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 $21.2B 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 | $21.2B |
| 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, 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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 8,650 | $705.4K | 0.00% | +8,650 | New |
| MAI Capital Management | 8,689 | $708.6K | 0.00% | −1,522−14.9% | Reduced |
| Vontobel Holding Ltd. | 8,750 | $713.6K | 0.00% | −98,891−91.9% | Reduced |
| Picton Mahoney Asset Management | 8,781 | $716.1K | 0.01% | −383−4.2% | Reduced |
| Pacific Sage Partners, LLC | 8,870 | $723.3K | 0.10% | −4,930−35.7% | Reduced |
| Polen Capital Management LLC | 8,958 | $730.5K | 0.01% | +4,195+88.1% | Added |
| Dynamic Technology Lab Private Ltd | 9,040 | $737.0K | 0.16% | +9,040 | New |
| Royal London Asset Management Ltd | 9,080 | $740.5K | 0.00% | −965−9.6% | Reduced |
| White Lighthouse Investment Management Inc. | 9,140 | $745.4K | 0.09% | +1,056+13.1% | Added |
| Geneos Wealth Management Inc. | 9,372 | $764.3K | 0.02% | −884−8.6% | Reduced |
| United Capital Financial Advisers, LLC | 9,426 | $768.7K | 0.00% | +1,975+26.5% | Added |
| Baker Avenue Asset Management, LP | 9,481 | $773.2K | 0.01% | −4,099−30.2% | Reduced |
| Quadcap Wealth Management, LLC | 9,520 | $776.4K | 0.08% | +824+9.5% | Added |
| Evolutionary Tree Capital Management, LLC | 9,521 | $776.4K | 1.46% | −15,053−61.3% | Reduced |
| Janney Montgomery Scott LLC | 9,608 | $784.0K | 0.00% | +9,608 | New |
| TownSquare Capital, LLC | 9,645 | $786.5K | 0.14% | +9,645 | New |
| Atria Investments LLC | 9,690 | $790.2K | 0.01% | +9,690 | New |
| Cambridge Investment Research Advisors, Inc. | 9,913 | $808.0K | 0.00% | +870+9.6% | Added |
| Northstar Asset Management Inc | 10,000 | $815.5K | 0.24% | +10,000 | New |
| Diker Management LLC | 10,000 | $816.0K | 0.63% | +10,000 | New |
| Wedmont Private Capital | 9,959 | $830.8K | 0.02% | −381−3.7% | Reduced |
| Centiva Capital, LP | 10,306 | $840.5K | 0.03% | −54,178−84.0% | Reduced |
| Park Avenue Securities LLC | 10,354 | $844.0K | 0.01% | +739+7.7% | Added |
| FJ Capital Management LLC | 10,378 | $846.3K | 0.11% | +10,378 | New |
| Lombard Odier Asset Management (Switzerland) SA | 10,500 | $856.3K | 0.03% | +10,500 | New |
| J. Goldman & Co LP | 10,708 | $873.2K | 0.03% | +10,708 | New |
| Paragon Capital Management Ltd | 10,770 | $878.3K | 0.17% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 10,829 | $883.1K | 0.01% | +1,145+11.8% | Added |
| PCM Encore, LLC | 11,023 | $899.0K | 0.16% | +46+0.4% | Added |
| Polymer Capital Management (US) LLC | 11,079 | $903.5K | 0.13% | −16,635−60.0% | Reduced |
| Rhodes Investment Advisors Inc | 11,229 | $915.7K | 0.67% | −125−1.1% | Reduced |
| BBR Partners, LLC | 11,366 | $926.9K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11,416 | $931.0K | 0.00% | +5,729+100.7% | Added |
| Osmosis Investment Management UK Ltd | 11,448 | $933.6K | 0.04% | −13,336−53.8% | Reduced |
| CIBC Bancorp USA Inc. | 11,616 | $944.5K | 0.00% | −815−6.6% | Reduced |
| RB Capital Management, LLC | 11,659 | $950.8K | 0.19% | +11,659 | New |
| Franklin Resources Inc | 11,836 | $965.2K | 0.00% | −1,503−11.3% | Reduced |
| Gamco Investors, Inc. Et Al | 12,000 | $978.6K | 0.01% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 12,000 | $978.6K | 0.04% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 13,936 | $992.0K | 0.02% | +13,936 | New |
| Vise Technologies, Inc. | 12,319 | $1.00M | 0.01% | +7,723+168.0% | Added |
| Cresset Asset Management, LLC | 12,563 | $1.02M | 0.00% | +3,954+45.9% | Added |
| Intech Investment Management LLC | 12,598 | $1.03M | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 13,094 | $1.07M | 0.02% | +884+7.2% | Added |
| Toroso Investments, LLC | 13,449 | $1.10M | 0.00% | +13,449 | New |
| CIBC Asset Management Inc | 13,492 | $1.10M | 0.00% | +433+3.3% | Added |
| CSS LLC | 13,540 | $1.10M | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,544 | $1.10M | 0.01% | +8,634+175.8% | Added |
| Bleakley Financial Group, LLC | 13,598 | $1.11M | 0.01% | +221+1.7% | Added |
| Gladstone Institutional Advisory LLC | 13,659 | $1.11M | 0.04% | −4,200−23.5% | Reduced |
| Swedbank AB | 13,772 | $1.12M | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 13,778 | $1.12M | 0.03% | −243−1.7% | Reduced |
| Myecfo, LLC | 13,921 | $1.14M | 0.43% | 00.0% | Unchanged |
| Havemeyer Place LP | 13,964 | $1.14M | 0.11% | +13,964 | New |
| Brinker Capital Investments, LLC | 14,052 | $1.15M | 0.01% | +1,193+9.3% | Added |
| Rockefeller Capital Management L.P. | 14,062 | $1.15M | 0.00% | +1,065+8.2% | Added |
| The PNC Financial Services Group, Inc. | 14,116 | $1.15M | 0.00% | +2,508+21.6% | Added |
| Empowered Funds, LLC | 14,481 | $1.18M | 0.01% | −31,684−68.6% | Reduced |
| Utah Retirement Systems | 14,580 | $1.19M | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14,685 | $1.20M | 0.01% | +10,744+272.6% | Added |
| Manufacturers Life Insurance Company, The | 14,730 | $1.20M | 0.00% | +9+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,510 | $1.21M | 0.00% | +5,035+53.1% | Added |
| SBI Securities Co., Ltd. | 15,191 | $1.24M | 0.03% | −30,177−66.5% | Reduced |
| Landscape Capital Management, L.L.C. | 15,325 | $1.25M | 0.08% | −164,506−91.5% | Reduced |
| MetLife Investment Management | 15,571 | $1.27M | 0.01% | +3,688+31.0% | Added |
| Maryland State Retirement & Pension System | 15,737 | $1.28M | 0.02% | +2,087+15.3% | Added |
| Vident Advisory, LLC | 15,829 | $1.29M | 0.01% | +201+1.3% | Added |
| Woodline Partners LP | 15,856 | $1.29M | 0.00% | +5,096+47.4% | Added |
| Rakuten Investment Management, Inc. | 15,984 | $1.31M | 0.00% | +2,260+16.5% | Added |
| Abn Amro Investment Solutions | 16,314 | $1.33M | 0.01% | +5,383+49.2% | Added |
| Blueshift Asset Management, LLC | 16,344 | $1.33M | 0.31% | −37,482−69.6% | Reduced |
| Mission Wealth Management, LP | 16,451 | $1.34M | 0.02% | −3,220−16.4% | Reduced |
| Sequoia Financial Advisors, LLC | 16,519 | $1.35M | 0.01% | −455−2.7% | Reduced |
| Inceptionr LLC | 16,695 | $1.36M | 0.33% | +7,851+88.8% | Added |
| Dockside LLC | 16,934 | $1.38M | 0.32% | +16,934 | New |
| Andra AP-fonden | 17,500 | $1.43M | 0.02% | −141,900−89.0% | Reduced |
| Prospera Financial Services Inc | 17,575 | $1.43M | 0.02% | +673+4.0% | Added |
| Investment Management Corp of Ontario | 17,761 | $1.45M | 0.02% | −1,900−9.7% | Reduced |
| Man Group plc | 17,834 | $1.45M | 0.00% | −4,760−21.1% | Reduced |
| Mediolanum International Funds Ltd | 17,813 | $1.46M | 0.01% | +17,813 | New |
| Credit Agricole S A | 18,160 | $1.48M | 0.00% | +433+2.4% | Added |
| Gateway Investment Advisers LLC | 18,217 | $1.49M | 0.01% | +217+1.2% | Added |
| Banco Santander, S.A. | 18,409 | $1.50M | 0.01% | +12,823+229.6% | Added |
| OpenArc Corporate Advisory, LLC | 18,470 | $1.51M | 0.02% | −1,460−7.3% | Reduced |
| Pensionmark Financial Group, LLC | 32,890 | $1.51M | 0.02% | −30.0% | Reduced |
| Dark Forest Capital Management LP | 18,568 | $1.51M | 0.10% | −131,501−87.6% | Reduced |
| Savant Capital, LLC | 18,627 | $1.52M | 0.00% | −178−0.9% | Reduced |
| Prelude Capital Management, LLC | 18,821 | $1.53M | 0.11% | −16,591−46.9% | Reduced |
| J.Safra Asset Management Corp | 18,874 | $1.54M | 0.07% | +3,067+19.4% | Added |
| Biltmore Family Office, LLC | 18,944 | $1.54M | 0.20% | +1,270+7.2% | Added |
| Ardmore Road Asset Management LP | 19,100 | $1.56M | 0.09% | −580,900−96.8% | Reduced |
| Candriam Luxembourg S.C.A. | 19,124 | $1.56M | 0.01% | +596+3.2% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 19,257 | $1.57M | 0.05% | +18,513+2,488.3% | Added |
| Saudi Central Bank | 19,445 | $1.59M | 0.02% | +9,298+91.6% | Added |
| Vestmark Advisory Solutions, Inc. | 19,485 | $1.59M | 0.01% | +19,485 | New |
| CWM Advisors, LLC | 20,108 | $1.64M | 0.07% | +20,108 | New |
| Mackenzie Financial Corp | 20,255 | $1.65M | 0.00% | +249+1.2% | Added |
| Amalgamated Bank | 20,334 | $1.66M | 0.01% | +1,508+8.0% | Added |
| Steel Peak Wealth Management LLC | 20,428 | $1.67M | 0.04% | +25+0.1% | Added |
| Fortune Financial Advisors, LLC | 20,700 | $1.69M | 0.72% | 00.0% | Unchanged |