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 |
|---|---|---|---|---|---|
| Mariner, LLC | 40,365 | $3.01M | 0.00% | −20,605−33.8% | Reduced |
| Nisa Investment Advisors, LLC | 40,192 | $2.99M | 0.01% | +2,474+6.6% | Added |
| Ameliora Wealth Management Ltd. | 40,000 | $2.98M | 0.91% | +40,000 | New |
| Storebrand Asset Management AS | 39,805 | $2.96M | 0.01% | +3,504+9.7% | Added |
| Jane Street Group, LLC | 39,775 | $2.96M | 0.00% | −635,751−94.1% | Reduced |
| Polar Asset Management Partners Inc. | 38,750 | $2.88M | 0.06% | −53,221−57.9% | Reduced |
| J. Safra Sarasin Holding AG | 37,724 | $2.86M | 0.05% | +37,724 | New |
| Jasper Ridge Partners, L.P. | 38,086 | $2.83M | 0.06% | 00.0% | Unchanged |
| Group One Trading, L.P. | 37,846 | $2.82M | 0.08% | −37,104−49.5% | Reduced |
| JustInvest LLC | 35,887 | $2.67M | 0.03% | +687+2.0% | Added |
| Employees Retirement System of Texas | 35,771 | $2.66M | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 35,570 | $2.65M | 0.09% | +5,709+19.1% | Added |
| Brevan Howard Capital Management LP | 35,000 | $2.61M | 0.05% | +125+0.4% | Added |
| Readystate Asset Management LP | 34,647 | $2.58M | 0.11% | +34,647 | New |
| Nissay Asset Management Corp | 34,321 | $2.55M | 0.01% | +671+2.0% | Added |
| Element Squared LLC | 33,664 | $2.51M | 1.36% | +13,678+68.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 33,550 | $2.50M | 0.01% | +33,550 | New |
| Evolutionary Tree Capital Management, LLC | 33,313 | $2.48M | 2.88% | −860−2.5% | Reduced |
| Polen Capital Management LLC | 32,969 | $2.45M | 0.01% | −127−0.4% | Reduced |
| Independent Financial Group, LLC | 32,752 | $2.44M | 0.05% | +7,603+30.2% | Added |
| Creative Planning | 32,645 | $2.43M | 0.00% | +4,312+15.2% | Added |
| Capula Management Ltd | 32,541 | $2.42M | 0.02% | +17,217+112.4% | Added |
| Mercer Global Advisors Inc | 32,616 | $2.39M | 0.00% | +688+2.2% | Added |
| Flagship Harbor Advisors, LLC | 30,844 | $2.30M | 0.11% | −2,103−6.4% | Reduced |
| Boothbay Fund Management, LLC | 30,647 | $2.28M | 0.06% | +7,302+31.3% | Added |
| OP Asset Management Ltd | 30,328 | $2.26M | 0.03% | −9,141−23.2% | Reduced |
| Belpointe Asset Management LLC | 29,693 | $2.21M | 0.08% | +4,683+18.7% | Added |
| Wakefield Asset Management LLLP | 28,819 | $2.14M | 0.58% | −614−2.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 28,730 | $2.14M | 0.02% | +28,730 | New |
| Northwestern Mutual Wealth Management Co | 28,722 | $2.14M | 0.00% | +9,325+48.1% | Added |
| Blueshift Asset Management, LLC | 27,859 | $2.07M | 0.60% | +1,557+5.9% | Added |
| Nordea Investment Management AB | 27,470 | $2.07M | 0.00% | +4,107+17.6% | Added |
| Commonwealth Equity Services, LLC | 27,680 | $2.06M | 0.00% | −12,383−30.9% | Reduced |
| Daiwa Securities Group Inc. | 27,675 | $2.06M | 0.01% | −1,477−5.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 27,600 | $2.05M | 0.01% | −1,182−4.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 27,530 | $2.05M | 0.05% | +27,530 | New |
| Fieldview Capital Management, LLC | 27,466 | $2.04M | 0.35% | +27,466 | New |
| Catalyst Funds Management Pty Ltd | 27,100 | $2.02M | 0.47% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 26,714 | $1.99M | 0.04% | +13,993+110.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,603 | $1.98M | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 26,571 | $1.98M | 0.06% | −62,712−70.2% | Reduced |
| Captrust Financial Advisors | 26,367 | $1.96M | 0.00% | −2,368−8.2% | Reduced |
| HighTower Advisors, LLC | 25,962 | $1.93M | 0.00% | −3,821−12.8% | Reduced |
| XTX Topco Ltd | 25,919 | $1.93M | 0.05% | +25,919 | New |
| Integris Wealth Management, LLC | 25,857 | $1.92M | 0.44% | +3,597+16.2% | Added |
| Squarepoint Ops LLC | 25,508 | $1.90M | 0.00% | +585+2.3% | Added |
| Dockside LLC | 25,067 | $1.87M | 0.48% | +25,067 | New |
| Thrivent Financial for Lutherans | 24,701 | $1.86M | 0.00% | +24+0.1% | Added |
| STRS Ohio | 24,884 | $1.85M | 0.01% | +11,468+85.5% | Added |
| GF Fund Management Co. Ltd. | 24,491 | $1.82M | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 24,230 | $1.80M | 0.00% | +4,831+24.9% | Added |
| Investment Management Corp of Ontario | 23,883 | $1.78M | 0.02% | +11,270+89.4% | Added |
| Public Employees Retirement Association of Colorado | 23,329 | $1.74M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 23,246 | $1.73M | 0.01% | −10,976−32.1% | Reduced |
| Simplicity Wealth,LLC | 22,930 | $1.71M | 0.10% | −6,088−21.0% | Reduced |
| Janus Henderson Group PLC | 22,800 | $1.70M | 0.00% | −17,902−44.0% | Reduced |
| Credit Agricole S A | 22,774 | $1.70M | 0.00% | −8,533−27.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 22,571 | $1.68M | 0.04% | +22,571 | New |
| Nomura Holdings Inc | 22,302 | $1.66M | 0.00% | −699−3.0% | Reduced |
| Swiss Life Asset Management Ltd | 22,296 | $1.66M | 0.01% | +247+1.1% | Added |
| US Bancorp | 22,192 | $1.65M | 0.00% | +1,894+9.3% | Added |
| M&T Bank Corp | 21,951 | $1.63M | 0.01% | +2,863+15.0% | Added |
| Eurizon Capital SGR S.p.A. | 21,656 | $1.62M | 0.01% | +21,656 | New |
| Pathstone Holdings, LLC | 21,032 | $1.57M | 0.01% | −485−2.3% | Reduced |
| Ardsley Advisory Partners LP | 21,000 | $1.56M | 0.20% | +1,000+5.0% | Added |
| Amalgamated Bank | 20,794 | $1.55M | 0.01% | +2,474+13.5% | Added |
| Pensionmark Financial Group, LLC | 20,588 | $1.53M | 0.03% | +1,224+6.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 20,486 | $1.52M | 0.09% | +11,263+122.1% | Added |
| Summit Trail Advisors, LLC | 20,400 | $1.52M | 0.03% | +997+5.1% | Added |
| Los Angeles Capital Management LLC | 21,419 | $1.48M | 0.01% | +2,850+15.3% | Added |
| Allstate Corp | 19,740 | $1.47M | 0.02% | +10,268+108.4% | Added |
| Mission Wealth Management, LP | 19,521 | $1.45M | 0.03% | +20.0% | Added |
| CI Private Wealth, LLC | 19,064 | $1.42M | 0.00% | +2,032+11.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 18,484 | $1.38M | 0.06% | +18,484 | New |
| Prelude Capital Management, LLC | 18,400 | $1.37M | 0.10% | +14,206+338.7% | Added |
| Jones Financial Companies LLLP | 18,373 | $1.37M | 0.00% | +7,306+66.0% | Added |
| Vontobel Holding Ltd. | 18,130 | $1.35M | 0.00% | +3,913+27.5% | Added |
| Gateway Investment Advisers LLC | 18,000 | $1.34M | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,623 | $1.33M | 0.01% | +10,344+142.1% | Added |
| Gladstone Institutional Advisory LLC | 17,859 | $1.33M | 0.05% | −3,350−15.8% | Reduced |
| Cerity Partners LLC | 17,782 | $1.32M | 0.00% | −2,395−11.9% | Reduced |
| Shelton Wealth Management, LLC | 17,675 | $1.32M | 0.57% | +17,675 | New |
| Cim Investment Mangement Inc | 17,631 | $1.31M | 0.34% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 17,526 | $1.30M | 0.01% | +17,526 | New |
| We Are One Seven, LLC | 17,479 | $1.30M | 0.03% | +87+0.5% | Added |
| Oppenheimer Asset Management Inc. | 17,435 | $1.30M | 0.02% | +5,266+43.3% | Added |
| Dynamic Technology Lab Private Ltd | 16,640 | $1.24M | 0.28% | +48+0.3% | Added |
| Rakuten Securities, Inc. | 16,622 | $1.24M | 0.40% | +206+1.3% | Added |
| Savant Capital, LLC | 16,481 | $1.23M | 0.01% | +166+1.0% | Added |
| Mackenzie Financial Corp | 15,930 | $1.21M | 0.00% | −65−0.4% | Reduced |
| Vident Advisory, LLC | 15,874 | $1.18M | 0.01% | +572+3.7% | Added |
| RFG Advisory, LLC | 15,815 | $1.18M | 0.02% | +1,888+13.6% | Added |
| Rockefeller Capital Management L.P. | 15,503 | $1.15M | 0.00% | +5,385+53.2% | Added |
| Bank of Nova Scotia | 15,443 | $1.15M | 0.00% | +4,832+45.5% | Added |
| Fairvoy Private Wealth, LLC | 15,372 | $1.14M | 0.26% | −1,340−8.0% | Reduced |
| BloombergSen Inc. | 15,292 | $1.14M | 0.12% | +15,292 | New |
| Independent Advisor Alliance | 15,040 | $1.12M | 0.03% | −2,712−15.3% | Reduced |
| Utah Retirement Systems | 14,580 | $1.09M | 0.01% | +397+2.8% | Added |
| BIT Capital GmbH | 14,482 | $1.08M | 0.05% | −222,853−93.9% | Reduced |
| New York State Teachers Retirement System | 14,369 | $1.07M | 0.00% | +14,369 | New |