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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.

Q1 2026 vs. Q4 2025

How the institutions holding Affirm Holdings, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of AFRM: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders6409593−38
Shares239.4M28.8M240.3M+29.7M (+14.1%)
Value$17.8B$2.14B$11.0B−$4.61B (−29.5%)

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (90)

Institutions that held Affirm Holdings, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to AFRM in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC12,152,375$556.8M0.01%
Vanguard Portfolio Management LLC11,599,993$531.5M0.03%
Vanguard Fiduciary Trust Co1,813,121$83.1M0.02%
Diversify Wealth Management, LLC322,961$20.5M0.37%
Bienville Capital Management, LLC326,395$15.0M2.84%
Longaeva Partners L.P.285,099$13.1M0.63%
PEAK6 LLC277,468$12.7M0.37%
Walleye Trading LLC246,078$11.3M0.23%
Holocene Advisors, LP170,026$7.79M0.02%
OCO Capital Partners, L.P.150,000$6.87M1.81%
Prana Capital Management, LP144,592$6.63M0.20%
Karl Kapital LLC140,290$6.43M4.45%
Vanguard Asset Management, Ltd137,965$6.32M0.01%
Vanguard Investments Australia, Ltd.127,356$5.84M0.02%
Interval Partners, LP126,836$5.81M0.20%
Vanguard Global Advisers, LLC118,944$5.45M0.00%
IMC-Chicago, LLC112,682$5.16M0.08%
Farallon Capital Management, L.L.C.108,000$4.95M0.03%
Divisadero Street Capital Management, LP95,071$4.36M0.20%
Tredje AP-fonden93,439$4.28M0.02%
Militia Capital Management LLC90,902$4.17M0.93%
Point72 Asset Management, L.P.89,686$4.11M0.01%
Weiss Asset Management LP80,254$3.68M0.07%
Centiva Capital, LP64,484$2.95M0.14%
Globeflex Capital L P56,039$2.57M0.39%
SEB Asset Management AB53,469$2.45M0.01%
Linden Thomas Advisory Services, LLC46,476$2.13M0.21%
General Equity Holdings LP39,301$1.80M1.34%
Freestone Grove Partners LP38,692$1.77M0.01%
Moran Wealth Management, LLC35,948$1.65M0.05%
National Pension Service33,385$1.53M0.00%
Advisory Resource Group30,042$1.38M0.24%
Polymer Capital Management (US) LLC27,714$1.27M0.19%
Herbst Group, LLC24,900$1.14M0.70%
Fortune Financial Advisors, LLC20,700$948.5K0.48%
Steel Peak Wealth Management LLC20,403$934.9K0.03%
Marex Group plc17,050$781.2K0.01%
Prospera Financial Services Inc16,902$774.4K0.01%
REX Advisers, LLC16,700$765.2K4.47%
Bleakley Financial Group, LLC13,377$612.9K0.01%
Atom Investors LP12,726$583.1K0.04%
Intech Investment Management LLC12,598$577.2K0.01%
CIBC Bancorp USA Inc.12,431$569.6K0.00%
Baltimore-Washington Financial Advisors, Inc.12,000$549.8K0.02%
Caxton Associates LLP12,000$549.8K0.01%
Saudi Central Bank10,147$464.9K0.01%
Congress Asset Management Co9,000$412.4K0.00%
Inceptionr LLC8,844$405.2K0.10%
Campbell & CO Investment Adviser LLC8,794$402.9K0.02%
Oak Thistle LLC8,570$392.7K0.04%
Graham Capital Management, L.P.7,052$323.1K0.01%
Dana Investment Advisors, Inc.6,397$293.1K0.01%
Gables Capital Management Inc.6,300$288.7K0.12%
Integrated Wealth Concepts LLC6,113$280.1K0.00%
Renaissance Technologies LLC5,900$270.3K0.00%
Banco Santander, S.A.5,586$256.0K0.00%
Buckingham Strategic Partners5,570$254.0K0.00%
Vann Equity Management LLC5,188$237.7K0.17%
Capital Advisors Inc4,703$215.5K0.00%
Bayesian Capital Management, LP4,500$206.2K0.25%
State of Wyoming4,469$204.8K0.02%
Harel Insurance Investments & Financial Services Ltd.3,150$143.0K0.00%
NVWM, LLC2,141$98.1K0.02%
Oslo Pensjonsforsikring AS1,442$66.1K0.01%
Golden State Equity Partners902$41.3K0.00%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.744$34.1K0.00%
V-Square Quantitative Management LLC517$23.7K0.00%
Mather Group, LLC.418$19.2K0.00%
Trask Adam Roland300$13.7K0.01%
Owl Creek Wealth Partners LLC290$13.3K0.00%
Byrne Asset Management LLC250$11.5K0.01%
JPL Wealth Management, LLC71$3.25K0.00%
Cedar Mountain Advisors, LLC67$3.07K0.00%
Twin Peaks Wealth Advisors, LLC64$2.93K0.00%
Arlington Trust Co LLC53$2.43K0.00%
Gordian Capital Singapore Pte Ltd50$2.29K0.00%
CX Institutional37$2.00K0.00%
Intentional Wealth Strategies, LLC31$1.42K0.00%
MCF Advisors LLC19$8710.00%
Whipplewood Advisors, LLC17$7790.00%
NBT Bank N A16$7330.00%
Bare Financial Services, Inc11$5040.00%
Cassaday & Co Wealth Management LLC10$4590.00%
Davis Capital Management6$2750.00%
Financial Consulate, Inc4$1840.00%
Gill Capital Partners, LLC3$1370.00%
Strategic Wealth Partners, Ltd.2$930.00%
GHP Investment Advisors, Inc.2$920.00%
Curio Wealth, LLC2$920.00%
TFC Financial Management1$460.00%

Sold out (128)

Institutions that held Affirm Holdings, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 128 by value.

Institutions that sold out of AFRM in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Lone Pine Capital LLCSuperinvestorLone Pine Capital3,817,170$284.1M
Jericho Capital Asset Management L.P.3,601,248$268.0M
1832 Asset Management L.P.1,782,700$132.7M
Moore Capital Management, LP323,872$24.1M
Trexquant Investment LP235,524$17.5M
Driehaus Capital Management LLC217,252$16.2M
Science & Technology Partners, L.P.188,100$14.0M
Ogborne Capital Management, LLC150,000$11.2M
Woodson Capital Management, LP130,000$9.68M
Aquatic Capital Management LLC128,711$9.58M
Susquehanna Portfolio Strategies, LLC128,560$9.57M
Elyxium Wealth, LLC123,827$9.22M
Great Lakes Advisors, LLC102,370$7.62M
Verition Fund Management LLC93,923$6.99M
Q Fund Management (Hong Kong) Ltd86,200$6.42M
Maytus Capital Management, LLC85,000$6.33M
Nomura Asset Management International Inc.75,609$5.63M
Alberta Investment Management Corp70,900$5.28M
Maverick Capital LtdSuperinvestorMaverick Capital66,024$4.91M
Two Sigma Investments, LP62,069$4.62M
Liontrust Investment Partners LLP54,743$4.07M
Skandinaviska Enskilda Banken AB (publ)52,441$3.90M
Panoramic Capital, LLC45,377$3.38M
Twin Tree Management, LP45,143$3.36M
Caisse de Depot Et Placement du Quebec41,500$3.09M
Ameliora Wealth Management Ltd.40,000$2.98M
Polar Asset Management Partners Inc.38,750$2.88M
Brevan Howard Capital Management LP35,000$2.61M
Element Squared LLC33,664$2.51M
Connor, Clark & Lunn Investment Management Ltd.33,550$2.50M
Flagship Harbor Advisors, LLC30,844$2.30M
Belpointe Asset Management LLC29,693$2.21M
Y-Intercept (Hong Kong) Ltd27,530$2.05M
Squarepoint Ops LLC25,508$1.90M
Dockside LLC25,067$1.87M
GF Fund Management Co. Ltd.24,491$1.82M
Ardsley Advisory Partners LP21,000$1.56M
AG2R la Mondiale Gestion D'Actifs18,484$1.38M
Shelton Wealth Management, LLC17,675$1.32M
We Are One Seven, LLC17,479$1.30M
Dynamic Technology Lab Private Ltd16,640$1.24M
Fairvoy Private Wealth, LLC15,372$1.14M
Alta Wealth Advisors LLC13,763$1.02M
Capstone Capital Management Ltd13,241$985.5K
HighVista Strategies LLC13,086$974.0K
F&V Capital Management, LLC12,476$929.0K
Lazard Asset Management LLC12,353$919.4K
Fortis Capital Advisors, LLC12,210$908.8K
Natixis Advisors, L.P.12,114$902.0K
Toth Financial Advisory Corp10,200$759.2K
Gunderson Capital Management Inc.10,006$744.7K
Evergreen Capital Management LLC9,676$720.2K
Laurion Capital Management LP9,264$689.5K
Teacher Retirement System of Texas8,936$665.1K
Lighthouse Investment Partners, LLC8,820$656.5K
Northwest & Ethical Investments L.P.8,425$639.1K
Nicholas Investment Partners, LP8,495$632.3K
Jennison Associates LLC8,151$606.7K
Cannon Global Investment Management, LLC8,000$595.4K
Engineers Gate Manager LP7,626$567.6K
Vestmark Advisory Solutions, Inc.7,412$551.7K
Atria Investments LLC7,088$527.6K
Ashford Capital Management Inc6,775$504.3K
SeaCrest Wealth Management, LLC6,017$499.7K
Lecap Asset Management Ltd6,657$495.5K
PMC FIG Opportunities LLC6,548$487.4K
Two Sigma Securities, LLC6,458$480.7K
Forum Financial Management, LP5,438$404.8K
Vinva Investment Management Ltd5,247$398.0K
Dai-Ichi Life Insurance Company, Ltd5,190$386.3K
Yarbrough Capital, LLC5,034$374.7K
Quest Partners LLC4,996$371.9K
Toroso Investments, LLC4,861$361.8K
Callan Family Office, LLC4,637$345.1K
Lido Advisors, LLC4,295$315.0K
Foundations Investment Advisors, LLC4,222$314.2K
SLT Holdings LLC4,205$313.0K
Ritholtz Wealth Management4,121$306.7K
Arista Wealth Management, LLC4,018$299.1K
Western Wealth Management, LLC3,805$283.2K
Change Path, LLC3,768$280.5K
Sanctuary Advisors, LLC3,710$276.1K
Bayforest Capital Ltd3,662$272.6K
Frank, Rimerman Advisors LLC3,614$269.0K
Yousif Capital Management, LLC3,608$256.5K
Norden Group LLC3,444$256.3K
Prime Capital Investment Advisors, LLC3,283$244.4K
Congress Park Capital LLC3,250$241.9K
HighPoint Advisor Group LLC3,080$229.2K
Intellectus Partners, LLC2,986$222.2K
Leigh Baldwin & Co., LLC2,903$216.0K
USA Financial Portformulas Corp2,886$214.8K
Envestnet Portfolio Solutions, Inc.2,883$214.6K
Freestone Capital Holdings, LLC2,878$214.2K
Coldstream Capital Management Inc2,831$210.7K
PFG Advisors2,818$209.7K
Metis Global Partners, LLC2,774$206.5K
Childress Capital Advisors, LLC2,721$202.5K
PDT Partners, LLC2,709$201.6K
Persistent Asset Partners Ltd2,339$174.1K

Not filed for Q1 2026 yet (9)

Institutions that held Affirm Holdings, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AFRM in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc24,847,206$1.85B
Norges Bank3,788,266$282.0M
Forsta Ap-Fonden70,300$5.23M
Militia Capital Partners, LP43,943$3.27M
CIBC World Markets Corp9,392$699.0K
Comerica Bank5,819$433.2K
Vantage Financial Partners, LLC3,527$262.5K
Global Retirement Partners, LLC2,618$194.9K
CIBC Private Wealth Group, LLC775$57.7K