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 |
|---|---|---|---|---|---|
| 6elm Capital LP | 411,963 | $744.0 萬 | 12.98% | +411,963 | 新進 |
| ThornTree Capital Partners LP | 435,560 | $786.6 萬 | 3.08% | −14,013−3.1% | 減碼 |
| 12 West Capital Management LP | 450,000 | $812.7 萬 | 0.69% | +450,000 | 新進 |
| Eaton Vance Management | 463,416 | $837.0 萬 | 0.01% | +83,480+22.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 508,065 | $917.6 萬 | 0.01% | +49,214+10.7% | 加碼 |
| Capital Fund Management S.A. | 516,257 | $932.4 萬 | 0.25% | +504,542+4,306.8% | 加碼 |
| Point72 Asset Management, L.P. | 596,100 | $1,077 萬 | 0.05% | +596,100 | 新進 |
| Battery Management Corp. | 617,560 | $1,115 萬 | 1.85% | 00.0% | 不變 |
| TD Asset Management Inc | 625,808 | $1,130 萬 | 0.01% | −10,051−1.6% | 減碼 |
| Credit Suisse AG | 675,862 | $1,221 萬 | 0.01% | +370,331+121.2% | 加碼 |
| UBS Asset Management Americas Inc | 678,958 | $1,226 萬 | 0.01% | +168,647+33.0% | 加碼 |
| Allen Operations LLC | 721,382 | $1,303 萬 | 3.27% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 721,457 | $1,303 萬 | 0.03% | +12,429+1.8% | 加碼 |
| Craft Ventures GP II, LLC | 751,646 | $1,358 萬 | 100.00% | 00.0% | 不變 |
| Swiss National Bank | 824,975 | $1,490 萬 | 0.01% | +103,600+14.4% | 加碼 |
| J. Goldman & Co LP | 824,955 | $1,490 萬 | 1.17% | +824,955 | 新進 |
| Legal & General Group Plc | 833,222 | $1,505 萬 | 0.01% | +76,098+10.1% | 加碼 |
| Goldman Sachs Group Inc | 902,239 | $1,629 萬 | 0.00% | −1,769,166−66.2% | 減碼 |
| Charles Schwab Investment Management Inc | 922,429 | $1,666 萬 | 0.01% | +51,470+5.9% | 加碼 |
| FMR LLC | 973,341 | $1,758 萬 | 0.00% | −575,549−37.2% | 減碼 |
| Northern Trust Corp | 1,041,533 | $1,881 萬 | 0.00% | +325,662+45.5% | 加碼 |
| Barclays PLC | 1,058,658 | $1,912 萬 | 0.02% | +332,082+45.7% | 加碼 |
| Bank of New York Mellon Corp | 1,067,900 | $1,929 萬 | 0.00% | +434,250+68.5% | 加碼 |
| Norges Bank | 1,218,606 | $2,201 萬 | 0.01% | −178,303−12.8% | 減碼 |
| Bullfrog Capital GP, Ltd. | 1,329,622 | $2,401 萬 | 14.57% | 00.0% | 不變 |
| BFT Financial Group, LLC | 1,384,478 | $2,500 萬 | 6.73% | +333,352+31.7% | 加碼 |
| Founders Fund Growth Management, LLC | 1,622,338 | $2,930 萬 | 85.62% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 1,811,433 | $3,271 萬 | 0.58% | −278,965−13.3% | 減碼 |
| VK Services, LLC | 1,858,958 | $3,357 萬 | 5.01% | −1,258,134−40.4% | 減碼 |
| Abdiel Capital Advisors, LP | 2,133,792 | $3,854 萬 | 2.60% | +446,135+26.4% | 加碼 |
| Geode Capital Management, LLC | 2,318,647 | $4,182 萬 | 0.01% | +661,660+39.9% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 2,488,387 | $4,494 萬 | 22.01% | −773,265−23.7% | 減碼 |
| GGV Capital LLC | 2,652,475 | $4,790 萬 | 11.44% | −113,373−4.1% | 減碼 |
| JPMorgan Chase & Co | 3,269,094 | $5,904 萬 | 0.01% | −342,368−9.5% | 減碼 |
| Spyglass Capital Management LLC | 3,294,605 | $5,950 萬 | 3.31% | +918,973+38.7% | 加碼 |
| State Street Corp | 3,571,814 | $6,451 萬 | 0.00% | +1,755,252+96.6% | 加碼 |
| Jennison Associates LLC | 4,107,375 | $7,418 萬 | 0.07% | +46,762+1.2% | 加碼 |
| BlackRock Inc. | 8,462,011 | $1.53 億 | 0.00% | +3,281,090+63.3% | 加碼 |
| Price T Rowe Associates Inc | 11,350,295 | $2.05 億 | 0.03% | +1,404,278+14.1% | 加碼 |
| Vanguard Group Inc | 16,437,761 | $2.97 億 | 0.01% | −60,623−0.4% | 減碼 |
| Morgan Stanley | 16,664,719 | $3.01 億 | 0.04% | +6,156,458+58.6% | 加碼 |
| Baillie Gifford & Co | 18,686,692 | $3.37 億 | 0.35% | −1,796,163−8.8% | 減碼 |
| Capital Research Global Investors | 24,791,528 | $4.48 億 | 0.14% | −6,075,950−19.7% | 減碼 |
| IFP Advisors, Inc | 2,321 | – | – | −625−21.2% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 11 | – | – | −440−97.6% | 減碼 |
| Mizuho Securities Co. Ltd. | 47 | – | – | −1−2.1% | 減碼 |
| Berkshire Capital Holdings Inc | 10 | – | – | 00.0% | 不變 |
| Westside Investment Management, Inc. | 1,901 | – | – | +540+39.7% | 加碼 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,461,836−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −404,400−100.0% | 清倉 |
| Builders Union LLP | 0 | $0 | 0.00% | −289,700−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −235,838−100.0% | 清倉 |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −181,240−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −143,367−100.0% | 清倉 |
| Flight Deck Capital, LP | 0 | $0 | 0.00% | −123,100−100.0% | 清倉 |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −86,000−100.0% | 清倉 |
| Berylson Capital Partners, LLC | 0 | $0 | 0.00% | −65,500−100.0% | 清倉 |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −64,112−100.0% | 清倉 |
| Regents of the University of California | 0 | $0 | 0.00% | −52,842−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −51,076−100.0% | 清倉 |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −47,500−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −40,155−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −36,889−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −32,814−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −28,655−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,749−100.0% | 清倉 |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −27,621−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −21,558−100.0% | 清倉 |
| Scge Management, L.P. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −17,037−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −17,000−100.0% | 清倉 |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −14,758−100.0% | 清倉 |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −11,800−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −10,938−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −10,455−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −10,190−100.0% | 清倉 |
| XR Securities LLC | 0 | $0 | 0.00% | −10,170−100.0% | 清倉 |
| Alight Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −9,797−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,791−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −9,354−100.0% | 清倉 |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −9,299−100.0% | 清倉 |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −6,005−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −9,002−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −8,816−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −8,309−100.0% | 清倉 |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −8,207−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −8,211−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,649−100.0% | 清倉 |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −7,502−100.0% | 清倉 |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −7,399−100.0% | 清倉 |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −7,385−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −7,332−100.0% | 清倉 |
| Afg Fiduciary Services Limited Partnership | 0 | $0 | 0.00% | −7,250−100.0% | 清倉 |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −7,100−100.0% | 清倉 |
| ACT Capital Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,745−100.0% | 清倉 |
| GFG Capital, LLC | 0 | $0 | 0.00% | −6,643−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −7,358−100.0% | 清倉 |