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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 1,182 | $88.0K | 0.00% | −392−24.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,004 | $74.7K | 0.00% | −699−41.0% | Reduced |
| Valley National Advisers Inc | 983 | $73.0K | 0.01% | +6+0.6% | Added |
| Allworth Financial LP | 898 | $66.9K | 0.00% | −325−26.6% | Reduced |
| Sound Income Strategies, LLC | 853 | $63.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 814 | $60.6K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 783 | $58.3K | 0.00% | +210+36.6% | Added |
| CIBC Private Wealth Group, LLC | 775 | $57.7K | 0.00% | −13−1.6% | Reduced |
| Vestor Capital, LLC | 769,364 | $55.0K | 0.00% | +608,529+378.4% | Added |
| Hollencrest Capital Management | 700 | $52.1K | 0.00% | +700 | New |
| Osbon Capital Management LLC | 661 | $49.2K | 0.05% | +661 | New |
| Ronald Blue Trust, Inc. | 602 | $44.8K | 0.00% | −284−32.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $44.7K | 0.01% | +400+200.0% | Added |
| Y.D. More Investments Ltd | 596 | $44.4K | 0.00% | −578−49.2% | Reduced |
| Blume Capital Management, Inc. | 530 | $39.4K | 0.01% | +75+16.5% | Added |
| Quent Capital, LLC | 529 | $39.4K | 0.00% | −54−9.3% | Reduced |
| Fifth Third Bancorp | 522 | $38.9K | 0.00% | +203+63.6% | Added |
| Bogart Wealth, LLC | 521 | $38.8K | 0.00% | +500+2,381.0% | Added |
| Quadrant Capital Group LLC | 520 | $38.7K | 0.00% | −281−35.1% | Reduced |
| Harbour Investments, Inc. | 502 | $37.4K | 0.00% | +147+41.4% | Added |
| Bessemer Group Inc | 494 | $37.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 485 | $36.0K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 450 | $33.5K | 0.02% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 450 | $33.5K | 0.02% | +450 | New |
| CoreCap Advisors, LLC | 441 | $32.8K | 0.00% | +358+431.3% | Added |
| Root Financial Partners, LLC | 434 | $32.3K | 0.00% | +157+56.7% | Added |
| Triumph Capital Management | 428 | $31.9K | 0.01% | +428 | New |
| Copia Wealth Management | 415 | $30.9K | 0.02% | +13+3.2% | Added |
| SWAN Capital LLC | 400 | $29.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 377 | $28.1K | 0.00% | −119−24.0% | Reduced |
| Garden State Investment Advisory Services LLC | 354 | $26.3K | 0.01% | +354 | New |
| Greenline Wealth Management LLC | 347 | $25.8K | 0.03% | +347 | New |
| Basecamp Wealth Advisors LLC | 307 | $22.9K | 0.00% | +307 | New |
| Larson Financial Group LLC | 274 | $20.4K | 0.00% | −225−45.1% | Reduced |
| McGuire Capital Advisors Inc | 269 | $20.0K | 0.01% | +269 | New |
| Reflection Asset Management | 260 | $19.4K | 0.01% | +260 | New |
| Holos Integrated Wealth LLC | 259 | $19.2K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 254 | $18.9K | 0.00% | −26,379−99.0% | Reduced |
| HM Payson & Co | 253 | $18.8K | 0.00% | +90+55.2% | Added |
| Private Wealth Management Group, LLC | 252 | $18.8K | 0.01% | −1−0.4% | Reduced |
| Fortitude Family Office, LLC | 250 | $18.6K | 0.00% | +13+5.5% | Added |
| Massmutual Trust Co FSB | 239 | $17.8K | 0.00% | +53+28.5% | Added |
| Covestor Ltd | 228 | $17.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 202 | $15.0K | 0.00% | +202 | New |
| Tacita Capital Inc | 200 | $14.9K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 195 | $14.8K | 0.00% | +195 | New |
| Aspect Partners, LLC | 172 | $12.8K | 0.01% | +77+81.1% | Added |
| Manchester Capital Management LLC | 171 | $12.7K | 0.00% | −1,904−91.8% | Reduced |
| Sachetta, LLC | 169 | $12.6K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 167 | $12.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 153 | $12.4K | 0.00% | +66+75.9% | Added |
| Armstrong Advisory Group, Inc | 165 | $12.3K | 0.00% | −100−37.7% | Reduced |
| Elequin Capital LP | 158 | $11.8K | 0.00% | +158 | New |
| Purpose Unlimited Inc. | 158 | $11.8K | 0.00% | +158 | New |
| Brown Brothers Harriman & Co | 157 | $11.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $9.97K | 0.00% | +48+55.8% | Added |
| Rialto Wealth Management, LLC | 132 | $9.82K | 0.00% | +125+1,785.7% | Added |
| Bruce G. Allen Investments, LLC | 123 | $9.15K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 123 | $9.15K | 0.00% | +123 | New |
| Keating Financial Advisory Services, Inc. | 123 | $9.15K | 0.00% | +123 | New |
| Hantz Financial Services, Inc. | 115 | $9.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 115 | $8.56K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 109 | $8.11K | 0.00% | +76+230.3% | Added |
| TD Private Client Wealth LLC | 105 | $7.82K | 0.00% | −11−9.5% | Reduced |
| BFSG, LLC | 100 | $7.44K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $7.44K | 0.00% | 00.0% | Unchanged |
| Bayban | 100 | $7.44K | 0.01% | +100 | New |
| Bell Investment Advisors, Inc | 95 | $7.07K | 0.00% | +7+8.0% | Added |
| T. Rowe Price Investment Management, Inc. | 93 | $7.00K | 0.00% | −27−22.5% | Reduced |
| CVA Family Office, LLC | 90 | $6.70K | 0.00% | +48+114.3% | Added |
| Abound Financial, LLC | 85 | $6.33K | 0.00% | +85 | New |
| Rachor Investment Advisory Services, LLC | 74 | $5.51K | 0.00% | +74 | New |
| Meeder Asset Management Inc | 68 | $5.06K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 64 | $4.76K | 0.00% | +64 | New |
| True Wealth Design, LLC | 64 | $4.74K | 0.00% | −203−76.0% | Reduced |
| Parkside Financial Bank & Trust | 58 | $4.32K | 0.00% | +47+427.3% | Added |
| Quarry LP | 58 | $4.32K | 0.00% | +58 | New |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $4.09K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $4.09K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 52 | $3.87K | 0.00% | +52 | New |
| Huntington National Bank | 48 | $3.57K | 0.00% | −65−57.5% | Reduced |
| Signature Equity Partners, LLC | 44 | $3.28K | 0.00% | +44 | New |
| Cromwell Holdings LLC | 44 | $3.27K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 43 | $3.20K | 0.00% | +9+26.5% | Added |
| SOA Wealth Advisors, LLC. | 41 | $3.05K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 41 | $3.05K | 0.00% | +41 | New |
| NBC Securities, Inc. | 40 | $2.98K | 0.00% | −12−23.1% | Reduced |
| Rothschild Investment LLC | 36 | $2.68K | 0.00% | +8+28.6% | Added |
| SJS Investment Consulting Inc. | 35 | $2.61K | 0.00% | +22+169.2% | Added |
| IMA Wealth, Inc. | 34 | $2.53K | 0.00% | +34 | New |
| Rossby Financial, LCC | 33 | $2.46K | 0.00% | +33 | New |
| UMA Financial Services, Inc. | 31 | $2.31K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 31 | $2.31K | 0.00% | +31 | New |
| DiNuzzo Private Wealth, Inc. | 29 | $2.16K | 0.00% | +3+11.5% | Added |
| First Horizon Corp | 27 | $2.01K | 0.00% | +27 | New |
| Cornerstone Planning Group LLC | 29 | $1.90K | 0.00% | −192−86.9% | Reduced |
| WPG Advisers, LLC | 25 | $1.86K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 25 | $1.86K | 0.00% | +25 | New |
| ZRC Wealth Management, LLC | 24 | $1.79K | 0.00% | +24 | New |
| Dogwood Wealth Management LLC | 24 | $1.79K | 0.00% | +17+242.9% | Added |