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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 97,531 | $7.26M | 0.01% | +7,701+8.6% | Added |
| KLP Kapitalforvaltning AS | 98,700 | $7.35M | 0.03% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 102,370 | $7.62M | 0.06% | −40,165−28.2% | Reduced |
| Asset Management One Co.,Ltd. | 101,420 | $7.66M | 0.02% | +426+0.4% | Added |
| a16z Perennial Management, L.P. | 103,220 | $7.68M | 0.61% | +89,960+678.4% | Added |
| Omega Financial Group, LLC | 103,627 | $7.71M | 2.57% | −2,000−1.9% | Reduced |
| Pictet Asset Management Holding SA | 106,793 | $7.95M | 0.01% | +9,766+10.1% | Added |
| Jain Global LLC | 108,366 | $8.07M | 0.08% | +42,115+63.6% | Added |
| PFA Pension, Forsikringsaktieselskab | 106,844 | $8.10M | 0.02% | +106,844 | New |
| Paloma Partners Management Co | 110,002 | $8.19M | 2.81% | +24,915+29.3% | Added |
| Danske Bank A/S | 113,900 | $8.48M | 0.02% | +21,900+23.8% | Added |
| Walleye Capital LLC | 114,090 | $8.49M | 0.05% | +11,805+11.5% | Added |
| Optiver Holding B.V. | 114,987 | $8.56M | 0.15% | −33,300−22.5% | Reduced |
| Treasurer of the State of North Carolina | 115,160 | $8.57M | 0.03% | −5,472−4.5% | Reduced |
| AQR Capital Management LLC | 115,670 | $8.61M | 0.00% | −229,944−66.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 116,330 | $8.66M | 0.07% | −2,477−2.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 116,451 | $8.67M | 0.02% | +8,061+7.4% | Added |
| Allen Investment Management LLC | 116,683 | $8.68M | 0.10% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 122,915 | $9.15M | 0.03% | −2,212−1.8% | Reduced |
| Elyxium Wealth, LLC | 123,827 | $9.22M | 2.56% | +7,828+6.7% | Added |
| Catalyst Private Wealth, LLC | 126,211 | $9.39M | 4.10% | −2,534−2.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 128,560 | $9.57M | 0.15% | 00.0% | Unchanged |
| Ilex Capital Partners (UK) LLP | 128,675 | $9.58M | 0.27% | +128,675 | New |
| Aquatic Capital Management LLC | 128,711 | $9.58M | 0.27% | −20,277−13.6% | Reduced |
| Woodson Capital Management, LP | 130,000 | $9.68M | 1.49% | +130,000 | New |
| Landscape Capital Management, L.L.C. | 134,385 | $10.0M | 0.67% | −18,066−11.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 135,852 | $10.1M | 0.08% | −4,025−2.9% | Reduced |
| State of Wisconsin Investment Board | 136,376 | $10.2M | 0.02% | −28,946−17.5% | Reduced |
| Agf Management Ltd | 137,948 | $10.3M | 0.04% | −4,173−2.9% | Reduced |
| Zacks Investment Management | 138,574 | $10.3M | 0.08% | +85,854+162.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 139,083 | $10.4M | 0.02% | +74,081+114.0% | Added |
| Korea Investment CORP | 140,254 | $10.4M | 0.02% | +42,836+44.0% | Added |
| New York State Common Retirement Fund | 143,415 | $10.7M | 0.01% | +8,400+6.2% | Added |
| Abdiel Capital Advisors, LP | 144,046 | $10.7M | 15.11% | −815,536−85.0% | Reduced |
| Ogborne Capital Management, LLC | 150,000 | $11.2M | 3.68% | −250,000−62.5% | Reduced |
| D. E. Shaw & Co., Inc. | 155,540 | $11.6M | 0.01% | −134,228−46.3% | Reduced |
| LPL Financial LLC | 157,375 | $11.7M | 0.00% | −8,941−5.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 163,242 | $12.2M | 0.02% | −6,810−4.0% | Reduced |
| Raymond James Financial Inc | 176,696 | $13.2M | 0.00% | +26,001+17.3% | Added |
| Intercapital, LLC | 179,762 | $13.4M | 7.02% | +179,762 | New |
| Picton Mahoney Asset Management | 185,978 | $13.8M | 0.15% | +52,520+39.4% | Added |
| Science & Technology Partners, L.P. | 188,100 | $14.0M | 3.91% | +188,100 | New |
| KBC Group NV | 194,406 | $14.5M | 0.03% | +176,399+979.6% | Added |
| Penserra Capital Management LLC | 195,031 | $14.5M | 0.17% | −33,263−14.6% | Reduced |
| Aviva PLC | 196,808 | $14.6M | 0.02% | +11,435+6.2% | Added |
| Voya Investment Management LLC | 197,904 | $14.7M | 0.01% | +169,374+593.7% | Added |
| Wells Fargo & Company | 213,905 | $15.9M | 0.00% | −257,081−54.6% | Reduced |
| Dilation Capital Management LP | 215,688 | $16.1M | 7.38% | +36,285+20.2% | Added |
| Driehaus Capital Management LLC | 217,252 | $16.2M | 0.11% | −97,941−31.1% | Reduced |
| Diversify Advisory Services, LLC | 221,156 | $16.5M | 0.52% | +1,323+0.6% | Added |
| Balyasny Asset Management LLC | 227,143 | $16.9M | 0.03% | +131,732+138.1% | Added |
| Steadview Capital Management LLC | 227,705 | $16.9M | 3.19% | +214,405+1,612.1% | Added |
| Allen Holding Inc | 230,000 | $17.1M | 1.63% | 00.0% | Unchanged |
| Trexquant Investment LP | 235,524 | $17.5M | 0.16% | +98,363+71.7% | Added |
| Envestnet Asset Management Inc | 237,176 | $17.7M | 0.01% | +2,024+0.9% | Added |
| Allianz Asset Management GmbH | 242,948 | $18.1M | 0.02% | −3,912−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 243,943 | $18.2M | 0.03% | −3,980−1.6% | Reduced |
| Bank of Montreal | 246,485 | $18.3M | 0.01% | +225,771+1,089.9% | Added |
| Hudson Bay Capital Management LP | 252,500 | $18.8M | 0.11% | +252,500 | New |
| Gillson Capital LP | 265,072 | $19.7M | 1.29% | +142,972+117.1% | Added |
| Barclays PLC | 267,628 | $19.9M | 0.01% | −36,744−12.1% | Reduced |
| Royal Bank of Canada | 294,200 | $21.9M | 0.00% | −19,941−6.3% | Reduced |
| Capital Fund Management S.A. | 311,780 | $23.2M | 0.22% | +198,039+174.1% | Added |
| Rhumbline Advisers | 315,881 | $23.5M | 0.02% | −9,046−2.8% | Reduced |
| Blair William & Co | 320,683 | $23.9M | 0.06% | −306−0.1% | Reduced |
| Moore Capital Management, LP | 323,872 | $24.1M | 0.49% | +281,372+662.1% | Added |
| Islander Capital Partners, L.P. | 326,355 | $24.3M | 10.95% | +326,355 | New |
| First Trust Advisors LP | 338,771 | $25.2M | 0.02% | −239,410−41.4% | Reduced |
| 12 West Capital Management LP | 350,000 | $26.1M | 3.10% | 00.0% | Unchanged |
| NZS Capital, LLC | 360,091 | $26.8M | 0.82% | +3,165+0.9% | Added |
| California State Teachers Retirement System | 379,803 | $28.3M | 0.03% | −5,647−1.5% | Reduced |
| SEI Investments Co | 381,596 | $28.4M | 0.03% | +198,556+108.5% | Added |
| Schonfeld Strategic Advisors LLC | 383,433 | $28.5M | 0.14% | +260,675+212.3% | Added |
| Deutsche Bank AG | 408,584 | $30.4M | 0.01% | +32,160+8.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 411,681 | $30.5M | 0.02% | +37,923+10.1% | Added |
| Polar Capital Holdings Plc | 411,776 | $30.6M | 0.14% | +10,195+2.5% | Added |
| Susquehanna International Group, LLP | 416,612 | $31.0M | 0.04% | −70,534−14.5% | Reduced |
| Glendon Capital Management LP | 417,100 | $31.0M | 1.85% | 00.0% | Unchanged |
| Citadel Advisors LLC | 417,982 | $31.1M | 0.02% | −292,375−41.2% | Reduced |
| BNP Paribas Arbitrage, SA | 471,683 | $35.1M | 0.02% | −41,689−8.1% | Reduced |
| SG Americas Securities, LLC | 475,141 | $35.4M | 0.05% | +260,792+121.7% | Added |
| Capital International Investors | 489,264 | $36.4M | 0.01% | −1,246−0.3% | Reduced |
| California Public Employees Retirement System | 494,911 | $36.8M | 0.02% | +25,640+5.5% | Added |
| Pacific Heights Asset Management LLC | 525,000 | $39.1M | 1.46% | +85,000+19.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 528,220 | $39.3M | 0.02% | −471−0.1% | Reduced |
| Mane Global Capital Management LP | 535,577 | $39.9M | 2.18% | +35,264+7.0% | Added |
| Citigroup Inc | 578,081 | $43.0M | 0.03% | +73,102+14.5% | Added |
| Quantinno Capital Management LP | 590,954 | $44.0M | 0.09% | +22,365+3.9% | Added |
| Legal & General Group Plc | 605,521 | $45.1M | 0.01% | +122,584+25.4% | Added |
| AustralianSuper Pty Ltd | 622,756 | $46.4M | 0.22% | +622,756 | New |
| Nuveen, LLC | 628,194 | $46.8M | 0.01% | −263,885−29.6% | Reduced |
| Ameriprise Financial Inc | 649,584 | $48.3M | 0.01% | +500,187+334.8% | Added |
| Allen Operations LLC | 721,382 | $53.7M | 6.72% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 731,252 | $54.4M | 4.26% | +568,827+350.2% | Added |
| Swiss National Bank | 741,800 | $55.2M | 0.03% | −30,000−3.9% | Reduced |
| ThornTree Capital Partners LP | 767,754 | $57.1M | 9.56% | +352,155+84.7% | Added |
| Artemis Investment Management LLP | 793,941 | $59.1M | 0.71% | +342,669+75.9% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 820,000 | $61.0M | 0.57% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 851,834 | $63.4M | 0.26% | +150,227+21.4% | Added |
| Amundi | 895,703 | $66.7M | 0.02% | +350,318+64.2% | Added |