Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2026 vs. Q1 2026

How the institutions holding Affirm Holdings, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of AFRM: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders5935662+74
Shares240.3M958.2K260.2M+20.8M (+8.7%)
Value$11.0B$43.9M$21.2B+$10.2B (+93.5%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (145)

Institutions that held Affirm Holdings, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 145 by value.

Institutions new to AFRM in Q2 2026
InstitutionSharesValue% of portfolio
Winslow Capital Management, LLC4,577,562$373.3M1.28%
Norges Bank3,681,211$300.2M0.03%
1832 Asset Management L.P.1,534,400$125.1M0.15%
Federated Hermes, Inc.772,078$63.0M0.09%
Worldquant Millennium Advisors LLC670,803$54.7M0.19%
Driehaus Capital Management LLC537,519$43.8M0.25%
Healthcare of Ontario Pension Plan Trust Fund334,000$27.2M0.04%
Susquehanna Fundamental Investments, LLC247,900$20.2M0.38%
Meridiem Capital Partners LP201,047$16.4M0.75%
Signature Estate & Investment Advisors LLC184,420$15.0M0.27%
Sora Investors LLC127,664$10.4M0.80%
Natixis Advisors, L.P.126,425$10.3M0.01%
Maytus Capital Management, LLC111,847$9.12M1.43%
Mn Services Vermogensbeheer B.V.80,900$6.60M0.05%
Virginia Retirement Systems Et Al75,511$6.16M0.04%
Nykredit A/S73,613$6.00M0.02%
ExodusPoint Capital Management, LP72,795$5.94M0.05%
KR Capital LP61,132$4.99M0.49%
Two Sigma Investments, LP51,322$4.19M0.00%
Donoghue Forlines LLC48,009$3.92M1.01%
Jump Financial, LLC43,300$3.53M0.03%
Galaxy Digital Capital Management GP LLC43,000$3.51M2.10%
Quantbot Technologies LP42,638$3.48M0.14%
Lotus Technology Management, LP31,909$2.66M3.28%
Entropy Technologies, LP31,898$2.60M0.10%
Atlantic Edge Private Wealth Management, LLC30,785$2.51M0.52%
Dymon Asia Capital (Singapore) Pte. Ltd.30,000$2.45M0.39%
Jupiter Topco LLC26,909$2.19M0.00%
O'Neil Global Advisors, Inc.26,576$2.17M0.48%
Squarepoint Ops LLC23,908$1.95M0.00%
Consolidated Investment Group LLC23,475$1.91M0.17%
Trexquant Investment LP23,308$1.90M0.01%
Sciencast Management LP21,056$1.72M0.36%
CWM Advisors, LLC20,108$1.64M0.07%
Vestmark Advisory Solutions, Inc.19,485$1.59M0.01%
Mediolanum International Funds Ltd17,813$1.46M0.01%
Dockside LLC16,934$1.38M0.32%
Havemeyer Place LP13,964$1.14M0.11%
Toroso Investments, LLC13,449$1.10M0.00%
Fideuram Asset Management (Ireland) dac13,936$992.0K0.02%
RB Capital Management, LLC11,659$950.8K0.19%
J. Goldman & Co LP10,708$873.2K0.03%
Lombard Odier Asset Management (Switzerland) SA10,500$856.3K0.03%
FJ Capital Management LLC10,378$846.3K0.11%
Diker Management LLC10,000$816.0K0.63%
Northstar Asset Management Inc10,000$815.5K0.24%
Atria Investments LLC9,690$790.2K0.01%
TownSquare Capital, LLC9,645$786.5K0.14%
Janney Montgomery Scott LLC9,608$784.0K0.00%
Dynamic Technology Lab Private Ltd9,040$737.0K0.16%
Calamos Advisors LLC8,650$705.4K0.00%
Voleon Capital Management LP8,519$694.7K0.01%
Encompass More Asset Management8,515$694.4K0.10%
Flputnam Investment Management Co8,377$683.1K0.01%
Sanctuary Advisors, LLC8,102$660.7K0.00%
Global Retirement Partners, LLC7,188$586.2K0.01%
Alliance Wealth Advisors, LLC6,600$538.2K0.10%
Evergreen Capital Management LLC6,487$529.0K0.01%
Portside Wealth Group, LLC6,279$512.1K0.06%
Two Sigma Securities, LLC5,985$488.1K0.04%
Sagespring Wealth Partners, LLC5,561$453.5K0.01%
Lido Advisors, LLC5,125$418.0K0.00%
Norden Group LLC5,093$415.3K0.03%
Capital Markets Trading UK LLP4,767$389.0K0.28%
Merit Financial Group, LLC4,708$384.0K0.00%
Y-Intercept (Hong Kong) Ltd4,621$376.8K0.01%
Blackstone Group Inc.4,380$357.2K0.00%
Callan Family Office, LLC4,323$352.5K0.01%
PFG Advisors4,272$348.4K0.02%
Ritholtz Wealth Management4,006$326.7K0.00%
Par Capital Management Inc4,000$326.2K0.01%
Frank, Rimerman Advisors LLC3,799$309.8K0.02%
Yousif Capital Management, LLC3,775$307.9K0.00%
Envestnet Portfolio Solutions, Inc.3,760$306.6K0.00%
Spartan Wealth Advisory Services LLC3,757$306.4K0.03%
Oxford Asset Management LLP3,689$300.8K0.15%
Venturi Wealth Management, LLC3,672$299.5K0.01%
One Wealth Capital Management, LLC3,609$294.3K0.08%
SeaCrest Wealth Management, LLC3,560$290.3K0.03%
CIBC World Markets Inc.3,526$287.5K0.00%
F&V Capital Management, LLC3,426$279.0K0.05%
Syon Capital LLC3,313$270.2K0.01%
Alyeska Investment Group, L.P.3,292$268.5K0.00%
Congress Park Capital LLC3,250$265.0K0.07%
Quadrature Capital Ltd3,213$262.0K0.00%
Mount Yale Investment Advisors, LLC3,142$256.2K0.00%
Seelaus Asset Management LLC3,059$249.5K0.18%
VisionPoint Advisory Group, LLC3,040$247.9K0.04%
Prime Capital Investment Advisors, LLC3,024$246.6K0.00%
Intellectus Partners, LLC2,966$241.9K0.04%
Keybank National Association2,907$237.1K0.00%
Resources Investment Advisors, LLC.2,905$236.9K0.00%
AlphaCore Capital LLC2,865$233.6K0.00%
Valeo Financial Advisors, LLC2,853$232.6K0.00%
Brighton Jones LLC2,852$232.6K0.00%
Mutual of America Capital Management LLC2,851$232.5K0.00%
Freestone Capital Holdings, LLC2,827$230.5K0.01%
Birch Financial Group, LLC2,793$227.7K0.12%
Axim Planning & Wealth2,763$225.3K0.32%
111 Capital2,660$216.9K0.04%

Sold out (71)

Institutions that held Affirm Holdings, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of AFRM in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Qube Research & Technologies Ltd1,575,982$72.2M
Balyasny Asset Management LLC1,149,661$52.7M
AustralianSuper Pty Ltd614,323$28.1M
Capital International Investors492,821$22.6M
Ilex Capital Partners (UK) LLP453,767$20.8M
NZS Capital, LLC366,379$16.8M
Bienville Capital Management, LLC326,395$15.0M
Longaeva Partners L.P.285,099$13.1M
PEAK6 LLC277,468$12.7M
Walleye Trading LLC246,078$11.3M
OCO Capital Partners, L.P.150,000$6.87M
Prana Capital Management, LP144,592$6.63M
Agf Management Ltd134,716$6.17M
Winton Group Ltd128,453$5.89M
Dilation Capital Management LP111,717$5.12M
Farallon Capital Management, L.L.C.108,000$4.95M
PFA Pension, Forsikringsaktieselskab106,844$4.90M
Point72 Asset Management, L.P.89,686$4.11M
Weiss Asset Management LP80,254$3.68M
Sumitomo Life Insurance Co71,600$3.28M
Optiver Holding B.V.68,026$3.12M
Mariner, LLC53,394$2.45M
Capelight Capital Asset Management LP50,000$2.29M
Jain Global LLC48,558$2.22M
General Equity Holdings LP39,301$1.80M
Freestone Grove Partners LP38,692$1.77M
Moran Wealth Management, LLC35,948$1.65M
G2 Investment Partners Management LLC32,000$1.47M
Quantitative Investment Management, LLC29,839$1.37M
Paloma Partners Management Co28,029$1.28M
Parallax Volatility Advisers, L.P.16,907$1.09M
Fieldview Capital Management, LLC18,386$842.4K
New York State Teachers Retirement System16,877$773.0K
REX Advisers, LLC16,700$765.2K
Atom Investors LP12,726$583.1K
Group One Trading, L.P.12,659$580.0K
Caxton Associates LLP12,000$549.8K
Colony Group, LLC11,235$514.8K
Principal Financial Group Inc10,841$496.7K
Campbell & CO Investment Adviser LLC8,794$402.9K
GraniteShares Advisors LLC8,442$386.8K
Graham Capital Management, L.P.7,052$323.1K
Catalytic Wealth RIA, LLC6,819$312.4K
DRW Securities, LLC6,608$302.8K
Buckingham Strategic Partners5,570$254.0K
Plato Investment Management Ltd5,440$249.4K
Holistic Financial Partners4,801$220.0K
Andina Capital Management, LLC4,776$218.8K
Bayesian Capital Management, LP4,500$206.2K
State of Wyoming4,469$204.8K
Ares Systematic Credit Ltd4,752$204.5K
Paradigm Asset Management Co LLC2,700$123.7K
Steward Partners Investment Advisory, LLC1,740$79.7K
Quadrant Capital Group LLC1,016$46.6K
Golden State Equity Partners902$41.3K
Sound Income Strategies, LLC853$38.8K
Root Financial Partners, LLC344$15.8K
Central Trust Co187$8.57K
Rachor Investment Advisory Services, LLC88$4.03K
Twin Peaks Wealth Advisors, LLC64$2.93K
Elequin Capital LP58$2.66K
Intentional Wealth Strategies, LLC31$1.42K
MCF Advisors LLC19$871
Vermillion Wealth Management, Inc.17$779
Whipplewood Advisors, LLC17$779
Heritage Wealth Advisors15$687
Team Financial Group, LLC12$550
Cheviot Value Management, LLC5$229
Gill Capital Partners, LLC3$137
Strategic Wealth Partners, Ltd.2$93
Curio Wealth, LLC2$92

Not filed for Q2 2026 yet (5)

Institutions that held Affirm Holdings, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AFRM in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Leo Wealth, LLC924,622$42.4M
Janus Henderson Group PLC22,800$1.04M
CWM, LLC5,673$259.9K
Skopos Labs, Inc.4,847$222.1K
Trask Adam Roland300$13.7K