Affirm Holdings, Inc.
AFRM- 交易所
- Nasdaq
- 產業
- Personal Credit Institutions
- SEC CIK
- 0001820953
近 90 天，Affirm Holdings, Inc. 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 661 家機構在 13F 申報持有，市值合計 $214.0 億；大師中只有D1 資本持有。
2026 年第 2 季 13F 持有人
Affirm Holdings, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 661
- 較 2026 年第 1 季 +74 家
- 持有股數
- 2.60 億
- 較 2026 年第 1 季 +2,062 萬 (+8.6%)
- 總市值
- $214.0 億
- 較 2026 年第 1 季 +$104.3 億 (+95.1%)
- 新進機構
- 145
- 另有 260 家加碼
- 清倉機構
- 71
- 另有 173 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AFRM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 661 | $214.0 億 |
| 2026 年第 1 季 | 593 | $110.1 億 |
| 2025 年第 4 季 | 640 | $177.7 億 |
| 2025 年第 3 季 | 616 | $166.9 億 |
| 2025 年第 2 季 | 562 | $155.2 億 |
| 2025 年第 1 季 | 491 | $97.7 億 |
| 2024 年第 4 季 | 502 | $126.4 億 |
| 2024 年第 3 季 | 426 | $81.2 億 |
| 2024 年第 2 季 | 378 | $58.0 億 |
| 2024 年第 1 季 | 383 | $94.8 億 |
| 2023 年第 4 季 | 408 | $109.3 億 |
| 2023 年第 3 季 | 312 | $41.7 億 |
| 2023 年第 2 季 | 313 | $27.3 億 |
| 2023 年第 1 季 | 308 | $19.8 億 |
| 2022 年第 4 季 | 354 | $15.9 億 |
| 2022 年第 3 季 | 354 | $32.6 億 |
| 2022 年第 2 季 | 348 | $29.4 億 |
| 2022 年第 1 季 | 391 | $73.5 億 |
| 2021 年第 4 季 | 440 | $143.6 億 |
| 2021 年第 3 季 | 340 | $132.5 億 |
| 2021 年第 2 季 | 230 | $60.2 億 |
| 2021 年第 1 季 | 207 | $58.1 億 |
2026 年第 2 季持有機構
每家機構持有 Affirm Holdings, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 26,000,572 | $21.2 億 | 0.30% | +1,408,539+5.7% | 加碼 |
| Capital World Investors | 23,115,136 | $18.9 億 | 0.22% | +602,213+2.7% | 加碼 |
| Morgan Stanley | 23,000,269 | $18.8 億 | 0.10% | +1,284,287+5.9% | 加碼 |
| BlackRock, Inc. | 19,613,537 | $16.0 億 | 0.02% | +881,044+4.7% | 加碼 |
| FMR LLC | 17,581,656 | $14.3 億 | 0.06% | +287,275+1.7% | 加碼 |
| JPMorgan Chase & Co | 16,722,922 | $13.7 億 | 0.08% | +11,425,906+215.7% | 加碼 |
| Vanguard Capital Management LLC | 12,320,890 | $10.0 億 | 0.02% | +168,515+1.4% | 加碼 |
| Vanguard Portfolio Management LLC | 11,886,405 | $9.69 億 | 0.04% | +286,412+2.5% | 加碼 |
| State Street Corp | 6,349,214 | $5.18 億 | 0.02% | +318,073+5.3% | 加碼 |
| Baillie Gifford & Co | 5,856,569 | $4.78 億 | 0.43% | +554,272+10.5% | 加碼 |
| Geode Capital Management, LLC | 5,712,491 | $4.65 億 | 0.02% | +189,719+3.4% | 加碼 |
| Winslow Capital Management, LLC | 4,577,562 | $3.73 億 | 1.28% | +4,577,562 | 新進 |
| Durable Capital Partners LP | 4,425,406 | $3.61 億 | 3.51% | −1,224,028−21.7% | 減碼 |
| Norges Bank | 3,681,211 | $3.00 億 | 0.03% | +3,681,211 | 新進 |
| Bank of America Corp | 2,840,260 | $2.32 億 | 0.01% | +65,962+2.4% | 加碼 |
| UBS Group AG | 2,511,220 | $2.05 億 | 0.03% | +209,003+9.1% | 加碼 |
| Banque Cantonale Vaudoise | 2,326 | $1.90 億 | 0.03% | +2,326 | 新進 |
| D1 Capital Partners L.P.大師D1 資本 | 1,908,511 | $1.56 億 | 0.45% | −28,389−1.5% | 減碼 |
| Vanguard Fiduciary Trust Co | 1,875,338 | $1.53 億 | 0.03% | +62,217+3.4% | 加碼 |
| Northern Trust Corp | 1,814,431 | $1.48 億 | 0.02% | +52,046+3.0% | 加碼 |
| SEI Investments Co | 1,705,507 | $1.39 億 | 0.12% | +1,484,689+672.4% | 加碼 |
| Charles Schwab Investment Management Inc | 1,656,971 | $1.35 億 | 0.02% | +188,378+12.8% | 加碼 |
| Dimensional Fund Advisors LP | 1,601,389 | $1.31 億 | 0.02% | +26,729+1.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,520,255 | $1.27 億 | 0.20% | −57,009−3.6% | 減碼 |
| Spyglass Capital Management LLC | 1,537,840 | $1.25 億 | 6.79% | −124,485−7.5% | 減碼 |
| 1832 Asset Management L.P. | 1,534,400 | $1.25 億 | 0.15% | +1,534,400 | 新進 |
| Foxhaven Asset Management, LP | 1,534,155 | $1.25 億 | 3.35% | −671,401−30.4% | 減碼 |
| Price T Rowe Associates Inc | 1,496,735 | $1.22 億 | 0.01% | −225,645−13.1% | 減碼 |
| Millennium Management LLC | 1,473,364 | $1.20 億 | 0.08% | +91,450+6.6% | 加碼 |
| Tremblant Capital Group | 1,464,129 | $1.19 億 | 3.43% | +66,881+4.8% | 加碼 |
| Westfield Capital Management Co LP | 1,352,200 | $1.10 億 | 0.36% | +271,564+25.1% | 加碼 |
| Goldman Sachs Group Inc | 1,273,728 | $1.04 億 | 0.01% | −283,882−18.2% | 減碼 |
| Atreides Management, LP | 1,273,050 | $1.04 億 | 0.93% | +78,339+6.6% | 加碼 |
| Citadel Advisors LLC | 1,248,374 | $1.02 億 | 0.06% | −2,822,741−69.3% | 減碼 |
| UBS Asset Management Americas Inc | 1,245,563 | $1.02 億 | 0.02% | +181,327+17.0% | 加碼 |
| Wellington Management Group LLP | 1,243,908 | $1.01 億 | 0.02% | −1,498,807−54.6% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 1,108,083 | $9,036 萬 | 0.93% | +150,078+15.7% | 加碼 |
| American Century Companies Inc | 1,076,745 | $8,781 萬 | 0.04% | +172,846+19.1% | 加碼 |
| Artemis Investment Management LLP | 961,002 | $7,837 萬 | 0.70% | +275,394+40.2% | 加碼 |
| Marshall Wace, LLP | 950,683 | $7,753 萬 | 0.07% | −1,757,291−64.9% | 減碼 |
| Bank of New York Mellon Corp | 921,164 | $7,512 萬 | 0.01% | −102,479−10.0% | 減碼 |
| Amundi | 846,986 | $6,907 萬 | 0.02% | +111,684+15.2% | 加碼 |
| Nuveen, LLC | 785,978 | $6,410 萬 | 0.02% | +148,698+23.3% | 加碼 |
| Swiss National Bank | 785,200 | $6,403 萬 | 0.03% | −21,600−2.7% | 減碼 |
| Federated Hermes, Inc. | 772,078 | $6,296 萬 | 0.09% | +772,078 | 新進 |
| Susquehanna International Group, LLP | 742,283 | $6,053 萬 | 0.05% | −297,831−28.6% | 減碼 |
| Ameriprise Financial Inc | 723,193 | $5,898 萬 | 0.01% | +557,656+336.9% | 加碼 |
| Allen Operations LLC | 721,382 | $5,883 萬 | 8.15% | 00.0% | 不變 |
| Capital Impact Advisors, LLC | 704,065 | $5,742 萬 | 3.22% | +594,148+540.5% | 加碼 |
| Holocene Advisors, LP | 703,463 | $5,737 萬 | 0.13% | +533,437+313.7% | 加碼 |
| Jane Street Group, LLC | 694,088 | $5,660 萬 | 0.04% | −342,887−33.1% | 減碼 |
| Neuberger Berman Group LLC | 691,879 | $5,642 萬 | 0.04% | +244,257+54.6% | 加碼 |
| Citigroup Inc | 684,535 | $5,582 萬 | 0.03% | −28,676−4.0% | 減碼 |
| Worldquant Millennium Advisors LLC | 670,803 | $5,470 萬 | 0.19% | +670,803 | 新進 |
| Pacific Heights Asset Management LLC | 650,000 | $5,301 萬 | 1.68% | −25,000−3.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 569,152 | $4,641 萬 | 0.25% | +251,429+79.1% | 加碼 |
| ThornTree Capital Partners LP | 568,524 | $4,636 萬 | 6.34% | −265,765−31.9% | 減碼 |
| Legal & General Group Plc | 550,499 | $4,489 萬 | 0.01% | −65,041−10.6% | 減碼 |
| Driehaus Capital Management LLC | 537,519 | $4,383 萬 | 0.25% | +537,519 | 新進 |
| Daiwa Securities Group Inc. | 529,318 | $4,317 萬 | 0.10% | +504,694+2,049.6% | 加碼 |
| Islander Capital Partners, L.P. | 529,097 | $4,315 萬 | 15.65% | −40,903−7.2% | 減碼 |
| Invesco Ltd. | 524,934 | $4,281 萬 | 0.00% | +27,588+5.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 515,298 | $4,202 萬 | 0.02% | −13,060−2.5% | 減碼 |
| Glendon Capital Management LP | 514,100 | $4,192 萬 | 5.43% | 00.0% | 不變 |
| Raymond James Financial Inc | 498,168 | $4,063 萬 | 0.01% | +287,261+136.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 480,680 | $3,920 萬 | 0.02% | +24,843+5.4% | 加碼 |
| Quantinno Capital Management LP | 474,279 | $3,868 萬 | 0.05% | −46,560−8.9% | 減碼 |
| 12 West Capital Management LP | 460,000 | $3,751 萬 | 7.02% | −75,000−14.0% | 減碼 |
| Deutsche Bank AG | 456,911 | $3,726 萬 | 0.01% | +39,427+9.4% | 加碼 |
| Gotham Asset Management, LLC | 454,524 | $3,707 萬 | 0.09% | +267,308+142.8% | 加碼 |
| Congress Asset Management Co | 426,470 | $3,478 萬 | 0.21% | +417,470+4,638.6% | 加碼 |
| Envestnet Asset Management Inc | 410,775 | $3,350 萬 | 0.01% | +69,004+20.2% | 加碼 |
| Polar Capital Holdings Plc | 404,896 | $3,302 萬 | 0.09% | +26,212+6.9% | 加碼 |
| Wells Fargo & Company | 389,630 | $3,177 萬 | 0.01% | +194,168+99.3% | 加碼 |
| California Public Employees Retirement System | 368,905 | $3,008 萬 | 0.02% | −122,150−24.9% | 減碼 |
| California State Teachers Retirement System | 367,042 | $2,993 萬 | 0.03% | −15,956−4.2% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 363,770 | $2,967 萬 | 0.02% | +8,611+2.4% | 加碼 |
| Royal Bank of Canada | 353,664 | $2,884 萬 | 0.00% | +34,881+10.9% | 加碼 |
| Voya Investment Management LLC | 350,856 | $2,861 萬 | 0.02% | +169,564+93.5% | 加碼 |
| Capital Fund Management S.A. | 348,607 | $2,843 萬 | 0.20% | +113,494+48.3% | 加碼 |
| Rhumbline Advisers | 341,313 | $2,783 萬 | 0.02% | +25,602+8.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 334,000 | $2,724 萬 | 0.04% | +334,000 | 新進 |
| BIT Capital GmbH | 331,200 | $2,701 萬 | 0.93% | +279,003+534.5% | 加碼 |
| Diversify Wealth Management, LLC | 355,854 | $2,600 萬 | 0.44% | +32,893+10.2% | 加碼 |
| Diversify Advisory Services, LLC | 355,854 | $2,600 萬 | 0.44% | +75,161+26.8% | 加碼 |
| SG Americas Securities, LLC | 274,076 | $2,235 萬 | 0.01% | −196,368−41.7% | 減碼 |
| Nordea Investment Management AB | 273,694 | $2,228 萬 | 0.02% | −8,420−3.0% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 269,644 | $2,199 萬 | 0.03% | +209,546+348.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 247,900 | $2,022 萬 | 0.38% | +247,900 | 新進 |
| State Board of Administration of Florida Retirement System | 241,927 | $1,973 萬 | 0.03% | −1,966−0.8% | 減碼 |
| RJA Asset Management LLC | 241,600 | $1,970 萬 | 6.14% | −3,900−1.6% | 減碼 |
| AQR Capital Management LLC | 237,138 | $1,934 萬 | 0.01% | −201,082−45.9% | 減碼 |
| Allen Holding Inc | 230,000 | $1,876 萬 | 1.85% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 223,644 | $1,824 萬 | 0.02% | +138,413+162.4% | 加碼 |
| Eurizon Capital SGR S.p.A. | 223,510 | $1,823 萬 | 0.05% | +44,252+24.7% | 加碼 |
| Barclays PLC | 220,834 | $1,801 萬 | 0.01% | +1,375+0.6% | 加碼 |
| LPL Financial LLC | 211,892 | $1,728 萬 | 0.00% | −22,040−9.4% | 減碼 |
| Aviva PLC | 208,226 | $1,698 萬 | 0.03% | +1,964+1.0% | 加碼 |
| Meridiem Capital Partners LP | 201,047 | $1,640 萬 | 0.75% | +201,047 | 新進 |
| Signature Estate & Investment Advisors LLC | 184,420 | $1,504 萬 | 0.27% | +184,420 | 新進 |