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.
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 | 662 | $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 |
|---|---|---|---|---|---|
| Jain Global LLC | 48,558 | $2.22M | 0.03% | −59,808−55.2% | Reduced |
| Capelight Capital Asset Management LP | 50,000 | $2.29M | 1.91% | −16,000−24.2% | Reduced |
| Ensign Peak Advisors, Inc | 50,269 | $2.30M | 0.00% | −26,911−34.9% | Reduced |
| TD Asset Management Inc | 50,482 | $2.31M | 0.00% | +3,466+7.4% | Added |
| BIT Capital GmbH | 52,197 | $2.39M | 0.13% | +37,715+260.4% | Added |
| Mariner, LLC | 53,394 | $2.45M | 0.00% | +13,029+32.3% | Added |
| SEB Asset Management AB | 53,469 | $2.45M | 0.01% | +53,469 | New |
| Xponance, Inc. | 53,479 | $2.45M | 0.02% | +6,256+13.2% | Added |
| DnB Asset Management AS | 53,759 | $2.46M | 0.01% | +2,977+5.9% | Added |
| Blueshift Asset Management, LLC | 53,826 | $2.47M | 0.75% | +25,967+93.2% | Added |
| IFM Investors Pty Ltd | 54,089 | $2.48M | 0.02% | +3,278+6.5% | Added |
| Jefferies Financial Group Inc. | 54,535 | $2.50M | 0.03% | −31,605−36.7% | Reduced |
| Zacks Investment Management | 55,673 | $2.55M | 0.02% | −82,901−59.8% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 55,974 | $2.56M | 0.12% | 00.0% | Unchanged |
| Globeflex Capital L P | 56,039 | $2.57M | 0.39% | +56,039 | New |
| Blair William & Co | 56,198 | $2.57M | 0.01% | −264,485−82.5% | Reduced |
| Leonteq Securities AG | 57,064 | $2.61M | 0.16% | +50,117+721.4% | Added |
| XTX Topco Ltd | 57,830 | $2.65M | 0.05% | +31,911+123.1% | Added |
| Cetera Investment Advisers | 58,295 | $2.67M | 0.00% | −1,191−2.0% | Reduced |
| Creative Planning | 59,622 | $2.73M | 0.00% | +26,977+82.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 60,098 | $2.75M | 0.00% | −15,457−20.5% | Reduced |
| Osterweis Capital Management Inc | 60,760 | $2.78M | 0.14% | +14,551+31.5% | Added |
| Readystate Asset Management LP | 64,345 | $2.95M | 0.17% | +29,698+85.7% | Added |
| Centiva Capital, LP | 64,484 | $2.95M | 0.14% | +64,484 | New |
| Ambassador Advisors, LLC | 62,184 | $3.07M | 0.47% | −13,127−17.4% | Reduced |
| Optiver Holding B.V. | 68,026 | $3.12M | 0.12% | −46,961−40.8% | Reduced |
| Ballentine Partners, LLC | 69,240 | $3.17M | 0.04% | −525−0.8% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $3.18M | 0.25% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 70,000 | $3.21M | 0.00% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 71,600 | $3.28M | 0.08% | +10,500+17.2% | Added |
| Arizona State Retirement System | 74,694 | $3.42M | 0.02% | +367+0.5% | Added |
| Handelsbanken Fonder AB | 75,300 | $3.45M | 0.01% | +3,100+4.3% | Added |
| Public Employees Retirement System of Ohio | 80,002 | $3.67M | 0.01% | −2,727−3.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 80,956 | $3.67M | 0.02% | +4,656+6.1% | Added |
| Weiss Asset Management LP | 80,254 | $3.68M | 0.07% | +80,254 | New |
| Walleye Capital LLC | 81,542 | $3.74M | 0.02% | −32,548−28.5% | Reduced |
| Russell Investments Group, Ltd. | 85,231 | $3.90M | 0.00% | −12,300−12.6% | Reduced |
| Nomura Asset Management Co Ltd | 87,760 | $4.02M | 0.01% | +7,640+9.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 89,647 | $4.11M | 0.02% | +552+0.6% | Added |
| Point72 Asset Management, L.P. | 89,686 | $4.11M | 0.01% | +89,686 | New |
| Militia Capital Management LLC | 90,902 | $4.17M | 0.93% | +90,902 | New |
| Tredje AP-fonden | 93,439 | $4.28M | 0.02% | +93,439 | New |
| Clear Street Group Inc. | 94,529 | $4.33M | 0.02% | +31,051+48.9% | Added |
| State of New Jersey Common Pension Fund D | 94,804 | $4.34M | 0.02% | 00.0% | Unchanged |
| Divisadero Street Capital Management, LP | 95,071 | $4.36M | 0.20% | +95,071 | New |
| Pictet Asset Management Holding SA | 95,258 | $4.36M | 0.00% | −11,535−10.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 97,650 | $4.47M | 0.02% | +35,650+57.5% | Added |
| KLP Kapitalforvaltning AS | 98,700 | $4.52M | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 102,444 | $4.69M | 0.01% | +1,024+1.0% | Added |
| a16z Perennial Management, L.P. | 103,220 | $4.73M | 0.39% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 103,627 | $4.75M | 1.57% | 00.0% | Unchanged |
| PFA Pension, Forsikringsaktieselskab | 106,844 | $4.90M | 0.01% | 00.0% | Unchanged |
| Korea Investment CORP | 107,522 | $4.93M | 0.01% | −32,732−23.3% | Reduced |
| Vontobel Holding Ltd. | 107,641 | $4.93M | 0.02% | +89,511+493.7% | Added |
| Farallon Capital Management, L.L.C. | 108,000 | $4.95M | 0.03% | +108,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 108,107 | $4.95M | 0.01% | −8,344−7.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 109,330 | $5.01M | 0.01% | −53,912−33.0% | Reduced |
| Capital Impact Advisors, LLC | 109,917 | $5.04M | 2.04% | −621,335−85.0% | Reduced |
| Victory Capital Management Inc | 110,067 | $5.04M | 0.00% | +14,081+14.7% | Added |
| Danske Bank A/S | 110,200 | $5.05M | 0.01% | −3,700−3.2% | Reduced |
| Dilation Capital Management LP | 111,717 | $5.12M | 2.57% | −103,971−48.2% | Reduced |
| IMC-Chicago, LLC | 112,682 | $5.16M | 0.08% | +112,682 | New |
| Allen Investment Management LLC | 116,683 | $5.35M | 0.07% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 116,962 | $5.36M | 0.05% | +632+0.5% | Added |
| Treasurer of the State of North Carolina | 117,670 | $5.39M | 0.02% | +2,510+2.2% | Added |
| Vanguard Global Advisers, LLC | 118,944 | $5.45M | 0.00% | +118,944 | New |
| Catalyst Private Wealth, LLC | 124,897 | $5.72M | 3.10% | −1,314−1.0% | Reduced |
| Lord, Abbett & Co. LLC | 125,969 | $5.77M | 0.02% | −2,034,013−94.2% | Reduced |
| Interval Partners, LP | 126,836 | $5.81M | 0.20% | +126,836 | New |
| Vanguard Investments Australia, Ltd. | 127,356 | $5.84M | 0.02% | +127,356 | New |
| Winton Group Ltd | 128,453 | $5.89M | 0.21% | +46,149+56.1% | Added |
| Teachers Retirement System of the State of Kentucky | 132,852 | $6.09M | 0.05% | −3,000−2.2% | Reduced |
| New York State Common Retirement Fund | 134,615 | $6.17M | 0.01% | −8,800−6.1% | Reduced |
| Agf Management Ltd | 134,716 | $6.17M | 0.03% | −3,232−2.3% | Reduced |
| Abdiel Capital Advisors, LP | 134,741 | $6.17M | 11.86% | −9,305−6.5% | Reduced |
| Vanguard Asset Management, Ltd | 137,965 | $6.32M | 0.01% | +137,965 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 140,276 | $6.43M | 0.01% | +1,193+0.9% | Added |
| Karl Kapital LLC | 140,290 | $6.43M | 4.45% | +140,290 | New |
| State of Wisconsin Investment Board | 143,330 | $6.57M | 0.02% | +6,954+5.1% | Added |
| Prana Capital Management, LP | 144,592 | $6.63M | 0.20% | +144,592 | New |
| Steadview Capital Management LLC | 144,815 | $6.64M | 2.93% | −82,890−36.4% | Reduced |
| OCO Capital Partners, L.P. | 150,000 | $6.87M | 1.81% | +150,000 | New |
| Dark Forest Capital Management LP | 150,069 | $6.88M | 0.61% | +89,401+147.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 151,301 | $6.93M | 0.01% | +90,065+147.1% | Added |
| First Trust Advisors LP | 151,910 | $6.96M | 0.00% | −186,861−55.2% | Reduced |
| Andra AP-fonden | 159,400 | $7.30M | 0.09% | +87,400+121.4% | Added |
| HSBC Holdings PLC | 164,780 | $7.50M | 0.00% | +76,439+86.5% | Added |
| Alliancebernstein L.P. | 100,805 | $7.50M | 0.00% | −1,183,508−92.2% | Reduced |
| Allianz Asset Management GmbH | 164,078 | $7.52M | 0.01% | −78,870−32.5% | Reduced |
| Ameriprise Financial Inc | 165,537 | $7.58M | 0.00% | −484,047−74.5% | Reduced |
| Holocene Advisors, LP | 170,026 | $7.79M | 0.02% | +170,026 | New |
| FIL Ltd | 177,885 | $8.15M | 0.01% | +177,631+69,933.5% | Added |
| Eurizon Capital SGR S.p.A. | 179,258 | $8.21M | 0.03% | +157,602+727.8% | Added |
| Landscape Capital Management, L.L.C. | 179,831 | $8.24M | 0.52% | +45,446+33.8% | Added |
| Voya Investment Management LLC | 181,292 | $8.31M | 0.01% | −16,612−8.4% | Reduced |
| D. E. Shaw & Co., Inc. | 185,347 | $8.49M | 0.01% | +29,807+19.2% | Added |
| Gotham Asset Management, LLC | 187,216 | $8.58M | 0.03% | +64,301+52.3% | Added |
| Wells Fargo & Company | 195,462 | $8.96M | 0.00% | −18,443−8.6% | Reduced |
| Penserra Capital Management LLC | 197,337 | $9.04M | 0.11% | +2,306+1.2% | Added |
| Aviva PLC | 206,262 | $9.45M | 0.02% | +9,454+4.8% | Added |