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、6 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 2 季 13F 持有人
Affirm Holdings, Inc. 在 2022/6/30 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
- 348
- 較 2022 年第 1 季 −36 家
- 持有股數
- 1.63 億
- 較 2022 年第 1 季 +465.6 萬 (+2.9%)
- 總市值
- $29.4 億
- 較 2022 年第 1 季 −$43.7 億 (−59.8%)
- 新進機構
- 60
- 另有 130 家加碼
- 清倉機構
- 96
- 另有 79 家減碼
另有 7 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 | $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 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Yong Rong (HK) Asset Management Ltd | 41,000 | $74.1 萬 | 0.58% | +41,000 | 新進 |
| Millennium Management LLC | 41,817 | $75.5 萬 | 0.00% | −141,838−77.2% | 減碼 |
| Toronto Dominion Bank | 42,441 | $76.7 萬 | 0.00% | +6,775+19.0% | 加碼 |
| Raymond James & Associates | 42,931 | $77.5 萬 | 0.00% | −6,736−13.6% | 減碼 |
| AtonRa Partners | 44,332 | $80.1 萬 | 0.74% | +6,540+17.3% | 加碼 |
| Andra AP-fonden | 45,500 | $82.2 萬 | 0.02% | +45,500 | 新進 |
| Van Eck Associates Corp | 48,516 | $87.6 萬 | 0.00% | −8,433−14.8% | 減碼 |
| Delta Air Lines, Inc. | 50,000 | $90.3 萬 | 0.33% | 00.0% | 不變 |
| Cutler Group LP | 50,945 | $92.0 萬 | 0.13% | −1,651−3.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,382 | $92.8 萬 | 0.01% | +13,732+36.5% | 加碼 |
| Arizona State Retirement System | 53,084 | $95.9 萬 | 0.01% | +7,381+16.1% | 加碼 |
| Occudo Quantitative Strategies LP | 54,108 | $97.7 萬 | 0.08% | +54,108 | 新進 |
| Group One Trading, L.P. | 57,320 | $103.5 萬 | 0.03% | −233,118−80.3% | 減碼 |
| Pictet Asset Management SA | 60,878 | $109.9 萬 | 0.00% | +689+1.1% | 加碼 |
| Royal London Asset Management Ltd | 61,680 | $111.5 萬 | 0.01% | +8,843+16.7% | 加碼 |
| Centiva Capital, LP | 62,143 | $112.2 萬 | 0.06% | +23,953+62.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 62,422 | $112.7 萬 | 0.01% | +56,821+1,014.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,695 | $113.2 萬 | 0.01% | +5,600+9.8% | 加碼 |
| Banque Pictet & Cie SA | 65,637 | $118.5 萬 | 0.01% | +65,637 | 新進 |
| LPL Financial LLC | 66,678 | $120.4 萬 | 0.00% | −10,210−13.3% | 減碼 |
| Asset Management One Co.,Ltd. | 67,727 | $122.3 萬 | 0.01% | −595−0.9% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 69,020 | $124.7 萬 | 0.03% | +69,020 | 新進 |
| SEI Investments Co | 70,443 | $127.2 萬 | 0.00% | +70,443 | 新進 |
| Once Capital Management, LLC | 70,500 | $127.3 萬 | 1.62% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 71,818 | $129.7 萬 | 0.17% | +56,738+376.2% | 加碼 |
| CWA Asset Management Group, LLC | 74,046 | $133.7 萬 | 0.13% | −852−1.1% | 減碼 |
| Treasurer of the State of North Carolina | 74,266 | $134.1 萬 | 0.01% | +74,266 | 新進 |
| Virtu Financial LLC | 76,744 | $138.6 萬 | 0.12% | +76,744 | 新進 |
| Renaissance Capital LLC | 79,282 | $143.2 萬 | 0.76% | +26,649+50.6% | 加碼 |
| Jane Street Group, LLC | 81,792 | $147.7 萬 | 0.00% | −1,030,289−92.6% | 減碼 |
| Ameriprise Financial Inc | 85,032 | $149.5 萬 | 0.00% | +12,950+18.0% | 加碼 |
| Advisor Group Holdings, Inc. | 82,828 | $149.6 萬 | 0.00% | +18,687+29.1% | 加碼 |
| Alliancebernstein L.P. | 83,074 | $150.0 萬 | 0.00% | +44,120+113.3% | 加碼 |
| BBR Partners, LLC | 85,028 | $153.6 萬 | 0.18% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 83,104 | $157.3 萬 | 0.00% | +2,021+2.5% | 加碼 |
| Public Employees Retirement System of Ohio | 87,414 | $157.9 萬 | 0.01% | +87,414 | 新進 |
| SG Americas Securities, LLC | 89,383 | $161.4 萬 | 0.02% | +62,400+231.3% | 加碼 |
| Cypress Point Wealth Management, LLC | 91,318 | $164.9 萬 | 2.89% | 00.0% | 不變 |
| Liberty Mutual Group Asset Management Inc. | 92,854 | $167.7 萬 | 0.25% | 00.0% | 不變 |
| NZS Capital, LLC | 92,844 | $167.7 萬 | 0.18% | +20,429+28.2% | 加碼 |
| First Republic Investment Management, Inc. | 94,240 | $170.2 萬 | 0.00% | −3,616−3.7% | 減碼 |
| Ellevest, Inc. | 98,274 | $177.5 萬 | 0.17% | +6,402+7.0% | 加碼 |
| Nomura Holdings Inc | 104,631 | $179.7 萬 | 0.02% | +72,734+228.0% | 加碼 |
| EJF Capital LLC | 100,000 | $180.6 萬 | 0.30% | −150,000−60.0% | 減碼 |
| Belmont Capital, LLC | 100,000 | $180.6 萬 | 2.19% | +100,000 | 新進 |
| Russell Investments Group, Ltd. | 104,103 | $187.8 萬 | 0.00% | −1,813−1.7% | 減碼 |
| Seven Eight Capital, LP | 106,008 | $191.5 萬 | 0.77% | +69,591+191.1% | 加碼 |
| Wells Fargo & Company | 107,297 | $193.8 萬 | 0.00% | −39,083−26.7% | 減碼 |
| Portland Ltd | 113,320 | $204.7 萬 | 59.03% | 00.0% | 不變 |
| Optiver Holding B.V. | 113,682 | $205.4 萬 | 0.00% | +113,682 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114,536 | $206.9 萬 | 0.01% | +16,600+16.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 118,254 | $213.6 萬 | 0.01% | +15,725+15.3% | 加碼 |
| PEAK6 Investments LLC | 121,196 | $213.7 萬 | 0.05% | +61,064+101.5% | 加碼 |
| State of Wisconsin Investment Board | 121,221 | $218.9 萬 | 0.01% | +12,732+11.7% | 加碼 |
| Gotham Asset Management, LLC | 121,855 | $220.1 萬 | 0.07% | +117,510+2,704.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 126,329 | $228.2 萬 | 0.01% | +126,329 | 新進 |
| Holocene Advisors, LP | 130,547 | $235.8 萬 | 0.01% | +130,547 | 新進 |
| Titleist Asset Management, Ltd. | 131,934 | $238.3 萬 | 0.59% | +3,489+2.7% | 加碼 |
| Calixto Global Investors, LP | 135,501 | $244.7 萬 | 2.45% | +135,501 | 新進 |
| Twin Tree Management, LP | 145,182 | $262.2 萬 | 0.05% | −401,137−73.4% | 減碼 |
| Squarepoint Ops LLC | 145,327 | $262.5 萬 | 0.02% | +133,776+1,158.1% | 加碼 |
| Nishkama Capital, LLC | 148,000 | $267.3 萬 | 1.31% | +148,000 | 新進 |
| Tudor Investment Corp Et Al | 155,619 | $281.0 萬 | 0.08% | −22,630−12.7% | 減碼 |
| Rhumbline Advisers | 160,993 | $290.8 萬 | 0.00% | +160,993 | 新進 |
| Allen Investment Management LLC | 162,088 | $292.7 萬 | 0.05% | 00.0% | 不變 |
| One Fin Capital Management LP | 163,000 | $294.4 萬 | 1.07% | +163,000 | 新進 |
| Ensign Peak Advisors, Inc | 164,604 | $297.3 萬 | 0.01% | +100,043+155.0% | 加碼 |
| New York State Common Retirement Fund | 164,600 | $297.3 萬 | 0.00% | +164,600 | 新進 |
| Wolverine Asset Management LLC | 165,865 | $299.5 萬 | 0.04% | +165,865 | 新進 |
| Canada Pension Plan Investment Board | 169,455 | $306.0 萬 | 0.01% | 00.0% | 不變 |
| Harvard Management Co Inc | 173,560 | $313.4 萬 | 0.36% | 00.0% | 不變 |
| Jump Financial, LLC | 180,708 | $326.3 萬 | 0.14% | +180,708 | 新進 |
| Penserra Capital Management LLC | 183,518 | $331.4 萬 | 0.09% | +34,961+23.5% | 加碼 |
| Deutsche Bank AG | 184,076 | $332.5 萬 | 0.00% | +18,882+11.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 188,732 | $340.8 萬 | 0.01% | +12,312+7.0% | 加碼 |
| Catalyst Private Wealth, LLC | 199,445 | $360.2 萬 | 2.55% | −4,133−2.0% | 減碼 |
| Foxhaven Asset Management, LP | 200,000 | $361.2 萬 | 0.16% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 207,190 | $374.2 萬 | 0.62% | +197,926+2,136.5% | 加碼 |
| Hidden Lake Asset Management LP | 207,266 | $374.3 萬 | 3.71% | +1,127+0.5% | 加碼 |
| Citigroup Inc | 210,195 | $379.5 萬 | 0.01% | +25,186+13.6% | 加碼 |
| Amundi | 177,385 | $387.1 萬 | 0.00% | +35,184+24.7% | 加碼 |
| Susquehanna International Group, LLP | 254,404 | $459.5 萬 | 0.01% | −402,776−61.3% | 減碼 |
| K2 Principal Fund, L.P. | 264,501 | $477.7 萬 | 0.81% | +233,300+747.7% | 加碼 |
| UBS Group AG | 265,020 | $478.6 萬 | 0.00% | +62,578+30.9% | 加碼 |
| Mission Creek Capital Partners, Inc. | 271,024 | $489.5 萬 | 1.64% | −15,795−5.5% | 減碼 |
| La Financiere de L'Echiquier | 272,000 | $491.3 萬 | 0.29% | −225,821−45.4% | 減碼 |
| California Public Employees Retirement System | 277,456 | $501.1 萬 | 0.00% | +3,925+1.4% | 加碼 |
| Schusterman Interests, LLC | 291,152 | $525.8 萬 | 5.56% | 00.0% | 不變 |
| CTC LLC | 292,119 | $527.5 萬 | 0.30% | +292,119 | 新進 |
| Invesco Ltd. | 298,430 | $538.9 萬 | 0.00% | +110,571+58.9% | 加碼 |
| California State Teachers Retirement System | 309,493 | $558.9 萬 | 0.01% | +108,523+54.0% | 加碼 |
| Man Group plc | – | $598.5 萬 | 0.03% | – | – |
| Teacher Retirement System of Texas | 344,064 | $621.4 萬 | 0.04% | −5,761−1.6% | 減碼 |
| Bank of America Corp | 346,727 | $626.1 萬 | 0.00% | +139,736+67.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 364,423 | $658.1 萬 | 0.02% | +3,168+0.9% | 加碼 |
| Royal Bank of Canada | 377,090 | $681.0 萬 | 0.00% | +147,548+64.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 397,721 | $718.3 萬 | 0.01% | +153,862+63.1% | 加碼 |
| HSBC Holdings PLC | 396,994 | $722.0 萬 | 0.01% | −22,673−5.4% | 減碼 |
| ETF Managers Group, LLC | 380,270 | $723.3 萬 | 0.21% | −8,700−2.2% | 減碼 |
| Pacific Heights Asset Management LLC | 411,000 | $742.3 萬 | 0.76% | +75,000+22.3% | 加碼 |