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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 524,934 | $42.8M | 0.00% | +27,588+5.5% | Added |
| Islander Capital Partners, L.P. | 529,097 | $43.1M | 15.65% | −40,903−7.2% | Reduced |
| Daiwa Securities Group Inc. | 529,318 | $43.2M | 0.10% | +504,694+2,049.6% | Added |
| Driehaus Capital Management LLC | 537,519 | $43.8M | 0.25% | +537,519 | New |
| Legal & General Group Plc | 550,499 | $44.9M | 0.01% | −65,041−10.6% | Reduced |
| ThornTree Capital Partners LP | 568,524 | $46.4M | 6.34% | −265,765−31.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 569,152 | $46.4M | 0.25% | +251,429+79.1% | Added |
| Pacific Heights Asset Management LLC | 650,000 | $53.0M | 1.68% | −25,000−3.7% | Reduced |
| Worldquant Millennium Advisors LLC | 670,803 | $54.7M | 0.19% | +670,803 | New |
| Citigroup Inc | 684,535 | $55.8M | 0.03% | −28,676−4.0% | Reduced |
| Neuberger Berman Group LLC | 691,879 | $56.4M | 0.04% | +244,257+54.6% | Added |
| Jane Street Group, LLC | 694,088 | $56.6M | 0.04% | −342,887−33.1% | Reduced |
| Holocene Advisors, LP | 703,463 | $57.4M | 0.13% | +533,437+313.7% | Added |
| Capital Impact Advisors, LLC | 704,065 | $57.4M | 3.22% | +594,148+540.5% | Added |
| Allen Operations LLC | 721,382 | $58.8M | 8.15% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 723,193 | $59.0M | 0.01% | +557,656+336.9% | Added |
| Susquehanna International Group, LLP | 742,283 | $60.5M | 0.05% | −297,831−28.6% | Reduced |
| Federated Hermes, Inc. | 772,078 | $63.0M | 0.09% | +772,078 | New |
| Swiss National Bank | 785,200 | $64.0M | 0.03% | −21,600−2.7% | Reduced |
| Nuveen, LLC | 785,978 | $64.1M | 0.02% | +148,698+23.3% | Added |
| Amundi | 846,986 | $69.1M | 0.02% | +111,684+15.2% | Added |
| Bank of New York Mellon Corp | 921,164 | $75.1M | 0.01% | −102,479−10.0% | Reduced |
| Marshall Wace, LLP | 950,683 | $77.5M | 0.07% | −1,757,291−64.9% | Reduced |
| Artemis Investment Management LLP | 961,002 | $78.4M | 0.70% | +275,394+40.2% | Added |
| American Century Companies Inc | 1,076,745 | $87.8M | 0.04% | +172,846+19.1% | Added |
| Gilder Gagnon Howe & Co LLC | 1,108,083 | $90.4M | 0.93% | +150,078+15.7% | Added |
| Wellington Management Group LLP | 1,243,908 | $101.4M | 0.02% | −1,498,807−54.6% | Reduced |
| UBS Asset Management Americas Inc | 1,245,563 | $101.6M | 0.02% | +181,327+17.0% | Added |
| Citadel Advisors LLC | 1,248,374 | $101.8M | 0.06% | −2,822,741−69.3% | Reduced |
| Atreides Management, LP | 1,273,050 | $103.8M | 0.93% | +78,339+6.6% | Added |
| Goldman Sachs Group Inc | 1,273,728 | $103.9M | 0.01% | −283,882−18.2% | Reduced |
| Westfield Capital Management Co LP | 1,352,200 | $110.3M | 0.36% | +271,564+25.1% | Added |
| Tremblant Capital Group | 1,464,129 | $119.4M | 3.43% | +66,881+4.8% | Added |
| Millennium Management LLC | 1,473,364 | $120.2M | 0.08% | +91,450+6.6% | Added |
| Price T Rowe Associates Inc | 1,496,735 | $122.1M | 0.01% | −225,645−13.1% | Reduced |
| Foxhaven Asset Management, LP | 1,534,155 | $125.1M | 3.35% | −671,401−30.4% | Reduced |
| 1832 Asset Management L.P. | 1,534,400 | $125.1M | 0.15% | +1,534,400 | New |
| Spyglass Capital Management LLC | 1,537,840 | $125.4M | 6.79% | −124,485−7.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,520,255 | $127.5M | 0.20% | −57,009−3.6% | Reduced |
| Dimensional Fund Advisors LP | 1,601,389 | $130.6M | 0.02% | +26,729+1.7% | Added |
| Charles Schwab Investment Management Inc | 1,656,971 | $135.1M | 0.02% | +188,378+12.8% | Added |
| SEI Investments Co | 1,705,507 | $139.1M | 0.12% | +1,484,689+672.4% | Added |
| Northern Trust Corp | 1,814,431 | $148.0M | 0.02% | +52,046+3.0% | Added |
| Vanguard Fiduciary Trust Co | 1,875,338 | $152.9M | 0.03% | +62,217+3.4% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 1,908,511 | $155.6M | 0.45% | −28,389−1.5% | Reduced |
| UBS Group AG | 2,511,220 | $204.8M | 0.03% | +209,003+9.1% | Added |
| Bank of America Corp | 2,840,260 | $231.6M | 0.01% | +65,962+2.4% | Added |
| Norges Bank | 3,681,211 | $300.2M | 0.03% | +3,681,211 | New |
| Durable Capital Partners LP | 4,425,406 | $360.9M | 3.51% | −1,224,028−21.7% | Reduced |
| Winslow Capital Management, LLC | 4,577,562 | $373.3M | 1.28% | +4,577,562 | New |
| Geode Capital Management, LLC | 5,712,491 | $464.7M | 0.02% | +189,719+3.4% | Added |
| Baillie Gifford & Co | 5,856,569 | $477.6M | 0.43% | +554,272+10.5% | Added |
| State Street Corp | 6,349,214 | $517.8M | 0.02% | +318,073+5.3% | Added |
| Vanguard Portfolio Management LLC | 11,886,405 | $969.3M | 0.04% | +286,412+2.5% | Added |
| Vanguard Capital Management LLC | 12,320,890 | $1.00B | 0.02% | +168,515+1.4% | Added |
| JPMorgan Chase & Co | 16,722,922 | $1.37B | 0.08% | +11,425,906+215.7% | Added |
| FMR LLC | 17,581,656 | $1.43B | 0.06% | +287,275+1.7% | Added |
| BlackRock, Inc. | 19,613,537 | $1.60B | 0.02% | +881,044+4.7% | Added |
| Morgan Stanley | 23,000,269 | $1.88B | 0.10% | +1,284,287+5.9% | Added |
| Capital World Investors | 23,115,136 | $1.89B | 0.22% | +602,213+2.7% | Added |
| Capital Research Global Investors | 26,000,572 | $2.12B | 0.30% | +1,408,539+5.7% | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,575,982−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,149,661−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −614,323−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −492,821−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −453,767−100.0% | Sold out |
| NZS Capital, LLC | 0 | $0 | 0.00% | −366,379−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −326,395−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −285,099−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −277,468−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −246,078−100.0% | Sold out |
| OCO Capital Partners, L.P. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −144,592−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −134,716−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −128,453−100.0% | Sold out |
| Dilation Capital Management LP | 0 | $0 | 0.00% | −111,717−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −108,000−100.0% | Sold out |
| PFA Pension, Forsikringsaktieselskab | 0 | $0 | 0.00% | −106,844−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −89,686−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −80,254−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −71,600−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −68,026−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −53,394−100.0% | Sold out |
| Capelight Capital Asset Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −48,558−100.0% | Sold out |
| General Equity Holdings LP | 0 | $0 | 0.00% | −39,301−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −38,692−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −35,948−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −29,839−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −28,029−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −16,907−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −18,386−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −16,877−100.0% | Sold out |
| REX Advisers, LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −12,726−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −12,659−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −11,235−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −10,841−100.0% | Sold out |