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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 661 | $21.4B |
| Q1 2026 | 593 | $11.0B |
| Q4 2025 | 640 | $17.8B |
| Q3 2025 | 616 | $16.7B |
| Q2 2025 | 562 | $15.5B |
| Q1 2025 | 491 | $9.77B |
| Q4 2024 | 502 | $12.6B |
| Q3 2024 | 426 | $8.12B |
| Q2 2024 | 378 | $5.80B |
| Q1 2024 | 383 | $9.48B |
| Q4 2023 | 408 | $10.9B |
| Q3 2023 | 312 | $4.17B |
| Q2 2023 | 313 | $2.73B |
| Q1 2023 | 308 | $1.98B |
| Q4 2022 | 354 | $1.59B |
| Q3 2022 | 354 | $3.26B |
| Q2 2022 | 348 | $2.94B |
| Q1 2022 | 391 | $7.35B |
| Q4 2021 | 440 | $14.4B |
| Q3 2021 | 340 | $13.3B |
| Q2 2021 | 230 | $6.02B |
| Q1 2021 | 207 | $5.81B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Affirm Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 137 | $11.2K | 0.00% | +63+85.1% | Added |
| JFS Wealth Advisors, LLC | 147 | $12.0K | 0.00% | +40+37.4% | Added |
| Avion Wealth | 156 | $12.0K | 0.00% | +25+19.1% | Added |
| Aspect Partners, LLC | 148 | $12.1K | 0.00% | −39−20.9% | Reduced |
| IFG Advisory, LLC | 150 | $12.2K | 0.00% | +150 | New |
| Basecamp Wealth Advisors LLC | 157 | $12.8K | 0.00% | −37−19.1% | Reduced |
| Brown Brothers Harriman & Co | 157 | $12.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 163 | $13.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 163 | $13.3K | 0.00% | +5+3.2% | Added |
| JDM Financial Group LLC | 167 | $13.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 176 | $14.4K | 0.01% | +7+4.1% | Added |
| Bell Investment Advisors, Inc | 194 | $15.8K | 0.00% | −12−5.8% | Reduced |
| Tacita Capital Inc | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 206 | $16.6K | 0.00% | +206 | New |
| Bokf, NA | 243 | $19.8K | 0.00% | +243 | New |
| Signature Equity Partners, LLC | 248 | $20.2K | 0.01% | +223+892.0% | Added |
| McGuire Capital Advisors Inc | 250 | $20.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 252 | $20.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 252 | $20.6K | 0.00% | +12+5.0% | Added |
| Holos Integrated Wealth LLC | 259 | $21.7K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 290 | $23.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 299 | $24.4K | 0.00% | −36−10.7% | Reduced |
| Burnham & Co LLC | 300 | $24.5K | 0.02% | +300 | New |
| Bessemer Group Inc | 328 | $27.0K | 0.00% | −2−0.6% | Reduced |
| Garden State Investment Advisory Services LLC | 354 | $28.9K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 355 | $28.9K | 0.00% | −3−0.8% | Reduced |
| Assetmark, Inc | 371 | $30.3K | 0.00% | +65+21.2% | Added |
| TD Private Client Wealth LLC | 390 | $31.8K | 0.00% | +209+115.5% | Added |
| SWAN Capital LLC | 400 | $32.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 401 | $32.7K | 0.00% | −17−4.1% | Reduced |
| Triumph Capital Management | 428 | $34.9K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 439 | $35.8K | 0.00% | −78−15.1% | Reduced |
| Strive Financial Group ,LLC | 450 | $36.7K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 460 | $37.5K | 0.00% | +78+20.4% | Added |
| Harbour Investments, Inc. | 464 | $37.8K | 0.00% | +62+15.4% | Added |
| Capital Advisors, Ltd. LLC | 489 | $40.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 509 | $41.5K | 0.00% | +140+37.9% | Added |
| Oslo Pensjonsforsikring AS | 562 | $45.8K | 0.01% | −880−61.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $48.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 601 | $49.0K | 0.00% | +601 | New |
| Osbon Capital Management LLC | 661 | $53.9K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 690 | $56.3K | 0.00% | +671+3,531.6% | Added |
| Blume Capital Management, Inc. | 730 | $59.5K | 0.01% | −25−3.3% | Reduced |
| Quent Capital, LLC | 741 | $60.4K | 0.00% | +259+53.7% | Added |
| Umb Bank N A | 803 | $65.5K | 0.00% | +31+4.0% | Added |
| Institute for Wealth Management, LLC. | 859 | $70.1K | 0.01% | −38,851−97.8% | Reduced |
| Valley National Advisers Inc | 983 | $80.2K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,045 | $85.0K | 0.00% | +1,008+2,724.3% | Added |
| Ossiam | 1,062 | $86.6K | 0.00% | −1,727−61.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,113 | $90.8K | 0.01% | +1,113 | New |
| Westside Investment Management, Inc. | 1,170 | $95.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,186 | $96.7K | 0.01% | +1,186 | New |
| Transamerica Financial Advisors, Inc. | 1,197 | $97.6K | 0.01% | +546+83.9% | Added |
| Quarry LP | 1,261 | $102.8K | 0.02% | −1,692−57.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,314 | $107.2K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,352 | $110.3K | 0.00% | +93+7.4% | Added |
| Lazard Asset Management LLC | 1,386 | $113.0K | 0.00% | +1,386 | New |
| NBC Securities, Inc. | 1,394 | $113.7K | 0.01% | −26−1.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,471 | $120.0K | 0.00% | +429+41.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,800 | $146.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,811 | $147.7K | 0.06% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,848 | $150.7K | 0.00% | −3,057−62.3% | Reduced |
| Volterra Technologies LP | 1,959 | $159.8K | 0.10% | +1,959 | New |
| Newbridge Financial Services Group, Inc. | 2,107 | $171.8K | 0.02% | −190−8.3% | Reduced |
| Rothschild Investment LLC | 2,113 | $172.3K | 0.01% | +1,898+882.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,244 | $183.0K | 0.00% | −1,105−33.0% | Reduced |
| Banque Cantonale Vaudoise | 2,326 | $190.0K | 0.01% | +2,326 | New |
| Citizens Financial Group Inc | 2,486 | $202.7K | 0.00% | +2,486 | New |
| Standard Life Aberdeen plc | 2,512 | $204.9K | 0.00% | +2,512 | New |
| Rakuten Securities, Inc. | 2,534 | $206.6K | 0.05% | −1,602−38.7% | Reduced |
| Coldstream Capital Management Inc | 2,621 | $213.7K | 0.00% | +2,621 | New |
| Smartleaf Asset Management LLC | 2,621 | $214.4K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,640 | $215.0K | 0.03% | +2,640 | New |
| Proficio Capital Partners LLC | 2,647 | $215.9K | 0.01% | +2,647 | New |
| DMG Group, LLC | 2,655 | $216.5K | 0.15% | +2,655 | New |
| 111 Capital | 2,660 | $216.9K | 0.04% | +2,660 | New |
| Spire Wealth Management | 2,668 | $217.6K | 0.01% | +111+4.3% | Added |
| Axim Planning & Wealth | 2,763 | $225.3K | 0.32% | +2,763 | New |
| Birch Financial Group, LLC | 2,793 | $227.7K | 0.12% | +2,793 | New |
| Freestone Capital Holdings, LLC | 2,827 | $230.5K | 0.01% | +2,827 | New |
| Mutual of America Capital Management LLC | 2,851 | $232.5K | 0.00% | +2,851 | New |
| Brighton Jones LLC | 2,852 | $232.6K | 0.00% | +2,852 | New |
| Valeo Financial Advisors, LLC | 2,853 | $232.6K | 0.00% | +2,853 | New |
| AlphaCore Capital LLC | 2,865 | $233.6K | 0.00% | +2,865 | New |
| PFG Investments, LLC | 2,880 | $234.9K | 0.01% | −3,250−53.0% | Reduced |
| Resources Investment Advisors, LLC. | 2,905 | $236.9K | 0.00% | +2,905 | New |
| Keybank National Association | 2,907 | $237.1K | 0.00% | +2,907 | New |
| Zions Bancorporation, National Association | 2,956 | $241.1K | 0.01% | +2,684+986.8% | Added |
| Intellectus Partners, LLC | 2,966 | $241.9K | 0.04% | +2,966 | New |
| Allworth Financial LP | 2,980 | $243.0K | 0.00% | +1,027+52.6% | Added |
| Rareview Capital LLC | 3,541 | $244.8K | 0.14% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,024 | $246.6K | 0.00% | +3,024 | New |
| VisionPoint Advisory Group, LLC | 3,040 | $247.9K | 0.04% | +3,040 | New |
| Seelaus Asset Management LLC | 3,059 | $249.5K | 0.18% | +3,059 | New |
| Mount Yale Investment Advisors, LLC | 3,142 | $256.2K | 0.00% | +3,142 | New |
| EverSource Wealth Advisors, LLC | 3,203 | $261.2K | 0.01% | +482+17.7% | Added |
| Quadrature Capital Ltd | 3,213 | $262.0K | 0.00% | +3,213 | New |
| Leonteq Securities AG | 3,235 | $263.8K | 0.02% | −53,829−94.3% | Reduced |
| SRS Capital Advisors, Inc. | 3,246 | $264.7K | 0.00% | +2,788+608.7% | Added |
| Congress Park Capital LLC | 3,250 | $265.0K | 0.07% | +3,250 | New |