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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 14,730 | $1.20M | 0.00% | +9+0.1% | Added |
| Advisory Services Network, LLC | 14,685 | $1.20M | 0.01% | +10,744+272.6% | Added |
| Utah Retirement Systems | 14,580 | $1.19M | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 14,481 | $1.18M | 0.01% | −31,684−68.6% | Reduced |
| The PNC Financial Services Group, Inc. | 14,116 | $1.15M | 0.00% | +2,508+21.6% | Added |
| Rockefeller Capital Management L.P. | 14,062 | $1.15M | 0.00% | +1,065+8.2% | Added |
| Brinker Capital Investments, LLC | 14,052 | $1.15M | 0.01% | +1,193+9.3% | Added |
| Havemeyer Place LP | 13,964 | $1.14M | 0.11% | +13,964 | New |
| Myecfo, LLC | 13,921 | $1.14M | 0.43% | 00.0% | Unchanged |
| Independent Advisor Alliance | 13,778 | $1.12M | 0.03% | −243−1.7% | Reduced |
| Swedbank AB | 13,772 | $1.12M | 0.00% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 13,659 | $1.11M | 0.04% | −4,200−23.5% | Reduced |
| Bleakley Financial Group, LLC | 13,598 | $1.11M | 0.01% | +221+1.7% | Added |
| RSM US Wealth Management LLC | 13,544 | $1.10M | 0.01% | +8,634+175.8% | Added |
| CSS LLC | 13,540 | $1.10M | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 13,492 | $1.10M | 0.00% | +433+3.3% | Added |
| Toroso Investments, LLC | 13,449 | $1.10M | 0.00% | +13,449 | New |
| CAPROCK Group, Inc. | 13,094 | $1.07M | 0.02% | +884+7.2% | Added |
| Intech Investment Management LLC | 12,598 | $1.03M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 12,563 | $1.02M | 0.00% | +3,954+45.9% | Added |
| Vise Technologies, Inc. | 12,319 | $1.00M | 0.01% | +7,723+168.0% | Added |
| Fideuram Asset Management (Ireland) dac | 13,936 | $992.0K | 0.02% | +13,936 | New |
| Gamco Investors, Inc. Et Al | 12,000 | $978.6K | 0.01% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 12,000 | $978.6K | 0.04% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,836 | $965.2K | 0.00% | −1,503−11.3% | Reduced |
| RB Capital Management, LLC | 11,659 | $950.8K | 0.19% | +11,659 | New |
| CIBC Bancorp USA Inc. | 11,616 | $944.5K | 0.00% | −815−6.6% | Reduced |
| Osmosis Investment Management UK Ltd | 11,448 | $933.6K | 0.04% | −13,336−53.8% | Reduced |
| Fifth Third Bancorp | 11,416 | $931.0K | 0.00% | +5,729+100.7% | Added |
| BBR Partners, LLC | 11,366 | $926.9K | 0.04% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 11,229 | $915.7K | 0.67% | −125−1.1% | Reduced |
| Polymer Capital Management (US) LLC | 11,079 | $903.5K | 0.13% | −16,635−60.0% | Reduced |
| PCM Encore, LLC | 11,023 | $899.0K | 0.16% | +46+0.4% | Added |
| QRG Capital Management, Inc. | 10,829 | $883.1K | 0.01% | +1,145+11.8% | Added |
| Paragon Capital Management Ltd | 10,770 | $878.3K | 0.17% | 00.0% | Unchanged |
| J. Goldman & Co LP | 10,708 | $873.2K | 0.03% | +10,708 | New |
| Lombard Odier Asset Management (Switzerland) SA | 10,500 | $856.3K | 0.03% | +10,500 | New |
| FJ Capital Management LLC | 10,378 | $846.3K | 0.11% | +10,378 | New |
| Park Avenue Securities LLC | 10,354 | $844.0K | 0.01% | +739+7.7% | Added |
| Centiva Capital, LP | 10,306 | $840.5K | 0.03% | −54,178−84.0% | Reduced |
| Wedmont Private Capital | 9,959 | $830.8K | 0.02% | −381−3.7% | Reduced |
| Diker Management LLC | 10,000 | $816.0K | 0.63% | +10,000 | New |
| Northstar Asset Management Inc | 10,000 | $815.5K | 0.24% | +10,000 | New |
| Cambridge Investment Research Advisors, Inc. | 9,913 | $808.0K | 0.00% | +870+9.6% | Added |
| Atria Investments LLC | 9,690 | $790.2K | 0.01% | +9,690 | New |
| TownSquare Capital, LLC | 9,645 | $786.5K | 0.14% | +9,645 | New |
| Janney Montgomery Scott LLC | 9,608 | $784.0K | 0.00% | +9,608 | New |
| Evolutionary Tree Capital Management, LLC | 9,521 | $776.4K | 1.46% | −15,053−61.3% | Reduced |
| Quadcap Wealth Management, LLC | 9,520 | $776.4K | 0.08% | +824+9.5% | Added |
| Baker Avenue Asset Management, LP | 9,481 | $773.2K | 0.01% | −4,099−30.2% | Reduced |
| United Capital Financial Advisers, LLC | 9,426 | $768.7K | 0.00% | +1,975+26.5% | Added |
| Geneos Wealth Management Inc. | 9,372 | $764.3K | 0.02% | −884−8.6% | Reduced |
| White Lighthouse Investment Management Inc. | 9,140 | $745.4K | 0.09% | +1,056+13.1% | Added |
| Royal London Asset Management Ltd | 9,080 | $740.5K | 0.00% | −965−9.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,040 | $737.0K | 0.16% | +9,040 | New |
| Polen Capital Management LLC | 8,958 | $730.5K | 0.01% | +4,195+88.1% | Added |
| Pacific Sage Partners, LLC | 8,870 | $723.3K | 0.10% | −4,930−35.7% | Reduced |
| Picton Mahoney Asset Management | 8,781 | $716.1K | 0.01% | −383−4.2% | Reduced |
| Vontobel Holding Ltd. | 8,750 | $713.6K | 0.00% | −98,891−91.9% | Reduced |
| MAI Capital Management | 8,689 | $708.6K | 0.00% | −1,522−14.9% | Reduced |
| Calamos Advisors LLC | 8,650 | $705.4K | 0.00% | +8,650 | New |
| First Trust Advisors LP | 8,628 | $703.6K | 0.00% | −143,282−94.3% | Reduced |
| Voleon Capital Management LP | 8,519 | $694.7K | 0.01% | +8,519 | New |
| Encompass More Asset Management | 8,515 | $694.4K | 0.10% | +8,515 | New |
| Aspire Capital Advisors LLC | 8,507 | $693.7K | 0.14% | +647+8.2% | Added |
| Flputnam Investment Management Co | 8,377 | $683.1K | 0.01% | +8,377 | New |
| Schroder Investment Management Group | 8,328 | $679.1K | 0.00% | +754+10.0% | Added |
| North Dakota State Investment Board | 8,173 | $666.5K | 0.03% | +138+1.7% | Added |
| Mason & Associates Inc | 8,117 | $661.9K | 0.11% | −1,652−16.9% | Reduced |
| Sanctuary Advisors, LLC | 8,102 | $660.7K | 0.00% | +8,102 | New |
| Ieq Capital, LLC | 8,002 | $652.6K | 0.00% | −1,059−11.7% | Reduced |
| Everence Capital Management Inc | 7,910 | $645.0K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 7,831 | $638.6K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,598 | $619.6K | 0.01% | +7,019+1,212.3% | Added |
| Macquarie Group Ltd | 7,413 | $604.5K | 0.00% | −3,428−31.6% | Reduced |
| National Bank of Canada | 7,365 | $601.5K | 0.00% | +464+6.7% | Added |
| Ellevest, Inc. | 7,341 | $598.7K | 0.07% | −362−4.7% | Reduced |
| Signaturefd, LLC | 7,317 | $596.7K | 0.01% | +74+1.0% | Added |
| Simplicity Wealth,LLC | 7,297 | $595.1K | 0.02% | −12,147−62.5% | Reduced |
| Ethic Inc. | 7,262 | $592.3K | 0.01% | +2,631+56.8% | Added |
| HB Wealth Management, LLC | 7,227 | $589.4K | 0.00% | +1,136+18.7% | Added |
| Global Retirement Partners, LLC | 7,188 | $586.2K | 0.01% | +7,188 | New |
| Independent Financial Group, LLC | 7,045 | $574.5K | 0.01% | −9,467−57.3% | Reduced |
| Shearwater Capital LLC | 7,000 | $570.9K | 0.27% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,981 | $568.1K | 0.00% | −7,679−52.4% | Reduced |
| UniSuper Management Pty Ltd | 6,778 | $552.7K | 0.00% | +2,178+47.3% | Added |
| E. Ohman J:or Asset Management AB | 6,760 | $551.3K | 0.01% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 6,751 | $550.5K | 0.37% | −2,519−27.2% | Reduced |
| Oder Investment Management, LLC | 6,665 | $543.5K | 0.37% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 6,600 | $538.2K | 0.10% | +6,600 | New |
| Emerald Mutual Fund Advisers Trust | 6,520 | $531.7K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6,514 | $531.2K | 0.00% | +6,459+11,743.6% | Added |
| Evergreen Capital Management LLC | 6,487 | $529.0K | 0.01% | +6,487 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,429 | $524.3K | 0.01% | +1,061+19.8% | Added |
| STRS Ohio | 6,291 | $513.0K | 0.00% | −18,583−74.7% | Reduced |
| Dana Investment Advisors, Inc. | 6,288 | $512.8K | 0.01% | −109−1.7% | Reduced |
| Portside Wealth Group, LLC | 6,279 | $512.1K | 0.06% | +6,279 | New |
| Boothbay Fund Management, LLC | 6,214 | $506.8K | 0.01% | −3,265−34.4% | Reduced |
| Meeder Advisory Services, Inc. | 6,212 | $506.6K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 6,205 | $506.0K | 0.00% | −2,610−29.6% | Reduced |