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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 16,512 | $756.6K | 0.02% | −16,240−49.6% | Reduced |
| REX Advisers, LLC | 16,700 | $765.2K | 4.47% | +16,700 | New |
| New York State Teachers Retirement System | 16,877 | $773.0K | 0.00% | +2,508+17.5% | Added |
| Prospera Financial Services Inc | 16,902 | $774.4K | 0.01% | +16,902 | New |
| Sequoia Financial Advisors, LLC | 16,974 | $777.8K | 0.00% | +3,467+25.7% | Added |
| Marex Group plc | 17,050 | $781.2K | 0.01% | +17,050 | New |
| Cim Investment Mangement Inc | 17,550 | $804.1K | 0.21% | −81−0.5% | Reduced |
| Biltmore Family Office, LLC | 17,674 | $809.8K | 0.11% | +11,294+177.0% | Added |
| Credit Agricole S A | 17,727 | $812.3K | 0.00% | −5,047−22.2% | Reduced |
| Gladstone Institutional Advisory LLC | 17,859 | $818.3K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 18,000 | $824.8K | 0.01% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 18,386 | $842.4K | 0.25% | −9,080−33.1% | Reduced |
| Odyssean, LLC | 18,389 | $842.6K | 0.31% | +8,363+83.4% | Added |
| Candriam Luxembourg S.C.A. | 18,528 | $849.0K | 0.00% | +1,002+5.7% | Added |
| Savant Capital, LLC | 18,805 | $861.7K | 0.00% | +2,324+14.1% | Added |
| Amalgamated Bank | 18,826 | $863.0K | 0.01% | −1,968−9.5% | Reduced |
| RFG Advisory, LLC | 19,171 | $878.4K | 0.02% | +3,356+21.2% | Added |
| Simplicity Wealth,LLC | 19,444 | $890.9K | 0.05% | −3,486−15.2% | Reduced |
| Investment Management Corp of Ontario | 19,661 | $900.9K | 0.01% | −4,222−17.7% | Reduced |
| Mission Wealth Management, LP | 19,671 | $901.3K | 0.02% | +150+0.8% | Added |
| OpenArc Corporate Advisory, LLC | 19,930 | $913.2K | 0.01% | +16,858+548.8% | Added |
| Mackenzie Financial Corp | 20,006 | $916.7K | 0.00% | +4,076+25.6% | Added |
| Pathstone Holdings, LLC | 20,052 | $918.8K | 0.00% | −980−4.7% | Reduced |
| Steel Peak Wealth Management LLC | 20,403 | $934.9K | 0.03% | +20,403 | New |
| Fortune Financial Advisors, LLC | 20,700 | $948.5K | 0.48% | +20,700 | New |
| Hudson Bay Capital Management LP | 21,000 | $962.2K | 0.01% | −231,500−91.7% | Reduced |
| Gulf International Bank (UK) Ltd | 21,189 | $971.0K | 0.02% | +7,847+58.8% | Added |
| US Bancorp | 21,310 | $976.4K | 0.00% | −882−4.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 21,576 | $988.6K | 0.00% | −6,024−21.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,393 | $1.03M | 0.06% | +1,907+9.3% | Added |
| Nicholas Hoffman & Company, LLC. | 22,571 | $1.03M | 0.02% | 00.0% | Unchanged |
| Man Group plc | 22,594 | $1.04M | 0.00% | +13,670+153.2% | Added |
| Capula Management Ltd | 22,768 | $1.04M | 0.01% | −9,773−30.0% | Reduced |
| Janus Henderson Group PLC | 22,800 | $1.04M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 23,329 | $1.07M | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 16,907 | $1.09M | 0.05% | −9,664−36.4% | Reduced |
| HighTower Advisors, LLC | 23,900 | $1.10M | 0.00% | −2,062−7.9% | Reduced |
| MML Investors Services, LLC | 24,245 | $1.11M | 0.00% | +15+0.1% | Added |
| Evolutionary Tree Capital Management, LLC | 24,574 | $1.13M | 2.12% | −8,739−26.2% | Reduced |
| Daiwa Securities Group Inc. | 24,624 | $1.13M | 0.00% | −3,051−11.0% | Reduced |
| Summit Trail Advisors, LLC | 24,719 | $1.13M | 0.02% | +4,319+21.2% | Added |
| Osmosis Investment Management UK Ltd | 24,784 | $1.14M | 0.03% | −32,019−56.4% | Reduced |
| STRS Ohio | 24,874 | $1.14M | 0.00% | −100.0% | Reduced |
| Herbst Group, LLC | 24,900 | $1.14M | 0.70% | +24,900 | New |
| M&T Bank Corp | 24,932 | $1.14M | 0.00% | +2,981+13.6% | Added |
| Bank of Montreal | 25,114 | $1.15M | 0.00% | −221,371−89.8% | Reduced |
| Jones Financial Companies LLLP | 27,884 | $1.19M | 0.00% | +9,511+51.8% | Added |
| Cerity Partners LLC | 25,971 | $1.19M | 0.00% | +8,189+46.1% | Added |
| Captrust Financial Advisors | 26,305 | $1.21M | 0.00% | −62−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 26,341 | $1.21M | 0.01% | +8,906+51.1% | Added |
| Laird Norton Trust Company, LLC | 26,452 | $1.21M | 0.03% | −262−1.0% | Reduced |
| Storebrand Asset Management AS | 26,506 | $1.21M | 0.00% | −13,299−33.4% | Reduced |
| Swiss Life Asset Management Ltd | 26,557 | $1.22M | 0.01% | +4,261+19.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,603 | $1.22M | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 27,605 | $1.26M | 0.01% | +7,865+39.8% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 27,610 | $1.27M | 0.01% | −1,120−3.9% | Reduced |
| Polymer Capital Management (US) LLC | 27,714 | $1.27M | 0.19% | +27,714 | New |
| Paloma Partners Management Co | 28,029 | $1.28M | 0.73% | −81,973−74.5% | Reduced |
| OP Asset Management Ltd | 28,679 | $1.31M | 0.01% | −1,649−5.4% | Reduced |
| GWM Advisors LLC | 29,160 | $1.34M | 0.00% | +5,914+25.4% | Added |
| Thrivent Financial for Lutherans | 30,366 | $1.36M | 0.00% | +5,665+22.9% | Added |
| Quantitative Investment Management, LLC | 29,839 | $1.37M | 0.14% | +25,192+542.1% | Added |
| Advisory Resource Group | 30,042 | $1.38M | 0.24% | +30,042 | New |
| Mercer Global Advisors Inc | 30,062 | $1.38M | 0.00% | −2,554−7.8% | Reduced |
| Integris Wealth Management, LLC | 30,417 | $1.39M | 0.32% | +4,560+17.6% | Added |
| G2 Investment Partners Management LLC | 32,000 | $1.47M | 0.36% | −34,892−52.2% | Reduced |
| Pensionmark Financial Group, LLC | 32,893 | $1.51M | 0.02% | +12,305+59.8% | Added |
| Nisa Investment Advisors, LLC | 32,979 | $1.51M | 0.01% | −7,213−17.9% | Reduced |
| Commonwealth Equity Services, LLC | 33,014 | $1.51M | 0.00% | +5,334+19.3% | Added |
| National Pension Service | 33,385 | $1.53M | 0.00% | +33,385 | New |
| Royal Fund Management, LLC | 33,444 | $1.53M | 0.15% | +20,200+152.5% | Added |
| Advisor Group Holdings, Inc. | 33,578 | $1.54M | 0.00% | −25,715−43.4% | Reduced |
| Toronto Dominion Bank | 35,089 | $1.61M | 0.00% | −13,847−28.3% | Reduced |
| JustInvest LLC | 35,223 | $1.61M | 0.02% | −664−1.9% | Reduced |
| Nissay Asset Management Corp | 35,362 | $1.62M | 0.01% | +1,041+3.0% | Added |
| Prelude Capital Management, LLC | 35,412 | $1.62M | 0.12% | +17,012+92.5% | Added |
| J. Safra Sarasin Holding AG | 37,724 | $1.62M | 0.03% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 35,771 | $1.64M | 0.01% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 35,948 | $1.65M | 0.05% | +35,948 | New |
| Silvant Capital Management LLC | 36,153 | $1.66M | 0.06% | +583+1.6% | Added |
| BloombergSen Inc. | 36,889 | $1.69M | 0.19% | +21,597+141.2% | Added |
| British Columbia Investment Management Corp | 37,873 | $1.74M | 0.01% | −10,061−21.0% | Reduced |
| Jasper Ridge Partners, L.P. | 38,086 | $1.75M | 0.04% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 38,692 | $1.77M | 0.01% | +38,692 | New |
| Stifel Financial Corp | 38,986 | $1.79M | 0.00% | +27,116+228.4% | Added |
| General Equity Holdings LP | 39,301 | $1.80M | 1.34% | +39,301 | New |
| Institute for Wealth Management, LLC. | 39,710 | $1.82M | 0.20% | +31,900+408.5% | Added |
| Catalyst Funds Management Pty Ltd | 40,600 | $1.86M | 0.31% | +13,500+49.8% | Added |
| Federation des caisses Desjardins du Quebec | 40,646 | $1.86M | 0.01% | +30,390+296.3% | Added |
| KBC Group NV | 40,722 | $1.87M | 0.00% | −153,684−79.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 40,953 | $1.88M | 0.00% | +12,231+42.6% | Added |
| Baird Financial Group, Inc. | 41,814 | $1.92M | 0.00% | −9,980−19.3% | Reduced |
| Atomi Financial Group, Inc. | 43,106 | $1.98M | 0.06% | −4,886−10.2% | Reduced |
| Mount Vernon Associates Inc | 43,475 | $1.99M | 1.41% | +550+1.3% | Added |
| Wakefield Asset Management LLLP | 44,211 | $2.03M | 0.54% | +15,392+53.4% | Added |
| SBI Securities Co., Ltd. | 45,368 | $2.08M | 0.06% | −3,136−6.5% | Reduced |
| Empowered Funds, LLC | 46,165 | $2.12M | 0.01% | +32,857+246.9% | Added |
| Linden Thomas Advisory Services, LLC | 46,476 | $2.13M | 0.21% | +46,476 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 48,920 | $2.16M | 0.02% | +31,297+177.6% | Added |
| Truist Financial Corp | 47,842 | $2.19M | 0.00% | −11,983−20.0% | Reduced |