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 |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 23 | $1.71K | 0.00% | +23 | New |
| Asset Dedication, LLC | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 21 | $1.56K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 19 | $1.41K | 0.00% | +18+1,800.0% | Added |
| PayPay Securities Corp | 17 | $1.26K | 0.04% | −19−52.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 17 | $1.26K | 0.00% | +9+112.5% | Added |
| Raffa Wealth Management, LLC | 16 | $1.19K | 0.00% | +8+100.0% | Added |
| Tradewinds Capital Management, LLC | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 15 | $1.12K | 0.00% | +15 | New |
| Vermillion & White Wealth Management Group, LLC | 15 | $1.12K | 0.00% | +15 | New |
| SHP Wealth Management | 14 | $1.05K | 0.00% | +14 | New |
| 1015 Capital Partners, LLC | 14 | $1.04K | 0.00% | +14 | New |
| Avion Wealth | 25 | $1.00K | 0.00% | −3−10.7% | Reduced |
| Essential Partners LLC | 13 | $968 | 0.00% | −33−71.7% | Reduced |
| Team Financial Group, LLC | 12 | $893 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 11 | $826 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 11 | $819 | 0.00% | +3+37.5% | Added |
| HFM Investment Advisors, LLC | 10 | $745 | 0.00% | +3+42.9% | Added |
| Berkshire Capital Holdings Inc | 10 | $744 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $744 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $670 | 0.00% | −1−10.0% | Reduced |
| Central Trust Co | 9 | $645 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 8 | $596 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 7 | $521 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7 | $521 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $521 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 6 | $447 | 0.00% | +1+20.0% | Added |
| Cape Investment Advisory, Inc. | 6 | $447 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $438 | 0.00% | +6 | New |
| Seneschal Advisors, LLC | 5 | $373 | 0.00% | +1+25.0% | Added |
| ROSS\JOHNSON & Associates LLC | 5 | $372 | 0.01% | +5 | New |
| Cheviot Value Management, LLC | 5 | $327 | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 4 | $305 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $298 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $223 | 0.00% | +3 | New |
| DV Trading LLC | 3 | $223 | 0.00% | +3 | New |
| Optima Capital LLC | 3 | $223 | 0.00% | +3 | New |
| Key Financial Inc | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,545,605−100.0% | Sold out |
| Amanah Holdings Trust | 0 | $0 | 0.00% | −519,230−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −324,168−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −281,840−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −261,042−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −226,568−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −182,984−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −136,246−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −120,332−100.0% | Sold out |
| Flight Deck Capital, LP | 0 | $0 | 0.00% | −118,500−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −97,200−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −83,222−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −72,809−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −70,767−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −58,376−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −46,400−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −37,372−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −27,892−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −25,586−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −21,430−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,696−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −17,536−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −16,551−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −14,634−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −14,416−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −12,855−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −10,798−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −10,582−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −10,310−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,956−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −9,453−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,312−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,292−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −8,860−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −8,639−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −8,451−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −7,307−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −7,027−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −6,769−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −6,725−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −5,959−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −5,741−100.0% | Sold out |
| Par Capital Management Inc | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −4,540−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −4,519−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | – | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −3,587−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −3,566−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −257,022−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,505−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −3,216−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,198−100.0% | Sold out |
| Prakash Investment Advisors LLC | 0 | $0 | 0.00% | −3,085−100.0% | Sold out |