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 7 sales; 661 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, Q1 2026
Institutional positions in Affirm Holdings, Inc. as of Mar 31, 2026. 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
- 593
- −38 vs. Q4 2025
- Shares held
- 240.3M
- +29.7M (+14.1%) vs. Q4 2025
- Total value
- $11.0B
- −$4.61B (−29.5%) vs. Q4 2025
- New holders
- 90
- 230 more added
- Sold out
- 128
- 196 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 661 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors | 24,592,033 | $1.13B | 0.17% | +1,446,091+6.2% | Added |
| Capital World Investors | 22,512,923 | $1.03B | 0.14% | +802,009+3.7% | Added |
| Morgan Stanley | 21,715,982 | $995.0M | 0.06% | −1,294,318−5.6% | Reduced |
| BlackRock, Inc. | 18,732,493 | $858.3M | 0.02% | −141,432−0.7% | Reduced |
| FMR LLC | 17,294,381 | $792.4M | 0.04% | +3,618,543+26.5% | Added |
| Vanguard Capital Management LLC | 12,152,375 | $556.8M | 0.01% | +12,152,375 | New |
| Vanguard Portfolio Management LLC | 11,599,993 | $531.5M | 0.03% | +11,599,993 | New |
| State Street Corp | 6,031,141 | $276.3M | 0.01% | +183,575+3.1% | Added |
| Durable Capital Partners LP | 5,649,434 | $258.9M | 2.66% | +1,968,261+53.5% | Added |
| Geode Capital Management, LLC | 5,522,772 | $252.4M | 0.02% | +21,385+0.4% | Added |
| Baillie Gifford & Co | 5,302,297 | $243.0M | 0.25% | −180,646−3.3% | Reduced |
| JPMorgan Chase & Co | 5,297,016 | $227.9M | 0.02% | +3,441,133+185.4% | Added |
| Citadel Advisors LLC | 4,071,115 | $186.5M | 0.13% | +3,653,133+874.0% | Added |
| Bank of America Corp | 2,774,298 | $127.1M | 0.01% | +620,568+28.8% | Added |
| Wellington Management Group LLP | 2,742,715 | $125.7M | 0.02% | +1,238,006+82.3% | Added |
| Marshall Wace, LLP | 2,707,974 | $124.1M | 0.13% | −1,625,778−37.5% | Reduced |
| UBS Group AG | 2,302,217 | $105.5M | 0.02% | +589,375+34.4% | Added |
| Foxhaven Asset Management, LP | 2,205,556 | $101.1M | 3.17% | +298,674+15.7% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 1,936,900 | $88.7M | 0.79% | +1,116,900+136.2% | Added |
| Vanguard Fiduciary Trust Co | 1,813,121 | $83.1M | 0.02% | +1,813,121 | New |
| Northern Trust Corp | 1,762,385 | $80.8M | 0.01% | +114,777+7.0% | Added |
| Price T Rowe Associates Inc | 1,722,380 | $78.9M | 0.01% | +24,880+1.5% | Added |
| Spyglass Capital Management LLC | 1,662,325 | $76.2M | 5.39% | +218,745+15.2% | Added |
| Qube Research & Technologies Ltd | 1,575,982 | $72.2M | 0.10% | +279,995+21.6% | Added |
| Dimensional Fund Advisors LP | 1,574,660 | $72.1M | 0.01% | +166,252+11.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,577,264 | $71.8M | 0.12% | +303,037+23.8% | Added |
| Goldman Sachs Group Inc | 1,557,610 | $71.4M | 0.01% | +326,379+26.5% | Added |
| Charles Schwab Investment Management Inc | 1,468,593 | $67.3M | 0.01% | +71,664+5.1% | Added |
| Tremblant Capital Group | 1,397,248 | $64.0M | 2.06% | +336,808+31.8% | Added |
| Millennium Management LLC | 1,381,914 | $63.3M | 0.05% | +1,333,179+2,735.6% | Added |
| Atreides Management, LP | 1,194,711 | $54.7M | 1.33% | −190,230−13.7% | Reduced |
| Balyasny Asset Management LLC | 1,149,661 | $52.7M | 0.10% | +922,518+406.1% | Added |
| Westfield Capital Management Co LP | 1,080,636 | $49.5M | 0.21% | +228,802+26.9% | Added |
| UBS Asset Management Americas Inc | 1,064,236 | $48.8M | 0.01% | +14,350+1.4% | Added |
| Susquehanna International Group, LLP | 1,040,114 | $47.7M | 0.06% | +623,502+149.7% | Added |
| Jane Street Group, LLC | 1,036,975 | $47.5M | 0.05% | +997,200+2,507.1% | Added |
| Bank of New York Mellon Corp | 1,023,643 | $46.9M | 0.01% | −23,489−2.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 958,005 | $43.9M | 0.53% | +5,096+0.5% | Added |
| Leo Wealth, LLC | 924,622 | $42.4M | 3.08% | −830.0% | Reduced |
| American Century Companies Inc | 903,899 | $41.4M | 0.02% | −4,536−0.5% | Reduced |
| ThornTree Capital Partners LP | 834,289 | $38.2M | 6.78% | +66,535+8.7% | Added |
| Swiss National Bank | 806,800 | $37.0M | 0.02% | +65,000+8.8% | Added |
| Amundi | 735,302 | $33.7M | 0.01% | −160,401−17.9% | Reduced |
| Allen Operations LLC | 721,382 | $33.1M | 4.94% | 00.0% | Unchanged |
| Citigroup Inc | 713,211 | $32.7M | 0.02% | +135,130+23.4% | Added |
| Artemis Investment Management LLP | 685,608 | $31.4M | 0.33% | −108,333−13.6% | Reduced |
| Pacific Heights Asset Management LLC | 675,000 | $30.9M | 1.04% | +150,000+28.6% | Added |
| Nuveen, LLC | 637,280 | $29.2M | 0.01% | +9,086+1.4% | Added |
| Legal & General Group Plc | 615,540 | $28.2M | 0.01% | +10,019+1.7% | Added |
| AustralianSuper Pty Ltd | 614,323 | $28.1M | 0.15% | −8,433−1.4% | Reduced |
| Ardmore Road Asset Management LP | 600,000 | $27.5M | 1.81% | +536,814+849.6% | Added |
| Islander Capital Partners, L.P. | 570,000 | $26.1M | 10.29% | +243,645+74.7% | Added |
| 12 West Capital Management LP | 535,000 | $24.5M | 4.14% | +185,000+52.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 528,358 | $24.2M | 0.02% | +1380.0% | Added |
| Quantinno Capital Management LP | 520,839 | $23.9M | 0.04% | −70,115−11.9% | Reduced |
| Glendon Capital Management LP | 514,100 | $23.6M | 2.93% | +97,000+23.3% | Added |
| Invesco Ltd. | 497,346 | $22.8M | 0.00% | −3,574,225−87.8% | Reduced |
| Los Angeles Capital Management LLC | 496,394 | $22.7M | 0.09% | +474,975+2,217.5% | Added |
| Capital International Investors | 492,821 | $22.6M | 0.01% | +3,557+0.7% | Added |
| California Public Employees Retirement System | 491,055 | $22.5M | 0.01% | −3,856−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 455,837 | $20.9M | 0.01% | +44,156+10.7% | Added |
| Ilex Capital Partners (UK) LLP | 453,767 | $20.8M | 0.51% | +325,092+252.6% | Added |
| Neuberger Berman Group LLC | 447,622 | $20.5M | 0.02% | −656,446−59.5% | Reduced |
| Diversify Wealth Management, LLC | 322,961 | $20.5M | 0.37% | +322,961 | New |
| AQR Capital Management LLC | 438,220 | $19.5M | 0.01% | +322,550+278.9% | Added |
| Deutsche Bank AG | 417,484 | $19.1M | 0.01% | +8,900+2.2% | Added |
| SG Americas Securities, LLC | 470,444 | $18.9M | 0.02% | −4,697−1.0% | Reduced |
| Diversify Advisory Services, LLC | 280,693 | $17.8M | 2.72% | +59,537+26.9% | Added |
| California State Teachers Retirement System | 382,998 | $17.5M | 0.02% | +3,195+0.8% | Added |
| Polar Capital Holdings Plc | 378,684 | $17.4M | 0.08% | −33,092−8.0% | Reduced |
| NZS Capital, LLC | 366,379 | $16.8M | 0.56% | +6,288+1.7% | Added |
| T. Rowe Price Investment Management, Inc. | 355,159 | $16.3M | 0.01% | +355,066+381,791.4% | Added |
| Envestnet Asset Management Inc | 341,771 | $15.7M | 0.00% | +104,595+44.1% | Added |
| Gillson Capital LP | 329,810 | $15.1M | 1.24% | +64,738+24.4% | Added |
| Bienville Capital Management, LLC | 326,395 | $15.0M | 2.84% | +326,395 | New |
| Royal Bank of Canada | 318,783 | $14.6M | 0.00% | +24,583+8.4% | Added |
| Schonfeld Strategic Advisors LLC | 317,723 | $14.6M | 0.12% | −65,710−17.1% | Reduced |
| Rhumbline Advisers | 315,711 | $14.5M | 0.01% | −170−0.1% | Reduced |
| Longaeva Partners L.P. | 285,099 | $13.1M | 0.63% | +285,099 | New |
| PEAK6 LLC | 277,468 | $12.7M | 0.37% | +277,468 | New |
| Nordea Investment Management AB | 282,114 | $12.4M | 0.01% | +254,644+927.0% | Added |
| Mane Global Capital Management LP | 265,628 | $12.2M | 1.25% | −269,949−50.4% | Reduced |
| BNP Paribas Arbitrage, SA | 253,569 | $11.6M | 0.01% | −218,114−46.2% | Reduced |
| Walleye Trading LLC | 246,078 | $11.3M | 0.23% | +246,078 | New |
| RJA Asset Management LLC | 245,500 | $11.2M | 4.14% | +160,000+187.1% | Added |
| State Board of Administration of Florida Retirement System | 243,893 | $11.2M | 0.02% | −500.0% | Reduced |
| Capital Fund Management S.A. | 235,113 | $10.8M | 0.10% | −76,667−24.6% | Reduced |
| LPL Financial LLC | 233,932 | $10.7M | 0.00% | +76,557+48.6% | Added |
| Intercapital, LLC | 233,368 | $10.7M | 5.92% | +53,606+29.8% | Added |
| Allen Holding Inc | 230,000 | $10.5M | 1.05% | 00.0% | Unchanged |
| SEI Investments Co | 220,818 | $10.1M | 0.01% | −160,778−42.1% | Reduced |
| Barclays PLC | 219,459 | $10.1M | 0.00% | −48,169−18.0% | Reduced |
| Raymond James Financial Inc | 210,907 | $9.66M | 0.00% | +34,211+19.4% | Added |
| Aviva PLC | 206,262 | $9.45M | 0.02% | +9,454+4.8% | Added |
| Penserra Capital Management LLC | 197,337 | $9.04M | 0.11% | +2,306+1.2% | Added |
| Wells Fargo & Company | 195,462 | $8.96M | 0.00% | −18,443−8.6% | Reduced |
| Gotham Asset Management, LLC | 187,216 | $8.58M | 0.03% | +64,301+52.3% | Added |
| D. E. Shaw & Co., Inc. | 185,347 | $8.49M | 0.01% | +29,807+19.2% | Added |
| Voya Investment Management LLC | 181,292 | $8.31M | 0.01% | −16,612−8.4% | Reduced |
| Landscape Capital Management, L.L.C. | 179,831 | $8.24M | 0.52% | +45,446+33.8% | Added |