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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 14,121 | $1.05M | 0.00% | +455+3.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,023 | $1.04M | 0.01% | +14,023 | New |
| Pacific Sage Partners, LLC | 14,000 | $1.04M | 0.17% | +14,000 | New |
| Alta Wealth Advisors LLC | 13,763 | $1.02M | 0.34% | −174−1.2% | Reduced |
| Baker Avenue Asset Management, LP | 13,656 | $1.02M | 0.02% | −41−0.3% | Reduced |
| Maryland State Retirement & Pension System | 13,650 | $1.02M | 0.02% | 00.0% | Unchanged |
| CSS LLC | 13,540 | $1.01M | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,507 | $1.01M | 0.01% | +2,595+23.8% | Added |
| Gulf International Bank (UK) Ltd | 13,342 | $993.0K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 13,308 | $990.5K | 0.02% | +2,720+25.7% | Added |
| Myecfo, LLC | 13,274 | $988.0K | 0.42% | +729+5.8% | Added |
| Royal Fund Management, LLC | 13,244 | $985.8K | 0.09% | +13,244 | New |
| Capstone Capital Management Ltd | 13,241 | $985.5K | 0.95% | +13,241 | New |
| HighVista Strategies LLC | 13,086 | $974.0K | 0.25% | +586+4.7% | Added |
| CAPROCK Group, Inc. | 12,746 | $948.7K | 0.02% | −79−0.6% | Reduced |
| Cresset Asset Management, LLC | 12,619 | $939.2K | 0.00% | +20.0% | Added |
| F&V Capital Management, LLC | 12,476 | $929.0K | 0.20% | +511+4.3% | Added |
| MetLife Investment Management | 12,380 | $921.4K | 0.00% | +351+2.9% | Added |
| HB Wealth Management, LLC | 12,367 | $920.5K | 0.01% | −107−0.9% | Reduced |
| Lazard Asset Management LLC | 12,353 | $919.4K | 0.00% | +2,955+31.4% | Added |
| CIBC Asset Management Inc | 12,257 | $912.3K | 0.00% | +4,160+51.4% | Added |
| Fortis Capital Advisors, LLC | 12,210 | $908.8K | 0.13% | +4,848+65.9% | Added |
| Natixis Advisors, L.P. | 12,114 | $902.0K | 0.00% | −3,340−21.6% | Reduced |
| Mason & Associates Inc | 12,117 | $901.9K | 0.17% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 12,000 | $893.2K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,870 | $883.5K | 0.00% | +1,317+12.5% | Added |
| Bluebird Wealth Management LLC | 11,681 | $869.4K | 0.81% | +11,681 | New |
| Rakuten Investment Management, Inc. | 11,466 | $865.8K | 0.00% | −84,390−88.0% | Reduced |
| BBR Partners, LLC | 11,366 | $846.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,321 | $843.0K | 0.00% | +2,879+34.1% | Added |
| Wedmont Private Capital | 10,093 | $838.2K | 0.03% | +952+10.4% | Added |
| Royal London Asset Management Ltd | 11,029 | $820.9K | 0.00% | +1,263+12.9% | Added |
| PCM Encore, LLC | 11,025 | $820.6K | 0.17% | +11,025 | New |
| Macquarie Group Ltd | 10,841 | $806.9K | 0.00% | −3,247−23.0% | Reduced |
| Paragon Capital Management Ltd | 10,770 | $801.6K | 0.16% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,661 | $793.5K | 0.01% | +1,077+11.2% | Added |
| Abn Amro Investment Solutions | 10,553 | $785.5K | 0.01% | +10,553 | New |
| Federation des caisses Desjardins du Quebec | 10,256 | $763.3K | 0.00% | −488−4.5% | Reduced |
| Prudential Financial Inc | 10,035 | $761.2K | 0.00% | −7,895−44.0% | Reduced |
| Toth Financial Advisory Corp | 10,200 | $759.2K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,186 | $758.1K | 0.00% | +2,219+27.9% | Added |
| Assetmark, Inc | 10,059 | $748.7K | 0.00% | +9,721+2,876.0% | Added |
| Odyssean, LLC | 10,026 | $746.2K | 0.54% | +10,026 | New |
| Gunderson Capital Management Inc. | 10,006 | $744.7K | 0.34% | −26,400−72.5% | Reduced |
| Evergreen Capital Management LLC | 9,676 | $720.2K | 0.02% | +7,293+306.0% | Added |
| North Dakota State Investment Board | 9,447 | $703.1K | 0.03% | +9,447 | New |
| CIBC World Markets Corp | 9,392 | $699.0K | 0.00% | +9,392 | New |
| QRG Capital Management, Inc. | 9,344 | $695.5K | 0.01% | +474+5.3% | Added |
| Laurion Capital Management LP | 9,264 | $689.5K | 0.05% | +9,264 | New |
| J.Safra Asset Management Corp | 9,139 | $680.2K | 0.04% | +1,493+19.5% | Added |
| Teacher Retirement System of Texas | 8,936 | $665.1K | 0.00% | −26,130−74.5% | Reduced |
| Man Group plc | 8,924 | $664.2K | 0.00% | −448,534−98.0% | Reduced |
| TD Waterhouse Canada Inc. | 8,902 | $662.5K | 0.00% | +357+4.2% | Added |
| Cravens & Co Advisors, LLC | 8,695 | $660.6K | 0.43% | +42+0.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,863 | $659.7K | 0.01% | −7,305−45.2% | Reduced |
| Lighthouse Investment Partners, LLC | 8,820 | $656.5K | 0.02% | +8,820 | New |
| Northwest & Ethical Investments L.P. | 8,425 | $639.1K | 0.01% | +635+8.2% | Added |
| Nicholas Investment Partners, LP | 8,495 | $632.3K | 0.05% | +4,768+127.9% | Added |
| United Capital Financial Advisers, LLC | 8,320 | $619.3K | 0.00% | +759+10.0% | Added |
| Central Pacific Bank - Trust Division | 8,274 | $615.8K | 0.08% | −340−3.9% | Reduced |
| Geneos Wealth Management Inc. | 8,256 | $614.5K | 0.02% | +1,500+22.2% | Added |
| Jennison Associates LLC | 8,151 | $606.7K | 0.00% | +1,414+21.0% | Added |
| Ellevest, Inc. | 8,053 | $599.4K | 0.08% | −192−2.3% | Reduced |
| Schroder Investment Management Group | 8,028 | $597.5K | 0.00% | −126−1.5% | Reduced |
| Cannon Global Investment Management, LLC | 8,000 | $595.4K | 1.58% | +8,000 | New |
| GraniteShares Advisors LLC | 7,905 | $588.4K | 0.36% | +1,603+25.4% | Added |
| Institute for Wealth Management, LLC. | 7,810 | $581.3K | 0.06% | −46−0.6% | Reduced |
| Sterling Capital Management LLC | 7,774 | $578.6K | 0.01% | +808+11.6% | Added |
| Engineers Gate Manager LP | 7,626 | $567.6K | 0.01% | −4,441−36.8% | Reduced |
| Kestra Private Wealth Services, LLC | 7,549 | $561.8K | 0.01% | +704+10.3% | Added |
| Vestmark Advisory Solutions, Inc. | 7,412 | $551.7K | 0.01% | +7,412 | New |
| Everence Capital Management Inc | 7,230 | $538.0K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,211 | $536.7K | 0.01% | +876+13.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,511 | $536.2K | 0.00% | −3,962−37.8% | Reduced |
| Park Avenue Securities LLC | 7,162 | $533.0K | 0.00% | −120−1.6% | Reduced |
| White Lighthouse Investment Management Inc. | 7,111 | $529.3K | 0.07% | +1,276+21.9% | Added |
| Aspire Capital Advisors LLC | 7,107 | $529.0K | 0.12% | +1,126+18.8% | Added |
| Atria Investments LLC | 7,088 | $527.6K | 0.01% | +2,299+48.0% | Added |
| Shearwater Capital LLC | 7,000 | $521.0K | 0.30% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,947 | $517.1K | 0.03% | +881+14.5% | Added |
| Swedbank AB | 6,928 | $515.7K | 0.00% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 6,853 | $510.1K | 0.06% | −79−1.1% | Reduced |
| Principal Financial Group Inc | 6,782 | $504.8K | 0.00% | −2,251−24.9% | Reduced |
| Ashford Capital Management Inc | 6,775 | $504.3K | 0.06% | −16,828−71.3% | Reduced |
| SeaCrest Wealth Management, LLC | 6,017 | $499.7K | 0.05% | −40−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 6,966 | $497.6K | 0.01% | −614−8.1% | Reduced |
| Oder Investment Management, LLC | 6,665 | $496.1K | 0.36% | −366−5.2% | Reduced |
| Lecap Asset Management Ltd | 6,657 | $495.5K | 0.20% | −5,676−46.0% | Reduced |
| PMC FIG Opportunities LLC | 6,548 | $487.4K | 0.77% | +6,548 | New |
| Emerald Mutual Fund Advisers Trust | 6,520 | $485.3K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 6,466 | $481.3K | 0.00% | −1,326−17.0% | Reduced |
| Two Sigma Securities, LLC | 6,458 | $480.7K | 0.07% | +6,458 | New |
| Meeder Advisory Services, Inc. | 6,448 | $479.9K | 0.02% | +520+8.8% | Added |
| Ieq Capital, LLC | 6,410 | $477.1K | 0.00% | −55,645−89.7% | Reduced |
| Biltmore Family Office, LLC | 6,380 | $474.9K | 0.07% | +53+0.8% | Added |
| Rhodes Investment Advisors Inc | 6,237 | $464.2K | 0.38% | +6,237 | New |
| Gsa Capital Partners LLP | 6,234 | $464.0K | 0.04% | −14,436−69.8% | Reduced |
| Huntleigh Advisors, Inc. | 6,183 | $460.2K | 0.08% | +294+5.0% | Added |
| Tower Research Capital LLC (TRC) | 6,073 | $452.0K | 0.01% | +5,805+2,166.0% | Added |
| Steward Partners Investment Advisory, LLC | 6,039 | $449.5K | 0.00% | +2,236+58.8% | Added |