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 |
|---|---|---|---|---|---|
| Raiffeisen Bank International AG | 195 | $8.39K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 181 | $8.29K | 0.00% | +76+72.4% | Added |
| Sachetta, LLC | 169 | $7.74K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 167 | $7.65K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 163 | $7.47K | 0.00% | −90−35.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 158 | $7.24K | 0.00% | −2,447−93.9% | Reduced |
| Brown Brothers Harriman & Co | 157 | $7.19K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 125 | $6.00K | 0.00% | −103−45.2% | Reduced |
| Avion Wealth | 131 | $6.00K | 0.00% | +106+424.0% | Added |
| Bruce G. Allen Investments, LLC | 123 | $5.64K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 123 | $5.64K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $4.90K | 0.00% | −27−20.1% | Reduced |
| Copia Wealth Management | 102 | $4.67K | 0.00% | −313−75.4% | Reduced |
| BFSG, LLC | 100 | $4.58K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $4.58K | 0.00% | 00.0% | Unchanged |
| Bayban | 100 | $4.58K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 94 | $4.31K | 0.00% | +63+203.2% | Added |
| Rachor Investment Advisory Services, LLC | 88 | $4.03K | 0.00% | +14+18.9% | Added |
| Hantz Financial Services, Inc. | 89 | $4.00K | 0.00% | −26−22.6% | Reduced |
| SJS Investment Consulting Inc. | 87 | $3.99K | 0.00% | +52+148.6% | Added |
| Cornerstone Planning Group LLC | 59 | $3.94K | 0.00% | +30+103.4% | Added |
| Abound Financial, LLC | 85 | $3.90K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 79 | $3.62K | 0.00% | +72+1,028.6% | Added |
| ZRC Wealth Management, LLC | 74 | $3.39K | 0.00% | +50+208.3% | Added |
| JPL Wealth Management, LLC | 71 | $3.25K | 0.00% | +71 | New |
| Cedar Mountain Advisors, LLC | 67 | $3.07K | 0.00% | +67 | New |
| Armstrong Advisory Group, Inc | 65 | $2.98K | 0.00% | −100−60.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 64 | $2.93K | 0.00% | +64 | New |
| Bogart Wealth, LLC | 62 | $2.84K | 0.00% | −459−88.1% | Reduced |
| Meeder Asset Management Inc | 59 | $2.70K | 0.00% | −9−13.2% | Reduced |
| Elequin Capital LP | 58 | $2.66K | 0.00% | −100−63.3% | Reduced |
| True Wealth Design, LLC | 56 | $2.57K | 0.00% | −8−12.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $2.52K | 0.00% | 00.0% | Unchanged |
| City State Bank | 55 | $2.52K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 53 | $2.43K | 0.00% | −1,618−96.8% | Reduced |
| Cromwell Holdings LLC | 53 | $2.43K | 0.00% | +9+20.5% | Added |
| Arlington Trust Co LLC | 53 | $2.43K | 0.00% | +53 | New |
| Gordian Capital Singapore Pte Ltd | 50 | $2.29K | 0.00% | +50 | New |
| Atlantic Trust, LLC | 49 | $2.25K | 0.00% | +28+133.3% | Added |
| SHP Wealth Management | 45 | $2.07K | 0.00% | +31+221.4% | Added |
| Hilton Head Capital Partners, LLC | 45 | $2.06K | 0.00% | +22+95.7% | Added |
| CX Institutional | 37 | $2.00K | 0.00% | +37 | New |
| Parkside Financial Bank & Trust | 43 | $1.97K | 0.00% | −15−25.9% | Reduced |
| SOA Wealth Advisors, LLC. | 41 | $1.88K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 35 | $1.60K | 0.00% | −8−18.6% | Reduced |
| IMA Wealth, Inc. | 31 | $1.42K | 0.00% | −3−8.8% | Reduced |
| Intentional Wealth Strategies, LLC | 31 | $1.42K | 0.00% | +31 | New |
| Rossby Financial, LCC | 28 | $1.27K | 0.00% | −5−15.2% | Reduced |
| PayPay Securities Corp | 21 | $1.27K | 0.04% | +4+23.5% | Added |
| Signature Equity Partners, LLC | 25 | $1.15K | 0.00% | −19−43.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $1.10K | 0.00% | −5−17.2% | Reduced |
| Asset Dedication, LLC | 22 | $1.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $916 | 0.00% | +4+25.0% | Added |
| Huntington National Bank | 19 | $871 | 0.00% | −29−60.4% | Reduced |
| MCF Advisors LLC | 19 | $871 | 0.00% | +19 | New |
| AdvisorNet Financial, Inc | 18 | $825 | 0.00% | −1,992−99.1% | Reduced |
| Vermillion Wealth Management, Inc. | 17 | $779 | 0.00% | +7+70.0% | Added |
| Whipplewood Advisors, LLC | 17 | $779 | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 17 | $778 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $733 | 0.00% | −7−30.4% | Reduced |
| NBT Bank N A | 16 | $733 | 0.00% | +16 | New |
| Tradewinds Capital Management, LLC | 15 | $688 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 15 | $688 | 0.00% | +6+66.7% | Added |
| Heritage Wealth Advisors | 15 | $687 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $596 | 0.00% | −1,622−99.2% | Reduced |
| CoreCap Advisors, LLC | 13 | $596 | 0.00% | −428−97.1% | Reduced |
| Principia Wealth Advisory, LLC | 13 | $596 | 0.00% | +2+18.2% | Added |
| LRI Investments, LLC | 12 | $550 | 0.00% | −103−89.6% | Reduced |
| Team Financial Group, LLC | 12 | $550 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 11 | $504 | 0.00% | −2−15.4% | Reduced |
| Bare Financial Services, Inc | 11 | $504 | 0.00% | +11 | New |
| Cassaday & Co Wealth Management LLC | 10 | $459 | 0.00% | +10 | New |
| Berkshire Capital Holdings Inc | 10 | $458 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $413 | 0.00% | +1+12.5% | Added |
| 1015 Capital Partners, LLC | 9 | $412 | 0.00% | −5−35.7% | Reduced |
| First Horizon Corp | 7 | $321 | 0.00% | −20−74.1% | Reduced |
| HFM Investment Advisors, LLC | 7 | $321 | 0.00% | −3−30.0% | Reduced |
| Quaker Wealth Management, LLC | 6 | $275 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $275 | 0.00% | +1+20.0% | Added |
| Davis Capital Management | 6 | $275 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 5 | $269 | 0.00% | −1−16.7% | Reduced |
| Rialto Wealth Management, LLC | 5 | $230 | 0.00% | −127−96.2% | Reduced |
| Cheviot Value Management, LLC | 5 | $229 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $184 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $184 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 3 | $138 | 0.00% | −168−98.2% | Reduced |
| Gill Capital Partners, LLC | 3 | $137 | 0.00% | +3 | New |
| Strategic Wealth Partners, Ltd. | 2 | $93 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 2 | $92 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $92 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 1 | $67 | 0.00% | −18−94.7% | Reduced |
| TFC Financial Management | 1 | $46 | 0.00% | +1 | New |
| Pacer Advisors, Inc. | 8 | $0 | 0.00% | +1+14.3% | 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 |