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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 20,877 | $1.70M | 0.03% | −312−1.5% | Reduced |
| Sciencast Management LP | 21,056 | $1.72M | 0.36% | +21,056 | New |
| Herbst Group, LLC | 21,250 | $1.73M | 0.94% | −3,650−14.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 21,272 | $1.73M | 0.04% | −1,299−5.8% | Reduced |
| Private Advisor Group, LLC | 21,494 | $1.75M | 0.01% | +16,730+351.2% | Added |
| O'Shaughnessy Asset Management, LLC | 21,548 | $1.76M | 0.01% | −28−0.1% | Reduced |
| RFG Advisory, LLC | 21,931 | $1.79M | 0.03% | +2,760+14.4% | Added |
| HighTower Advisors, LLC | 22,139 | $1.81M | 0.00% | −1,761−7.4% | Reduced |
| Trexquant Investment LP | 23,308 | $1.90M | 0.01% | +23,308 | New |
| Public Employees Retirement Association of Colorado | 23,329 | $1.90M | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 23,466 | $1.91M | 0.02% | −1,253−5.1% | Reduced |
| Consolidated Investment Group LLC | 23,475 | $1.91M | 0.17% | +23,475 | New |
| NVWM, LLC | 23,642 | $1.93M | 0.39% | +21,501+1,004.3% | Added |
| Squarepoint Ops LLC | 23,908 | $1.95M | 0.00% | +23,908 | New |
| M&T Bank Corp | 23,964 | $1.95M | 0.01% | −968−3.9% | Reduced |
| ASR Vermogensbeheer N.V. | 24,289 | $1.98M | 0.02% | +19,118+369.7% | Added |
| Storebrand Asset Management AS | 24,746 | $2.02M | 0.00% | −1,760−6.6% | Reduced |
| National Pension Service | 25,787 | $2.10M | 0.00% | −7,598−22.8% | Reduced |
| O'Neil Global Advisors, Inc. | 26,576 | $2.17M | 0.48% | +26,576 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,603 | $2.17M | 0.01% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 26,737 | $2.18M | 0.04% | +285+1.1% | Added |
| Jupiter Topco LLC | 26,909 | $2.19M | 0.00% | +26,909 | New |
| Capula Management Ltd | 27,322 | $2.23M | 0.01% | +4,554+20.0% | Added |
| Allstate Corp | 27,532 | $2.25M | 0.02% | −73−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 27,709 | $2.26M | 0.02% | +1,368+5.2% | Added |
| Neo Ivy Capital Management | 27,755 | $2.26M | 0.52% | +14,677+112.2% | Added |
| Captrust Financial Advisors | 27,958 | $2.28M | 0.00% | +1,653+6.3% | Added |
| US Bancorp | 28,144 | $2.30M | 0.00% | +6,834+32.1% | Added |
| Mercer Global Advisors Inc | 28,223 | $2.30M | 0.00% | −1,839−6.1% | Reduced |
| MML Investors Services, LLC | 28,738 | $2.34M | 0.00% | +4,493+18.5% | Added |
| Nisa Investment Advisors, LLC | 29,378 | $2.40M | 0.01% | −3,601−10.9% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 30,000 | $2.45M | 0.39% | +30,000 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 30,310 | $2.47M | 0.02% | +2,700+9.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 30,785 | $2.51M | 0.52% | +30,785 | New |
| CI Private Wealth, LLC | 31,063 | $2.53M | 0.00% | +15,642+101.4% | Added |
| GWM Advisors LLC | 31,612 | $2.58M | 0.01% | +2,452+8.4% | Added |
| Entropy Technologies, LP | 31,898 | $2.60M | 0.10% | +31,898 | New |
| Advisory Resource Group | 32,169 | $2.62M | 0.39% | +2,127+7.1% | Added |
| OP Asset Management Ltd | 32,263 | $2.63M | 0.03% | +3,584+12.5% | Added |
| XTX Topco Ltd | 32,329 | $2.64M | 0.03% | −25,501−44.1% | Reduced |
| Lotus Technology Management, LP | 31,909 | $2.66M | 3.28% | +31,909 | New |
| Cerity Partners LLC | 32,981 | $2.69M | 0.00% | +7,010+27.0% | Added |
| Swiss Life Asset Management Ltd | 33,305 | $2.72M | 0.01% | +6,748+25.4% | Added |
| Thrivent Financial for Lutherans | 33,993 | $2.77M | 0.00% | +3,627+11.9% | Added |
| Integris Wealth Management, LLC | 34,568 | $2.82M | 0.57% | +4,151+13.6% | Added |
| Jefferies Financial Group Inc. | 34,669 | $2.83M | 0.03% | −19,866−36.4% | Reduced |
| D. E. Shaw & Co., Inc. | 35,333 | $2.88M | 0.00% | −150,014−80.9% | Reduced |
| Employees Retirement System of Texas | 35,771 | $2.92M | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 35,988 | $2.93M | 0.28% | +27,418+319.9% | Added |
| Commonwealth Equity Services, LLC | 36,267 | $2.96M | 0.00% | +3,253+9.9% | Added |
| Hudson Bay Capital Management LP | 36,866 | $3.01M | 0.01% | +15,866+75.6% | Added |
| BloombergSen Inc. | 36,889 | $3.01M | 0.34% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 37,164 | $3.03M | 0.01% | +1,802+5.1% | Added |
| Toronto Dominion Bank | 37,539 | $3.06M | 0.01% | +2,450+7.0% | Added |
| J. Safra Sarasin Holding AG | 37,724 | $3.09M | 0.04% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 38,086 | $3.11M | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 38,454 | $3.14M | 0.03% | +3,231+9.2% | Added |
| Baird Financial Group, Inc. | 39,999 | $3.26M | 0.00% | −1,815−4.3% | Reduced |
| KBC Group NV | 40,434 | $3.30M | 0.01% | −288−0.7% | Reduced |
| British Columbia Investment Management Corp | 41,597 | $3.39M | 0.02% | +3,724+9.8% | Added |
| Atomi Financial Group, Inc. | 41,855 | $3.41M | 0.09% | −1,251−2.9% | Reduced |
| Mount Vernon Associates Inc | 42,575 | $3.47M | 2.26% | −900−2.1% | Reduced |
| Quantbot Technologies LP | 42,638 | $3.48M | 0.14% | +42,638 | New |
| Galaxy Digital Capital Management GP LLC | 43,000 | $3.51M | 2.10% | +43,000 | New |
| TD Waterhouse Canada Inc. | 51,844 | $3.51M | 0.01% | +41,187+386.5% | Added |
| Jump Financial, LLC | 43,300 | $3.53M | 0.03% | +43,300 | New |
| Wakefield Asset Management LLLP | 43,936 | $3.58M | 0.81% | −275−0.6% | Reduced |
| Odyssean, LLC | 43,968 | $3.59M | 0.58% | +25,579+139.1% | Added |
| Federation des caisses Desjardins du Quebec | 44,666 | $3.64M | 0.01% | +4,020+9.9% | Added |
| Blair William & Co | 45,008 | $3.67M | 0.01% | −11,190−19.9% | Reduced |
| Silvant Capital Management LLC | 45,191 | $3.69M | 0.11% | +9,038+25.0% | Added |
| Stifel Financial Corp | 45,980 | $3.75M | 0.00% | +6,994+17.9% | Added |
| Linden Thomas Advisory Services, LLC | 47,819 | $3.90M | 0.31% | +1,343+2.9% | Added |
| Donoghue Forlines LLC | 48,009 | $3.92M | 1.01% | +48,009 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 48,850 | $3.98M | 0.15% | −7,124−12.7% | Reduced |
| Truist Financial Corp | 49,959 | $4.07M | 0.00% | +2,117+4.4% | Added |
| Northwestern Mutual Wealth Management Co | 50,480 | $4.12M | 0.00% | +9,527+23.3% | Added |
| TD Asset Management Inc | 50,917 | $4.15M | 0.00% | +435+0.9% | Added |
| Two Sigma Investments, LP | 51,322 | $4.19M | 0.00% | +51,322 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,729 | $4.21M | 0.03% | +2,809+5.7% | Added |
| Cetera Investment Advisers | 53,393 | $4.35M | 0.00% | −4,902−8.4% | Reduced |
| Ensign Peak Advisors, Inc | 54,549 | $4.45M | 0.01% | +4,280+8.5% | Added |
| SEB Asset Management AB | 55,890 | $4.56M | 0.02% | +2,421+4.5% | Added |
| DnB Asset Management AS | 56,276 | $4.59M | 0.01% | +2,517+4.7% | Added |
| Alliancebernstein L.P. | 100,533 | $4.61M | 0.00% | −272−0.3% | Reduced |
| Karl Kapital LLC | 56,496 | $4.61M | 2.74% | −83,794−59.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 57,500 | $4.69M | 0.01% | −12,500−17.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 57,826 | $4.72M | 0.04% | +52,326+951.4% | Added |
| Zacks Investment Management | 58,686 | $4.79M | 0.03% | +3,013+5.4% | Added |
| Ambassador Advisors, LLC | 60,792 | $4.96M | 0.61% | −1,392−2.2% | Reduced |
| KR Capital LP | 61,132 | $4.99M | 0.49% | +61,132 | New |
| FIL Ltd | 62,380 | $5.09M | 0.00% | −115,505−64.9% | Reduced |
| IFM Investors Pty Ltd | 63,449 | $5.17M | 0.03% | +9,360+17.3% | Added |
| Xponance, Inc. | 64,859 | $5.29M | 0.03% | +11,380+21.3% | Added |
| Los Angeles Capital Management LLC | 66,653 | $5.44M | 0.02% | −429,741−86.6% | Reduced |
| Readystate Asset Management LP | 67,315 | $5.49M | 0.22% | +2,970+4.6% | Added |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $5.66M | 0.49% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 69,885 | $5.70M | 0.07% | +645+0.9% | Added |
| Creative Planning | 71,069 | $5.80M | 0.00% | +11,447+19.2% | Added |
| ExodusPoint Capital Management, LP | 72,795 | $5.94M | 0.05% | +72,795 | New |