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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 174,950 | $14.3M | 0.01% | +10,170+6.2% | Added |
| Mane Global Capital Management LP | 169,763 | $13.8M | 1.14% | −95,865−36.1% | Reduced |
| Nomura Holdings Inc | 159,619 | $13.0M | 0.06% | +147,861+1,257.5% | Added |
| Osterweis Capital Management Inc | 157,605 | $12.9M | 0.61% | +96,845+159.4% | Added |
| Intercapital, LLC | 156,568 | $12.8M | 5.60% | −76,800−32.9% | Reduced |
| Interval Partners, LP | 150,581 | $12.3M | 0.39% | +23,745+18.7% | Added |
| Vanguard Asset Management, Ltd | 147,704 | $12.0M | 0.01% | +9,739+7.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 147,143 | $12.0M | 0.02% | +6,867+4.9% | Added |
| State of Wisconsin Investment Board | 144,118 | $11.8M | 0.02% | +788+0.5% | Added |
| New York State Common Retirement Fund | 141,915 | $11.6M | 0.01% | +7,300+5.4% | Added |
| Tredje AP-fonden | 141,451 | $11.5M | 0.05% | +48,012+51.4% | Added |
| Penserra Capital Management LLC | 140,635 | $11.5M | 0.09% | −56,702−28.7% | Reduced |
| Jones Financial Companies LLLP | 143,904 | $11.4M | 0.00% | +116,020+416.1% | Added |
| Pathstone Holdings, LLC | 139,474 | $11.4M | 0.03% | +119,422+595.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 139,455 | $11.4M | 0.01% | +30,125+27.6% | Added |
| BNP Paribas Arbitrage, SA | 135,112 | $11.0M | 0.01% | −118,457−46.7% | Reduced |
| Abdiel Capital Advisors, LP | 134,741 | $11.0M | 21.21% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 133,893 | $10.9M | 0.01% | +100,315+298.8% | Added |
| Teachers Retirement System of the State of Kentucky | 132,852 | $10.8M | 0.07% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 132,151 | $10.8M | 0.03% | +4,795+3.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132,103 | $10.8M | 0.01% | −19,198−12.7% | Reduced |
| Bank of Montreal | 130,189 | $10.6M | 0.00% | +105,075+418.4% | Added |
| Lord, Abbett & Co. LLC | 128,006 | $10.4M | 0.03% | +2,037+1.6% | Added |
| Sora Investors LLC | 127,664 | $10.4M | 0.80% | +127,664 | New |
| Police & Firemen's Retirement System of New Jersey | 127,116 | $10.4M | 0.08% | +10,154+8.7% | Added |
| Natixis Advisors, L.P. | 126,425 | $10.3M | 0.01% | +126,425 | New |
| Catalyst Private Wealth, LLC | 125,224 | $10.2M | 4.93% | +327+0.3% | Added |
| Treasurer of the State of North Carolina | 119,300 | $9.73M | 0.03% | +1,630+1.4% | Added |
| Allen Investment Management LLC | 116,683 | $9.52M | 0.11% | 00.0% | Unchanged |
| Danske Bank A/S | 115,200 | $9.39M | 0.02% | +5,000+4.5% | Added |
| Vanguard Global Advisers, LLC | 113,957 | $9.29M | 0.00% | −4,987−4.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 112,522 | $9.18M | 0.02% | +4,415+4.1% | Added |
| Maytus Capital Management, LLC | 111,847 | $9.12M | 1.43% | +111,847 | New |
| KLP Kapitalforvaltning AS | 111,600 | $9.10M | 0.03% | +12,900+13.1% | Added |
| Victory Capital Management Inc | 110,032 | $8.97M | 0.01% | −350.0% | Reduced |
| Korea Investment CORP | 108,711 | $8.87M | 0.02% | +1,189+1.1% | Added |
| Divisadero Street Capital Management, LP | 106,735 | $8.70M | 0.20% | +11,664+12.3% | Added |
| Asset Management One Co.,Ltd. | 104,373 | $8.51M | 0.02% | +1,929+1.9% | Added |
| Omega Financial Group, LLC | 103,627 | $8.45M | 2.57% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 100,387 | $8.19M | 0.01% | −63,691−38.8% | Reduced |
| Steadview Capital Management LLC | 98,730 | $8.05M | 2.42% | −46,085−31.8% | Reduced |
| a16z Perennial Management, L.P. | 98,020 | $7.99M | 0.65% | −5,200−5.0% | Reduced |
| Clear Street Group Inc. | 97,803 | $7.98M | 0.03% | +3,274+3.5% | Added |
| Pictet Asset Management Holding SA | 97,356 | $7.94M | 0.01% | +2,098+2.2% | Added |
| Militia Capital Management LLC | 92,502 | $7.54M | 1.36% | +1,600+1.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 91,950 | $7.50M | 0.04% | −5,700−5.8% | Reduced |
| IMC-Chicago, LLC | 91,880 | $7.49M | 0.07% | −20,802−18.5% | Reduced |
| State of New Jersey Common Pension Fund D | 90,601 | $7.39M | 0.03% | −4,203−4.4% | Reduced |
| Nomura Asset Management Co Ltd | 87,120 | $7.10M | 0.02% | −640−0.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 83,445 | $6.80M | 0.03% | −6,202−6.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 80,973 | $6.60M | 0.37% | +40,373+99.4% | Added |
| Mn Services Vermogensbeheer B.V. | 80,900 | $6.60M | 0.05% | +80,900 | New |
| Handelsbanken Fonder AB | 80,200 | $6.54M | 0.02% | +4,900+6.5% | Added |
| Public Employees Retirement System of Ohio | 79,844 | $6.51M | 0.02% | −158−0.2% | Reduced |
| Arizona State Retirement System | 79,645 | $6.50M | 0.03% | +4,951+6.6% | Added |
| Walleye Capital LLC | 79,174 | $6.46M | 0.03% | −2,368−2.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 75,860 | $6.19M | 0.03% | −5,096−6.3% | Reduced |
| Virginia Retirement Systems Et Al | 75,511 | $6.16M | 0.04% | +75,511 | New |
| Renaissance Technologies LLC | 74,800 | $6.10M | 0.01% | +68,900+1,167.8% | Added |
| Nykredit A/S | 73,613 | $6.00M | 0.02% | +73,613 | New |
| Globeflex Capital L P | 73,405 | $5.99M | 0.76% | +17,366+31.0% | Added |
| ExodusPoint Capital Management, LP | 72,795 | $5.94M | 0.05% | +72,795 | New |
| Creative Planning | 71,069 | $5.80M | 0.00% | +11,447+19.2% | Added |
| Ballentine Partners, LLC | 69,885 | $5.70M | 0.07% | +645+0.9% | Added |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $5.66M | 0.49% | 00.0% | Unchanged |
| Readystate Asset Management LP | 67,315 | $5.49M | 0.22% | +2,970+4.6% | Added |
| Los Angeles Capital Management LLC | 66,653 | $5.44M | 0.02% | −429,741−86.6% | Reduced |
| Xponance, Inc. | 64,859 | $5.29M | 0.03% | +11,380+21.3% | Added |
| IFM Investors Pty Ltd | 63,449 | $5.17M | 0.03% | +9,360+17.3% | Added |
| FIL Ltd | 62,380 | $5.09M | 0.00% | −115,505−64.9% | Reduced |
| KR Capital LP | 61,132 | $4.99M | 0.49% | +61,132 | New |
| Ambassador Advisors, LLC | 60,792 | $4.96M | 0.61% | −1,392−2.2% | Reduced |
| Zacks Investment Management | 58,686 | $4.79M | 0.03% | +3,013+5.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 57,826 | $4.72M | 0.04% | +52,326+951.4% | Added |
| Robeco Institutional Asset Management B.V. | 57,500 | $4.69M | 0.01% | −12,500−17.9% | Reduced |
| Karl Kapital LLC | 56,496 | $4.61M | 2.74% | −83,794−59.7% | Reduced |
| Alliancebernstein L.P. | 100,533 | $4.61M | 0.00% | −272−0.3% | Reduced |
| DnB Asset Management AS | 56,276 | $4.59M | 0.01% | +2,517+4.7% | Added |
| SEB Asset Management AB | 55,890 | $4.56M | 0.02% | +2,421+4.5% | Added |
| Ensign Peak Advisors, Inc | 54,549 | $4.45M | 0.01% | +4,280+8.5% | Added |
| Cetera Investment Advisers | 53,393 | $4.35M | 0.00% | −4,902−8.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,729 | $4.21M | 0.03% | +2,809+5.7% | Added |
| Two Sigma Investments, LP | 51,322 | $4.19M | 0.00% | +51,322 | New |
| TD Asset Management Inc | 50,917 | $4.15M | 0.00% | +435+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 50,480 | $4.12M | 0.00% | +9,527+23.3% | Added |
| Truist Financial Corp | 49,959 | $4.07M | 0.00% | +2,117+4.4% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 48,850 | $3.98M | 0.15% | −7,124−12.7% | Reduced |
| Donoghue Forlines LLC | 48,009 | $3.92M | 1.01% | +48,009 | New |
| Linden Thomas Advisory Services, LLC | 47,819 | $3.90M | 0.31% | +1,343+2.9% | Added |
| Stifel Financial Corp | 45,980 | $3.75M | 0.00% | +6,994+17.9% | Added |
| Silvant Capital Management LLC | 45,191 | $3.69M | 0.11% | +9,038+25.0% | Added |
| Blair William & Co | 45,008 | $3.67M | 0.01% | −11,190−19.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 44,666 | $3.64M | 0.01% | +4,020+9.9% | Added |
| Odyssean, LLC | 43,968 | $3.59M | 0.58% | +25,579+139.1% | Added |
| Wakefield Asset Management LLLP | 43,936 | $3.58M | 0.81% | −275−0.6% | Reduced |
| Jump Financial, LLC | 43,300 | $3.53M | 0.03% | +43,300 | New |
| TD Waterhouse Canada Inc. | 51,844 | $3.51M | 0.01% | +41,187+386.5% | Added |
| Galaxy Digital Capital Management GP LLC | 43,000 | $3.51M | 2.10% | +43,000 | New |
| Quantbot Technologies LP | 42,638 | $3.48M | 0.14% | +42,638 | New |
| Mount Vernon Associates Inc | 42,575 | $3.47M | 2.26% | −900−2.1% | Reduced |