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 |
|---|---|---|---|---|---|
| Intercapital, LLC | 179,762 | $13.4M | 7.02% | +179,762 | New |
| Raymond James Financial Inc | 176,696 | $13.2M | 0.00% | +26,001+17.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 163,242 | $12.2M | 0.02% | −6,810−4.0% | Reduced |
| LPL Financial LLC | 157,375 | $11.7M | 0.00% | −8,941−5.4% | Reduced |
| D. E. Shaw & Co., Inc. | 155,540 | $11.6M | 0.01% | −134,228−46.3% | Reduced |
| Ogborne Capital Management, LLC | 150,000 | $11.2M | 3.68% | −250,000−62.5% | Reduced |
| Abdiel Capital Advisors, LP | 144,046 | $10.7M | 15.11% | −815,536−85.0% | Reduced |
| New York State Common Retirement Fund | 143,415 | $10.7M | 0.01% | +8,400+6.2% | Added |
| Korea Investment CORP | 140,254 | $10.4M | 0.02% | +42,836+44.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 139,083 | $10.4M | 0.02% | +74,081+114.0% | Added |
| Zacks Investment Management | 138,574 | $10.3M | 0.08% | +85,854+162.8% | Added |
| Agf Management Ltd | 137,948 | $10.3M | 0.04% | −4,173−2.9% | Reduced |
| State of Wisconsin Investment Board | 136,376 | $10.2M | 0.02% | −28,946−17.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 135,852 | $10.1M | 0.08% | −4,025−2.9% | Reduced |
| Landscape Capital Management, L.L.C. | 134,385 | $10.0M | 0.67% | −18,066−11.9% | Reduced |
| Woodson Capital Management, LP | 130,000 | $9.68M | 1.49% | +130,000 | New |
| Aquatic Capital Management LLC | 128,711 | $9.58M | 0.27% | −20,277−13.6% | Reduced |
| Ilex Capital Partners (UK) LLP | 128,675 | $9.58M | 0.27% | +128,675 | New |
| Susquehanna Portfolio Strategies, LLC | 128,560 | $9.57M | 0.15% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 126,211 | $9.39M | 4.10% | −2,534−2.0% | Reduced |
| Elyxium Wealth, LLC | 123,827 | $9.22M | 2.56% | +7,828+6.7% | Added |
| Gotham Asset Management, LLC | 122,915 | $9.15M | 0.03% | −2,212−1.8% | Reduced |
| Allen Investment Management LLC | 116,683 | $8.68M | 0.10% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 116,451 | $8.67M | 0.02% | +8,061+7.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 116,330 | $8.66M | 0.07% | −2,477−2.1% | Reduced |
| AQR Capital Management LLC | 115,670 | $8.61M | 0.00% | −229,944−66.5% | Reduced |
| Treasurer of the State of North Carolina | 115,160 | $8.57M | 0.03% | −5,472−4.5% | Reduced |
| Optiver Holding B.V. | 114,987 | $8.56M | 0.15% | −33,300−22.5% | Reduced |
| Walleye Capital LLC | 114,090 | $8.49M | 0.05% | +11,805+11.5% | Added |
| Danske Bank A/S | 113,900 | $8.48M | 0.02% | +21,900+23.8% | Added |
| Paloma Partners Management Co | 110,002 | $8.19M | 2.81% | +24,915+29.3% | Added |
| PFA Pension, Forsikringsaktieselskab | 106,844 | $8.10M | 0.02% | +106,844 | New |
| Jain Global LLC | 108,366 | $8.07M | 0.08% | +42,115+63.6% | Added |
| Pictet Asset Management Holding SA | 106,793 | $7.95M | 0.01% | +9,766+10.1% | Added |
| Omega Financial Group, LLC | 103,627 | $7.71M | 2.57% | −2,000−1.9% | Reduced |
| a16z Perennial Management, L.P. | 103,220 | $7.68M | 0.61% | +89,960+678.4% | Added |
| Asset Management One Co.,Ltd. | 101,420 | $7.66M | 0.02% | +426+0.4% | Added |
| Great Lakes Advisors, LLC | 102,370 | $7.62M | 0.06% | −40,165−28.2% | Reduced |
| KLP Kapitalforvaltning AS | 98,700 | $7.35M | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 97,531 | $7.26M | 0.01% | +7,701+8.6% | Added |
| Victory Capital Management Inc | 95,986 | $7.14M | 0.00% | +12,626+15.1% | Added |
| State of New Jersey Common Pension Fund D | 94,804 | $7.06M | 0.03% | −717−0.8% | Reduced |
| Verition Fund Management LLC | 93,923 | $6.99M | 0.04% | −116,726−55.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 89,095 | $6.63M | 0.03% | +89,095 | New |
| HSBC Holdings PLC | 88,341 | $6.59M | 0.00% | −8,415−8.7% | Reduced |
| Q Fund Management (Hong Kong) Ltd | 86,200 | $6.42M | 6.02% | +86,200 | New |
| Jefferies Financial Group Inc. | 86,140 | $6.41M | 0.05% | −85,129−49.7% | Reduced |
| RJA Asset Management LLC | 85,500 | $6.36M | 2.25% | 00.0% | Unchanged |
| Maytus Capital Management, LLC | 85,000 | $6.33M | 1.50% | +14,000+19.7% | Added |
| Public Employees Retirement System of Ohio | 82,729 | $6.16M | 0.02% | −1,096−1.3% | Reduced |
| Winton Group Ltd | 82,304 | $6.13M | 0.21% | +82,304 | New |
| Nomura Asset Management Co Ltd | 80,120 | $5.96M | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 77,180 | $5.74M | 0.01% | +9,256+13.6% | Added |
| Resona Asset Management Co.,Ltd. | 76,300 | $5.69M | 0.03% | −5,788−7.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75,555 | $5.67M | 0.01% | +14,847+24.5% | Added |
| Nomura Asset Management International Inc. | 75,609 | $5.63M | 0.01% | +75,609 | New |
| Ambassador Advisors, LLC | 75,311 | $5.61M | 0.82% | +1,953+2.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 74,614 | $5.55M | 0.05% | +74,614 | New |
| Arizona State Retirement System | 74,327 | $5.53M | 0.03% | −5,687−7.1% | Reduced |
| Handelsbanken Fonder AB | 72,200 | $5.37M | 0.02% | +5,000+7.4% | Added |
| Andra AP-fonden | 72,000 | $5.36M | 0.07% | −41,600−36.6% | Reduced |
| Alberta Investment Management Corp | 70,900 | $5.28M | 0.03% | +70,900 | New |
| Forsta Ap-Fonden | 70,300 | $5.23M | 0.03% | −22,900−24.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 70,000 | $5.21M | 0.01% | +70,000 | New |
| Ballentine Partners, LLC | 69,765 | $5.19M | 0.07% | −1,711−2.4% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $5.16M | 0.49% | 00.0% | Unchanged |
| G2 Investment Partners Management LLC | 66,892 | $4.98M | 1.19% | −53,567−44.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 66,024 | $4.91M | 0.05% | +17,914+37.2% | Added |
| Capelight Capital Asset Management LP | 66,000 | $4.91M | 4.87% | +66,000 | New |
| Clear Street Group Inc. | 63,478 | $4.72M | 0.02% | +18,908+42.4% | Added |
| Ardmore Road Asset Management LP | 63,186 | $4.70M | 0.36% | −136,814−68.4% | Reduced |
| Two Sigma Investments, LP | 62,069 | $4.62M | 0.01% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,000 | $4.61M | 0.04% | −100−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 61,236 | $4.56M | 0.01% | +50,065+448.2% | Added |
| Sumitomo Life Insurance Co | 61,100 | $4.55M | 0.12% | +61,100 | New |
| Dark Forest Capital Management LP | 60,668 | $4.52M | 0.21% | +45,792+307.8% | Added |
| Truist Financial Corp | 59,825 | $4.45M | 0.01% | +15,469+34.9% | Added |
| Cetera Investment Advisers | 59,486 | $4.43M | 0.00% | −2,645−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 59,293 | $4.41M | 0.01% | −16,130−21.4% | Reduced |
| Osmosis Investment Management UK Ltd | 56,803 | $4.23M | 0.11% | +56,803 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 55,974 | $4.17M | 0.19% | +55,974 | New |
| Liontrust Investment Partners LLP | 54,743 | $4.07M | 0.06% | −646−1.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 52,441 | $3.90M | 0.02% | −659−1.2% | Reduced |
| Baird Financial Group, Inc. | 51,794 | $3.86M | 0.01% | +5,338+11.5% | Added |
| IFM Investors Pty Ltd | 50,811 | $3.78M | 0.03% | +132+0.3% | Added |
| DnB Asset Management AS | 50,782 | $3.78M | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 48,936 | $3.64M | 0.01% | +6,703+15.9% | Added |
| Millennium Management LLC | 48,735 | $3.63M | 0.00% | −262,336−84.3% | Reduced |
| SBI Securities Co., Ltd. | 48,504 | $3.61M | 0.09% | +22,054+83.4% | Added |
| Neo Ivy Capital Management | 48,042 | $3.58M | 0.56% | +5,192+12.1% | Added |
| Atomi Financial Group, Inc. | 47,992 | $3.57M | 0.11% | −1,668−3.4% | Reduced |
| British Columbia Investment Management Corp | 47,934 | $3.57M | 0.02% | +9,455+24.6% | Added |
| Xponance, Inc. | 47,223 | $3.51M | 0.03% | +2,262+5.0% | Added |
| TD Asset Management Inc | 47,016 | $3.50M | 0.00% | +2,547+5.7% | Added |
| Osterweis Capital Management Inc | 46,209 | $3.44M | 0.15% | −17,310−27.3% | Reduced |
| Panoramic Capital, LLC | 45,377 | $3.38M | 1.93% | −12,778−22.0% | Reduced |
| Twin Tree Management, LP | 45,143 | $3.36M | 0.34% | −57,334−55.9% | Reduced |
| Militia Capital Partners, LP | 43,943 | $3.27M | 1.23% | +32,743+292.3% | Added |
| Mount Vernon Associates Inc | 42,925 | $3.19M | 2.15% | +200+0.5% | Added |
| Caisse de Depot Et Placement du Quebec | 41,500 | $3.09M | 0.01% | +24,055+137.9% | Added |