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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, Q3 2026

Institutional positions in Affirm Holdings, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
3
0 vs. Q2 2026
Shares held
4.75K
−962 (−16.8%) vs. Q2 2026
Total value
$328.7K
−$137.2K (−29.5%) vs. Q2 2026
New holders
0
1 more added
Sold out
0
2 more reduced

659 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 207 institutionsQ2 2021: 230 institutionsQ3 2021: 340 institutionsQ4 2021: 440 institutionsQ1 2022: 391 institutionsQ2 2022: 348 institutionsQ3 2022: 354 institutionsQ4 2022: 354 institutionsQ1 2023: 308 institutionsQ2 2023: 313 institutionsQ3 2023: 312 institutionsQ4 2023: 407 institutionsQ1 2024: 383 institutionsQ2 2024: 378 institutionsQ3 2024: 426 institutionsQ4 2024: 502 institutionsQ1 2025: 491 institutionsQ2 2025: 562 institutionsQ3 2025: 616 institutionsQ4 2025: 640 institutionsQ1 2026: 593 institutionsQ2 2026: 662 institutions
Value held
Q1 2021: $5.81BQ2 2021: $6.01BQ3 2021: $13.2BQ4 2021: $14.3BQ1 2022: $7.33BQ2 2022: $2.94BQ3 2022: $3.26BQ4 2022: $1.59BQ1 2023: $2.05BQ2 2023: $2.73BQ3 2023: $4.17BQ4 2023: $9.51BQ1 2024: $7.19BQ2 2024: $5.77BQ3 2024: $8.07BQ4 2024: $12.6BQ1 2025: $9.77BQ2 2025: $15.5BQ3 2025: $16.6BQ4 2025: $17.8BQ1 2026: $11.0BQ2 2026: $21.2B
Institutions holding AFRM and their total value by quarter
QuarterHoldersValue
Q2 2026662$21.2B
Q1 2026593$11.0B
Q4 2025640$17.8B
Q3 2025616$16.6B
Q2 2025562$15.5B
Q1 2025491$9.77B
Q4 2024502$12.6B
Q3 2024426$8.07B
Q2 2024378$5.77B
Q1 2024383$7.19B
Q4 2023407$9.51B
Q3 2023312$4.17B
Q2 2023313$2.73B
Q1 2023308$2.05B
Q4 2022354$1.59B
Q3 2022354$3.26B
Q2 2022348$2.94B
Q1 2022391$7.33B
Q4 2021440$14.3B
Q3 2021340$13.2B
Q2 2021230$6.01B
Q1 2021207$5.81B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q2 2026.

Institutions holding AFRM in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc4,481$310.2K0.03%−171−3.7%Reduced
CX Institutional252$17.0K0.00%−793−75.9%Reduced
Planning Strategies Inc.21$1.45K0.00%+2+10.5%Added
Capital Research Global Investors––––Not filed
Capital World Investors––––Not filed
Morgan Stanley––––Not filed
BlackRock, Inc.––––Not filed
FMR LLC––––Not filed
JPMorgan Chase & Co––––Not filed
Vanguard Capital Management LLC––––Not filed
Vanguard Portfolio Management LLC––––Not filed
State Street Corp––––Not filed
Baillie Gifford & Co––––Not filed
Geode Capital Management, LLC––––Not filed
Winslow Capital Management, LLC––––Not filed
Durable Capital Partners LP––––Not filed
Norges Bank––––Not filed
Bank of America Corp––––Not filed
UBS Group AG––––Not filed
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Northern Trust Corp––––Not filed
SEI Investments Co––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Dimensional Fund Advisors LP––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Spyglass Capital Management LLC––––Not filed
1832 Asset Management L.P.––––Not filed
Foxhaven Asset Management, LP––––Not filed
Price T Rowe Associates Inc––––Not filed
Millennium Management LLC––––Not filed
Tremblant Capital Group––––Not filed
Westfield Capital Management Co LP––––Not filed
Goldman Sachs Group Inc––––Not filed
Atreides Management, LP––––Not filed
Citadel Advisors LLC––––Not filed
UBS Asset Management Americas Inc––––Not filed
Wellington Management Group LLP––––Not filed
Gilder Gagnon Howe & Co LLC––––Not filed
American Century Companies Inc––––Not filed
Artemis Investment Management LLP––––Not filed
Marshall Wace, LLP––––Not filed
Bank of New York Mellon Corp––––Not filed
Amundi––––Not filed
Nuveen, LLC––––Not filed
Swiss National Bank––––Not filed
Federated Hermes, Inc.––––Not filed
Susquehanna International Group, LLP––––Not filed
Ameriprise Financial Inc––––Not filed
Allen Operations LLC––––Not filed
Capital Impact Advisors, LLC––––Not filed
Holocene Advisors, LP––––Not filed
Jane Street Group, LLC––––Not filed
Neuberger Berman Group LLC––––Not filed
Citigroup Inc––––Not filed
Worldquant Millennium Advisors LLC––––Not filed
Pacific Heights Asset Management LLC––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
ThornTree Capital Partners LP––––Not filed
Legal & General Group Plc––––Not filed
Driehaus Capital Management LLC––––Not filed
Daiwa Securities Group Inc.––––Not filed
Islander Capital Partners, L.P.––––Not filed
Invesco Ltd.––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
Glendon Capital Management LP––––Not filed
Raymond James Financial Inc––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
Quantinno Capital Management LP––––Not filed
12 West Capital Management LP––––Not filed
Deutsche Bank AG––––Not filed
Gotham Asset Management, LLC––––Not filed
Congress Asset Management Co––––Not filed
Envestnet Asset Management Inc––––Not filed
Polar Capital Holdings Plc––––Not filed
Wells Fargo & Company––––Not filed
California Public Employees Retirement System––––Not filed
California State Teachers Retirement System––––Not filed
T. Rowe Price Investment Management, Inc.––––Not filed
Royal Bank of Canada––––Not filed
Voya Investment Management LLC––––Not filed
Capital Fund Management S.A.––––Not filed
Rhumbline Advisers––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
BIT Capital GmbH––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
SG Americas Securities, LLC––––Not filed
Nordea Investment Management AB––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
RJA Asset Management LLC––––Not filed
AQR Capital Management LLC––––Not filed
Allen Holding Inc––––Not filed
Russell Investments Group, Ltd.––––Not filed
Eurizon Capital SGR S.p.A.––––Not filed
Barclays PLC––––Not filed
LPL Financial LLC––––Not filed
Aviva PLC––––Not filed