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 6 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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 41,855 | $3.41M | 0.09% | −1,251−2.9% | Reduced |
| British Columbia Investment Management Corp | 41,597 | $3.39M | 0.02% | +3,724+9.8% | Added |
| KBC Group NV | 40,434 | $3.30M | 0.01% | −288−0.7% | Reduced |
| Baird Financial Group, Inc. | 39,999 | $3.26M | 0.00% | −1,815−4.3% | Reduced |
| JustInvest LLC | 38,454 | $3.14M | 0.03% | +3,231+9.2% | Added |
| Jasper Ridge Partners, L.P. | 38,086 | $3.11M | 0.07% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 37,724 | $3.09M | 0.04% | 00.0% | Unchanged |
| Toronto Dominion Bank | 37,539 | $3.06M | 0.01% | +2,450+7.0% | Added |
| Nissay Asset Management Corp | 37,164 | $3.03M | 0.01% | +1,802+5.1% | Added |
| BloombergSen Inc. | 36,889 | $3.01M | 0.34% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 36,866 | $3.01M | 0.01% | +15,866+75.6% | Added |
| Commonwealth Equity Services, LLC | 36,267 | $2.96M | 0.00% | +3,253+9.9% | Added |
| Oak Thistle LLC | 35,988 | $2.93M | 0.28% | +27,418+319.9% | Added |
| Employees Retirement System of Texas | 35,771 | $2.92M | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 35,333 | $2.88M | 0.00% | −150,014−80.9% | Reduced |
| Jefferies Financial Group Inc. | 34,669 | $2.83M | 0.03% | −19,866−36.4% | Reduced |
| Integris Wealth Management, LLC | 34,568 | $2.82M | 0.57% | +4,151+13.6% | Added |
| Thrivent Financial for Lutherans | 33,993 | $2.77M | 0.00% | +3,627+11.9% | Added |
| Swiss Life Asset Management Ltd | 33,305 | $2.72M | 0.01% | +6,748+25.4% | Added |
| Cerity Partners LLC | 32,981 | $2.69M | 0.00% | +7,010+27.0% | Added |
| Lotus Technology Management, LP | 31,909 | $2.66M | 3.28% | +31,909 | New |
| XTX Topco Ltd | 32,329 | $2.64M | 0.03% | −25,501−44.1% | Reduced |
| OP Asset Management Ltd | 32,263 | $2.63M | 0.03% | +3,584+12.5% | Added |
| Advisory Resource Group | 32,169 | $2.62M | 0.39% | +2,127+7.1% | Added |
| Entropy Technologies, LP | 31,898 | $2.60M | 0.10% | +31,898 | New |
| GWM Advisors LLC | 31,612 | $2.58M | 0.01% | +2,452+8.4% | Added |
| CI Private Wealth, LLC | 31,063 | $2.53M | 0.00% | +15,642+101.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 30,785 | $2.51M | 0.52% | +30,785 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 30,310 | $2.47M | 0.02% | +2,700+9.8% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 30,000 | $2.45M | 0.39% | +30,000 | New |
| Nisa Investment Advisors, LLC | 29,378 | $2.40M | 0.01% | −3,601−10.9% | Reduced |
| MML Investors Services, LLC | 28,738 | $2.34M | 0.00% | +4,493+18.5% | Added |
| Mercer Global Advisors Inc | 28,223 | $2.30M | 0.00% | −1,839−6.1% | Reduced |
| US Bancorp | 28,144 | $2.30M | 0.00% | +6,834+32.1% | Added |
| Captrust Financial Advisors | 27,958 | $2.28M | 0.00% | +1,653+6.3% | Added |
| Neo Ivy Capital Management | 27,755 | $2.26M | 0.52% | +14,677+112.2% | Added |
| Oppenheimer Asset Management Inc. | 27,709 | $2.26M | 0.02% | +1,368+5.2% | Added |
| Allstate Corp | 27,532 | $2.25M | 0.02% | −73−0.3% | Reduced |
| Capula Management Ltd | 27,322 | $2.23M | 0.01% | +4,554+20.0% | Added |
| Jupiter Topco LLC | 26,909 | $2.19M | 0.00% | +26,909 | New |
| Laird Norton Trust Company, LLC | 26,737 | $2.18M | 0.04% | +285+1.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,603 | $2.17M | 0.01% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 26,576 | $2.17M | 0.48% | +26,576 | New |
| National Pension Service | 25,787 | $2.10M | 0.00% | −7,598−22.8% | Reduced |
| Storebrand Asset Management AS | 24,746 | $2.02M | 0.00% | −1,760−6.6% | Reduced |
| ASR Vermogensbeheer N.V. | 24,289 | $1.98M | 0.02% | +19,118+369.7% | Added |
| M&T Bank Corp | 23,964 | $1.95M | 0.01% | −968−3.9% | Reduced |
| Squarepoint Ops LLC | 23,908 | $1.95M | 0.00% | +23,908 | New |
| NVWM, LLC | 23,642 | $1.93M | 0.39% | +21,501+1,004.3% | Added |
| Consolidated Investment Group LLC | 23,475 | $1.91M | 0.17% | +23,475 | New |
| Summit Trail Advisors, LLC | 23,466 | $1.91M | 0.02% | −1,253−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 23,329 | $1.90M | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 23,308 | $1.90M | 0.01% | +23,308 | New |
| HighTower Advisors, LLC | 22,139 | $1.81M | 0.00% | −1,761−7.4% | Reduced |
| RFG Advisory, LLC | 21,931 | $1.79M | 0.03% | +2,760+14.4% | Added |
| O'Shaughnessy Asset Management, LLC | 21,548 | $1.76M | 0.01% | −28−0.1% | Reduced |
| Private Advisor Group, LLC | 21,494 | $1.75M | 0.01% | +16,730+351.2% | Added |
| Nicholas Hoffman & Company, LLC. | 21,272 | $1.73M | 0.04% | −1,299−5.8% | Reduced |
| Herbst Group, LLC | 21,250 | $1.73M | 0.94% | −3,650−14.7% | Reduced |
| Sciencast Management LP | 21,056 | $1.72M | 0.36% | +21,056 | New |
| Gulf International Bank (UK) Ltd | 20,877 | $1.70M | 0.03% | −312−1.5% | Reduced |
| Fortune Financial Advisors, LLC | 20,700 | $1.69M | 0.72% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 20,428 | $1.67M | 0.04% | +25+0.1% | Added |
| Amalgamated Bank | 20,334 | $1.66M | 0.01% | +1,508+8.0% | Added |
| Mackenzie Financial Corp | 20,255 | $1.65M | 0.00% | +249+1.2% | Added |
| CWM Advisors, LLC | 20,108 | $1.64M | 0.07% | +20,108 | New |
| Vestmark Advisory Solutions, Inc. | 19,485 | $1.59M | 0.01% | +19,485 | New |
| Saudi Central Bank | 19,445 | $1.59M | 0.02% | +9,298+91.6% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 19,257 | $1.57M | 0.05% | +18,513+2,488.3% | Added |
| Candriam Luxembourg S.C.A. | 19,124 | $1.56M | 0.01% | +596+3.2% | Added |
| Ardmore Road Asset Management LP | 19,100 | $1.56M | 0.09% | −580,900−96.8% | Reduced |
| Biltmore Family Office, LLC | 18,944 | $1.54M | 0.20% | +1,270+7.2% | Added |
| J.Safra Asset Management Corp | 18,874 | $1.54M | 0.07% | +3,067+19.4% | Added |
| Prelude Capital Management, LLC | 18,821 | $1.53M | 0.11% | −16,591−46.9% | Reduced |
| Savant Capital, LLC | 18,627 | $1.52M | 0.00% | −178−0.9% | Reduced |
| Dark Forest Capital Management LP | 18,568 | $1.51M | 0.10% | −131,501−87.6% | Reduced |
| Pensionmark Financial Group, LLC | 32,890 | $1.51M | 0.02% | −30.0% | Reduced |
| OpenArc Corporate Advisory, LLC | 18,470 | $1.51M | 0.02% | −1,460−7.3% | Reduced |
| Banco Santander, S.A. | 18,409 | $1.50M | 0.01% | +12,823+229.6% | Added |
| Gateway Investment Advisers LLC | 18,217 | $1.49M | 0.01% | +217+1.2% | Added |
| Credit Agricole S A | 18,160 | $1.48M | 0.00% | +433+2.4% | Added |
| Mediolanum International Funds Ltd | 17,813 | $1.46M | 0.01% | +17,813 | New |
| Man Group plc | 17,834 | $1.45M | 0.00% | −4,760−21.1% | Reduced |
| Investment Management Corp of Ontario | 17,761 | $1.45M | 0.02% | −1,900−9.7% | Reduced |
| Prospera Financial Services Inc | 17,575 | $1.43M | 0.02% | +673+4.0% | Added |
| Andra AP-fonden | 17,500 | $1.43M | 0.02% | −141,900−89.0% | Reduced |
| Dockside LLC | 16,934 | $1.38M | 0.32% | +16,934 | New |
| Inceptionr LLC | 16,695 | $1.36M | 0.33% | +7,851+88.8% | Added |
| Sequoia Financial Advisors, LLC | 16,519 | $1.35M | 0.01% | −455−2.7% | Reduced |
| Mission Wealth Management, LP | 16,451 | $1.34M | 0.02% | −3,220−16.4% | Reduced |
| Blueshift Asset Management, LLC | 16,344 | $1.33M | 0.31% | −37,482−69.6% | Reduced |
| Abn Amro Investment Solutions | 16,314 | $1.33M | 0.01% | +5,383+49.2% | Added |
| Rakuten Investment Management, Inc. | 15,984 | $1.31M | 0.00% | +2,260+16.5% | Added |
| Woodline Partners LP | 15,856 | $1.29M | 0.00% | +5,096+47.4% | Added |
| Vident Advisory, LLC | 15,829 | $1.29M | 0.01% | +201+1.3% | Added |
| Maryland State Retirement & Pension System | 15,737 | $1.28M | 0.02% | +2,087+15.3% | Added |
| MetLife Investment Management | 15,571 | $1.27M | 0.01% | +3,688+31.0% | Added |
| Landscape Capital Management, L.L.C. | 15,325 | $1.25M | 0.08% | −164,506−91.5% | Reduced |
| SBI Securities Co., Ltd. | 15,191 | $1.24M | 0.03% | −30,177−66.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,510 | $1.21M | 0.00% | +5,035+53.1% | Added |