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。
2022 年第 1 季 13F 持有人
Affirm Holdings, Inc. 在 2022/3/31 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
- 391
- 較 2021 年第 4 季 −43 家
- 持有股數
- 1.58 億
- 較 2021 年第 4 季 +1,910 萬 (+13.7%)
- 總市值
- $73.3 億
- 較 2021 年第 4 季 −$69.5 億 (−48.6%)
- 新進機構
- 91
- 另有 157 家加碼
- 清倉機構
- 134
- 另有 69 家減碼
另有 6 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 30,867,478 | $14.3 億 | 0.35% | +11,502,492+59.4% | 加碼 |
| Baillie Gifford & Co | 20,482,855 | $9.48 億 | 0.66% | +4,168,342+25.5% | 加碼 |
| Vanguard Group Inc | 16,498,384 | $7.64 億 | 0.02% | +1,883,050+12.9% | 加碼 |
| Morgan Stanley | 10,508,261 | $4.86 億 | 0.07% | +2,387,570+29.4% | 加碼 |
| Price T Rowe Associates Inc | 9,946,017 | $4.60 億 | 0.05% | +2,045,682+25.9% | 加碼 |
| BlackRock Inc. | 5,180,921 | $2.40 億 | 0.01% | +1,432,202+38.2% | 加碼 |
| Jennison Associates LLC | 4,060,613 | $1.88 億 | 0.14% | +1,570,716+63.1% | 加碼 |
| JPMorgan Chase & Co | 3,611,462 | $1.67 億 | 0.02% | −1,550,554−30.0% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 3,261,652 | $1.51 億 | 42.21% | +3,261,652 | 新進 |
| VK Services, LLC | 3,117,092 | $1.44 億 | 7.39% | −1,258,134−28.8% | 減碼 |
| GGV Capital LLC | 2,765,848 | $1.28 億 | 17.74% | −38,728−1.4% | 減碼 |
| Goldman Sachs Group Inc | 2,671,405 | $1.24 億 | 0.03% | +968,987+56.9% | 加碼 |
| Spyglass Capital Management LLC | 2,375,632 | $1.10 億 | 3.76% | +963,118+68.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 2,090,398 | $9,674 萬 | 0.89% | −205,089−8.9% | 減碼 |
| State Street Corp | 1,816,562 | $8,407 萬 | 0.00% | +643,926+54.9% | 加碼 |
| Abdiel Capital Advisors, LP | 1,687,657 | $7,811 萬 | 4.81% | +90.0% | 加碼 |
| Geode Capital Management, LLC | 1,656,987 | $7,653 萬 | 0.01% | +211,845+14.7% | 加碼 |
| Founders Fund Growth Management, LLC | 1,622,338 | $7,508 萬 | 84.73% | 00.0% | 不變 |
| FMR LLC | 1,548,890 | $7,168 萬 | 0.01% | −2,095,931−57.5% | 減碼 |
| Citadel Advisors LLC | 1,461,836 | $6,765 萬 | 0.08% | +344,238+30.8% | 加碼 |
| Norges Bank | 1,396,909 | $6,465 萬 | 0.01% | +1,396,909 | 新進 |
| Bullfrog Capital GP, Ltd. | 1,329,622 | $6,154 萬 | 20.05% | 00.0% | 不變 |
| Jane Street Group, LLC | 1,112,081 | $5,147 萬 | 0.10% | +239,242+27.4% | 加碼 |
| BFT Financial Group, LLC | 1,051,126 | $4,865 萬 | 7.75% | +1,051,126 | 新進 |
| Charles Schwab Investment Management Inc | 870,959 | $4,031 萬 | 0.01% | +102,301+13.3% | 加碼 |
| Legal & General Group Plc | 757,124 | $3,504 萬 | 0.01% | +541,045+250.4% | 加碼 |
| Craft Ventures GP II, LLC | 751,646 | $3,479 萬 | 100.00% | 00.0% | 不變 |
| Barclays PLC | 726,576 | $3,363 萬 | 0.03% | +726,576 | 新進 |
| Allen Operations LLC | 721,382 | $3,339 萬 | 5.88% | 00.0% | 不變 |
| Swiss National Bank | 721,375 | $3,339 萬 | 0.02% | +389,700+117.5% | 加碼 |
| Northern Trust Corp | 715,871 | $3,313 萬 | 0.01% | +277,903+63.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 709,028 | $3,281 萬 | 0.08% | +196,444+38.3% | 加碼 |
| Susquehanna International Group, LLP | 657,180 | $3,041 萬 | 0.04% | −21,230−3.1% | 減碼 |
| TD Asset Management Inc | 635,859 | $2,943 萬 | 0.03% | −88,702−12.2% | 減碼 |
| Bank of New York Mellon Corp | 633,650 | $2,932 萬 | 0.01% | +14,841+2.4% | 加碼 |
| Battery Management Corp. | 617,560 | $2,858 萬 | 4.35% | 00.0% | 不變 |
| Twin Tree Management, LP | 546,319 | $2,528 萬 | 0.50% | +546,319 | 新進 |
| UBS Asset Management Americas Inc | 510,311 | $2,362 萬 | 0.01% | +203,249+66.2% | 加碼 |
| La Financiere de L'Echiquier | 497,821 | $2,304 萬 | 0.95% | −85,000−14.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 458,851 | $2,124 萬 | 0.01% | +229,335+99.9% | 加碼 |
| ThornTree Capital Partners LP | 449,573 | $2,081 萬 | 4.56% | +134,022+42.5% | 加碼 |
| HSBC Holdings PLC | 419,667 | $1,949 萬 | 0.03% | −319,290−43.2% | 減碼 |
| Renaissance Technologies LLC | 404,400 | $1,872 萬 | 0.02% | −585,983−59.2% | 減碼 |
| ETF Managers Group, LLC | 388,970 | $1,818 萬 | 0.37% | +139,087+55.7% | 加碼 |
| Eaton Vance Management | 379,936 | $1,758 萬 | 0.02% | −255−0.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 361,255 | $1,672 萬 | 0.04% | −54,450−13.1% | 減碼 |
| Teacher Retirement System of Texas | 349,825 | $1,619 萬 | 0.08% | −298,122−46.0% | 減碼 |
| Pacific Heights Asset Management LLC | 336,000 | $1,555 萬 | 1.33% | +175,000+108.7% | 加碼 |
| Credit Suisse AG | 305,531 | $1,414 萬 | 0.01% | +44,221+16.9% | 加碼 |
| Schusterman Interests, LLC | 291,152 | $1,348 萬 | 8.51% | 00.0% | 不變 |
| Group One Trading, L.P. | 290,438 | $1,344 萬 | 0.29% | +171,693+144.6% | 加碼 |
| Builders Union LLP | 289,700 | $1,341 萬 | 9.03% | +289,700 | 新進 |
| Bank of Montreal | 286,595 | $1,340 萬 | 0.01% | −56,998−16.6% | 減碼 |
| Mission Creek Capital Partners, Inc. | 286,819 | $1,327 萬 | 3.54% | +175+0.1% | 加碼 |
| California Public Employees Retirement System | 273,531 | $1,266 萬 | 0.01% | +273,531 | 新進 |
| EJF Capital LLC | 250,000 | $1,157 萬 | 1.24% | −35,000−12.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 243,859 | $1,129 萬 | 0.01% | −2,326,625−90.5% | 減碼 |
| HRT Financial LP | 235,838 | $1,091 萬 | 0.08% | +235,838 | 新進 |
| Royal Bank of Canada | 229,542 | $1,062 萬 | 0.00% | +120,070+109.7% | 加碼 |
| Bank of America Corp | 206,991 | $957.8 萬 | 0.00% | −142,401−40.8% | 減碼 |
| Hidden Lake Asset Management LP | 206,139 | $954.0 萬 | 4.37% | +30,830+17.6% | 加碼 |
| Catalyst Private Wealth, LLC | 203,578 | $942.2 萬 | 4.71% | +29,898+17.2% | 加碼 |
| UBS Group AG | 202,442 | $937.0 萬 | 0.00% | +126,014+164.9% | 加碼 |
| California State Teachers Retirement System | 200,970 | $930.1 萬 | 0.01% | +93,919+87.7% | 加碼 |
| Foxhaven Asset Management, LP | 200,000 | $925.6 萬 | 0.35% | 00.0% | 不變 |
| Ardmore Road Asset Management LP | 200,000 | $925.6 萬 | 5.54% | +110,000+122.2% | 加碼 |
| Walleye Trading LLC | 198,968 | $920.8 萬 | 0.19% | +139,093+232.3% | 加碼 |
| Invesco Ltd. | 187,859 | $869.5 萬 | 0.00% | +13,957+8.0% | 加碼 |
| Citigroup Inc | 185,009 | $856.2 萬 | 0.01% | +111,598+152.0% | 加碼 |
| Millennium Management LLC | 183,655 | $850.0 萬 | 0.01% | +95,439+108.2% | 加碼 |
| Durable Capital Partners LP | 181,240 | $838.8 萬 | 0.07% | −1,260,336−87.4% | 減碼 |
| Tudor Investment Corp Et Al | 178,249 | $824.9 萬 | 0.21% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 176,420 | $816.5 萬 | 0.02% | +134,948+325.4% | 加碼 |
| Harvard Management Co Inc | 173,560 | $803.2 萬 | 0.81% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 169,455 | $784.2 萬 | 0.01% | 00.0% | 不變 |
| Deutsche Bank AG | 165,194 | $764.5 萬 | 0.00% | +63,252+62.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 162,430 | $751.7 萬 | 0.07% | +42,000+34.9% | 加碼 |
| Allen Investment Management LLC | 162,088 | $750.1 萬 | 0.10% | 00.0% | 不變 |
| Penserra Capital Management LLC | 148,557 | $687.3 萬 | 0.16% | +19,678+15.3% | 加碼 |
| FIL Ltd | 147,653 | $683.3 萬 | 0.01% | +147,653 | 新進 |
| Wells Fargo & Company | 146,380 | $677.4 萬 | 0.00% | +75,963+107.9% | 加碼 |
| Wellington Management Group LLP | 143,367 | $663.5 萬 | 0.00% | −1,517,905−91.4% | 減碼 |
| Titleist Asset Management, Ltd. | 128,445 | $594.4 萬 | 1.22% | +64,130+99.7% | 加碼 |
| Flight Deck Capital, LP | 123,100 | $569.7 萬 | 3.70% | −175,235−58.7% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 121,912 | $564.2 萬 | 0.11% | +121,912 | 新進 |
| Amundi | 142,201 | $550.3 萬 | 0.00% | +89,563+170.1% | 加碼 |
| Portland Ltd | 113,320 | $524.4 萬 | 90.55% | 00.0% | 不變 |
| Parametric Portfolio Associates LLC | 109,971 | $508.9 萬 | 0.00% | +11,067+11.2% | 加碼 |
| State of Wisconsin Investment Board | 108,489 | $502.1 萬 | 0.01% | +62,160+134.2% | 加碼 |
| Russell Investments Group, Ltd. | 105,916 | $489.9 萬 | 0.01% | +70,744+201.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 102,529 | $474.5 萬 | 0.02% | +49,376+92.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97,936 | $453.2 萬 | 0.02% | +59,136+152.4% | 加碼 |
| First Republic Investment Management, Inc. | 97,856 | $452.9 萬 | 0.01% | −6,524−6.3% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 92,854 | $429.8 萬 | 0.15% | 00.0% | 不變 |
| Ellevest, Inc. | 91,872 | $425.2 萬 | 0.36% | +70,905+338.2% | 加碼 |
| Cypress Point Wealth Management, LLC | 91,318 | $422.6 萬 | 4.29% | 00.0% | 不變 |
| Simplex Trading, LLC | 87,465 | $404.7 萬 | 0.13% | −143,772−62.2% | 減碼 |
| Divisadero Street Capital Management, LP | 86,000 | $398.0 萬 | 3.35% | +86,000 | 新進 |
| BBR Partners, LLC | 85,028 | $393.5 萬 | 0.37% | −165−0.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 81,083 | $378.7 萬 | 0.00% | +74,290+1,093.6% | 加碼 |