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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 210,907 | $9.66M | 0.00% | +34,211+19.4% | Added |
| Barclays PLC | 219,459 | $10.1M | 0.00% | −48,169−18.0% | Reduced |
| SEI Investments Co | 220,818 | $10.1M | 0.01% | −160,778−42.1% | Reduced |
| Allen Holding Inc | 230,000 | $10.5M | 1.05% | 00.0% | Unchanged |
| Intercapital, LLC | 233,368 | $10.7M | 5.92% | +53,606+29.8% | Added |
| LPL Financial LLC | 233,932 | $10.7M | 0.00% | +76,557+48.6% | Added |
| Capital Fund Management S.A. | 235,113 | $10.8M | 0.10% | −76,667−24.6% | Reduced |
| State Board of Administration of Florida Retirement System | 243,893 | $11.2M | 0.02% | −500.0% | Reduced |
| RJA Asset Management LLC | 245,500 | $11.2M | 4.14% | +160,000+187.1% | Added |
| Walleye Trading LLC | 246,078 | $11.3M | 0.23% | +246,078 | New |
| BNP Paribas Arbitrage, SA | 253,569 | $11.6M | 0.01% | −218,114−46.2% | Reduced |
| Mane Global Capital Management LP | 265,628 | $12.2M | 1.25% | −269,949−50.4% | Reduced |
| Nordea Investment Management AB | 282,114 | $12.4M | 0.01% | +254,644+927.0% | Added |
| PEAK6 LLC | 277,468 | $12.7M | 0.37% | +277,468 | New |
| Longaeva Partners L.P. | 285,099 | $13.1M | 0.63% | +285,099 | New |
| Rhumbline Advisers | 315,711 | $14.5M | 0.01% | −170−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 317,723 | $14.6M | 0.12% | −65,710−17.1% | Reduced |
| Royal Bank of Canada | 318,783 | $14.6M | 0.00% | +24,583+8.4% | Added |
| Bienville Capital Management, LLC | 326,395 | $15.0M | 2.84% | +326,395 | New |
| Gillson Capital LP | 329,810 | $15.1M | 1.24% | +64,738+24.4% | Added |
| Envestnet Asset Management Inc | 341,771 | $15.7M | 0.00% | +104,595+44.1% | Added |
| T. Rowe Price Investment Management, Inc. | 355,159 | $16.3M | 0.01% | +355,066+381,791.4% | Added |
| NZS Capital, LLC | 366,379 | $16.8M | 0.56% | +6,288+1.7% | Added |
| Polar Capital Holdings Plc | 378,684 | $17.4M | 0.08% | −33,092−8.0% | Reduced |
| California State Teachers Retirement System | 382,998 | $17.5M | 0.02% | +3,195+0.8% | Added |
| Diversify Advisory Services, LLC | 280,693 | $17.8M | 2.72% | +59,537+26.9% | Added |
| SG Americas Securities, LLC | 470,444 | $18.9M | 0.02% | −4,697−1.0% | Reduced |
| Deutsche Bank AG | 417,484 | $19.1M | 0.01% | +8,900+2.2% | Added |
| AQR Capital Management LLC | 438,220 | $19.5M | 0.01% | +322,550+278.9% | Added |
| Diversify Wealth Management, LLC | 322,961 | $20.5M | 0.37% | +322,961 | New |
| Neuberger Berman Group LLC | 447,622 | $20.5M | 0.02% | −656,446−59.5% | Reduced |
| Ilex Capital Partners (UK) LLP | 453,767 | $20.8M | 0.51% | +325,092+252.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 455,837 | $20.9M | 0.01% | +44,156+10.7% | Added |
| California Public Employees Retirement System | 491,055 | $22.5M | 0.01% | −3,856−0.8% | Reduced |
| Capital International Investors | 492,821 | $22.6M | 0.01% | +3,557+0.7% | Added |
| Los Angeles Capital Management LLC | 496,394 | $22.7M | 0.09% | +474,975+2,217.5% | Added |
| Invesco Ltd. | 497,346 | $22.8M | 0.00% | −3,574,225−87.8% | Reduced |
| Glendon Capital Management LP | 514,100 | $23.6M | 2.93% | +97,000+23.3% | Added |
| Quantinno Capital Management LP | 520,839 | $23.9M | 0.04% | −70,115−11.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 528,358 | $24.2M | 0.02% | +1380.0% | Added |
| 12 West Capital Management LP | 535,000 | $24.5M | 4.14% | +185,000+52.9% | Added |
| Islander Capital Partners, L.P. | 570,000 | $26.1M | 10.29% | +243,645+74.7% | Added |
| Ardmore Road Asset Management LP | 600,000 | $27.5M | 1.81% | +536,814+849.6% | Added |
| AustralianSuper Pty Ltd | 614,323 | $28.1M | 0.15% | −8,433−1.4% | Reduced |
| Legal & General Group Plc | 615,540 | $28.2M | 0.01% | +10,019+1.7% | Added |
| Nuveen, LLC | 637,280 | $29.2M | 0.01% | +9,086+1.4% | Added |
| Pacific Heights Asset Management LLC | 675,000 | $30.9M | 1.04% | +150,000+28.6% | Added |
| Artemis Investment Management LLP | 685,608 | $31.4M | 0.33% | −108,333−13.6% | Reduced |
| Citigroup Inc | 713,211 | $32.7M | 0.02% | +135,130+23.4% | Added |
| Allen Operations LLC | 721,382 | $33.1M | 4.94% | 00.0% | Unchanged |
| Amundi | 735,302 | $33.7M | 0.01% | −160,401−17.9% | Reduced |
| Swiss National Bank | 806,800 | $37.0M | 0.02% | +65,000+8.8% | Added |
| ThornTree Capital Partners LP | 834,289 | $38.2M | 6.78% | +66,535+8.7% | Added |
| American Century Companies Inc | 903,899 | $41.4M | 0.02% | −4,536−0.5% | Reduced |
| Leo Wealth, LLC | 924,622 | $42.4M | 3.08% | −830.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 958,005 | $43.9M | 0.53% | +5,096+0.5% | Added |
| Bank of New York Mellon Corp | 1,023,643 | $46.9M | 0.01% | −23,489−2.2% | Reduced |
| Jane Street Group, LLC | 1,036,975 | $47.5M | 0.05% | +997,200+2,507.1% | Added |
| Susquehanna International Group, LLP | 1,040,114 | $47.7M | 0.06% | +623,502+149.7% | Added |
| UBS Asset Management Americas Inc | 1,064,236 | $48.8M | 0.01% | +14,350+1.4% | Added |
| Westfield Capital Management Co LP | 1,080,636 | $49.5M | 0.21% | +228,802+26.9% | Added |
| Balyasny Asset Management LLC | 1,149,661 | $52.7M | 0.10% | +922,518+406.1% | Added |
| Atreides Management, LP | 1,194,711 | $54.7M | 1.33% | −190,230−13.7% | Reduced |
| Millennium Management LLC | 1,381,914 | $63.3M | 0.05% | +1,333,179+2,735.6% | Added |
| Tremblant Capital Group | 1,397,248 | $64.0M | 2.06% | +336,808+31.8% | Added |
| Charles Schwab Investment Management Inc | 1,468,593 | $67.3M | 0.01% | +71,664+5.1% | Added |
| Goldman Sachs Group Inc | 1,557,610 | $71.4M | 0.01% | +326,379+26.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,577,264 | $71.8M | 0.12% | +303,037+23.8% | Added |
| Dimensional Fund Advisors LP | 1,574,660 | $72.1M | 0.01% | +166,252+11.8% | Added |
| Qube Research & Technologies Ltd | 1,575,982 | $72.2M | 0.10% | +279,995+21.6% | Added |
| Spyglass Capital Management LLC | 1,662,325 | $76.2M | 5.39% | +218,745+15.2% | Added |
| Price T Rowe Associates Inc | 1,722,380 | $78.9M | 0.01% | +24,880+1.5% | Added |
| Northern Trust Corp | 1,762,385 | $80.8M | 0.01% | +114,777+7.0% | Added |
| Vanguard Fiduciary Trust Co | 1,813,121 | $83.1M | 0.02% | +1,813,121 | New |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 1,936,900 | $88.7M | 0.79% | +1,116,900+136.2% | Added |
| Foxhaven Asset Management, LP | 2,205,556 | $101.1M | 3.17% | +298,674+15.7% | Added |
| UBS Group AG | 2,302,217 | $105.5M | 0.02% | +589,375+34.4% | Added |
| Marshall Wace, LLP | 2,707,974 | $124.1M | 0.13% | −1,625,778−37.5% | Reduced |
| Wellington Management Group LLP | 2,742,715 | $125.7M | 0.02% | +1,238,006+82.3% | Added |
| Bank of America Corp | 2,774,298 | $127.1M | 0.01% | +620,568+28.8% | Added |
| Citadel Advisors LLC | 4,071,115 | $186.5M | 0.13% | +3,653,133+874.0% | Added |
| JPMorgan Chase & Co | 5,297,016 | $227.9M | 0.02% | +3,441,133+185.4% | Added |
| Baillie Gifford & Co | 5,302,297 | $243.0M | 0.25% | −180,646−3.3% | Reduced |
| Geode Capital Management, LLC | 5,522,772 | $252.4M | 0.02% | +21,385+0.4% | Added |
| Durable Capital Partners LP | 5,649,434 | $258.9M | 2.66% | +1,968,261+53.5% | Added |
| State Street Corp | 6,031,141 | $276.3M | 0.01% | +183,575+3.1% | Added |
| Vanguard Portfolio Management LLC | 11,599,993 | $531.5M | 0.03% | +11,599,993 | New |
| Vanguard Capital Management LLC | 12,152,375 | $556.8M | 0.01% | +12,152,375 | New |
| FMR LLC | 17,294,381 | $792.4M | 0.04% | +3,618,543+26.5% | Added |
| BlackRock, Inc. | 18,732,493 | $858.3M | 0.02% | −141,432−0.7% | Reduced |
| Morgan Stanley | 21,715,982 | $995.0M | 0.06% | −1,294,318−5.6% | Reduced |
| Capital World Investors | 22,512,923 | $1.03B | 0.14% | +802,009+3.7% | Added |
| Capital Research Global Investors | 24,592,033 | $1.13B | 0.17% | +1,446,091+6.2% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −3,817,170−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −3,601,248−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,782,700−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −323,872−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −235,524−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −217,252−100.0% | Sold out |
| Science & Technology Partners, L.P. | 0 | $0 | 0.00% | −188,100−100.0% | Sold out |