Affirm Holdings, Inc.

AFRM

Exchange: Nasdaq
Industry: Personal Credit Institutions
SEC CIK: 0001820953

SEC filings (opens in a new tab)

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

Value held

Institutions holding AFRM and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Meridiem Capital Partners LP	–	–	–	–	Not filed
Signature Estate & Investment Advisors LLC	–	–	–	–	Not filed
Gillson Capital LP	–	–	–	–	Not filed
HSBC Holdings PLC	–	–	–	–	Not filed
Mane Global Capital Management LP	–	–	–	–	Not filed
Nomura Holdings Inc	–	–	–	–	Not filed
Osterweis Capital Management Inc	–	–	–	–	Not filed
Intercapital, LLC	–	–	–	–	Not filed
Interval Partners, LP	–	–	–	–	Not filed
Vanguard Asset Management, Ltd	–	–	–	–	Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)	–	–	–	–	Not filed
State of Wisconsin Investment Board	–	–	–	–	Not filed
New York State Common Retirement Fund	–	–	–	–	Not filed
Tredje AP-fonden	–	–	–	–	Not filed
Penserra Capital Management LLC	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
Pathstone Holdings, LLC	–	–	–	–	Not filed
Mirae Asset Global ETFs Holdings Ltd.	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
Abdiel Capital Advisors, LP	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
Teachers Retirement System of the State of Kentucky	–	–	–	–	Not filed
Vanguard Investments Australia, Ltd.	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
Lord, Abbett & Co. LLC	–	–	–	–	Not filed
Sora Investors LLC	–	–	–	–	Not filed
Police & Firemen's Retirement System of New Jersey	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
Catalyst Private Wealth, LLC	–	–	–	–	Not filed
Treasurer of the State of North Carolina	–	–	–	–	Not filed
Allen Investment Management LLC	–	–	–	–	Not filed
Danske Bank A/S	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
Mitsubishi UFJ Trust & Banking Corp	–	–	–	–	Not filed
Maytus Capital Management, LLC	–	–	–	–	Not filed
KLP Kapitalforvaltning AS	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
Korea Investment CORP	–	–	–	–	Not filed
Divisadero Street Capital Management, LP	–	–	–	–	Not filed
Asset Management One Co.,Ltd.	–	–	–	–	Not filed
Omega Financial Group, LLC	–	–	–	–	Not filed
Allianz Asset Management GmbH	–	–	–	–	Not filed
Steadview Capital Management LLC	–	–	–	–	Not filed
a16z Perennial Management, L.P.	–	–	–	–	Not filed
Clear Street Group Inc.	–	–	–	–	Not filed
Pictet Asset Management Holding SA	–	–	–	–	Not filed
Militia Capital Management LLC	–	–	–	–	Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	–	–	–	–	Not filed
IMC-Chicago, LLC	–	–	–	–	Not filed
State of New Jersey Common Pension Fund D	–	–	–	–	Not filed
Nomura Asset Management Co Ltd	–	–	–	–	Not filed
Lansforsakringar Fondforvaltning AB (publ)	–	–	–	–	Not filed
Catalyst Funds Management Pty Ltd	–	–	–	–	Not filed
Mn Services Vermogensbeheer B.V.	–	–	–	–	Not filed
Handelsbanken Fonder AB	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
Arizona State Retirement System	–	–	–	–	Not filed
Walleye Capital LLC	–	–	–	–	Not filed
Resona Asset Management Co.,Ltd.	–	–	–	–	Not filed
Virginia Retirement Systems Et Al	–	–	–	–	Not filed
Renaissance Technologies LLC	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
Globeflex Capital L P	–	–	–	–	Not filed
ExodusPoint Capital Management, LP	–	–	–	–	Not filed
Creative Planning	–	–	–	–	Not filed
Ballentine Partners, LLC	–	–	–	–	Not filed
Liberty Mutual Group Asset Management Inc.	–	–	–	–	Not filed
Readystate Asset Management LP	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
IFM Investors Pty Ltd	–	–	–	–	Not filed
FIL Ltd	–	–	–	–	Not filed
KR Capital LP	–	–	–	–	Not filed
Ambassador Advisors, LLC	–	–	–	–	Not filed
Zacks Investment Management	–	–	–	–	Not filed
BI Asset Management Fondsmaeglerselskab A/S	–	–	–	–	Not filed
Robeco Institutional Asset Management B.V.	–	–	–	–	Not filed
Karl Kapital LLC	–	–	–	–	Not filed
Alliancebernstein L.P.	–	–	–	–	Not filed
DnB Asset Management AS	–	–	–	–	Not filed
SEB Asset Management AB	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Cetera Investment Advisers	–	–	–	–	Not filed
Banco Bilbao Vizcaya Argentaria, S.A.	–	–	–	–	Not filed
Two Sigma Investments, LP	–	–	–	–	Not filed
TD Asset Management Inc	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Truist Financial Corp	–	–	–	–	Not filed
NLB Skladi, upravljanje premozenja, d.o.o.	–	–	–	–	Not filed
Donoghue Forlines LLC	–	–	–	–	Not filed
Linden Thomas Advisory Services, LLC	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
Silvant Capital Management LLC	–	–	–	–	Not filed
Blair William & Co	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
Odyssean, LLC	–	–	–	–	Not filed
Wakefield Asset Management LLLP	–	–	–	–	Not filed
Jump Financial, LLC	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed