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 |
|---|---|---|---|---|---|
| Ogborne Capital Management, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Woodson Capital Management, LP | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −128,711−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −128,560−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −123,827−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −102,370−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −93,923−100.0% | Sold out |
| Q Fund Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −86,200−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −75,609−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −70,900−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −66,024−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −62,069−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −54,743−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −52,441−100.0% | Sold out |
| Panoramic Capital, LLC | 0 | $0 | 0.00% | −45,377−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −45,143−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −41,500−100.0% | Sold out |
| Ameliora Wealth Management Ltd. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −38,750−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Element Squared LLC | 0 | $0 | 0.00% | −33,664−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −33,550−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −30,844−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −29,693−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −27,530−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −25,508−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −25,067−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −24,491−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| AG2R la Mondiale Gestion D'Actifs | 0 | $0 | 0.00% | −18,484−100.0% | Sold out |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −17,675−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −17,479−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,640−100.0% | Sold out |
| Fairvoy Private Wealth, LLC | 0 | $0 | 0.00% | −15,372−100.0% | Sold out |
| Alta Wealth Advisors LLC | 0 | $0 | 0.00% | −13,763−100.0% | Sold out |
| Capstone Capital Management Ltd | 0 | $0 | 0.00% | −13,241−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −13,086−100.0% | Sold out |
| F&V Capital Management, LLC | 0 | $0 | 0.00% | −12,476−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −12,353−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −12,210−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −12,114−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −9,676−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −9,264−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −8,936−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −8,820−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −8,495−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −8,151−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,626−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −7,412−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −7,088−100.0% | Sold out |
| Ashford Capital Management Inc | 0 | $0 | 0.00% | −6,775−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −6,017−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −6,657−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −6,548−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,458−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −5,438−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −5,034−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,996−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,861−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −4,637−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −4,222−100.0% | Sold out |
| SLT Holdings LLC | 0 | $0 | 0.00% | −4,205−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −4,121−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −4,018−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −3,805−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −3,768−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −3,662−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −3,614−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −3,608−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −3,444−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| Congress Park Capital LLC | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −3,080−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −2,986−100.0% | Sold out |
| Leigh Baldwin & Co., LLC | 0 | $0 | 0.00% | −2,903−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −2,883−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −2,878−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,831−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −2,818−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −2,774−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −2,709−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −2,339−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,401−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −769,364−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Noble Wealth Management PBC | 0 | $0 | 0.00% | −450−100.0% | Sold out |