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 |
|---|---|---|---|---|---|
| Twin Lakes Capital Management, LLC | 1,811 | $147.7K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,800 | $146.7K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,471 | $120.0K | 0.00% | +429+41.2% | Added |
| NBC Securities, Inc. | 1,394 | $113.7K | 0.01% | −26−1.8% | Reduced |
| Lazard Asset Management LLC | 1,386 | $113.0K | 0.00% | +1,386 | New |
| Larson Financial Group LLC | 1,352 | $110.3K | 0.00% | +93+7.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,314 | $107.2K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 1,261 | $102.8K | 0.02% | −1,692−57.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,197 | $97.6K | 0.01% | +546+83.9% | Added |
| Hollencrest Capital Management | 1,186 | $96.7K | 0.01% | +1,186 | New |
| Westside Investment Management, Inc. | 1,170 | $95.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,113 | $90.8K | 0.01% | +1,113 | New |
| Ossiam | 1,062 | $86.6K | 0.00% | −1,727−61.9% | Reduced |
| CX Institutional | 1,045 | $85.0K | 0.00% | +1,008+2,724.3% | Added |
| Valley National Advisers Inc | 983 | $80.2K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 859 | $70.1K | 0.01% | −38,851−97.8% | Reduced |
| Umb Bank N A | 803 | $65.5K | 0.00% | +31+4.0% | Added |
| Quent Capital, LLC | 741 | $60.4K | 0.00% | +259+53.7% | Added |
| Blume Capital Management, Inc. | 730 | $59.5K | 0.01% | −25−3.3% | Reduced |
| Huntington National Bank | 690 | $56.3K | 0.00% | +671+3,531.6% | Added |
| Osbon Capital Management LLC | 661 | $53.9K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 601 | $49.0K | 0.00% | +601 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $48.9K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 562 | $45.8K | 0.01% | −880−61.0% | Reduced |
| CVA Family Office, LLC | 509 | $41.5K | 0.00% | +140+37.9% | Added |
| Capital Advisors, Ltd. LLC | 489 | $40.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 464 | $37.8K | 0.00% | +62+15.4% | Added |
| Keating Financial Advisory Services, Inc. | 460 | $37.5K | 0.00% | +78+20.4% | Added |
| Strive Financial Group ,LLC | 450 | $36.7K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 439 | $35.8K | 0.00% | −78−15.1% | Reduced |
| Triumph Capital Management | 428 | $34.9K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 401 | $32.7K | 0.00% | −17−4.1% | Reduced |
| SWAN Capital LLC | 400 | $32.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 390 | $31.8K | 0.00% | +209+115.5% | Added |
| Assetmark, Inc | 371 | $30.3K | 0.00% | +65+21.2% | Added |
| Purpose Unlimited Inc. | 355 | $28.9K | 0.00% | −3−0.8% | Reduced |
| Garden State Investment Advisory Services LLC | 354 | $28.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 328 | $27.0K | 0.00% | −2−0.6% | Reduced |
| Burnham & Co LLC | 300 | $24.5K | 0.02% | +300 | New |
| Massmutual Trust Co FSB | 299 | $24.4K | 0.00% | −36−10.7% | Reduced |
| Owl Creek Wealth Partners LLC | 290 | $23.6K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 259 | $21.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 252 | $20.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 252 | $20.6K | 0.00% | +12+5.0% | Added |
| McGuire Capital Advisors Inc | 250 | $20.4K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 248 | $20.2K | 0.01% | +223+892.0% | Added |
| Bokf, NA | 243 | $19.8K | 0.00% | +243 | New |
| Action Point Financial Planning, LLC | 206 | $16.6K | 0.00% | +206 | New |
| Tacita Capital Inc | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 194 | $15.8K | 0.00% | −12−5.8% | Reduced |
| Sachetta, LLC | 176 | $14.4K | 0.01% | +7+4.1% | Added |
| JDM Financial Group LLC | 167 | $13.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 163 | $13.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 163 | $13.3K | 0.00% | +5+3.2% | Added |
| Basecamp Wealth Advisors LLC | 157 | $12.8K | 0.00% | −37−19.1% | Reduced |
| Brown Brothers Harriman & Co | 157 | $12.8K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 150 | $12.2K | 0.00% | +150 | New |
| Aspect Partners, LLC | 148 | $12.1K | 0.00% | −39−20.9% | Reduced |
| Avion Wealth | 156 | $12.0K | 0.00% | +25+19.1% | Added |
| JFS Wealth Advisors, LLC | 147 | $12.0K | 0.00% | +40+37.4% | Added |
| ZRC Wealth Management, LLC | 137 | $11.2K | 0.00% | +63+85.1% | Added |
| Tower Research Capital LLC (TRC) | 129 | $10.5K | 0.00% | −11,845−98.9% | Reduced |
| Bruce G. Allen Investments, LLC | 123 | $10.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 126 | $10.0K | 0.01% | +1+0.8% | Added |
| Bogart Wealth, LLC | 112 | $9.13K | 0.00% | +50+80.6% | Added |
| Financial Consulate, Inc | 104 | $8.48K | 0.00% | +100+2,500.0% | Added |
| Ankerstar Wealth, LLC | 103 | $8.40K | 0.01% | −84−44.9% | Reduced |
| Copia Wealth Management | 102 | $8.32K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $8.15K | 0.00% | −150−60.0% | Reduced |
| BFSG, LLC | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| Bayban | 100 | $8.15K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 96 | $7.83K | 0.00% | −281−74.5% | Reduced |
| Raiffeisen Bank International AG | 95 | $7.77K | 0.00% | −100−51.3% | Reduced |
| UMA Financial Services, Inc. | 95 | $7.75K | 0.00% | +1+1.1% | Added |
| Abound Financial, LLC | 85 | $6.93K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 82 | $6.69K | 0.00% | +26+46.4% | Added |
| JPL Wealth Management, LLC | 78 | $6.36K | 0.00% | +7+9.9% | Added |
| Cromwell Holdings LLC | 77 | $6.28K | 0.00% | +24+45.3% | Added |
| Hantz Financial Services, Inc. | 75 | $6.00K | 0.00% | −14−15.7% | Reduced |
| Vision Retirement, LLC | 73 | $5.95K | 0.00% | −50−40.7% | Reduced |
| SJS Investment Consulting Inc. | 71 | $5.79K | 0.00% | −16−18.4% | Reduced |
| Meeder Asset Management Inc | 70 | $5.71K | 0.00% | +11+18.6% | Added |
| Cedar Mountain Advisors, LLC | 67 | $5.46K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $5.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 61 | $4.51K | 0.00% | +2+3.4% | Added |
| City State Bank | 55 | $4.49K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 53 | $4.32K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 53 | $4.32K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 51 | $4.16K | 0.00% | +51 | New |
| Gordian Capital Singapore Pte Ltd | 50 | $4.08K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 50 | $4.08K | 0.00% | +1+2.0% | Added |
| SHP Wealth Management | 48 | $3.93K | 0.00% | +3+6.7% | Added |
| IMA Wealth, Inc. | 48 | $3.91K | 0.00% | +17+54.8% | Added |
| Silver Grove Financial Group, Inc. | 47 | $3.83K | 0.00% | +47 | New |
| Retirement Wealth Solutions LLC | 44 | $3.59K | 0.00% | +9+25.7% | Added |
| SOA Wealth Advisors, LLC. | 41 | $3.34K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 40 | $3.26K | 0.00% | +40 | New |
| Creative Capital Management Investments LLC | 39 | $3.18K | 0.00% | +39 | New |
| North Star Investment Management Corp. | 38 | $3.10K | 0.00% | −41−51.9% | Reduced |