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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 5,500 | $252.0K | 0.00% | −69,114−92.6% | Reduced |
| Buckingham Strategic Partners | 5,570 | $254.0K | 0.00% | +5,570 | New |
| Banco Santander, S.A. | 5,586 | $256.0K | 0.00% | +5,586 | New |
| CWM, LLC | 5,673 | $259.9K | 0.00% | +1,599+39.2% | Added |
| Fifth Third Bancorp | 5,687 | $260.6K | 0.00% | +5,165+989.5% | Added |
| Kestra Private Wealth Services, LLC | 5,736 | $262.8K | 0.00% | −1,813−24.0% | Reduced |
| Wealthfront Advisers LLC | 5,877 | $269.3K | 0.00% | −99−1.7% | Reduced |
| Renaissance Technologies LLC | 5,900 | $270.3K | 0.00% | +5,900 | New |
| Bluebird Wealth Management LLC | 5,943 | $272.3K | 0.28% | −5,738−49.1% | Reduced |
| HB Wealth Management, LLC | 6,091 | $279.1K | 0.00% | −6,276−50.7% | Reduced |
| Integrated Wealth Concepts LLC | 6,113 | $280.1K | 0.00% | +6,113 | New |
| PFG Investments, LLC | 6,130 | $280.9K | 0.01% | +2,845+86.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,168 | $282.6K | 0.00% | −2,695−30.4% | Reduced |
| Huntleigh Advisors, Inc. | 6,210 | $284.5K | 0.05% | +27+0.4% | Added |
| Meeder Advisory Services, Inc. | 6,212 | $284.6K | 0.01% | −236−3.7% | Reduced |
| Gables Capital Management Inc. | 6,300 | $288.7K | 0.12% | +6,300 | New |
| Dana Investment Advisors, Inc. | 6,397 | $293.1K | 0.01% | +6,397 | New |
| Chicago Partners Investment Group LLC | 4,450 | $296.3K | 0.01% | −2,516−36.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 6,520 | $298.7K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 6,608 | $302.8K | 0.02% | +3,826+137.5% | Added |
| Oder Investment Management, LLC | 6,665 | $305.4K | 0.23% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 6,760 | $309.7K | 0.01% | +4,828+249.9% | Added |
| Catalytic Wealth RIA, LLC | 6,819 | $312.4K | 0.01% | +1,403+25.9% | Added |
| National Bank of Canada | 6,901 | $316.6K | 0.00% | +1,173+20.5% | Added |
| Shearwater Capital LLC | 7,000 | $320.7K | 0.17% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 7,052 | $323.1K | 0.01% | +7,052 | New |
| Signaturefd, LLC | 7,243 | $331.9K | 0.01% | +1,610+28.6% | Added |
| United Capital Financial Advisers, LLC | 7,451 | $341.4K | 0.00% | −869−10.4% | Reduced |
| Vise Technologies, Inc. | 4,596 | $342.1K | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 7,574 | $347.0K | 0.00% | −454−5.7% | Reduced |
| Ellevest, Inc. | 7,703 | $353.0K | 0.05% | −350−4.3% | Reduced |
| Central Pacific Bank - Trust Division | 7,831 | $358.8K | 0.05% | −443−5.4% | Reduced |
| Aspire Capital Advisors LLC | 7,860 | $360.1K | 0.08% | +753+10.6% | Added |
| Everence Capital Management Inc | 7,910 | $362.0K | 0.02% | +680+9.4% | Added |
| North Dakota State Investment Board | 8,035 | $368.2K | 0.02% | −1,412−14.9% | Reduced |
| White Lighthouse Investment Management Inc. | 8,084 | $370.4K | 0.05% | +973+13.7% | Added |
| GraniteShares Advisors LLC | 8,442 | $386.8K | 0.28% | +537+6.8% | Added |
| Oak Thistle LLC | 8,570 | $392.7K | 0.04% | +8,570 | New |
| Cresset Asset Management, LLC | 8,609 | $394.5K | 0.00% | −4,010−31.8% | Reduced |
| Quadcap Wealth Management, LLC | 8,696 | $398.4K | 0.05% | +1,843+26.9% | Added |
| Campbell & CO Investment Adviser LLC | 8,794 | $402.9K | 0.02% | +8,794 | New |
| Prudential Financial Inc | 8,815 | $403.9K | 0.00% | −1,220−12.2% | Reduced |
| Inceptionr LLC | 8,844 | $405.2K | 0.10% | +8,844 | New |
| Congress Asset Management Co | 9,000 | $412.4K | 0.00% | +9,000 | New |
| Cambridge Investment Research Advisors, Inc. | 9,043 | $414.0K | 0.00% | −2,278−20.1% | Reduced |
| Ieq Capital, LLC | 9,061 | $415.2K | 0.00% | +2,651+41.4% | Added |
| Picton Mahoney Asset Management | 9,164 | $419.9K | 0.00% | −176,814−95.1% | Reduced |
| Mason & Associates Inc | 9,769 | $420.4K | 0.08% | −2,348−19.4% | Reduced |
| Cravens & Co Advisors, LLC | 9,270 | $424.8K | 0.28% | +575+6.6% | Added |
| Boothbay Fund Management, LLC | 9,479 | $434.3K | 0.01% | −21,168−69.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,475 | $438.8K | 0.00% | +2,964+45.5% | Added |
| Park Avenue Securities LLC | 9,615 | $441.0K | 0.00% | +2,453+34.3% | Added |
| QRG Capital Management, Inc. | 9,684 | $443.7K | 0.00% | +340+3.6% | Added |
| Royal London Asset Management Ltd | 10,045 | $460.3K | 0.00% | −984−8.9% | Reduced |
| Saudi Central Bank | 10,147 | $464.9K | 0.01% | +10,147 | New |
| MAI Capital Management | 10,211 | $467.9K | 0.00% | +6,849+203.7% | Added |
| Geneos Wealth Management Inc. | 10,256 | $469.9K | 0.01% | +2,000+24.2% | Added |
| TD Waterhouse Canada Inc. | 10,657 | $483.8K | 0.00% | +1,755+19.7% | Added |
| Woodline Partners LP | 10,760 | $493.0K | 0.00% | +5,772+115.7% | Added |
| Paragon Capital Management Ltd | 10,770 | $493.5K | 0.10% | 00.0% | Unchanged |
| Macquarie Group Ltd | 10,841 | $496.7K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 10,841 | $496.7K | 0.00% | +4,059+59.8% | Added |
| Abn Amro Investment Solutions | 10,931 | $500.9K | 0.01% | +378+3.6% | Added |
| PCM Encore, LLC | 10,977 | $503.0K | 0.10% | −48−0.4% | Reduced |
| Colony Group, LLC | 11,235 | $514.8K | 0.00% | +4,769+73.8% | Added |
| Wedmont Private Capital | 10,340 | $515.0K | 0.02% | +247+2.4% | Added |
| Rhodes Investment Advisors Inc | 11,354 | $520.2K | 0.45% | +5,117+82.0% | Added |
| BBR Partners, LLC | 11,366 | $520.8K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,608 | $531.9K | 0.00% | +1,422+14.0% | Added |
| Nomura Holdings Inc | 11,758 | $538.8K | 0.00% | −10,544−47.3% | Reduced |
| MetLife Investment Management | 11,883 | $544.5K | 0.00% | −497−4.0% | Reduced |
| Tower Research Capital LLC (TRC) | 11,974 | $548.6K | 0.01% | +5,901+97.2% | Added |
| Gamco Investors, Inc. Et Al | 12,000 | $549.8K | 0.01% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 12,000 | $549.8K | 0.02% | +12,000 | New |
| Caxton Associates LLP | 12,000 | $549.8K | 0.01% | +12,000 | New |
| CAPROCK Group, Inc. | 12,210 | $559.5K | 0.01% | −536−4.2% | Reduced |
| CIBC Bancorp USA Inc. | 12,431 | $569.6K | 0.00% | +12,431 | New |
| Intech Investment Management LLC | 12,598 | $577.2K | 0.01% | +12,598 | New |
| Group One Trading, L.P. | 12,659 | $580.0K | 0.02% | −25,187−66.6% | Reduced |
| Atom Investors LP | 12,726 | $583.1K | 0.04% | +12,726 | New |
| Brinker Capital Investments, LLC | 12,859 | $589.2K | 0.01% | +2,198+20.6% | Added |
| Rakuten Investment Management, Inc. | 13,724 | $590.5K | 0.00% | +2,258+19.7% | Added |
| Rockefeller Capital Management L.P. | 12,997 | $595.5K | 0.00% | −2,506−16.2% | Reduced |
| CIBC Asset Management Inc | 13,059 | $598.4K | 0.00% | +802+6.5% | Added |
| Neo Ivy Capital Management | 13,078 | $599.2K | 0.16% | −34,964−72.8% | Reduced |
| CI Private Wealth, LLC | 15,421 | $600.6K | 0.00% | −3,643−19.1% | Reduced |
| Franklin Resources Inc | 13,339 | $611.2K | 0.00% | −1,391,750−99.1% | Reduced |
| Bleakley Financial Group, LLC | 13,377 | $612.9K | 0.01% | +13,377 | New |
| CSS LLC | 13,540 | $620.4K | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 13,580 | $622.2K | 0.01% | −76−0.6% | Reduced |
| Maryland State Retirement & Pension System | 13,650 | $625.4K | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 13,772 | $631.0K | 0.00% | +6,844+98.8% | Added |
| Pacific Sage Partners, LLC | 13,800 | $632.3K | 0.10% | −200−1.4% | Reduced |
| Myecfo, LLC | 13,921 | $637.9K | 0.27% | +647+4.9% | Added |
| Independent Advisor Alliance | 14,021 | $642.4K | 0.01% | −1,019−6.8% | Reduced |
| Utah Retirement Systems | 14,580 | $668.1K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,660 | $671.5K | 0.00% | +637+4.5% | Added |
| Manufacturers Life Insurance Company, The | 14,721 | $674.5K | 0.00% | +600+4.2% | Added |
| Vident Advisory, LLC | 15,628 | $716.1K | 0.01% | −246−1.5% | Reduced |
| J.Safra Asset Management Corp | 15,807 | $724.3K | 0.04% | +6,668+73.0% | Added |