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 |
|---|---|---|---|---|---|
| Pacific Sage Partners, LLC | 13,800 | $632.3K | 0.10% | −200−1.4% | Reduced |
| Swedbank AB | 13,772 | $631.0K | 0.00% | +6,844+98.8% | Added |
| Maryland State Retirement & Pension System | 13,650 | $625.4K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 13,580 | $622.2K | 0.01% | −76−0.6% | Reduced |
| CSS LLC | 13,540 | $620.4K | 0.03% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 13,377 | $612.9K | 0.01% | +13,377 | New |
| Franklin Resources Inc | 13,339 | $611.2K | 0.00% | −1,391,750−99.1% | Reduced |
| CI Private Wealth, LLC | 15,421 | $600.6K | 0.00% | −3,643−19.1% | Reduced |
| Neo Ivy Capital Management | 13,078 | $599.2K | 0.16% | −34,964−72.8% | Reduced |
| CIBC Asset Management Inc | 13,059 | $598.4K | 0.00% | +802+6.5% | Added |
| Rockefeller Capital Management L.P. | 12,997 | $595.5K | 0.00% | −2,506−16.2% | Reduced |
| Rakuten Investment Management, Inc. | 13,724 | $590.5K | 0.00% | +2,258+19.7% | Added |
| Brinker Capital Investments, LLC | 12,859 | $589.2K | 0.01% | +2,198+20.6% | Added |
| Atom Investors LP | 12,726 | $583.1K | 0.04% | +12,726 | New |
| Group One Trading, L.P. | 12,659 | $580.0K | 0.02% | −25,187−66.6% | Reduced |
| Intech Investment Management LLC | 12,598 | $577.2K | 0.01% | +12,598 | New |
| CIBC Bancorp USA Inc. | 12,431 | $569.6K | 0.00% | +12,431 | New |
| CAPROCK Group, Inc. | 12,210 | $559.5K | 0.01% | −536−4.2% | Reduced |
| Gamco Investors, Inc. Et Al | 12,000 | $549.8K | 0.01% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 12,000 | $549.8K | 0.02% | +12,000 | New |
| Caxton Associates LLP | 12,000 | $549.8K | 0.01% | +12,000 | New |
| Tower Research Capital LLC (TRC) | 11,974 | $548.6K | 0.01% | +5,901+97.2% | Added |
| MetLife Investment Management | 11,883 | $544.5K | 0.00% | −497−4.0% | Reduced |
| Nomura Holdings Inc | 11,758 | $538.8K | 0.00% | −10,544−47.3% | Reduced |
| The PNC Financial Services Group, Inc. | 11,608 | $531.9K | 0.00% | +1,422+14.0% | Added |
| BBR Partners, LLC | 11,366 | $520.8K | 0.03% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 11,354 | $520.2K | 0.45% | +5,117+82.0% | Added |
| Wedmont Private Capital | 10,340 | $515.0K | 0.02% | +247+2.4% | Added |
| Colony Group, LLC | 11,235 | $514.8K | 0.00% | +4,769+73.8% | Added |
| PCM Encore, LLC | 10,977 | $503.0K | 0.10% | −48−0.4% | Reduced |
| Abn Amro Investment Solutions | 10,931 | $500.9K | 0.01% | +378+3.6% | Added |
| Macquarie Group Ltd | 10,841 | $496.7K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 10,841 | $496.7K | 0.00% | +4,059+59.8% | Added |
| Paragon Capital Management Ltd | 10,770 | $493.5K | 0.10% | 00.0% | Unchanged |
| Woodline Partners LP | 10,760 | $493.0K | 0.00% | +5,772+115.7% | Added |
| TD Waterhouse Canada Inc. | 10,657 | $483.8K | 0.00% | +1,755+19.7% | Added |
| Geneos Wealth Management Inc. | 10,256 | $469.9K | 0.01% | +2,000+24.2% | Added |
| MAI Capital Management | 10,211 | $467.9K | 0.00% | +6,849+203.7% | Added |
| Saudi Central Bank | 10,147 | $464.9K | 0.01% | +10,147 | New |
| Royal London Asset Management Ltd | 10,045 | $460.3K | 0.00% | −984−8.9% | Reduced |
| QRG Capital Management, Inc. | 9,684 | $443.7K | 0.00% | +340+3.6% | Added |
| Park Avenue Securities LLC | 9,615 | $441.0K | 0.00% | +2,453+34.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,475 | $438.8K | 0.00% | +2,964+45.5% | Added |
| Boothbay Fund Management, LLC | 9,479 | $434.3K | 0.01% | −21,168−69.1% | Reduced |
| Cravens & Co Advisors, LLC | 9,270 | $424.8K | 0.28% | +575+6.6% | Added |
| Mason & Associates Inc | 9,769 | $420.4K | 0.08% | −2,348−19.4% | Reduced |
| Picton Mahoney Asset Management | 9,164 | $419.9K | 0.00% | −176,814−95.1% | Reduced |
| Ieq Capital, LLC | 9,061 | $415.2K | 0.00% | +2,651+41.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,043 | $414.0K | 0.00% | −2,278−20.1% | Reduced |
| Congress Asset Management Co | 9,000 | $412.4K | 0.00% | +9,000 | New |
| Inceptionr LLC | 8,844 | $405.2K | 0.10% | +8,844 | New |
| Prudential Financial Inc | 8,815 | $403.9K | 0.00% | −1,220−12.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,794 | $402.9K | 0.02% | +8,794 | New |
| Quadcap Wealth Management, LLC | 8,696 | $398.4K | 0.05% | +1,843+26.9% | Added |
| Cresset Asset Management, LLC | 8,609 | $394.5K | 0.00% | −4,010−31.8% | Reduced |
| Oak Thistle LLC | 8,570 | $392.7K | 0.04% | +8,570 | New |
| GraniteShares Advisors LLC | 8,442 | $386.8K | 0.28% | +537+6.8% | Added |
| White Lighthouse Investment Management Inc. | 8,084 | $370.4K | 0.05% | +973+13.7% | Added |
| North Dakota State Investment Board | 8,035 | $368.2K | 0.02% | −1,412−14.9% | Reduced |
| Everence Capital Management Inc | 7,910 | $362.0K | 0.02% | +680+9.4% | Added |
| Aspire Capital Advisors LLC | 7,860 | $360.1K | 0.08% | +753+10.6% | Added |
| Central Pacific Bank - Trust Division | 7,831 | $358.8K | 0.05% | −443−5.4% | Reduced |
| Ellevest, Inc. | 7,703 | $353.0K | 0.05% | −350−4.3% | Reduced |
| Schroder Investment Management Group | 7,574 | $347.0K | 0.00% | −454−5.7% | Reduced |
| Vise Technologies, Inc. | 4,596 | $342.1K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,451 | $341.4K | 0.00% | −869−10.4% | Reduced |
| Signaturefd, LLC | 7,243 | $331.9K | 0.01% | +1,610+28.6% | Added |
| Graham Capital Management, L.P. | 7,052 | $323.1K | 0.01% | +7,052 | New |
| Shearwater Capital LLC | 7,000 | $320.7K | 0.17% | 00.0% | Unchanged |
| National Bank of Canada | 6,901 | $316.6K | 0.00% | +1,173+20.5% | Added |
| Catalytic Wealth RIA, LLC | 6,819 | $312.4K | 0.01% | +1,403+25.9% | Added |
| E. Ohman J:or Asset Management AB | 6,760 | $309.7K | 0.01% | +4,828+249.9% | Added |
| Oder Investment Management, LLC | 6,665 | $305.4K | 0.23% | 00.0% | Unchanged |
| DRW Securities, LLC | 6,608 | $302.8K | 0.02% | +3,826+137.5% | Added |
| Emerald Mutual Fund Advisers Trust | 6,520 | $298.7K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,450 | $296.3K | 0.01% | −2,516−36.1% | Reduced |
| Dana Investment Advisors, Inc. | 6,397 | $293.1K | 0.01% | +6,397 | New |
| Gables Capital Management Inc. | 6,300 | $288.7K | 0.12% | +6,300 | New |
| Meeder Advisory Services, Inc. | 6,212 | $284.6K | 0.01% | −236−3.7% | Reduced |
| Huntleigh Advisors, Inc. | 6,210 | $284.5K | 0.05% | +27+0.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,168 | $282.6K | 0.00% | −2,695−30.4% | Reduced |
| PFG Investments, LLC | 6,130 | $280.9K | 0.01% | +2,845+86.6% | Added |
| Integrated Wealth Concepts LLC | 6,113 | $280.1K | 0.00% | +6,113 | New |
| HB Wealth Management, LLC | 6,091 | $279.1K | 0.00% | −6,276−50.7% | Reduced |
| Bluebird Wealth Management LLC | 5,943 | $272.3K | 0.28% | −5,738−49.1% | Reduced |
| Renaissance Technologies LLC | 5,900 | $270.3K | 0.00% | +5,900 | New |
| Wealthfront Advisers LLC | 5,877 | $269.3K | 0.00% | −99−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 5,736 | $262.8K | 0.00% | −1,813−24.0% | Reduced |
| Fifth Third Bancorp | 5,687 | $260.6K | 0.00% | +5,165+989.5% | Added |
| CWM, LLC | 5,673 | $259.9K | 0.00% | +1,599+39.2% | Added |
| Banco Santander, S.A. | 5,586 | $256.0K | 0.00% | +5,586 | New |
| Buckingham Strategic Partners | 5,570 | $254.0K | 0.00% | +5,570 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 5,500 | $252.0K | 0.00% | −69,114−92.6% | Reduced |
| Ostrum Asset Management | 5,496 | $251.8K | 0.01% | +4,314+365.0% | Added |
| Kera Capital Partners, Inc. | 5,493 | $251.7K | 0.03% | −1,292−19.0% | Reduced |
| Plato Investment Management Ltd | 5,440 | $249.4K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,368 | $246.0K | 0.01% | +355+7.1% | Added |
| Vestcor Inc | 5,341 | $245.0K | 0.01% | −165−3.0% | Reduced |
| Rareview Capital LLC | 3,541 | $244.8K | 0.14% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,343 | $244.8K | 0.03% | +2,177+68.8% | Added |