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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 5,334 | $244.4K | 0.01% | +1,186+28.6% | Added |
| Apollon Wealth Management, LLC | 5,281 | $242.0K | 0.00% | −1,930−26.8% | Reduced |
| Vann Equity Management LLC | 5,188 | $237.7K | 0.17% | +5,188 | New |
| ASR Vermogensbeheer N.V. | 5,171 | $236.9K | 0.00% | +2,856+123.4% | Added |
| Choate Investment Advisors | 5,120 | $234.6K | 0.00% | −432−7.8% | Reduced |
| RSM US Wealth Management LLC | 4,910 | $225.0K | 0.00% | −677−12.1% | Reduced |
| Sterling Capital Management LLC | 4,905 | $224.7K | 0.00% | −2,869−36.9% | Reduced |
| Prudential PLC | 4,858 | $222.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,847 | $222.1K | 0.01% | +1,256+35.0% | Added |
| Gsa Capital Partners LLP | 4,837 | $222.0K | 0.01% | −1,397−22.4% | Reduced |
| Farther Finance Advisors, LLC | 4,864 | $221.5K | 0.00% | +849+21.1% | Added |
| Holistic Financial Partners | 4,801 | $220.0K | 0.08% | −132−2.7% | Reduced |
| Andina Capital Management, LLC | 4,776 | $218.8K | 0.19% | −150−3.0% | Reduced |
| Private Advisor Group, LLC | 4,764 | $218.3K | 0.00% | −1,168−19.7% | Reduced |
| Polen Capital Management LLC | 4,763 | $218.2K | 0.00% | −28,206−85.6% | Reduced |
| Kestra Advisory Services, LLC | 4,756 | $217.9K | 0.00% | +1,315+38.2% | Added |
| Capital Advisors Inc | 4,703 | $215.5K | 0.00% | +4,703 | New |
| Ethic Inc. | 4,631 | $212.2K | 0.00% | +1,067+29.9% | Added |
| UniSuper Management Pty Ltd | 4,600 | $210.8K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 4,575 | $209.6K | 0.01% | +1,480+47.8% | Added |
| Bayesian Capital Management, LP | 4,500 | $206.2K | 0.25% | +4,500 | New |
| Parallel Advisors, LLC | 4,497 | $206.1K | 0.00% | +480+11.9% | Added |
| GAMMA Investing LLC | 4,475 | $205.0K | 0.01% | −865−16.2% | Reduced |
| State of Wyoming | 4,469 | $204.8K | 0.02% | +4,469 | New |
| Ares Systematic Credit Ltd | 4,752 | $204.5K | 0.16% | 00.0% | Unchanged |
| Bank of Nova Scotia | 4,421 | $202.6K | 0.00% | −11,022−71.4% | Reduced |
| TCW Group Inc | 4,421 | $202.6K | 0.00% | +214+5.1% | Added |
| Diversified Trust Co | 4,380 | $200.7K | 0.00% | −321−6.8% | Reduced |
| Commerce Bank | 4,377 | $200.6K | 0.00% | +79+1.8% | Added |
| Rakuten Securities, Inc. | 4,136 | $189.5K | 0.08% | −12,486−75.1% | Reduced |
| Advisory Services Network, LLC | 3,941 | $180.6K | 0.00% | +825+26.5% | Added |
| Advisors Asset Management, Inc. | 3,929 | $180.0K | 0.00% | +748+23.5% | Added |
| IFP Advisors, Inc | 3,737 | $171.2K | 0.00% | −224−5.7% | Reduced |
| Siemens Fonds Invest GmbH | 3,734 | $171.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,500 | $160.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,453 | $158.2K | 0.02% | −758−18.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,349 | $153.5K | 0.00% | −1,659−33.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,150 | $143.0K | 0.00% | +3,150 | New |
| Quarry LP | 2,953 | $135.3K | 0.03% | +2,895+4,991.4% | Added |
| Ossiam | 2,789 | $127.8K | 0.00% | −242−8.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,721 | $124.7K | 0.00% | −75−2.7% | Reduced |
| Paradigm Asset Management Co LLC | 2,700 | $123.7K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 2,557 | $117.2K | 0.00% | −124−4.6% | Reduced |
| Smartleaf Asset Management LLC | 2,621 | $112.8K | 0.00% | +205+8.5% | Added |
| Newbridge Financial Services Group, Inc. | 2,297 | $105.2K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 2,141 | $98.1K | 0.02% | +2,141 | New |
| Allworth Financial LP | 1,953 | $89.5K | 0.00% | +1,055+117.5% | Added |
| Twin Lakes Capital Management, LLC | 1,811 | $83.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,800 | $82.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,740 | $79.7K | 0.00% | −4,299−71.2% | Reduced |
| Oslo Pensjonsforsikring AS | 1,442 | $66.1K | 0.01% | +1,442 | New |
| NBC Securities, Inc. | 1,420 | $65.1K | 0.00% | +1,380+3,450.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,314 | $60.2K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,259 | $57.7K | 0.00% | +985+359.5% | Added |
| Westside Investment Management, Inc. | 1,170 | $53.6K | 0.01% | −80−6.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,042 | $47.7K | 0.00% | +38+3.8% | Added |
| Quadrant Capital Group LLC | 1,016 | $46.6K | 0.00% | +496+95.4% | Added |
| Valley National Advisers Inc | 983 | $45.0K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 902 | $41.3K | 0.00% | +902 | New |
| Sound Income Strategies, LLC | 853 | $38.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 772 | $35.4K | 0.00% | −11−1.4% | Reduced |
| Blume Capital Management, Inc. | 755 | $34.6K | 0.01% | +225+42.5% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 744 | $34.1K | 0.00% | +744 | New |
| Osbon Capital Management LLC | 661 | $30.3K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 651 | $29.8K | 0.00% | −955−59.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $27.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 579 | $26.5K | 0.00% | −23−3.8% | Reduced |
| V-Square Quantitative Management LLC | 517 | $23.7K | 0.00% | +517 | New |
| Quent Capital, LLC | 482 | $22.1K | 0.00% | −47−8.9% | Reduced |
| Capital Advisors, Ltd. LLC | 489 | $22.0K | 0.00% | +4+0.8% | Added |
| Strive Financial Group ,LLC | 450 | $21.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 458 | $21.0K | 0.00% | −2,921−86.4% | Reduced |
| Triumph Capital Management | 428 | $19.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 418 | $19.2K | 0.00% | +418 | New |
| Harbour Investments, Inc. | 402 | $18.5K | 0.00% | −100−19.9% | Reduced |
| SWAN Capital LLC | 400 | $18.3K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 382 | $17.5K | 0.00% | +259+210.6% | Added |
| South State Corp. | 377 | $17.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 369 | $16.9K | 0.00% | +279+310.0% | Added |
| Purpose Unlimited Inc. | 358 | $16.4K | 0.00% | +200+126.6% | Added |
| Garden State Investment Advisory Services LLC | 354 | $16.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 344 | $15.8K | 0.00% | −90−20.7% | Reduced |
| Massmutual Trust Co FSB | 335 | $15.3K | 0.00% | +96+40.2% | Added |
| Bessemer Group Inc | 330 | $15.0K | 0.00% | −164−33.2% | Reduced |
| Assetmark, Inc | 306 | $14.0K | 0.00% | −9,753−97.0% | Reduced |
| Trask Adam Roland | 300 | $13.7K | 0.01% | +300 | New |
| Owl Creek Wealth Partners LLC | 290 | $13.3K | 0.00% | +290 | New |
| Zions Bancorporation, National Association | 272 | $12.5K | 0.00% | +70+34.7% | Added |
| Holos Integrated Wealth LLC | 259 | $12.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 252 | $11.5K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 250 | $11.5K | 0.01% | −19−7.1% | Reduced |
| Byrne Asset Management LLC | 250 | $11.5K | 0.01% | +250 | New |
| Fortitude Family Office, LLC | 240 | $11.0K | 0.00% | −10−4.0% | Reduced |
| Rothschild Investment LLC | 215 | $9.85K | 0.00% | +179+497.2% | Added |
| Bell Investment Advisors, Inc | 206 | $9.44K | 0.00% | +111+116.8% | Added |
| Tacita Capital Inc | 200 | $9.16K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 194 | $8.89K | 0.00% | −113−36.8% | Reduced |
| Central Trust Co | 187 | $8.57K | 0.00% | +178+1,977.8% | Added |
| Aspect Partners, LLC | 187 | $8.57K | 0.00% | +15+8.7% | Added |
| Ankerstar Wealth, LLC | 187 | $8.57K | 0.01% | +162+648.0% | Added |