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 4 季 13F 持有人
Affirm Holdings, Inc. 在 2021/12/31 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
- 440
- 較 2021 年第 3 季 +103 家
- 持有股數
- 1.39 億
- 較 2021 年第 3 季 +2,613 萬 (+23.1%)
- 總市值
- $142.8 億
- 較 2021 年第 3 季 +$11.5 億 (+8.8%)
- 新進機構
- 171
- 另有 146 家加碼
- 清倉機構
- 68
- 另有 81 家減碼
另有 3 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 19,364,986 | $19.5 億 | 0.43% | +4,906,839+33.9% | 加碼 |
| Baillie Gifford & Co | 16,314,513 | $16.4 億 | 0.90% | +5,530,698+51.3% | 加碼 |
| Vanguard Group Inc | 14,615,334 | $14.7 億 | 0.03% | +5,773,970+65.3% | 加碼 |
| Morgan Stanley | 8,120,691 | $8.17 億 | 0.10% | +2,696,841+49.7% | 加碼 |
| Price T Rowe Associates Inc | 7,900,335 | $7.94 億 | 0.07% | −3,223,899−29.0% | 減碼 |
| VK Services, LLC | 4,375,226 | $7.11 億 | 15.40% | −1,258,154−22.3% | 減碼 |
| JPMorgan Chase & Co | 5,162,016 | $5.19 億 | 0.06% | −22,323−0.4% | 減碼 |
| BlackRock Inc. | 3,748,719 | $3.77 億 | 0.01% | +1,952,615+108.7% | 加碼 |
| FMR LLC | 3,644,821 | $3.67 億 | 0.03% | −947,696−20.6% | 減碼 |
| GGV Capital LLC | 2,804,576 | $2.82 億 | 23.33% | +2,804,576 | 新進 |
| Melvin Capital Management LP | 2,700,000 | $2.72 億 | 1.69% | −500,000−15.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,570,484 | $2.58 億 | 0.32% | +2,336,853+1,000.2% | 加碼 |
| Jennison Associates LLC | 2,489,897 | $2.50 億 | 0.16% | +28,282+1.1% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,295,487 | $2.31 億 | 1.31% | +33,719+1.5% | 加碼 |
| Goldman Sachs Group Inc | 1,702,418 | $1.71 億 | 0.04% | +401,857+30.9% | 加碼 |
| Abdiel Capital Advisors, LP | 1,687,648 | $1.70 億 | 5.20% | 00.0% | 不變 |
| Wellington Management Group LLP | 1,661,272 | $1.67 億 | 0.03% | −2,197,234−56.9% | 減碼 |
| Founders Fund Growth Management, LLC | 1,622,338 | $1.63 億 | 91.93% | +1,622,338 | 新進 |
| Geode Capital Management, LLC | 1,445,142 | $1.45 億 | 0.02% | +534,003+58.6% | 加碼 |
| Durable Capital Partners LP | 1,441,576 | $1.45 億 | 1.13% | −972,087−40.3% | 減碼 |
| Spyglass Capital Management LLC | 1,412,514 | $1.42 億 | 3.77% | +28,745+2.1% | 加碼 |
| Bullfrog Capital GP, Ltd. | 1,329,622 | $1.34 億 | 29.97% | +1,329,622 | 新進 |
| State Street Corp | 1,172,636 | $1.18 億 | 0.01% | +835,647+248.0% | 加碼 |
| Citadel Advisors LLC | 1,117,598 | $1.12 億 | 0.12% | +748,661+202.9% | 加碼 |
| Renaissance Technologies LLC | 990,383 | $9,959 萬 | 0.12% | +990,383 | 新進 |
| Jane Street Group, LLC | 872,839 | $8,777 萬 | 0.17% | −54,473−5.9% | 減碼 |
| Coatue Management LLC大師Coatue | 866,820 | $8,717 萬 | 0.39% | −215,449−19.9% | 減碼 |
| Voloridge Investment Management, LLC | 864,369 | $8,692 萬 | 0.48% | +8,695+1.0% | 加碼 |
| Jericho Capital Asset Management L.P. | 803,000 | $8,075 萬 | 2.96% | −143,000−15.1% | 減碼 |
| Charles Schwab Investment Management Inc | 768,658 | $7,730 萬 | 0.02% | +290,403+60.7% | 加碼 |
| Craft Ventures GP II, LLC | 751,646 | $7,559 萬 | 100.00% | +751,646 | 新進 |
| HSBC Holdings PLC | 738,957 | $7,449 萬 | 0.08% | +725,390+5,346.7% | 加碼 |
| TD Asset Management Inc | 724,561 | $7,286 萬 | 0.06% | +262,021+56.6% | 加碼 |
| Allen Operations LLC | 721,382 | $7,254 萬 | 10.08% | +4,600+0.6% | 加碼 |
| Susquehanna International Group, LLP | 678,410 | $6,822 萬 | 0.10% | −800,808−54.1% | 減碼 |
| Teacher Retirement System of Texas | 647,947 | $6,516 萬 | 0.29% | +647,947 | 新進 |
| Fred Alger Management, LLC | 631,219 | $6,348 萬 | 0.16% | +41,471+7.0% | 加碼 |
| Bank of New York Mellon Corp | 618,809 | $6,223 萬 | 0.01% | −26,962−4.2% | 減碼 |
| Battery Management Corp. | 617,560 | $6,210 萬 | 8.39% | −305,500−33.1% | 減碼 |
| Ardevora Asset Management LLP | 586,800 | $5,901 萬 | 0.63% | +586,800 | 新進 |
| La Financiere de L'Echiquier | 582,821 | $5,861 萬 | 1.97% | −205,600−26.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 512,584 | $5,155 萬 | 0.11% | +229,824+81.3% | 加碼 |
| Two Sigma Investments, LP | 507,101 | $5,099 萬 | 0.13% | +458,500+943.4% | 加碼 |
| Echo Street Capital Management LLC | 475,760 | $4,784 萬 | 0.32% | −72,704−13.3% | 減碼 |
| Northern Trust Corp | 437,968 | $4,404 萬 | 0.01% | +271,420+163.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 415,705 | $4,180 萬 | 0.09% | −4,695−1.1% | 減碼 |
| Eaton Vance Management | 380,191 | $3,823 萬 | 0.05% | +309,555+438.2% | 加碼 |
| Bank of Montreal | 343,593 | $3,575 萬 | 0.02% | +269,703+365.0% | 加碼 |
| Bank of America Corp | 349,392 | $3,513 萬 | 0.00% | +56,318+19.2% | 加碼 |
| Swiss National Bank | 331,675 | $3,335 萬 | 0.02% | +331,675 | 新進 |
| ThornTree Capital Partners LP | 315,551 | $3,173 萬 | 6.14% | −232,308−42.4% | 減碼 |
| UBS Asset Management Americas Inc | 307,062 | $3,088 萬 | 0.01% | +220,194+253.5% | 加碼 |
| Flight Deck Capital, LP | 298,335 | $3,000 萬 | 14.08% | +298,335 | 新進 |
| Schusterman Interests, LLC | 291,152 | $2,928 萬 | 12.64% | +291,152 | 新進 |
| Mission Creek Capital Partners, Inc. | 286,644 | $2,883 萬 | 5.73% | +278,412+3,382.1% | 加碼 |
| EJF Capital LLC | 285,000 | $2,866 萬 | 2.55% | +285,000 | 新進 |
| CTC LLC | 283,850 | $2,854 萬 | 0.65% | +283,850 | 新進 |
| Credit Suisse AG | 261,310 | $2,628 萬 | 0.02% | +170,409+187.5% | 加碼 |
| ETF Managers Group, LLC | 249,883 | $2,596 萬 | 0.51% | −47,126−15.9% | 減碼 |
| Simplex Trading, LLC | 231,237 | $2,325 萬 | 0.76% | +231,237 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 229,516 | $2,308 萬 | 0.01% | +204,392+813.5% | 加碼 |
| Capital World Investors | 225,003 | $2,263 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 216,079 | $2,173 萬 | 0.01% | +215,230+25,351.0% | 加碼 |
| Ogborne Capital Management, LLC | 215,367 | $2,166 萬 | 8.09% | +40,000+22.8% | 加碼 |
| PEAK6 Investments LLC | 211,033 | $2,122 萬 | 0.60% | +200,757+1,953.6% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 200,000 | $2,011 萬 | 0.04% | 00.0% | 不變 |
| Foxhaven Asset Management, LP | 200,000 | $2,011 萬 | 0.58% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 178,249 | $1,793 萬 | 0.34% | +3,171+1.8% | 加碼 |
| Hidden Lake Asset Management LP | 175,309 | $1,763 萬 | 9.05% | −25,072−12.5% | 減碼 |
| Invesco Ltd. | 173,902 | $1,749 萬 | 0.00% | +170,171+4,561.0% | 加碼 |
| Catalyst Private Wealth, LLC | 173,680 | $1,747 萬 | 7.52% | −12,424−6.7% | 減碼 |
| Harvard Management Co Inc | 173,560 | $1,745 萬 | 1.64% | −580,244−77.0% | 減碼 |
| Canada Pension Plan Investment Board | 169,455 | $1,704 萬 | 0.02% | −15,000−8.1% | 減碼 |
| Allen Investment Management LLC | 162,088 | $1,630 萬 | 0.20% | +162,088 | 新進 |
| Pacific Heights Asset Management LLC | 161,000 | $1,619 萬 | 1.36% | +26,000+19.3% | 加碼 |
| Allianz Asset Management GmbH | 127,354 | $1,281 萬 | 0.01% | −8,801−6.5% | 減碼 |
| LPL Financial LLC | 125,557 | $1,263 萬 | 0.01% | +28,815+29.8% | 加碼 |
| Crawford Lake Capital Management, LLC | 120,930 | $1,216 萬 | 5.03% | +120,930 | 新進 |
| Teachers Retirement System of the State of Kentucky | 120,430 | $1,211 萬 | 0.11% | 00.0% | 不變 |
| Ameriprise Financial Inc | 126,083 | $1,203 萬 | 0.00% | +48,908+63.4% | 加碼 |
| Group One Trading, L.P. | 118,745 | $1,194 萬 | 0.22% | +100,388+546.9% | 加碼 |
| Portland Ltd | 113,320 | $1,140 萬 | 82.55% | +113,320 | 新進 |
| Franchise Capital Ltd | 112,200 | $1,128 萬 | 1.91% | +112,200 | 新進 |
| J. Goldman & Co LP | 110,335 | $1,110 萬 | 1.02% | +110,335 | 新進 |
| Royal Bank of Canada | 109,472 | $1,101 萬 | 0.00% | −18,229−14.3% | 減碼 |
| California State Teachers Retirement System | 107,051 | $1,077 萬 | 0.01% | +41,950+64.4% | 加碼 |
| First Republic Investment Management, Inc. | 104,380 | $1,050 萬 | 0.02% | +51,037+95.7% | 加碼 |
| Ensign Peak Advisors, Inc | 103,770 | $1,044 萬 | 0.02% | +103,770 | 新進 |
| Deutsche Bank AG | 101,942 | $1,025 萬 | 0.00% | +101,713+44,416.2% | 加碼 |
| Alliancebernstein L.P. | 101,500 | $1,021 萬 | 0.00% | −25,063−19.8% | 減碼 |
| Parametric Portfolio Associates LLC | 98,904 | $994.6 萬 | 0.01% | +70,893+253.1% | 加碼 |
| Point72 Asset Management, L.P. | 95,700 | $962.4 萬 | 0.04% | −68,200−41.6% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 92,854 | $933.8 萬 | 0.47% | +61,873+199.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 92,356 | $928.7 萬 | 0.11% | +92,356 | 新進 |
| Cypress Point Wealth Management, LLC | 91,318 | $918.3 萬 | 8.51% | −32,500−26.2% | 減碼 |
| Landscape Capital Management, L.L.C. | 90,472 | $909.8 萬 | 1.28% | +90,472 | 新進 |
| Hamilton Lane Advisors LLC | 90,006 | $905.1 萬 | 1.17% | +86,430+2,416.9% | 加碼 |
| Ardmore Road Asset Management LP | 90,000 | $905.0 萬 | 4.77% | +90,000 | 新進 |
| Millennium Management LLC | 88,216 | $887.1 萬 | 0.01% | −72,854−45.2% | 減碼 |
| BBR Partners, LLC | 85,193 | $856.7 萬 | 1.01% | −11,571−12.0% | 減碼 |