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 $212.1 億；大師中只有D1 資本持有。
2021 年第 3 季 13F 持有人
Affirm Holdings, Inc. 在 2021/9/30 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
- 340
- 較 2021 年第 2 季 +114 家
- 持有股數
- 1.14 億
- 較 2021 年第 2 季 +2,497 萬 (+28.0%)
- 總市值
- $132.4 億
- 較 2021 年第 2 季 +$72.4 億 (+120.7%)
- 新進機構
- 153
- 另有 78 家加碼
- 清倉機構
- 39
- 另有 71 家減碼
另有 4 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 | $212.1 億 |
| 2026 年第 1 季 | 593 | $110.1 億 |
| 2025 年第 4 季 | 640 | $177.6 億 |
| 2025 年第 3 季 | 616 | $165.8 億 |
| 2025 年第 2 季 | 562 | $154.9 億 |
| 2025 年第 1 季 | 491 | $97.7 億 |
| 2024 年第 4 季 | 502 | $126.3 億 |
| 2024 年第 3 季 | 426 | $80.7 億 |
| 2024 年第 2 季 | 378 | $57.7 億 |
| 2024 年第 1 季 | 383 | $71.9 億 |
| 2023 年第 4 季 | 407 | $95.1 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 | $20.5 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 | $73.3 億 |
| 2021 年第 4 季 | 440 | $142.8 億 |
| 2021 年第 3 季 | 340 | $132.4 億 |
| 2021 年第 2 季 | 230 | $60.1 億 |
| 2021 年第 1 季 | 207 | $58.1 億 |
2021 年第 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 14,458,147 | $17.2 億 | 0.40% | +7,231,859+100.1% | 加碼 |
| Price T Rowe Associates Inc | 11,124,234 | $13.3 億 | 0.12% | +10,085,077+970.5% | 加碼 |
| Baillie Gifford & Co | 10,783,815 | $12.8 億 | 0.67% | −29,166−0.3% | 減碼 |
| Vanguard Group Inc | 8,841,364 | $10.5 億 | 0.03% | +4,612,095+109.1% | 加碼 |
| Morgan Stanley | 5,423,850 | $6.46 億 | 0.09% | +3,324,709+158.4% | 加碼 |
| JPMorgan Chase & Co | 5,184,339 | $6.18 億 | 0.08% | −1,202,280−18.8% | 減碼 |
| FMR LLC | 4,592,517 | $5.47 億 | 0.04% | −2,360,127−33.9% | 減碼 |
| Wellington Management Group LLP | 3,858,506 | $4.60 億 | 0.08% | −919,911−19.3% | 減碼 |
| Melvin Capital Management LP | 3,200,000 | $3.81 億 | 2.56% | +3,200,000 | 新進 |
| VK Services, LLC | 5,633,380 | $3.17 億 | 7.17% | 00.0% | 不變 |
| Jennison Associates LLC | 2,461,615 | $2.93 億 | 0.19% | −559,998−18.5% | 減碼 |
| Durable Capital Partners LP | 2,413,663 | $2.88 億 | 2.18% | −2,250,205−48.2% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 2,261,768 | $2.69 億 | 1.40% | −157,074−6.5% | 減碼 |
| BlackRock Inc. | 1,796,104 | $2.14 億 | 0.01% | +496,458+38.2% | 加碼 |
| Abdiel Capital Advisors, LP | 1,687,648 | $2.01 億 | 4.95% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 1,479,218 | $1.76 億 | 0.23% | +1,080,407+270.9% | 加碼 |
| Spyglass Capital Management LLC | 1,383,769 | $1.65 億 | 3.78% | +1,383,769 | 新進 |
| Lord, Abbett & Co. LLC | 1,357,364 | $1.62 億 | 0.39% | +1,357,364 | 新進 |
| Goldman Sachs Group Inc | 1,300,561 | $1.55 億 | 0.04% | +786,103+152.8% | 加碼 |
| Coatue Management LLC大師Coatue | 1,082,269 | $1.29 億 | 0.52% | +1,082,269 | 新進 |
| Advent International Corp | 1,003,698 | $1.20 億 | 0.55% | −160,000−13.7% | 減碼 |
| BFT Financial Group, LLC | 965,000 | $1.15 億 | 21.28% | −51,426−5.1% | 減碼 |
| Jericho Capital Asset Management L.P. | 946,000 | $1.13 億 | 3.08% | +946,000 | 新進 |
| Jane Street Group, LLC | 927,312 | $1.10 億 | 0.28% | +690,391+291.4% | 加碼 |
| Battery Management Corp. | 923,060 | $1.10 億 | 5.13% | −923,064−50.0% | 減碼 |
| Geode Capital Management, LLC | 911,139 | $1.09 億 | 0.01% | +366,935+67.4% | 加碼 |
| 1832 Asset Management L.P. | 913,200 | $1.02 億 | 0.19% | +913,200 | 新進 |
| Voloridge Investment Management, LLC | 855,674 | $1.02 億 | 0.66% | +855,674 | 新進 |
| La Financiere de L'Echiquier | 788,421 | $9,393 萬 | 3.15% | +249,421+46.3% | 加碼 |
| Harvard Management Co Inc | 753,804 | $8,980 萬 | 5.26% | +276,383+57.9% | 加碼 |
| Allen Operations LLC | 716,782 | $8,539 萬 | 13.22% | +4,847+0.7% | 加碼 |
| Bank of New York Mellon Corp | 645,771 | $7,693 萬 | 0.02% | +39,809+6.6% | 加碼 |
| Hitchwood Capital Management LP | 640,000 | $7,624 萬 | 2.67% | +640,000 | 新進 |
| Fred Alger Management, LLC | 589,748 | $7,026 萬 | 0.17% | +581,427+6,987.5% | 加碼 |
| Echo Street Capital Management LLC | 548,464 | $6,534 萬 | 0.46% | +548,464 | 新進 |
| ThornTree Capital Partners LP | 547,859 | $6,527 萬 | 10.52% | −68,012−11.0% | 減碼 |
| Charles Schwab Investment Management Inc | 478,255 | $5,698 萬 | 0.02% | +354,916+287.8% | 加碼 |
| TD Asset Management Inc | 462,540 | $5,510 萬 | 0.06% | +38,966+9.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 420,400 | $5,008 萬 | 0.13% | +405,943+2,807.9% | 加碼 |
| Citadel Advisors LLC | 368,937 | $4,395 萬 | 0.05% | −429,745−53.8% | 減碼 |
| State Street Corp | 336,989 | $4,015 萬 | 0.00% | +112,042+49.8% | 加碼 |
| Think Investments LP | 300,000 | $3,574 萬 | 5.45% | −260,000−46.4% | 減碼 |
| Bank of America Corp | 293,074 | $3,491 萬 | 0.00% | +233,796+394.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 282,760 | $3,369 萬 | 0.07% | −2,760−1.0% | 減碼 |
| ETF Managers Group, LLC | 297,009 | $3,349 萬 | 0.63% | −124,660−29.6% | 減碼 |
| Holocene Advisors, LP | 278,916 | $3,323 萬 | 0.19% | −97,590−25.9% | 減碼 |
| Temasek Holdings (Private) Ltd | 278,481 | $3,318 萬 | 0.12% | +54,308+24.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 233,631 | $2,783 萬 | 0.04% | +233,631 | 新進 |
| CIBC Private Wealth Group, LLC | 233,205 | $2,778 萬 | 0.06% | −17,126−6.8% | 減碼 |
| Capital World Investors | 225,003 | $2,681 萬 | 0.00% | +30.0% | 加碼 |
| Nomura Holdings Inc | 210,009 | $2,475 萬 | 0.19% | +210,009 | 新進 |
| Hidden Lake Asset Management LP | 200,381 | $2,387 萬 | 12.27% | −134,543−40.2% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 200,000 | $2,383 萬 | 0.05% | 00.0% | 不變 |
| Foxhaven Asset Management, LP | 200,000 | $2,383 萬 | 0.69% | 00.0% | 不變 |
| Catalyst Private Wealth, LLC | 186,104 | $2,217 萬 | 9.50% | −8,711−4.5% | 減碼 |
| Canada Pension Plan Investment Board | 184,455 | $2,197 萬 | 0.02% | +184,455 | 新進 |
| Ogborne Capital Management, LLC | 175,367 | $2,089 萬 | 8.62% | −100,069−36.3% | 減碼 |
| Tudor Investment Corp Et Al | 175,078 | $2,086 萬 | 0.43% | +50,078+40.1% | 加碼 |
| Northern Trust Corp | 166,548 | $1,984 萬 | 0.00% | +71,334+74.9% | 加碼 |
| Point72 Asset Management, L.P. | 163,900 | $1,953 萬 | 0.09% | +163,900 | 新進 |
| UBS Group AG | 162,033 | $1,930 萬 | 0.01% | +118,436+271.7% | 加碼 |
| Millennium Management LLC | 161,070 | $1,919 萬 | 0.03% | −104,256−39.3% | 減碼 |
| Islet Management, LP | 150,000 | $1,787 萬 | 0.86% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 136,155 | $1,622 萬 | 0.01% | +136,155 | 新進 |
| Pacific Heights Asset Management LLC | 135,000 | $1,608 萬 | 1.53% | 00.0% | 不變 |
| Royal Bank of Canada | 127,701 | $1,521 萬 | 0.00% | +20,869+19.5% | 加碼 |
| Alliancebernstein L.P. | 126,563 | $1,508 萬 | 0.01% | +123,081+3,534.8% | 加碼 |
| Cypress Point Wealth Management, LLC | 123,818 | $1,475 萬 | 10.52% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 120,430 | $1,435 萬 | 0.13% | 00.0% | 不變 |
| Yong Rong (HK) Asset Management Ltd | 104,000 | $1,239 萬 | 8.12% | +104,000 | 新進 |
| BBR Partners, LLC | 96,764 | $1,153 萬 | 0.95% | +90,060+1,343.4% | 加碼 |
| LPL Financial LLC | 96,742 | $1,153 萬 | 0.01% | +63,314+189.4% | 加碼 |
| Credit Suisse AG | 90,901 | $1,083 萬 | 0.01% | +46,532+104.9% | 加碼 |
| Maplelane Capital, LLC | 89,000 | $1,060 萬 | 0.75% | +89,000 | 新進 |
| UBS Asset Management Americas Inc | 86,868 | $1,035 萬 | 0.00% | −33,897−28.1% | 減碼 |
| AlpInvest Partners B.V. | 85,000 | $1,013 萬 | 3.93% | +85,000 | 新進 |
| Polar Capital Holdings Plc | 83,315 | $992.5 萬 | 0.05% | +83,315 | 新進 |
| Ameriprise Financial Inc | 77,175 | $919.5 萬 | 0.00% | +19,364+33.5% | 加碼 |
| Wells Fargo & Company | 76,433 | $910.6 萬 | 0.00% | +51,552+207.2% | 加碼 |
| FIL Ltd | 75,000 | $893.5 萬 | 0.01% | −128,500−63.1% | 減碼 |
| Cutler Group LP | 71,597 | $852.9 萬 | 0.65% | +66,172+1,219.8% | 加碼 |
| Eaton Vance Management | 70,636 | $839.6 萬 | 0.01% | +48,184+214.6% | 加碼 |
| Bank of Montreal | 73,890 | $833.6 萬 | 0.00% | +69,735+1,678.3% | 加碼 |
| Putnam Investments LLC | 69,976 | $833.6 萬 | 0.01% | +69,976 | 新進 |
| California State Teachers Retirement System | 65,101 | $775.5 萬 | 0.01% | +65,101 | 新進 |
| Berkshire Capital Holdings Inc | 62,670 | $746.6 萬 | 1.00% | +62,670 | 新進 |
| LMR Partners LLP | 58,676 | $699.0 萬 | 0.10% | +58,676 | 新進 |
| Wolverine Trading, LLC | 60,081 | $677.5 萬 | 0.14% | +46,528+343.3% | 加碼 |
| First Republic Investment Management, Inc. | 53,343 | $635.5 萬 | 0.02% | +23,724+80.1% | 加碼 |
| CWA Asset Management Group, LLC | 52,959 | $630.9 萬 | 0.50% | +52,959 | 新進 |
| Regents of the University of California | 52,842 | $629.5 萬 | 0.74% | −5,520−9.5% | 減碼 |
| Raymond James & Associates | 51,456 | $613.0 萬 | 0.01% | +45,879+822.6% | 加碼 |
| Sand Hill Global Advisors, LLC | 51,369 | $612.0 萬 | 0.37% | −48−0.1% | 減碼 |
| Virtu Financial LLC | 50,357 | $599.9 萬 | 0.53% | +50,357 | 新進 |
| Two Sigma Investments, LP | 48,601 | $579.0 萬 | 0.02% | +48,601 | 新進 |
| Advisor Group Holdings, Inc. | 45,703 | $544.5 萬 | 0.01% | +34,844+320.9% | 加碼 |
| AIA Group Ltd | 45,505 | $542.1 萬 | 0.31% | +9,641+26.9% | 加碼 |
| Ghisallo Capital Management LLC | 45,000 | $536.1 萬 | 0.20% | −47,490−51.3% | 減碼 |
| North Fourth Asset Management, LP | 41,500 | $494.4 萬 | 1.83% | +41,500 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 39,000 | $464.6 萬 | 0.10% | −9,458−19.5% | 減碼 |