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。
2021 年第 2 季 13F 持有人
Affirm Holdings, Inc. 在 2021/6/30 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
- 230
- 較 2021 年第 1 季 +25 家
- 持有股數
- 8,938 萬
- 較 2021 年第 1 季 +1,803 萬 (+25.3%)
- 總市值
- $60.2 億
- 較 2021 年第 1 季 +$8.27 億 (+15.9%)
- 新進機構
- 79
- 另有 75 家加碼
- 清倉機構
- 54
- 另有 27 家減碼
另有 2 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 10,812,981 | $7.28 億 | 0.35% | +2,633,037+32.2% | 加碼 |
| Capital Research Global Investors | 7,226,288 | $4.87 億 | 0.11% | +4,897,643+210.3% | 加碼 |
| FMR LLC | 6,952,644 | $4.46 億 | 0.03% | −54,497−0.8% | 減碼 |
| JPMorgan Chase & Co | 6,386,619 | $4.30 億 | 0.06% | +4,157,387+186.5% | 加碼 |
| VK Services, LLC | 5,633,380 | $3.97 億 | 13.04% | −1,314,594−18.9% | 減碼 |
| Wellington Management Group LLP | 4,778,417 | $3.22 億 | 0.05% | +1,109,600+30.2% | 加碼 |
| Durable Capital Partners LP | 4,663,868 | $3.14 億 | 2.32% | 00.0% | 不變 |
| Vanguard Group Inc | 4,229,269 | $2.85 億 | 0.01% | +1,984,641+88.4% | 加碼 |
| Thrive Capital Management, LLC | 3,935,366 | $2.65 億 | 32.51% | 00.0% | 不變 |
| Jennison Associates LLC | 3,021,613 | $2.04 億 | 0.13% | +589,722+24.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,418,842 | $1.63 億 | 0.80% | −60,992−2.5% | 減碼 |
| Morgan Stanley | 2,099,141 | $1.41 億 | 0.02% | +238,899+12.8% | 加碼 |
| Battery Management Corp. | 1,846,124 | $1.24 億 | 6.95% | 00.0% | 不變 |
| Abdiel Capital Advisors, LP | 1,687,648 | $1.14 億 | 3.28% | +1,687,648 | 新進 |
| Moore Capital Management, LP | 1,617,323 | $1.09 億 | 2.00% | +675,707+71.8% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 1,378,692 | $9,286 萬 | 2.30% | 00.0% | 不變 |
| BlackRock Inc. | 1,299,646 | $8,753 萬 | 0.00% | +174,540+15.5% | 加碼 |
| Advent International Corp | 1,163,698 | $7,838 萬 | 3.75% | +1,163,698 | 新進 |
| Price T Rowe Associates Inc | 1,039,157 | $6,999 萬 | 0.01% | −55,801−5.1% | 減碼 |
| BFT Financial Group, LLC | 1,016,426 | $6,846 萬 | 13.75% | +1,016,426 | 新進 |
| AH Equity Partners IV (Parallel), L.L.C. | 981,044 | $6,607 萬 | 24.35% | 00.0% | 不變 |
| Citadel Advisors LLC | 798,682 | $5,379 萬 | 0.06% | +706,318+764.7% | 加碼 |
| Mission Creek Capital Partners, Inc. | 782,126 | $5,268 萬 | 8.48% | +685,433+708.9% | 加碼 |
| Allen Operations LLC | 711,935 | $4,795 萬 | 8.23% | +416+0.1% | 加碼 |
| ThornTree Capital Partners LP | 615,871 | $4,148 萬 | 6.44% | −142,187−18.8% | 減碼 |
| Bank of New York Mellon Corp | 605,962 | $4,081 萬 | 0.01% | +579,521+2,191.8% | 加碼 |
| Think Investments LP | 560,000 | $3,772 萬 | 5.15% | +560,000 | 新進 |
| Geode Capital Management, LLC | 544,204 | $3,665 萬 | 0.01% | +179,766+49.3% | 加碼 |
| La Financiere de L'Echiquier | 539,000 | $3,630 萬 | 1.39% | +79,000+17.2% | 加碼 |
| Goldman Sachs Group Inc | 514,458 | $3,465 萬 | 0.01% | +470,152+1,061.1% | 加碼 |
| Harvard Management Co Inc | 477,421 | $3,215 萬 | 1.85% | +477,421 | 新進 |
| ETF Managers Group, LLC | 421,669 | $2,802 萬 | 0.46% | +72,016+20.6% | 加碼 |
| Susquehanna International Group, LLP | 398,811 | $2,686 萬 | 0.03% | +82,258+26.0% | 加碼 |
| Holocene Advisors, LP | 376,506 | $2,536 萬 | 0.16% | +376,506 | 新進 |
| TD Asset Management Inc | 423,574 | $2,386 萬 | 0.02% | +423,574 | 新進 |
| Hidden Lake Asset Management LP | 334,924 | $2,256 萬 | 8.47% | +27,917+9.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 285,520 | $1,923 萬 | 0.04% | +161,900+131.0% | 加碼 |
| Ogborne Capital Management, LLC | 275,436 | $1,855 萬 | 4.37% | +275,436 | 新進 |
| Millennium Management LLC | 265,326 | $1,787 萬 | 0.02% | +265,326 | 新進 |
| Carmignac Gestion | 252,705 | $1,702 萬 | 0.20% | +52,705+26.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 250,331 | $1,686 萬 | 0.04% | +250,331 | 新進 |
| Jane Street Group, LLC | 236,921 | $1,596 萬 | 0.04% | +117,753+98.8% | 加碼 |
| Capital World Investors | 225,000 | $1,515 萬 | 0.00% | −50.0% | 減碼 |
| State Street Corp | 224,947 | $1,515 萬 | 0.00% | +156,573+229.0% | 加碼 |
| Temasek Holdings (Private) Ltd | 224,173 | $1,510 萬 | 0.05% | +208,603+1,339.8% | 加碼 |
| FIL Ltd | 203,500 | $1,371 萬 | 0.01% | +203,500 | 新進 |
| Tiger Global Management LLC大師老虎環球 | 200,000 | $1,347 萬 | 0.03% | 00.0% | 不變 |
| Foxhaven Asset Management, LP | 200,000 | $1,347 萬 | 0.37% | 00.0% | 不變 |
| Catalyst Private Wealth, LLC | 194,815 | $1,312 萬 | 7.26% | +194,815 | 新進 |
| Woodline Partners LP | 161,629 | $1,089 萬 | 0.20% | +2,061+1.3% | 加碼 |
| Islet Management, LP | 150,000 | $1,010 萬 | 0.53% | −25,000−14.3% | 減碼 |
| Alyeska Investment Group, L.P. | 150,000 | $1,010 萬 | 0.12% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 150,000 | $1,010 萬 | 0.02% | +75,000+100.0% | 加碼 |
| AMS Capital Ltda | 140,000 | $942.9 萬 | 1.43% | 00.0% | 不變 |
| Pacific Heights Asset Management LLC | 135,000 | $909.2 萬 | 0.83% | +25,000+22.7% | 加碼 |
| Tudor Investment Corp Et Al | 125,000 | $841.9 萬 | 0.17% | 00.0% | 不變 |
| Cypress Point Wealth Management, LLC | 123,818 | $833.9 萬 | 5.93% | +112,390+983.5% | 加碼 |
| Charles Schwab Investment Management Inc | 123,339 | $830.7 萬 | 0.00% | +45,411+58.3% | 加碼 |
| UBS Asset Management Americas Inc | 120,765 | $813.4 萬 | 0.00% | +120,765 | 新進 |
| Teachers Retirement System of the State of Kentucky | 120,430 | $811.1 萬 | 0.07% | +59,600+98.0% | 加碼 |
| Royal Bank of Canada | 106,832 | $719.5 萬 | 0.00% | +84,482+378.0% | 加碼 |
| Windmill Hill Asset Management Ltd | 96,621 | $650.7 萬 | 3.46% | +96,621 | 新進 |
| Northern Trust Corp | 95,214 | $641.3 萬 | 0.00% | +33,341+53.9% | 加碼 |
| Ghisallo Capital Management LLC | 92,490 | $622.9 萬 | 0.24% | −92,490−50.0% | 減碼 |
| Westside Investment Management, Inc. | 2,520 | $555.2 萬 | 0.01% | 00.0% | 不變 |
| Dragoneer Investment Group, LLC | 75,000 | $505.1 萬 | 0.07% | 00.0% | 不變 |
| Squarepoint Ops LLC | 75,000 | $505.1 萬 | 0.04% | 00.0% | 不變 |
| Graticule Asia Macro Advisors LLC | 67,000 | $451.2 萬 | 1.35% | +67,000 | 新進 |
| Hamilton Lane Advisors LLC | 66,698 | $449.2 萬 | 1.40% | +38,267+134.6% | 加碼 |
| Penserra Capital Management LLC | 64,196 | $432.3 萬 | 0.08% | +64,196 | 新進 |
| Bank of America Corp | 59,278 | $399.2 萬 | 0.00% | −221,954−78.9% | 減碼 |
| Regents of the University of California | 58,362 | $393.1 萬 | 0.50% | 00.0% | 不變 |
| Ameriprise Financial Inc | 57,811 | $389.2 萬 | 0.00% | +37,869+189.9% | 加碼 |
| Caption Management, LLC | 53,200 | $358.4 萬 | 0.32% | +53,200 | 新進 |
| Sand Hill Global Advisors, LLC | 51,417 | $346.3 萬 | 0.21% | +51,417 | 新進 |
| NZS Capital, LLC | 48,838 | $328.9 萬 | 0.30% | +48,838 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 48,458 | $326.4 萬 | 0.07% | +48,458 | 新進 |
| Bluefin Capital Management, LLC | 46,674 | $314.3 萬 | 0.22% | +46,674 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 44,939 | $302.7 萬 | 0.00% | +12,058+36.7% | 加碼 |
| Credit Suisse AG | 44,369 | $298.8 萬 | 0.00% | +44,369 | 新進 |
| UBS Group AG | 43,597 | $293.6 萬 | 0.00% | +10,262+30.8% | 加碼 |
| SPT Invest Management Sarl | 41,475 | $279.3 萬 | 0.10% | +41,475 | 新進 |
| Zimmer Partners, LP | 37,500 | $252.6 萬 | 0.04% | −107,500−74.1% | 減碼 |
| Interval Partners, LP | 34,434 | $231.9 萬 | 0.14% | +34,434 | 新進 |
| LPL Financial LLC | 33,428 | $225.1 萬 | 0.00% | +19,193+134.8% | 加碼 |
| TCI Wealth Advisors, Inc. | 31,615 | $212.9 萬 | 0.37% | +30,481+2,687.9% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 31,047 | $209.1 萬 | 0.01% | −10,271−24.9% | 減碼 |
| Vontobel Holding Ltd. | 31,419 | $208.8 萬 | 0.02% | +31,419 | 新進 |
| BIT Capital GmbH | 30,190 | $203.3 萬 | 0.12% | +30,190 | 新進 |
| AIA Group Ltd | 35,864 | $200.3 萬 | 0.14% | +1,352+3.9% | 加碼 |
| First Republic Investment Management, Inc. | 29,619 | $199.5 萬 | 0.01% | +11,691+65.2% | 加碼 |
| Renaissance Capital LLC | 28,701 | $193.3 萬 | 0.31% | −5,821−16.9% | 減碼 |
| Pictet Asset Management Ltd | 28,057 | $189.0 萬 | 0.00% | +8,294+42.0% | 加碼 |
| HarbourVest Partners LLC | 28,053 | $188.9 萬 | 0.18% | 00.0% | 不變 |
| Pentwater Capital Management LP | 28,000 | $188.6 萬 | 0.02% | +19,000+211.1% | 加碼 |
| BW Gestao de Investimentos Ltda. | 26,000 | $175.1 萬 | 0.63% | +10,000+62.5% | 加碼 |
| Wells Fargo & Company | 24,881 | $167.6 萬 | 0.00% | −106,771−81.1% | 減碼 |
| Railway Pension Investments Ltd | 24,839 | $167.3 萬 | 0.01% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 24,318 | $163.8 萬 | 0.01% | 00.0% | 不變 |
| Eaton Vance Management | 22,452 | $151.2 萬 | 0.00% | +22,452 | 新進 |