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; 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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 8 | $0 | 0.00% | +1+14.3% | Added |
| TFC Financial Management | 1 | $46 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $67 | 0.00% | −18−94.7% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $92 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $92 | 0.00% | +2 | New |
| Strategic Wealth Partners, Ltd. | 2 | $93 | 0.00% | +2 | New |
| Gill Capital Partners, LLC | 3 | $137 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 3 | $138 | 0.00% | −168−98.2% | Reduced |
| DecisionPoint Financial, LLC | 4 | $184 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $184 | 0.00% | +4 | New |
| Cheviot Value Management, LLC | 5 | $229 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $230 | 0.00% | −127−96.2% | Reduced |
| Dunhill Financial, LLC | 5 | $269 | 0.00% | −1−16.7% | Reduced |
| Quaker Wealth Management, LLC | 6 | $275 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $275 | 0.00% | +1+20.0% | Added |
| Davis Capital Management | 6 | $275 | 0.00% | +6 | New |
| First Horizon Corp | 7 | $321 | 0.00% | −20−74.1% | Reduced |
| HFM Investment Advisors, LLC | 7 | $321 | 0.00% | −3−30.0% | Reduced |
| 1015 Capital Partners, LLC | 9 | $412 | 0.00% | −5−35.7% | Reduced |
| MV Capital Management, Inc. | 9 | $413 | 0.00% | +1+12.5% | Added |
| Berkshire Capital Holdings Inc | 10 | $458 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10 | $459 | 0.00% | +10 | New |
| Essential Partners LLC | 11 | $504 | 0.00% | −2−15.4% | Reduced |
| Bare Financial Services, Inc | 11 | $504 | 0.00% | +11 | New |
| LRI Investments, LLC | 12 | $550 | 0.00% | −103−89.6% | Reduced |
| Team Financial Group, LLC | 12 | $550 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $596 | 0.00% | −1,622−99.2% | Reduced |
| CoreCap Advisors, LLC | 13 | $596 | 0.00% | −428−97.1% | Reduced |
| Principia Wealth Advisory, LLC | 13 | $596 | 0.00% | +2+18.2% | Added |
| Heritage Wealth Advisors | 15 | $687 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $688 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 15 | $688 | 0.00% | +6+66.7% | Added |
| Hughes Financial Services, LLC | 16 | $733 | 0.00% | −7−30.4% | Reduced |
| NBT Bank N A | 16 | $733 | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 17 | $778 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 17 | $779 | 0.00% | +7+70.0% | Added |
| Whipplewood Advisors, LLC | 17 | $779 | 0.00% | +17 | New |
| AdvisorNet Financial, Inc | 18 | $825 | 0.00% | −1,992−99.1% | Reduced |
| Huntington National Bank | 19 | $871 | 0.00% | −29−60.4% | Reduced |
| MCF Advisors LLC | 19 | $871 | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 20 | $916 | 0.00% | +4+25.0% | Added |
| Asset Dedication, LLC | 22 | $1.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.10K | 0.00% | −5−17.2% | Reduced |
| Signature Equity Partners, LLC | 25 | $1.15K | 0.00% | −19−43.2% | Reduced |
| PayPay Securities Corp | 21 | $1.27K | 0.04% | +4+23.5% | Added |
| Rossby Financial, LCC | 28 | $1.27K | 0.00% | −5−15.2% | Reduced |
| IMA Wealth, Inc. | 31 | $1.42K | 0.00% | −3−8.8% | Reduced |
| Intentional Wealth Strategies, LLC | 31 | $1.42K | 0.00% | +31 | New |
| Retirement Wealth Solutions LLC | 35 | $1.60K | 0.00% | −8−18.6% | Reduced |
| SOA Wealth Advisors, LLC. | 41 | $1.88K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 43 | $1.97K | 0.00% | −15−25.9% | Reduced |
| CX Institutional | 37 | $2.00K | 0.00% | +37 | New |
| Hilton Head Capital Partners, LLC | 45 | $2.06K | 0.00% | +22+95.7% | Added |
| SHP Wealth Management | 45 | $2.07K | 0.00% | +31+221.4% | Added |
| Atlantic Trust, LLC | 49 | $2.25K | 0.00% | +28+133.3% | Added |
| Gordian Capital Singapore Pte Ltd | 50 | $2.29K | 0.00% | +50 | New |
| Torren Management, LLC | 53 | $2.43K | 0.00% | −1,618−96.8% | Reduced |
| Cromwell Holdings LLC | 53 | $2.43K | 0.00% | +9+20.5% | Added |
| Arlington Trust Co LLC | 53 | $2.43K | 0.00% | +53 | New |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $2.52K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $2.52K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 56 | $2.57K | 0.00% | −8−12.5% | Reduced |
| Elequin Capital LP | 58 | $2.66K | 0.00% | −100−63.3% | Reduced |
| Meeder Asset Management Inc | 59 | $2.70K | 0.00% | −9−13.2% | Reduced |
| Bogart Wealth, LLC | 62 | $2.84K | 0.00% | −459−88.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 64 | $2.93K | 0.00% | +64 | New |
| Armstrong Advisory Group, Inc | 65 | $2.98K | 0.00% | −100−60.6% | Reduced |
| Cedar Mountain Advisors, LLC | 67 | $3.07K | 0.00% | +67 | New |
| JPL Wealth Management, LLC | 71 | $3.25K | 0.00% | +71 | New |
| ZRC Wealth Management, LLC | 74 | $3.39K | 0.00% | +50+208.3% | Added |
| North Star Investment Management Corp. | 79 | $3.62K | 0.00% | +72+1,028.6% | Added |
| Abound Financial, LLC | 85 | $3.90K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $3.94K | 0.00% | +30+103.4% | Added |
| SJS Investment Consulting Inc. | 87 | $3.99K | 0.00% | +52+148.6% | Added |
| Hantz Financial Services, Inc. | 89 | $4.00K | 0.00% | −26−22.6% | Reduced |
| Rachor Investment Advisory Services, LLC | 88 | $4.03K | 0.00% | +14+18.9% | Added |
| UMA Financial Services, Inc. | 94 | $4.31K | 0.00% | +63+203.2% | Added |
| BFSG, LLC | 100 | $4.58K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $4.58K | 0.00% | 00.0% | Unchanged |
| Bayban | 100 | $4.58K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 102 | $4.67K | 0.00% | −313−75.4% | Reduced |
| JFS Wealth Advisors, LLC | 107 | $4.90K | 0.00% | −27−20.1% | Reduced |
| Bruce G. Allen Investments, LLC | 123 | $5.64K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 123 | $5.64K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 125 | $6.00K | 0.00% | −103−45.2% | Reduced |
| Avion Wealth | 131 | $6.00K | 0.00% | +106+424.0% | Added |
| Brown Brothers Harriman & Co | 157 | $7.19K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 158 | $7.24K | 0.00% | −2,447−93.9% | Reduced |
| HM Payson & Co | 163 | $7.47K | 0.00% | −90−35.6% | Reduced |
| JDM Financial Group LLC | 167 | $7.65K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 169 | $7.74K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 181 | $8.29K | 0.00% | +76+72.4% | Added |
| Raiffeisen Bank International AG | 195 | $8.39K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 187 | $8.57K | 0.00% | +15+8.7% | Added |
| Ankerstar Wealth, LLC | 187 | $8.57K | 0.01% | +162+648.0% | Added |
| Central Trust Co | 187 | $8.57K | 0.00% | +178+1,977.8% | Added |
| Basecamp Wealth Advisors LLC | 194 | $8.89K | 0.00% | −113−36.8% | Reduced |
| Tacita Capital Inc | 200 | $9.16K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 206 | $9.44K | 0.00% | +111+116.8% | Added |
| Rothschild Investment LLC | 215 | $9.85K | 0.00% | +179+497.2% | Added |