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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 43,106 | $1.98M | 0.06% | −4,886−10.2% | Reduced |
| Baird Financial Group, Inc. | 41,814 | $1.92M | 0.00% | −9,980−19.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 40,953 | $1.88M | 0.00% | +12,231+42.6% | Added |
| KBC Group NV | 40,722 | $1.87M | 0.00% | −153,684−79.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 40,646 | $1.86M | 0.01% | +30,390+296.3% | Added |
| Catalyst Funds Management Pty Ltd | 40,600 | $1.86M | 0.31% | +13,500+49.8% | Added |
| Institute for Wealth Management, LLC. | 39,710 | $1.82M | 0.20% | +31,900+408.5% | Added |
| General Equity Holdings LP | 39,301 | $1.80M | 1.34% | +39,301 | New |
| Stifel Financial Corp | 38,986 | $1.79M | 0.00% | +27,116+228.4% | Added |
| Freestone Grove Partners LP | 38,692 | $1.77M | 0.01% | +38,692 | New |
| Jasper Ridge Partners, L.P. | 38,086 | $1.75M | 0.04% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 37,873 | $1.74M | 0.01% | −10,061−21.0% | Reduced |
| BloombergSen Inc. | 36,889 | $1.69M | 0.19% | +21,597+141.2% | Added |
| Silvant Capital Management LLC | 36,153 | $1.66M | 0.06% | +583+1.6% | Added |
| Moran Wealth Management, LLC | 35,948 | $1.65M | 0.05% | +35,948 | New |
| Employees Retirement System of Texas | 35,771 | $1.64M | 0.01% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 37,724 | $1.62M | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 35,412 | $1.62M | 0.12% | +17,012+92.5% | Added |
| Nissay Asset Management Corp | 35,362 | $1.62M | 0.01% | +1,041+3.0% | Added |
| JustInvest LLC | 35,223 | $1.61M | 0.02% | −664−1.9% | Reduced |
| Toronto Dominion Bank | 35,089 | $1.61M | 0.00% | −13,847−28.3% | Reduced |
| Advisor Group Holdings, Inc. | 33,578 | $1.54M | 0.00% | −25,715−43.4% | Reduced |
| Royal Fund Management, LLC | 33,444 | $1.53M | 0.15% | +20,200+152.5% | Added |
| National Pension Service | 33,385 | $1.53M | 0.00% | +33,385 | New |
| Commonwealth Equity Services, LLC | 33,014 | $1.51M | 0.00% | +5,334+19.3% | Added |
| Nisa Investment Advisors, LLC | 32,979 | $1.51M | 0.01% | −7,213−17.9% | Reduced |
| Pensionmark Financial Group, LLC | 32,893 | $1.51M | 0.02% | +12,305+59.8% | Added |
| G2 Investment Partners Management LLC | 32,000 | $1.47M | 0.36% | −34,892−52.2% | Reduced |
| Integris Wealth Management, LLC | 30,417 | $1.39M | 0.32% | +4,560+17.6% | Added |
| Mercer Global Advisors Inc | 30,062 | $1.38M | 0.00% | −2,554−7.8% | Reduced |
| Advisory Resource Group | 30,042 | $1.38M | 0.24% | +30,042 | New |
| Quantitative Investment Management, LLC | 29,839 | $1.37M | 0.14% | +25,192+542.1% | Added |
| Thrivent Financial for Lutherans | 30,366 | $1.36M | 0.00% | +5,665+22.9% | Added |
| GWM Advisors LLC | 29,160 | $1.34M | 0.00% | +5,914+25.4% | Added |
| OP Asset Management Ltd | 28,679 | $1.31M | 0.01% | −1,649−5.4% | Reduced |
| Paloma Partners Management Co | 28,029 | $1.28M | 0.73% | −81,973−74.5% | Reduced |
| Polymer Capital Management (US) LLC | 27,714 | $1.27M | 0.19% | +27,714 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 27,610 | $1.27M | 0.01% | −1,120−3.9% | Reduced |
| Allstate Corp | 27,605 | $1.26M | 0.01% | +7,865+39.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,603 | $1.22M | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 26,557 | $1.22M | 0.01% | +4,261+19.1% | Added |
| Storebrand Asset Management AS | 26,506 | $1.21M | 0.00% | −13,299−33.4% | Reduced |
| Laird Norton Trust Company, LLC | 26,452 | $1.21M | 0.03% | −262−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 26,341 | $1.21M | 0.01% | +8,906+51.1% | Added |
| Captrust Financial Advisors | 26,305 | $1.21M | 0.00% | −62−0.2% | Reduced |
| Cerity Partners LLC | 25,971 | $1.19M | 0.00% | +8,189+46.1% | Added |
| Jones Financial Companies LLLP | 27,884 | $1.19M | 0.00% | +9,511+51.8% | Added |
| Bank of Montreal | 25,114 | $1.15M | 0.00% | −221,371−89.8% | Reduced |
| M&T Bank Corp | 24,932 | $1.14M | 0.00% | +2,981+13.6% | Added |
| Herbst Group, LLC | 24,900 | $1.14M | 0.70% | +24,900 | New |
| STRS Ohio | 24,874 | $1.14M | 0.00% | −100.0% | Reduced |
| Osmosis Investment Management UK Ltd | 24,784 | $1.14M | 0.03% | −32,019−56.4% | Reduced |
| Summit Trail Advisors, LLC | 24,719 | $1.13M | 0.02% | +4,319+21.2% | Added |
| Daiwa Securities Group Inc. | 24,624 | $1.13M | 0.00% | −3,051−11.0% | Reduced |
| Evolutionary Tree Capital Management, LLC | 24,574 | $1.13M | 2.12% | −8,739−26.2% | Reduced |
| MML Investors Services, LLC | 24,245 | $1.11M | 0.00% | +15+0.1% | Added |
| HighTower Advisors, LLC | 23,900 | $1.10M | 0.00% | −2,062−7.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 16,907 | $1.09M | 0.05% | −9,664−36.4% | Reduced |
| Public Employees Retirement Association of Colorado | 23,329 | $1.07M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 22,800 | $1.04M | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 22,768 | $1.04M | 0.01% | −9,773−30.0% | Reduced |
| Man Group plc | 22,594 | $1.04M | 0.00% | +13,670+153.2% | Added |
| Nicholas Hoffman & Company, LLC. | 22,571 | $1.03M | 0.02% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 22,393 | $1.03M | 0.06% | +1,907+9.3% | Added |
| O'Shaughnessy Asset Management, LLC | 21,576 | $988.6K | 0.00% | −6,024−21.8% | Reduced |
| US Bancorp | 21,310 | $976.4K | 0.00% | −882−4.0% | Reduced |
| Gulf International Bank (UK) Ltd | 21,189 | $971.0K | 0.02% | +7,847+58.8% | Added |
| Hudson Bay Capital Management LP | 21,000 | $962.2K | 0.01% | −231,500−91.7% | Reduced |
| Fortune Financial Advisors, LLC | 20,700 | $948.5K | 0.48% | +20,700 | New |
| Steel Peak Wealth Management LLC | 20,403 | $934.9K | 0.03% | +20,403 | New |
| Pathstone Holdings, LLC | 20,052 | $918.8K | 0.00% | −980−4.7% | Reduced |
| Mackenzie Financial Corp | 20,006 | $916.7K | 0.00% | +4,076+25.6% | Added |
| OpenArc Corporate Advisory, LLC | 19,930 | $913.2K | 0.01% | +16,858+548.8% | Added |
| Mission Wealth Management, LP | 19,671 | $901.3K | 0.02% | +150+0.8% | Added |
| Investment Management Corp of Ontario | 19,661 | $900.9K | 0.01% | −4,222−17.7% | Reduced |
| Simplicity Wealth,LLC | 19,444 | $890.9K | 0.05% | −3,486−15.2% | Reduced |
| RFG Advisory, LLC | 19,171 | $878.4K | 0.02% | +3,356+21.2% | Added |
| Amalgamated Bank | 18,826 | $863.0K | 0.01% | −1,968−9.5% | Reduced |
| Savant Capital, LLC | 18,805 | $861.7K | 0.00% | +2,324+14.1% | Added |
| Candriam Luxembourg S.C.A. | 18,528 | $849.0K | 0.00% | +1,002+5.7% | Added |
| Odyssean, LLC | 18,389 | $842.6K | 0.31% | +8,363+83.4% | Added |
| Fieldview Capital Management, LLC | 18,386 | $842.4K | 0.25% | −9,080−33.1% | Reduced |
| Gateway Investment Advisers LLC | 18,000 | $824.8K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 17,859 | $818.3K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 17,727 | $812.3K | 0.00% | −5,047−22.2% | Reduced |
| Biltmore Family Office, LLC | 17,674 | $809.8K | 0.11% | +11,294+177.0% | Added |
| Cim Investment Mangement Inc | 17,550 | $804.1K | 0.21% | −81−0.5% | Reduced |
| Marex Group plc | 17,050 | $781.2K | 0.01% | +17,050 | New |
| Sequoia Financial Advisors, LLC | 16,974 | $777.8K | 0.00% | +3,467+25.7% | Added |
| Prospera Financial Services Inc | 16,902 | $774.4K | 0.01% | +16,902 | New |
| New York State Teachers Retirement System | 16,877 | $773.0K | 0.00% | +2,508+17.5% | Added |
| REX Advisers, LLC | 16,700 | $765.2K | 4.47% | +16,700 | New |
| Independent Financial Group, LLC | 16,512 | $756.6K | 0.02% | −16,240−49.6% | Reduced |
| J.Safra Asset Management Corp | 15,807 | $724.3K | 0.04% | +6,668+73.0% | Added |
| Vident Advisory, LLC | 15,628 | $716.1K | 0.01% | −246−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 14,721 | $674.5K | 0.00% | +600+4.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,660 | $671.5K | 0.00% | +637+4.5% | Added |
| Utah Retirement Systems | 14,580 | $668.1K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 14,021 | $642.4K | 0.01% | −1,019−6.8% | Reduced |
| Myecfo, LLC | 13,921 | $637.9K | 0.27% | +647+4.9% | Added |