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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.

Institutional holdersQ4 2025: 640 institutions
Q1 2021: 207 institutionsQ2 2021: 230 institutionsQ3 2021: 340 institutionsQ4 2021: 440 institutionsQ1 2022: 391 institutionsQ2 2022: 348 institutionsQ3 2022: 354 institutionsQ4 2022: 354 institutionsQ1 2023: 308 institutionsQ2 2023: 313 institutionsQ3 2023: 312 institutionsQ4 2023: 407 institutionsQ1 2024: 383 institutionsQ2 2024: 378 institutionsQ3 2024: 426 institutionsQ4 2024: 502 institutionsQ1 2025: 491 institutionsQ2 2025: 562 institutionsQ3 2025: 616 institutionsQ4 2025: 640 institutionsQ1 2026: 593 institutionsQ2 2026: 662 institutions
Value heldQ4 2025: $17.8B
Q1 2021: $5.81BQ2 2021: $6.01BQ3 2021: $13.2BQ4 2021: $14.3BQ1 2022: $7.33BQ2 2022: $2.94BQ3 2022: $3.26BQ4 2022: $1.59BQ1 2023: $2.05BQ2 2023: $2.73BQ3 2023: $4.17BQ4 2023: $9.51BQ1 2024: $7.19BQ2 2024: $5.77BQ3 2024: $8.07BQ4 2024: $12.6BQ1 2025: $9.77BQ2 2025: $15.5BQ3 2025: $16.6BQ4 2025: $17.8BQ1 2026: $11.0BQ2 2026: $21.2B
Institutions holding AFRM and their total value by quarter
QuarterHoldersValue
Q2 2026662$21.2B
Q1 2026593$11.0B
Q4 2025640$17.8B
Q3 2025616$16.6B
Q2 2025562$15.5B
Q1 2025491$9.77B
Q4 2024502$12.6B
Q3 2024426$8.07B
Q2 2024378$5.77B
Q1 2024383$7.19B
Q4 2023407$9.51B
Q3 2023312$4.17B
Q2 2023313$2.73B
Q1 2023308$2.05B
Q4 2022354$1.59B
Q3 2022354$3.26B
Q2 2022348$2.94B
Q1 2022391$7.33B
Q4 2021440$14.3B
Q3 2021340$13.2B
Q2 2021230$6.01B
Q1 2021207$5.81B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q3 2025.

Institutions holding AFRM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wealthfront Advisers LLC5,976$444.8K0.00%+823+16.0%Added
Private Advisor Group, LLC5,932$441.5K0.00%−2,037−25.6%Reduced
Comerica Bank5,819$433.2K0.00%−224,473−97.5%Reduced
National Bank of Canada5,728$425.9K0.00%+2,147+60.0%Added
RSM US Wealth Management LLC5,587$423.8K0.01%+124+2.3%Added
Signaturefd, LLC5,633$419.3K0.01%+590+11.7%Added
Choate Investment Advisors5,552$413.2K0.01%00.0%Unchanged
Vestcor Inc5,506$410.0K0.01%+165+3.1%Added
Kera Capital Partners, Inc.6,785$409.1K0.05%+195+3.0%Added
Plato Investment Management Ltd5,440$406.9K0.03%00.0%Unchanged
Forum Financial Management, LP5,438$404.8K0.01%+917+20.3%Added
Catalytic Wealth RIA, LLC5,416$403.1K0.01%−9,203−63.0%Reduced
Vinva Investment Management Ltd5,247$398.0K0.00%−15,581−74.8%Reduced
GAMMA Investing LLC5,340$397.5K0.02%+490+10.1%Added
Dai-Ichi Life Insurance Company, Ltd5,190$386.3K0.01%+5,190New
Yarbrough Capital, LLC5,034$374.7K0.01%+5,034New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,013$373.1K0.01%+104+2.1%Added
Mirae Asset Global Investments Co., Ltd.5,008$372.7K0.00%+253+5.3%Added
Quest Partners LLC4,996$371.9K0.02%+2,147+75.4%Added
Woodline Partners LP4,988$371.3K0.00%+4,988New
Holistic Financial Partners4,933$367.2K0.13%−567−10.3%Reduced
Andina Capital Management, LLC4,926$366.6K0.22%00.0%Unchanged
Toroso Investments, LLC4,861$361.8K0.00%−748,326−99.4%Reduced
Prudential PLC4,858$361.6K0.00%00.0%Unchanged
Ares Systematic Credit Ltd4,752$353.7K0.29%+4,752New
Diversified Trust Co4,701$349.9K0.01%+46+1.0%Added
Callan Family Office, LLC4,637$345.1K0.01%+182+4.1%Added
Quantitative Investment Management, LLC4,647$345.0K0.03%+4,647New
UniSuper Management Pty Ltd4,600$342.4K0.00%00.0%Unchanged
Vise Technologies, Inc.4,596$342.1K0.01%+383+9.1%Added
Commerce Bank4,298$319.9K0.00%+29+0.7%Added
Lido Advisors, LLC4,295$315.0K0.00%+560+15.0%Added
Foundations Investment Advisors, LLC4,222$314.2K0.00%−39−0.9%Reduced
Versant Capital Management, Inc4,211$313.4K0.04%−25−0.6%Reduced
TCW Group Inc4,207$313.1K0.00%+4,207New
SLT Holdings LLC4,205$313.0K0.21%00.0%Unchanged
Aaron Wealth Advisors4,148$308.7K0.02%−117−2.7%Reduced
Ritholtz Wealth Management4,121$306.7K0.01%+12+0.3%Added
CWM, LLC4,074$303.0K0.00%−8,982−68.8%Reduced
Arista Wealth Management, LLC4,018$299.1K0.04%+4,018New
Parallel Advisors, LLC4,017$299.0K0.01%−45−1.1%Reduced
Farther Finance Advisors, LLC4,015$298.8K0.00%+2,544+172.9%Added
IFP Advisors, Inc3,961$294.8K0.01%−890−18.3%Reduced
Siemens Fonds Invest GmbH3,734$283.2K0.02%00.0%Unchanged
Western Wealth Management, LLC3,805$283.2K0.01%−95−2.4%Reduced
Change Path, LLC3,768$280.5K0.01%−2,588−40.7%Reduced
Sanctuary Advisors, LLC3,710$276.1K0.00%+443+13.6%Added
Bayforest Capital Ltd3,662$272.6K0.20%+1,837+100.7%Added
Skopos Labs, Inc.3,591$271.2K0.01%+3,591New
Frank, Rimerman Advisors LLC3,614$269.0K0.02%−14−0.4%Reduced
Ethic Inc.3,564$265.3K0.00%+399+12.6%Added
Vantage Financial Partners, LLC3,527$262.5K0.05%+3,527New
Ancora Advisors, LLC3,500$260.5K0.01%−10.0%Reduced
Yousif Capital Management, LLC3,608$256.5K0.00%+365+11.3%Added
Norden Group LLC3,444$256.3K0.03%+642+22.9%Added
Kestra Advisory Services, LLC3,441$256.1K0.00%+173+5.3%Added
SRS Capital Advisors, Inc.3,379$251.5K0.01%−8,219−70.9%Reduced
MAI Capital Management3,362$250.3K0.00%+2+0.1%Added
Rareview Capital LLC3,541$244.8K0.16%00.0%Unchanged
PFG Investments, LLC3,285$244.5K0.01%−300−8.4%Reduced
Prime Capital Investment Advisors, LLC3,283$244.4K0.00%−1,408−30.0%Reduced
Congress Park Capital LLC3,250$241.9K0.07%00.0%Unchanged
Advisors Asset Management, Inc.3,181$236.8K0.00%+452+16.6%Added
Personal Cfo Solutions, LLC3,166$235.6K0.04%−187−5.6%Reduced
Advisory Services Network, LLC3,116$232.0K0.00%+455+17.1%Added
Savvy Advisors, Inc.3,095$230.3K0.01%−315−9.2%Reduced
HighPoint Advisor Group LLC3,080$229.2K0.01%−195−6.0%Reduced
OpenArc Corporate Advisory, LLC3,072$228.6K0.00%+3,072New
Ossiam3,031$225.6K0.00%−1,965−39.3%Reduced
Intellectus Partners, LLC2,986$222.2K0.04%−1,264−29.7%Reduced
Leigh Baldwin & Co., LLC2,903$216.0K0.14%+9+0.3%Added
USA Financial Portformulas Corp2,886$214.8K0.04%+2,886New
Envestnet Portfolio Solutions, Inc.2,883$214.6K0.00%+2,883New
Freestone Capital Holdings, LLC2,878$214.2K0.01%+21+0.7%Added
Coldstream Capital Management Inc2,831$210.7K0.00%−691−19.6%Reduced
PFG Advisors2,818$209.7K0.01%+2,818New
EverSource Wealth Advisors, LLC2,796$208.1K0.01%−399−12.5%Reduced
DRW Securities, LLC2,782$207.1K0.02%−17,658−86.4%Reduced
Metis Global Partners, LLC2,774$206.5K0.00%−242−8.0%Reduced
Childress Capital Advisors, LLC2,721$202.5K0.03%+2,721New
PDT Partners, LLC2,709$201.6K0.01%+2,709New
Paradigm Asset Management Co LLC2,700$201.0K0.05%−200−6.9%Reduced
Spire Wealth Management2,681$199.6K0.01%+23+0.9%Added
Global Retirement Partners, LLC2,618$194.9K0.00%+1,420+118.5%Added
Pinnacle Wealth Planning Services, Inc.2,605$193.9K0.02%+2,605New
Smartleaf Asset Management LLC2,416$183.3K0.01%+816+51.0%Added
Persistent Asset Partners Ltd2,339$174.1K0.08%+2,339New
ASR Vermogensbeheer N.V.2,315$172.3K0.00%+2,315New
Newbridge Financial Services Group, Inc.2,297$171.0K0.03%00.0%Unchanged
AdvisorNet Financial, Inc2,010$149.6K0.01%−2,998−59.9%Reduced
SageView Advisory Group, LLC1,933$143.9K0.00%+1,933New
E. Ohman J:or Asset Management AB1,932$143.8K0.00%+1,932New
Twin Lakes Capital Management, LLC1,811$134.8K0.06%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt1,800$134.0K0.01%00.0%Unchanged
Torren Management, LLC1,671$124.4K0.06%+1,671New
Raleigh Capital Management Inc.1,635$121.7K0.04%+1,635New
Transamerica Financial Advisors, Inc.1,606$119.6K0.01%+1,579+5,848.1%Added
Acadian Asset Management LLC1,401$104.0K0.00%−3,471−71.2%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.1,314$97.8K0.03%+1,314New
Westside Investment Management, Inc.1,250$93.0K0.01%00.0%Unchanged