 0.00% | +4,312+15.2% | Added |
| Independent Financial Group, LLC | 32,752 | $2.44M | 0.05% | +7,603+30.2% | Added |
| Polen Capital Management LLC | 32,969 | $2.45M | 0.01% | −127−0.4% | Reduced |
| Evolutionary Tree Capital Management, LLC | 33,313 | $2.48M | 2.88% | −860−2.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 33,550 | $2.50M | 0.01% | +33,550 | New |
| Element Squared LLC | 33,664 | $2.51M | 1.36% | +13,678+68.4% | Added |
| Nissay Asset Management Corp | 34,321 | $2.55M | 0.01% | +671+2.0% | Added |
| Readystate Asset Management LP | 34,647 | $2.58M | 0.11% | +34,647 | New |
| Brevan Howard Capital Management LP | 35,000 | $2.61M | 0.05% | +125+0.4% | Added |
| Silvant Capital Management LLC | 35,570 | $2.65M | 0.09% | +5,709+19.1% | Added |
| Employees Retirement System of Texas | 35,771 | $2.66M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 35,887 | $2.67M | 0.03% | +687+2.0% | Added |
| Group One Trading, L.P. | 37,846 | $2.82M | 0.08% | −37,104−49.5% | Reduced |
| Jasper Ridge Partners, L.P. | 38,086 | $2.83M | 0.06% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 37,724 | $2.86M | 0.05% | +37,724 | New |
| Polar Asset Management Partners Inc. | 38,750 | $2.88M | 0.06% | −53,221−57.9% | Reduced |
| Jane Street Group, LLC | 39,775 | $2.96M | 0.00% | −635,751−94.1% | Reduced |
| Storebrand Asset Management AS | 39,805 | $2.96M | 0.01% | +3,504+9.7% | Added |
| Ameliora Wealth Management Ltd. | 40,000 | $2.98M | 0.91% | +40,000 | New |
| Nisa Investment Advisors, LLC | 40,192 | $2.99M | 0.01% | +2,474+6.6% | Added |
| Mariner, LLC | 40,365 | $3.01M | 0.00% | −20,605−33.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 41,500 | $3.09M | 0.01% | +24,055+137.9% | Added |
| Mount Vernon Associates Inc | 42,925 | $3.19M | 2.15% | +200+0.5% | Added |
| Militia Capital Partners, LP | 43,943 | $3.27M | 1.23% | +32,743+292.3% | Added |
| Twin Tree Management, LP | 45,143 | $3.36M | 0.34% | −57,334−55.9% | Reduced |
| Panoramic Capital, LLC | 45,377 | $3.38M | 1.93% | −12,778−22.0% | Reduced |
| Osterweis Capital Management Inc | 46,209 | $3.44M | 0.15% | −17,310−27.3% | Reduced |
| TD Asset Management Inc | 47,016 | $3.50M | 0.00% | +2,547+5.7% | Added |
| Xponance, Inc. | 47,223 | $3.51M | 0.03% | +2,262+5.0% | Added |
| British Columbia Investment Management Corp | 47,934 | $3.57M | 0.02% | +9,455+24.6% | Added |
| Atomi Financial Group, Inc. | 47,992 | $3.57M | 0.11% | −1,668−3.4% | Reduced |
| Neo Ivy Capital Management | 48,042 | $3.58M | 0.56% | +5,192+12.1% | Added |
| SBI Securities Co., Ltd. | 48,504 | $3.61M | 0.09% | +22,054+83.4% | Added |
| Millennium Management LLC | 48,735 | $3.63M | 0.00% | −262,336−84.3% | Reduced |
| Toronto Dominion Bank | 48,936 | $3.64M | 0.01% | +6,703+15.9% | Added |
| DnB Asset Management AS | 50,782 | $3.78M | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 50,811 | $3.78M | 0.03% | +132+0.3% | Added |
| Baird Financial Group, Inc. | 51,794 | $3.86M | 0.01% | +5,338+11.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 52,441 | $3.90M | 0.02% | −659−1.2% | Reduced |
| Liontrust Investment Partners LLP | 54,743 | $4.07M | 0.06% | −646−1.2% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 55,974 | $4.17M | 0.19% | +55,974 | New |
| Osmosis Investment Management UK Ltd | 56,803 | $4.23M | 0.11% | +56,803 | New |
| Advisor Group Holdings, Inc. | 59,293 | $4.41M | 0.01% | −16,130−21.4% | Reduced |
| Cetera Investment Advisers | 59,486 | $4.43M | 0.00% | −2,645−4.3% | Reduced |
| Truist Financial Corp | 59,825 | $4.45M | 0.01% | +15,469+34.9% | Added |
| Dark Forest Capital Management LP | 60,668 | $4.52M | 0.21% | +45,792+307.8% | Added |
| Sumitomo Life Insurance Co | 61,100 | $4.55M | 0.12% | +61,100 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 61,236 | $4.56M | 0.01% | +50,065+448.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,000 | $4.61M | 0.04% | −100−0.2% | Reduced |
| Two Sigma Investments, LP | 62,069 | $4.62M | 0.01% | 00.0% | Unchanged |
| Ardmore Road Asset Management LP | 63,186 | $4.70M | 0.36% | −136,814−68.4% | Reduced |
| Clear Street Group Inc. | 63,478 | $4.72M | 0.02% | +18,908+42.4% | Added |
| Capelight Capital Asset Management LP | 66,000 | $4.91M | 4.87% | +66,000 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 66,024 | $4.91M | 0.05% | +17,914+37.2% | Added |
| G2 Investment Partners Management LLC | 66,892 | $4.98M | 1.19% | −53,567−44.5% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $5.16M | 0.49% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 69,765 | $5.19M | 0.07% | −1,711−2.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 70,000 | $5.21M | 0.01% | +70,000 | New |
| Forsta Ap-Fonden | 70,300 | $5.23M | 0.03% | −22,900−24.6% | Reduced |
| Alberta Investment Management Corp | 70,900 | $5.28M | 0.03% | +70,900 | New |
| Andra AP-fonden | 72,000 | $5.36M | 0.07% | −41,600−36.6% | Reduced |
| Handelsbanken Fonder AB | 72,200 | $5.37M | 0.02% | +5,000+7.4% | Added |
| Arizona State Retirement System | 74,327 | $5.53M | 0.03% | −5,687−7.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 74,614 | $5.55M | 0.05% | +74,614 | New |
| Ambassador Advisors, LLC | 75,311 | $5.61M | 0.82% | +1,953+2.7% | Added |
| Nomura Asset Management International Inc. | 75,609 | $5.63M | 0.01% | +75,609 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75,555 | $5.67M | 0.01% | +14,847+24.5% | Added |
| Resona Asset Management Co.,Ltd. | 76,300 | $5.69M | 0.03% | −5,788−7.1% | Reduced |
| Ensign Peak Advisors, Inc | 77,180 | $5.74M | 0.01% | +9,256+13.6% | Added |
| Nomura Asset Management Co Ltd | 80,120 | $5.96M | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 82,304 | $6.13M | 0.21% | +82,304 | New |
| Public Employees Retirement System of Ohio | 82,729 | $6.16M | 0.02% | −1,096−1.3% | Reduced |
| Maytus Capital Management, LLC | 85,000 | $6.33M | 1.50% | +14,000+19.7% | Added |
| RJA Asset Management LLC | 85,500 | $6.36M | 2.25% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 86,140 | $6.41M | 0.05% | −85,129−49.7% | Reduced |
| Q Fund Management (Hong Kong) Ltd | 86,200 | $6.42M | 6.02% | +86,200 | New |
| HSBC Holdings PLC | 88,341 | $6.59M | 0.00% | −8,415−8.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 89,095 | $6.63M | 0.03% | +89,095 | New |
| Verition Fund Management LLC | 93,923 | $6.99M | 0.04% | −116,726−55.4% | Reduced |
| State of New Jersey Common Pension Fund D | 94,804 | $7.06M | 0.03% | −717−0.8% | Reduced |
| Victory Capital Management Inc | 95,986 | $7.14M | 0.00% | +12,626+15.1% | Added |