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 |
|---|---|---|---|---|---|
| Globeflex Capital L P | 73,405 | $5.99M | 0.76% | +17,366+31.0% | Added |
| Nykredit A/S | 73,613 | $6.00M | 0.02% | +73,613 | New |
| Renaissance Technologies LLC | 74,800 | $6.10M | 0.01% | +68,900+1,167.8% | Added |
| Virginia Retirement Systems Et Al | 75,511 | $6.16M | 0.04% | +75,511 | New |
| Resona Asset Management Co.,Ltd. | 75,860 | $6.19M | 0.03% | −5,096−6.3% | Reduced |
| Walleye Capital LLC | 79,174 | $6.46M | 0.03% | −2,368−2.9% | Reduced |
| Arizona State Retirement System | 79,645 | $6.50M | 0.03% | +4,951+6.6% | Added |
| Public Employees Retirement System of Ohio | 79,844 | $6.51M | 0.02% | −158−0.2% | Reduced |
| Handelsbanken Fonder AB | 80,200 | $6.54M | 0.02% | +4,900+6.5% | Added |
| Mn Services Vermogensbeheer B.V. | 80,900 | $6.60M | 0.05% | +80,900 | New |
| Catalyst Funds Management Pty Ltd | 80,973 | $6.60M | 0.37% | +40,373+99.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 83,445 | $6.80M | 0.03% | −6,202−6.9% | Reduced |
| Nomura Asset Management Co Ltd | 87,120 | $7.10M | 0.02% | −640−0.7% | Reduced |
| State of New Jersey Common Pension Fund D | 90,601 | $7.39M | 0.03% | −4,203−4.4% | Reduced |
| IMC-Chicago, LLC | 91,880 | $7.49M | 0.07% | −20,802−18.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 91,950 | $7.50M | 0.04% | −5,700−5.8% | Reduced |
| Militia Capital Management LLC | 92,502 | $7.54M | 1.36% | +1,600+1.8% | Added |
| Pictet Asset Management Holding SA | 97,356 | $7.94M | 0.01% | +2,098+2.2% | Added |
| Clear Street Group Inc. | 97,803 | $7.98M | 0.03% | +3,274+3.5% | Added |
| a16z Perennial Management, L.P. | 98,020 | $7.99M | 0.65% | −5,200−5.0% | Reduced |
| Steadview Capital Management LLC | 98,730 | $8.05M | 2.42% | −46,085−31.8% | Reduced |
| Allianz Asset Management GmbH | 100,387 | $8.19M | 0.01% | −63,691−38.8% | Reduced |
| Omega Financial Group, LLC | 103,627 | $8.45M | 2.57% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 104,373 | $8.51M | 0.02% | +1,929+1.9% | Added |
| Divisadero Street Capital Management, LP | 106,735 | $8.70M | 0.20% | +11,664+12.3% | Added |
| Korea Investment CORP | 108,711 | $8.87M | 0.02% | +1,189+1.1% | Added |
| Victory Capital Management Inc | 110,032 | $8.97M | 0.01% | −350.0% | Reduced |
| KLP Kapitalforvaltning AS | 111,600 | $9.10M | 0.03% | +12,900+13.1% | Added |
| Maytus Capital Management, LLC | 111,847 | $9.12M | 1.43% | +111,847 | New |
| Mitsubishi UFJ Trust & Banking Corp | 112,522 | $9.18M | 0.02% | +4,415+4.1% | Added |
| Vanguard Global Advisers, LLC | 113,957 | $9.29M | 0.00% | −4,987−4.2% | Reduced |
| Danske Bank A/S | 115,200 | $9.39M | 0.02% | +5,000+4.5% | Added |
| Allen Investment Management LLC | 116,683 | $9.52M | 0.11% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 119,300 | $9.73M | 0.03% | +1,630+1.4% | Added |
| Catalyst Private Wealth, LLC | 125,224 | $10.2M | 4.93% | +327+0.3% | Added |
| Natixis Advisors, L.P. | 126,425 | $10.3M | 0.01% | +126,425 | New |
| Police & Firemen's Retirement System of New Jersey | 127,116 | $10.4M | 0.08% | +10,154+8.7% | Added |
| Sora Investors LLC | 127,664 | $10.4M | 0.80% | +127,664 | New |
| Lord, Abbett & Co. LLC | 128,006 | $10.4M | 0.03% | +2,037+1.6% | Added |
| Bank of Montreal | 130,189 | $10.6M | 0.00% | +105,075+418.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132,103 | $10.8M | 0.01% | −19,198−12.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 132,151 | $10.8M | 0.03% | +4,795+3.8% | Added |
| Teachers Retirement System of the State of Kentucky | 132,852 | $10.8M | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 133,893 | $10.9M | 0.01% | +100,315+298.8% | Added |
| Abdiel Capital Advisors, LP | 134,741 | $11.0M | 21.21% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 135,112 | $11.0M | 0.01% | −118,457−46.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 139,455 | $11.4M | 0.01% | +30,125+27.6% | Added |
| Pathstone Holdings, LLC | 139,474 | $11.4M | 0.03% | +119,422+595.6% | Added |
| Jones Financial Companies LLLP | 143,904 | $11.4M | 0.00% | +116,020+416.1% | Added |
| Penserra Capital Management LLC | 140,635 | $11.5M | 0.09% | −56,702−28.7% | Reduced |
| Tredje AP-fonden | 141,451 | $11.5M | 0.05% | +48,012+51.4% | Added |
| New York State Common Retirement Fund | 141,915 | $11.6M | 0.01% | +7,300+5.4% | Added |
| State of Wisconsin Investment Board | 144,118 | $11.8M | 0.02% | +788+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 147,143 | $12.0M | 0.02% | +6,867+4.9% | Added |
| Vanguard Asset Management, Ltd | 147,704 | $12.0M | 0.01% | +9,739+7.1% | Added |
| Interval Partners, LP | 150,581 | $12.3M | 0.39% | +23,745+18.7% | Added |
| Intercapital, LLC | 156,568 | $12.8M | 5.60% | −76,800−32.9% | Reduced |
| Osterweis Capital Management Inc | 157,605 | $12.9M | 0.61% | +96,845+159.4% | Added |
| Nomura Holdings Inc | 159,619 | $13.0M | 0.06% | +147,861+1,257.5% | Added |
| Mane Global Capital Management LP | 169,763 | $13.8M | 1.14% | −95,865−36.1% | Reduced |
| HSBC Holdings PLC | 174,950 | $14.3M | 0.01% | +10,170+6.2% | Added |
| Gillson Capital LP | 180,609 | $14.7M | 0.87% | −149,201−45.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 184,420 | $15.0M | 0.27% | +184,420 | New |
| Meridiem Capital Partners LP | 201,047 | $16.4M | 0.75% | +201,047 | New |
| Aviva PLC | 208,226 | $17.0M | 0.03% | +1,964+1.0% | Added |
| LPL Financial LLC | 211,892 | $17.3M | 0.00% | −22,040−9.4% | Reduced |
| Barclays PLC | 220,834 | $18.0M | 0.01% | +1,375+0.6% | Added |
| Eurizon Capital SGR S.p.A. | 223,510 | $18.2M | 0.05% | +44,252+24.7% | Added |
| Russell Investments Group, Ltd. | 223,644 | $18.2M | 0.02% | +138,413+162.4% | Added |
| Allen Holding Inc | 230,000 | $18.8M | 1.85% | 00.0% | Unchanged |
| AQR Capital Management LLC | 237,138 | $19.3M | 0.01% | −201,082−45.9% | Reduced |
| RJA Asset Management LLC | 241,600 | $19.7M | 6.14% | −3,900−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 241,927 | $19.7M | 0.03% | −1,966−0.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 247,900 | $20.2M | 0.38% | +247,900 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 269,644 | $22.0M | 0.03% | +209,546+348.7% | Added |
| Nordea Investment Management AB | 273,694 | $22.3M | 0.02% | −8,420−3.0% | Reduced |
| SG Americas Securities, LLC | 274,076 | $22.4M | 0.01% | −196,368−41.7% | Reduced |
| Diversify Wealth Management, LLC | 355,854 | $26.0M | 0.44% | +32,893+10.2% | Added |
| Diversify Advisory Services, LLC | 355,854 | $26.0M | 0.44% | +75,161+26.8% | Added |
| BIT Capital GmbH | 331,200 | $27.0M | 0.93% | +279,003+534.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 334,000 | $27.2M | 0.04% | +334,000 | New |
| Rhumbline Advisers | 341,313 | $27.8M | 0.02% | +25,602+8.1% | Added |
| Capital Fund Management S.A. | 348,607 | $28.4M | 0.20% | +113,494+48.3% | Added |
| Voya Investment Management LLC | 350,856 | $28.6M | 0.02% | +169,564+93.5% | Added |
| Royal Bank of Canada | 353,664 | $28.8M | 0.00% | +34,881+10.9% | Added |
| T. Rowe Price Investment Management, Inc. | 363,770 | $29.7M | 0.02% | +8,611+2.4% | Added |
| California State Teachers Retirement System | 367,042 | $29.9M | 0.03% | −15,956−4.2% | Reduced |
| California Public Employees Retirement System | 368,905 | $30.1M | 0.02% | −122,150−24.9% | Reduced |
| Wells Fargo & Company | 389,630 | $31.8M | 0.01% | +194,168+99.3% | Added |
| Polar Capital Holdings Plc | 404,896 | $33.0M | 0.09% | +26,212+6.9% | Added |
| Envestnet Asset Management Inc | 410,775 | $33.5M | 0.01% | +69,004+20.2% | Added |
| Congress Asset Management Co | 426,470 | $34.8M | 0.21% | +417,470+4,638.6% | Added |
| Gotham Asset Management, LLC | 454,524 | $37.1M | 0.09% | +267,308+142.8% | Added |
| Deutsche Bank AG | 456,911 | $37.3M | 0.01% | +39,427+9.4% | Added |
| 12 West Capital Management LP | 460,000 | $37.5M | 7.02% | −75,000−14.0% | Reduced |
| Quantinno Capital Management LP | 474,279 | $38.7M | 0.05% | −46,560−8.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 480,680 | $39.2M | 0.02% | +24,843+5.4% | Added |
| Raymond James Financial Inc | 498,168 | $40.6M | 0.01% | +287,261+136.2% | Added |
| Glendon Capital Management LP | 514,100 | $41.9M | 5.43% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 515,298 | $42.0M | 0.02% | −13,060−2.5% | Reduced |