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 |
|---|---|---|---|---|---|
| Eurizon Capital SGR S.p.A. | 179,258 | $8.21M | 0.03% | +157,602+727.8% | Added |
| FIL Ltd | 177,885 | $8.15M | 0.01% | +177,631+69,933.5% | Added |
| Holocene Advisors, LP | 170,026 | $7.79M | 0.02% | +170,026 | New |
| Ameriprise Financial Inc | 165,537 | $7.58M | 0.00% | −484,047−74.5% | Reduced |
| Allianz Asset Management GmbH | 164,078 | $7.52M | 0.01% | −78,870−32.5% | Reduced |
| Alliancebernstein L.P. | 100,805 | $7.50M | 0.00% | −1,183,508−92.2% | Reduced |
| HSBC Holdings PLC | 164,780 | $7.50M | 0.00% | +76,439+86.5% | Added |
| Andra AP-fonden | 159,400 | $7.30M | 0.09% | +87,400+121.4% | Added |
| First Trust Advisors LP | 151,910 | $6.96M | 0.00% | −186,861−55.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 151,301 | $6.93M | 0.01% | +90,065+147.1% | Added |
| Dark Forest Capital Management LP | 150,069 | $6.88M | 0.61% | +89,401+147.4% | Added |
| OCO Capital Partners, L.P. | 150,000 | $6.87M | 1.81% | +150,000 | New |
| Steadview Capital Management LLC | 144,815 | $6.64M | 2.93% | −82,890−36.4% | Reduced |
| Prana Capital Management, LP | 144,592 | $6.63M | 0.20% | +144,592 | New |
| State of Wisconsin Investment Board | 143,330 | $6.57M | 0.02% | +6,954+5.1% | Added |
| Karl Kapital LLC | 140,290 | $6.43M | 4.45% | +140,290 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 140,276 | $6.43M | 0.01% | +1,193+0.9% | Added |
| Vanguard Asset Management, Ltd | 137,965 | $6.32M | 0.01% | +137,965 | New |
| Abdiel Capital Advisors, LP | 134,741 | $6.17M | 11.86% | −9,305−6.5% | Reduced |
| Agf Management Ltd | 134,716 | $6.17M | 0.03% | −3,232−2.3% | Reduced |
| New York State Common Retirement Fund | 134,615 | $6.17M | 0.01% | −8,800−6.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 132,852 | $6.09M | 0.05% | −3,000−2.2% | Reduced |
| Winton Group Ltd | 128,453 | $5.89M | 0.21% | +46,149+56.1% | Added |
| Vanguard Investments Australia, Ltd. | 127,356 | $5.84M | 0.02% | +127,356 | New |
| Interval Partners, LP | 126,836 | $5.81M | 0.20% | +126,836 | New |
| Lord, Abbett & Co. LLC | 125,969 | $5.77M | 0.02% | −2,034,013−94.2% | Reduced |
| Catalyst Private Wealth, LLC | 124,897 | $5.72M | 3.10% | −1,314−1.0% | Reduced |
| Vanguard Global Advisers, LLC | 118,944 | $5.45M | 0.00% | +118,944 | New |
| Treasurer of the State of North Carolina | 117,670 | $5.39M | 0.02% | +2,510+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 116,962 | $5.36M | 0.05% | +632+0.5% | Added |
| Allen Investment Management LLC | 116,683 | $5.35M | 0.07% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 112,682 | $5.16M | 0.08% | +112,682 | New |
| Dilation Capital Management LP | 111,717 | $5.12M | 2.57% | −103,971−48.2% | Reduced |
| Danske Bank A/S | 110,200 | $5.05M | 0.01% | −3,700−3.2% | Reduced |
| Victory Capital Management Inc | 110,067 | $5.04M | 0.00% | +14,081+14.7% | Added |
| Capital Impact Advisors, LLC | 109,917 | $5.04M | 2.04% | −621,335−85.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 109,330 | $5.01M | 0.01% | −53,912−33.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 108,107 | $4.95M | 0.01% | −8,344−7.2% | Reduced |
| Farallon Capital Management, L.L.C. | 108,000 | $4.95M | 0.03% | +108,000 | New |
| Vontobel Holding Ltd. | 107,641 | $4.93M | 0.02% | +89,511+493.7% | Added |
| Korea Investment CORP | 107,522 | $4.93M | 0.01% | −32,732−23.3% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 106,844 | $4.90M | 0.01% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 103,627 | $4.75M | 1.57% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 103,220 | $4.73M | 0.39% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 102,444 | $4.69M | 0.01% | +1,024+1.0% | Added |
| KLP Kapitalforvaltning AS | 98,700 | $4.52M | 0.02% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 97,650 | $4.47M | 0.02% | +35,650+57.5% | Added |
| Pictet Asset Management Holding SA | 95,258 | $4.36M | 0.00% | −11,535−10.8% | Reduced |
| Divisadero Street Capital Management, LP | 95,071 | $4.36M | 0.20% | +95,071 | New |
| State of New Jersey Common Pension Fund D | 94,804 | $4.34M | 0.02% | 00.0% | Unchanged |
| Clear Street Group Inc. | 94,529 | $4.33M | 0.02% | +31,051+48.9% | Added |
| Tredje AP-fonden | 93,439 | $4.28M | 0.02% | +93,439 | New |
| Militia Capital Management LLC | 90,902 | $4.17M | 0.93% | +90,902 | New |
| Point72 Asset Management, L.P. | 89,686 | $4.11M | 0.01% | +89,686 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 89,647 | $4.11M | 0.02% | +552+0.6% | Added |
| Nomura Asset Management Co Ltd | 87,760 | $4.02M | 0.01% | +7,640+9.5% | Added |
| Russell Investments Group, Ltd. | 85,231 | $3.90M | 0.00% | −12,300−12.6% | Reduced |
| Walleye Capital LLC | 81,542 | $3.74M | 0.02% | −32,548−28.5% | Reduced |
| Weiss Asset Management LP | 80,254 | $3.68M | 0.07% | +80,254 | New |
| Resona Asset Management Co.,Ltd. | 80,956 | $3.67M | 0.02% | +4,656+6.1% | Added |
| Public Employees Retirement System of Ohio | 80,002 | $3.67M | 0.01% | −2,727−3.3% | Reduced |
| Handelsbanken Fonder AB | 75,300 | $3.45M | 0.01% | +3,100+4.3% | Added |
| Arizona State Retirement System | 74,694 | $3.42M | 0.02% | +367+0.5% | Added |
| Sumitomo Life Insurance Co | 71,600 | $3.28M | 0.08% | +10,500+17.2% | Added |
| Robeco Institutional Asset Management B.V. | 70,000 | $3.21M | 0.00% | 00.0% | Unchanged |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $3.18M | 0.25% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 69,240 | $3.17M | 0.04% | −525−0.8% | Reduced |
| Optiver Holding B.V. | 68,026 | $3.12M | 0.12% | −46,961−40.8% | Reduced |
| Ambassador Advisors, LLC | 62,184 | $3.07M | 0.47% | −13,127−17.4% | Reduced |
| Centiva Capital, LP | 64,484 | $2.95M | 0.14% | +64,484 | New |
| Readystate Asset Management LP | 64,345 | $2.95M | 0.17% | +29,698+85.7% | Added |
| Osterweis Capital Management Inc | 60,760 | $2.78M | 0.14% | +14,551+31.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 60,098 | $2.75M | 0.00% | −15,457−20.5% | Reduced |
| Creative Planning | 59,622 | $2.73M | 0.00% | +26,977+82.6% | Added |
| Cetera Investment Advisers | 58,295 | $2.67M | 0.00% | −1,191−2.0% | Reduced |
| XTX Topco Ltd | 57,830 | $2.65M | 0.05% | +31,911+123.1% | Added |
| Leonteq Securities AG | 57,064 | $2.61M | 0.16% | +50,117+721.4% | Added |
| Blair William & Co | 56,198 | $2.57M | 0.01% | −264,485−82.5% | Reduced |
| Globeflex Capital L P | 56,039 | $2.57M | 0.39% | +56,039 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 55,974 | $2.56M | 0.12% | 00.0% | Unchanged |
| Zacks Investment Management | 55,673 | $2.55M | 0.02% | −82,901−59.8% | Reduced |
| Jefferies Financial Group Inc. | 54,535 | $2.50M | 0.03% | −31,605−36.7% | Reduced |
| IFM Investors Pty Ltd | 54,089 | $2.48M | 0.02% | +3,278+6.5% | Added |
| Blueshift Asset Management, LLC | 53,826 | $2.47M | 0.75% | +25,967+93.2% | Added |
| DnB Asset Management AS | 53,759 | $2.46M | 0.01% | +2,977+5.9% | Added |
| Xponance, Inc. | 53,479 | $2.45M | 0.02% | +6,256+13.2% | Added |
| SEB Asset Management AB | 53,469 | $2.45M | 0.01% | +53,469 | New |
| Mariner, LLC | 53,394 | $2.45M | 0.00% | +13,029+32.3% | Added |
| BIT Capital GmbH | 52,197 | $2.39M | 0.13% | +37,715+260.4% | Added |
| TD Asset Management Inc | 50,482 | $2.31M | 0.00% | +3,466+7.4% | Added |
| Ensign Peak Advisors, Inc | 50,269 | $2.30M | 0.00% | −26,911−34.9% | Reduced |
| Capelight Capital Asset Management LP | 50,000 | $2.29M | 1.91% | −16,000−24.2% | Reduced |
| Jain Global LLC | 48,558 | $2.22M | 0.03% | −59,808−55.2% | Reduced |
| Truist Financial Corp | 47,842 | $2.19M | 0.00% | −11,983−20.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 48,920 | $2.16M | 0.02% | +31,297+177.6% | Added |
| Linden Thomas Advisory Services, LLC | 46,476 | $2.13M | 0.21% | +46,476 | New |
| Empowered Funds, LLC | 46,165 | $2.12M | 0.01% | +32,857+246.9% | Added |
| SBI Securities Co., Ltd. | 45,368 | $2.08M | 0.06% | −3,136−6.5% | Reduced |
| Wakefield Asset Management LLLP | 44,211 | $2.03M | 0.54% | +15,392+53.4% | Added |
| Mount Vernon Associates Inc | 43,475 | $1.99M | 1.41% | +550+1.3% | Added |