Skip to main content

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 7 sales; 661 institutions reported holding it in 13F filings for Q2 2026, worth $21.4B in total; D1 Capital Partners is the only superinvestor holding it.

13F holders, Q2 2026

Institutional positions in Affirm Holdings, Inc. as of Jun 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

Institutional holders
661
+74 vs. Q1 2026
Shares held
260.1M
+20.8M (+8.7%) vs. Q1 2026
Total value
$21.2B
+$10.2B (+93.5%) vs. Q1 2026
New holders
145
261 more added
Sold out
71
172 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 661 institutions
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: 408 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: 661 institutions
Value heldQ2 2026: $21.4B
Q1 2021: $5.81BQ2 2021: $6.02BQ3 2021: $13.3BQ4 2021: $14.4BQ1 2022: $7.35BQ2 2022: $2.94BQ3 2022: $3.26BQ4 2022: $1.59BQ1 2023: $1.98BQ2 2023: $2.73BQ3 2023: $4.17BQ4 2023: $10.9BQ1 2024: $9.48BQ2 2024: $5.80BQ3 2024: $8.12BQ4 2024: $12.6BQ1 2025: $9.77BQ2 2025: $15.5BQ3 2025: $16.7BQ4 2025: $17.8BQ1 2026: $11.0BQ2 2026: $21.4B
Institutions holding AFRM and their total value by quarter
QuarterHoldersValue
Q2 2026661$21.4B
Q1 2026593$11.0B
Q4 2025640$17.8B
Q3 2025616$16.7B
Q2 2025562$15.5B
Q1 2025491$9.77B
Q4 2024502$12.6B
Q3 2024426$8.12B
Q2 2024378$5.80B
Q1 2024383$9.48B
Q4 2023408$10.9B
Q3 2023312$4.17B
Q2 2023313$2.73B
Q1 2023308$1.98B
Q4 2022354$1.59B
Q3 2022354$3.26B
Q2 2022348$2.94B
Q1 2022391$7.35B
Q4 2021440$14.4B
Q3 2021340$13.3B
Q2 2021230$6.02B
Q1 2021207$5.81B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q1 2026.

Institutions holding AFRM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
CKW Financial Group5$00.00%+5New
Navigoe, LLC9$00.00%+9New
TFC Financial Management1$820.00%00.0%Unchanged
Highland Investment Advisors LLC1$820.00%+1New
Beaird Harris Wealth Management, LLC1$1190.00%00.0%Unchanged
Activest Wealth Management2$1630.00%+2New
Medallion Wealth Advisors, LLC2$1630.00%+2New
Manchester Capital Management LLC2$1640.00%−1−33.3%Reduced
GHP Investment Advisors, Inc.2$1640.00%00.0%Unchanged
Maryland Capital Advisors Inc.2$1640.00%+2New
ROSS\JOHNSON & Associates LLC3$2450.00%+3New
Wealth Enhancement Trust Services, Inc.3$2450.00%+3New
Cordant, Inc.3$2810.00%+3New
Quaker Wealth Management, LLC5$4080.00%−1−16.7%Reduced
Plante Moran Financial Advisors, LLC5$4080.00%+5New
Horizon Investments, LLC5$4080.00%+5New
Dunhill Financial, LLC5$4790.00%00.0%Unchanged
Dogwood Wealth Management LLC6$4890.00%+6New
Trifecta Capital Advisors, LLC6$4900.00%+6New
Halbert Hargrove Global Advisors, LLC7$5610.00%+7New
Kilter Group LLC7$5710.00%+7New
Seneschal Advisors, LLC8$6530.00%+2+33.3%Added
Mascoma Wealth Management LLC9$7340.00%+9New
DecisionPoint Financial, LLC9$7550.00%+5+125.0%Added
PayPay Securities Corp10$8160.03%−11−52.4%Reduced
Cassaday & Co Wealth Management LLC10$8160.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$8160.00%00.0%Unchanged
MV Capital Management, Inc.10$8160.00%+1+11.1%Added
Bare Financial Services, Inc11$8970.00%00.0%Unchanged
1015 Capital Partners, LLC11$8970.00%+2+22.2%Added
Clearstead Advisors, LLC11$8980.00%+11New
Pacer Advisors, Inc.7$1.00K0.00%−1−12.5%Reduced
CoreCap Advisors, LLC13$1.06K0.00%00.0%Unchanged
Raleigh Capital Management Inc.13$1.06K0.00%00.0%Unchanged
Davis Capital Management14$1.14K0.00%+8+133.3%Added
Barnes Dennig Private Wealth Management LLC14$1.14K0.00%+14New
Principia Wealth Advisory, LLC15$1.22K0.00%+2+15.4%Added
First Horizon Corp15$1.22K0.00%+8+114.3%Added
Tradewinds Capital Management, LLC15$1.22K0.00%00.0%Unchanged
NBT Bank N A16$1.30K0.00%00.0%Unchanged
Marquette Asset Management, LLC18$1.47K0.00%+18New
Cornerstone Financial Management LLC18$1.47K0.00%+18New
Essential Partners LLC19$1.55K0.00%+8+72.7%Added
Planning Strategies Inc.19$1.55K0.00%+19New
AdvisorNet Financial, Inc20$1.63K0.00%+2+11.1%Added
Continuum Advisory, LLC21$1.71K0.00%+21New
Hilton Head Capital Partners, LLC22$1.79K0.00%−23−51.1%Reduced
Asset Dedication, LLC22$1.79K0.00%00.0%Unchanged
HFM Investment Advisors, LLC23$1.88K0.00%+16+228.6%Added
Financial Network Wealth Advisors LLC23$1.88K0.00%+23New
LRI Investments, LLC24$1.96K0.00%+12+100.0%Added
Winthrop Capital Management, LLC25$2.00K0.00%+25New
Rossby Financial, LCC25$2.04K0.00%−3−10.7%Reduced
American Capital Advisory, LLC25$2.04K0.00%+10+66.7%Added
Raffa Wealth Management, LLC30$2.45K0.00%+10+50.0%Added
Bay Harbor Wealth Management, LLC30$2.45K0.00%+13+76.5%Added
Manning & Napier Advisors LLC30$2.45K0.00%+30New
Hughes Financial Services, LLC31$2.53K0.00%+15+93.8%Added
Parkside Financial Bank & Trust31$2.53K0.00%−12−27.9%Reduced
DiNuzzo Private Wealth, Inc.32$2.61K0.00%+8+33.3%Added
Rialto Wealth Management, LLC33$2.69K0.00%+28+560.0%Added
North Star Investment Management Corp.38$3.10K0.00%−41−51.9%Reduced
Creative Capital Management Investments LLC39$3.18K0.00%+39New
Ameriflex Group, Inc.40$3.26K0.00%+40New
SOA Wealth Advisors, LLC.41$3.34K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC44$3.59K0.00%+9+25.7%Added
Silver Grove Financial Group, Inc.47$3.83K0.00%+47New
IMA Wealth, Inc.48$3.91K0.00%+17+54.8%Added
SHP Wealth Management48$3.93K0.00%+3+6.7%Added
Gordian Capital Singapore Pte Ltd50$4.08K0.01%00.0%Unchanged
Atlantic Trust, LLC50$4.08K0.00%+1+2.0%Added
LifeSteps Financial, Inc.51$4.16K0.00%+51New
Arlington Trust Co LLC53$4.32K0.00%00.0%Unchanged
Torren Management, LLC53$4.32K0.00%00.0%Unchanged
City State Bank55$4.49K0.00%00.0%Unchanged
Cornerstone Planning Group LLC61$4.51K0.00%+2+3.4%Added
Armstrong Advisory Group, Inc65$5.30K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC67$5.46K0.00%00.0%Unchanged
Meeder Asset Management Inc70$5.71K0.00%+11+18.6%Added
SJS Investment Consulting Inc.71$5.79K0.00%−16−18.4%Reduced
Vision Retirement, LLC73$5.95K0.00%−50−40.7%Reduced
Hantz Financial Services, Inc.75$6.00K0.00%−14−15.7%Reduced
Cromwell Holdings LLC77$6.28K0.00%+24+45.3%Added
JPL Wealth Management, LLC78$6.36K0.00%+7+9.9%Added
True Wealth Design, LLC82$6.69K0.00%+26+46.4%Added
Abound Financial, LLC85$6.93K0.00%00.0%Unchanged
UMA Financial Services, Inc.95$7.75K0.00%+1+1.1%Added
Raiffeisen Bank International AG95$7.77K0.00%−100−51.3%Reduced
South State Corp.96$7.83K0.00%−281−74.5%Reduced
Byrne Asset Management LLC100$8.15K0.00%−150−60.0%Reduced
BFSG, LLC100$8.15K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC100$8.15K0.00%00.0%Unchanged
Bayban100$8.15K0.01%00.0%Unchanged
Copia Wealth Management102$8.32K0.00%00.0%Unchanged
Ankerstar Wealth, LLC103$8.40K0.01%−84−44.9%Reduced
Financial Consulate, Inc104$8.48K0.00%+100+2,500.0%Added
Bogart Wealth, LLC112$9.13K0.00%+50+80.6%Added
Covestor Ltd126$10.0K0.01%+1+0.8%Added
Bruce G. Allen Investments, LLC123$10.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)129$10.5K0.00%−11,845−98.9%Reduced