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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 240 | $11.0K | 0.00% | −10−4.0% | Reduced |
| McGuire Capital Advisors Inc | 250 | $11.5K | 0.01% | −19−7.1% | Reduced |
| Byrne Asset Management LLC | 250 | $11.5K | 0.01% | +250 | New |
| Private Wealth Management Group, LLC | 252 | $11.5K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 259 | $12.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 272 | $12.5K | 0.00% | +70+34.7% | Added |
| Owl Creek Wealth Partners LLC | 290 | $13.3K | 0.00% | +290 | New |
| Trask Adam Roland | 300 | $13.7K | 0.01% | +300 | New |
| Assetmark, Inc | 306 | $14.0K | 0.00% | −9,753−97.0% | Reduced |
| Bessemer Group Inc | 330 | $15.0K | 0.00% | −164−33.2% | Reduced |
| Massmutual Trust Co FSB | 335 | $15.3K | 0.00% | +96+40.2% | Added |
| Root Financial Partners, LLC | 344 | $15.8K | 0.00% | −90−20.7% | Reduced |
| Garden State Investment Advisory Services LLC | 354 | $16.2K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 358 | $16.4K | 0.00% | +200+126.6% | Added |
| CVA Family Office, LLC | 369 | $16.9K | 0.00% | +279+310.0% | Added |
| South State Corp. | 377 | $17.3K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 382 | $17.5K | 0.00% | +259+210.6% | Added |
| SWAN Capital LLC | 400 | $18.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 402 | $18.5K | 0.00% | −100−19.9% | Reduced |
| Mather Group, LLC. | 418 | $19.2K | 0.00% | +418 | New |
| Triumph Capital Management | 428 | $19.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 458 | $21.0K | 0.00% | −2,921−86.4% | Reduced |
| Strive Financial Group ,LLC | 450 | $21.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 489 | $22.0K | 0.00% | +4+0.8% | Added |
| Quent Capital, LLC | 482 | $22.1K | 0.00% | −47−8.9% | Reduced |
| V-Square Quantitative Management LLC | 517 | $23.7K | 0.00% | +517 | New |
| Ronald Blue Trust, Inc. | 579 | $26.5K | 0.00% | −23−3.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $27.5K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 651 | $29.8K | 0.00% | −955−59.5% | Reduced |
| Osbon Capital Management LLC | 661 | $30.3K | 0.02% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 744 | $34.1K | 0.00% | +744 | New |
| Blume Capital Management, Inc. | 755 | $34.6K | 0.01% | +225+42.5% | Added |
| Umb Bank N A | 772 | $35.4K | 0.00% | −11−1.4% | Reduced |
| Sound Income Strategies, LLC | 853 | $38.8K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 902 | $41.3K | 0.00% | +902 | New |
| Valley National Advisers Inc | 983 | $45.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,016 | $46.6K | 0.00% | +496+95.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,042 | $47.7K | 0.00% | +38+3.8% | Added |
| Westside Investment Management, Inc. | 1,170 | $53.6K | 0.01% | −80−6.4% | Reduced |
| Larson Financial Group LLC | 1,259 | $57.7K | 0.00% | +985+359.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,314 | $60.2K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,420 | $65.1K | 0.00% | +1,380+3,450.0% | Added |
| Oslo Pensjonsforsikring AS | 1,442 | $66.1K | 0.01% | +1,442 | New |
| Steward Partners Investment Advisory, LLC | 1,740 | $79.7K | 0.00% | −4,299−71.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,800 | $82.4K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,811 | $83.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 1,953 | $89.5K | 0.00% | +1,055+117.5% | Added |
| NVWM, LLC | 2,141 | $98.1K | 0.02% | +2,141 | New |
| Newbridge Financial Services Group, Inc. | 2,297 | $105.2K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,621 | $112.8K | 0.00% | +205+8.5% | Added |
| Spire Wealth Management | 2,557 | $117.2K | 0.00% | −124−4.6% | Reduced |
| Paradigm Asset Management Co LLC | 2,700 | $123.7K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,721 | $124.7K | 0.00% | −75−2.7% | Reduced |
| Ossiam | 2,789 | $127.8K | 0.00% | −242−8.0% | Reduced |
| Quarry LP | 2,953 | $135.3K | 0.03% | +2,895+4,991.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,150 | $143.0K | 0.00% | +3,150 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,349 | $153.5K | 0.00% | −1,659−33.1% | Reduced |
| Versant Capital Management, Inc | 3,453 | $158.2K | 0.02% | −758−18.0% | Reduced |
| Ancora Advisors, LLC | 3,500 | $160.4K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,734 | $171.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,737 | $171.2K | 0.00% | −224−5.7% | Reduced |
| Advisors Asset Management, Inc. | 3,929 | $180.0K | 0.00% | +748+23.5% | Added |
| Advisory Services Network, LLC | 3,941 | $180.6K | 0.00% | +825+26.5% | Added |
| Rakuten Securities, Inc. | 4,136 | $189.5K | 0.08% | −12,486−75.1% | Reduced |
| Commerce Bank | 4,377 | $200.6K | 0.00% | +79+1.8% | Added |
| Diversified Trust Co | 4,380 | $200.7K | 0.00% | −321−6.8% | Reduced |
| Bank of Nova Scotia | 4,421 | $202.6K | 0.00% | −11,022−71.4% | Reduced |
| TCW Group Inc | 4,421 | $202.6K | 0.00% | +214+5.1% | Added |
| Ares Systematic Credit Ltd | 4,752 | $204.5K | 0.16% | 00.0% | Unchanged |
| State of Wyoming | 4,469 | $204.8K | 0.02% | +4,469 | New |
| GAMMA Investing LLC | 4,475 | $205.0K | 0.01% | −865−16.2% | Reduced |
| Parallel Advisors, LLC | 4,497 | $206.1K | 0.00% | +480+11.9% | Added |
| Bayesian Capital Management, LP | 4,500 | $206.2K | 0.25% | +4,500 | New |
| Savvy Advisors, Inc. | 4,575 | $209.6K | 0.01% | +1,480+47.8% | Added |
| UniSuper Management Pty Ltd | 4,600 | $210.8K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 4,631 | $212.2K | 0.00% | +1,067+29.9% | Added |
| Capital Advisors Inc | 4,703 | $215.5K | 0.00% | +4,703 | New |
| Kestra Advisory Services, LLC | 4,756 | $217.9K | 0.00% | +1,315+38.2% | Added |
| Polen Capital Management LLC | 4,763 | $218.2K | 0.00% | −28,206−85.6% | Reduced |
| Private Advisor Group, LLC | 4,764 | $218.3K | 0.00% | −1,168−19.7% | Reduced |
| Andina Capital Management, LLC | 4,776 | $218.8K | 0.19% | −150−3.0% | Reduced |
| Holistic Financial Partners | 4,801 | $220.0K | 0.08% | −132−2.7% | Reduced |
| Farther Finance Advisors, LLC | 4,864 | $221.5K | 0.00% | +849+21.1% | Added |
| Gsa Capital Partners LLP | 4,837 | $222.0K | 0.01% | −1,397−22.4% | Reduced |
| Skopos Labs, Inc. | 4,847 | $222.1K | 0.01% | +1,256+35.0% | Added |
| Prudential PLC | 4,858 | $222.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,905 | $224.7K | 0.00% | −2,869−36.9% | Reduced |
| RSM US Wealth Management LLC | 4,910 | $225.0K | 0.00% | −677−12.1% | Reduced |
| Choate Investment Advisors | 5,120 | $234.6K | 0.00% | −432−7.8% | Reduced |
| ASR Vermogensbeheer N.V. | 5,171 | $236.9K | 0.00% | +2,856+123.4% | Added |
| Vann Equity Management LLC | 5,188 | $237.7K | 0.17% | +5,188 | New |
| Apollon Wealth Management, LLC | 5,281 | $242.0K | 0.00% | −1,930−26.8% | Reduced |
| Aaron Wealth Advisors | 5,334 | $244.4K | 0.01% | +1,186+28.6% | Added |
| Personal Cfo Solutions, LLC | 5,343 | $244.8K | 0.03% | +2,177+68.8% | Added |
| Rareview Capital LLC | 3,541 | $244.8K | 0.14% | 00.0% | Unchanged |
| Vestcor Inc | 5,341 | $245.0K | 0.01% | −165−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,368 | $246.0K | 0.01% | +355+7.1% | Added |
| Plato Investment Management Ltd | 5,440 | $249.4K | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 5,493 | $251.7K | 0.03% | −1,292−19.0% | Reduced |
| Ostrum Asset Management | 5,496 | $251.8K | 0.01% | +4,314+365.0% | Added |