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 $214.0 億；大師中只有D1 資本持有。
2022 年第 3 季 13F 持有人
Affirm Holdings, Inc. 在 2022/9/30 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
- 354
- 較 2022 年第 2 季 +9 家
- 持有股數
- 1.74 億
- 較 2022 年第 2 季 +1,301 萬 (+8.1%)
- 總市值
- $32.6 億
- 較 2022 年第 2 季 +$3.46 億 (+11.9%)
- 新進機構
- 64
- 另有 115 家加碼
- 清倉機構
- 55
- 另有 82 家減碼
另有 3 家機構在 2022 年第 2 季持有、還沒有申報 2022 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 | $214.0 億 |
| 2026 年第 1 季 | 593 | $110.1 億 |
| 2025 年第 4 季 | 640 | $177.7 億 |
| 2025 年第 3 季 | 616 | $166.9 億 |
| 2025 年第 2 季 | 562 | $155.2 億 |
| 2025 年第 1 季 | 491 | $97.7 億 |
| 2024 年第 4 季 | 502 | $126.4 億 |
| 2024 年第 3 季 | 426 | $81.2 億 |
| 2024 年第 2 季 | 378 | $58.0 億 |
| 2024 年第 1 季 | 383 | $94.8 億 |
| 2023 年第 4 季 | 408 | $109.3 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 | $19.8 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 | $73.5 億 |
| 2021 年第 4 季 | 440 | $143.6 億 |
| 2021 年第 3 季 | 340 | $132.5 億 |
| 2021 年第 2 季 | 230 | $60.2 億 |
| 2021 年第 1 季 | 207 | $58.1 億 |
2022 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 27,433,886 | $5.15 億 | 0.17% | +2,642,358+10.7% | 加碼 |
| Morgan Stanley | 21,324,343 | $4.00 億 | 0.05% | +4,659,624+28.0% | 加碼 |
| Baillie Gifford & Co | 20,510,103 | $3.85 億 | 0.40% | +1,823,411+9.8% | 加碼 |
| Vanguard Group Inc | 17,192,315 | $3.23 億 | 0.01% | +754,554+4.6% | 加碼 |
| Price T Rowe Associates Inc | 10,548,549 | $1.99 億 | 0.03% | −801,746−7.1% | 減碼 |
| BlackRock Inc. | 8,877,070 | $1.67 億 | 0.01% | +415,059+4.9% | 加碼 |
| Jennison Associates LLC | 4,145,182 | $7,776 萬 | 0.08% | +37,807+0.9% | 加碼 |
| State Street Corp | 3,920,885 | $7,356 萬 | 0.00% | +349,071+9.8% | 加碼 |
| Spyglass Capital Management LLC | 3,135,127 | $5,882 萬 | 4.16% | −159,478−4.8% | 減碼 |
| JPMorgan Chase & Co | 2,803,131 | $5,259 萬 | 0.01% | −465,963−14.3% | 減碼 |
| Geode Capital Management, LLC | 2,681,819 | $5,027 萬 | 0.01% | +363,172+15.7% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 2,458,387 | $4,612 萬 | 23.47% | −30,000−1.2% | 減碼 |
| GGV Capital LLC | 2,290,933 | $4,298 萬 | 13.69% | −361,542−13.6% | 減碼 |
| Abdiel Capital Advisors, LP | 2,169,032 | $4,069 萬 | 2.23% | +35,240+1.7% | 加碼 |
| Holocene Advisors, LP | 1,933,025 | $3,626 萬 | 0.23% | +1,802,478+1,380.7% | 加碼 |
| FMR LLC | 1,774,472 | $3,329 萬 | 0.00% | +801,131+82.3% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,756,043 | $3,294 萬 | 0.57% | −55,390−3.1% | 減碼 |
| Founders Fund Growth Management, LLC | 1,622,338 | $3,044 萬 | 87.34% | 00.0% | 不變 |
| Citadel Advisors LLC | 1,551,987 | $2,912 萬 | 0.04% | +1,551,987 | 新進 |
| Goldman Sachs Group Inc | 1,522,922 | $2,857 萬 | 0.01% | +620,683+68.8% | 加碼 |
| Norges Bank | 1,443,439 | $2,708 萬 | 0.01% | +224,833+18.5% | 加碼 |
| Charles Schwab Investment Management Inc | 1,161,935 | $2,180 萬 | 0.01% | +239,506+26.0% | 加碼 |
| Barclays PLC | 1,106,230 | $2,075 萬 | 0.02% | +47,572+4.5% | 加碼 |
| Wellington Management Group LLP | 1,077,164 | $2,021 萬 | 0.00% | +1,077,164 | 新進 |
| Northern Trust Corp | 1,051,196 | $1,972 萬 | 0.00% | +9,663+0.9% | 加碼 |
| Renaissance Technologies LLC | 1,047,000 | $1,964 萬 | 0.03% | +1,047,000 | 新進 |
| Bank of New York Mellon Corp | 925,838 | $1,737 萬 | 0.00% | −142,062−13.3% | 減碼 |
| Capital Fund Management S.A. | 916,493 | $1,719 萬 | 0.43% | +400,236+77.5% | 加碼 |
| Bank of America Corp | 892,418 | $1,674 萬 | 0.00% | +545,691+157.4% | 加碼 |
| Millennium Management LLC | 834,025 | $1,565 萬 | 0.02% | +792,208+1,894.5% | 加碼 |
| Swiss National Bank | 833,575 | $1,564 萬 | 0.01% | +8,600+1.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 783,077 | $1,469 萬 | 0.04% | +61,620+8.5% | 加碼 |
| Craft Ventures GP II, LLC | 751,646 | $1,410 萬 | 58.58% | 00.0% | 不變 |
| Allen Operations LLC | 721,382 | $1,353 萬 | 3.61% | 00.0% | 不變 |
| TD Asset Management Inc | 625,321 | $1,192 萬 | 0.01% | −487−0.1% | 減碼 |
| Battery Management Corp. | 617,560 | $1,159 萬 | 1.99% | 00.0% | 不變 |
| Legal & General Group Plc | 610,692 | $1,146 萬 | 0.00% | −222,530−26.7% | 減碼 |
| VK Services, LLC | 600,823 | $1,127 萬 | 1.68% | −1,258,135−67.7% | 減碼 |
| Credit Suisse AG | 594,237 | $1,115 萬 | 0.01% | −81,625−12.1% | 減碼 |
| UBS Asset Management Americas Inc | 593,129 | $1,113 萬 | 0.01% | −85,829−12.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 469,052 | $879.9 萬 | 0.01% | −39,013−7.7% | 減碼 |
| Eaton Vance Management | 463,416 | $869.3 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 418,314 | $784.8 萬 | 0.07% | +272,987+187.8% | 加碼 |
| ThornTree Capital Partners LP | 417,962 | $784.1 萬 | 2.67% | −17,598−4.0% | 減碼 |
| Pacific Heights Asset Management LLC | 411,000 | $771.0 萬 | 0.82% | 00.0% | 不變 |
| ETF Managers Group, LLC | 391,984 | $735.4 萬 | 0.24% | +11,714+3.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 376,468 | $706.3 萬 | 0.02% | +376,468 | 新進 |
| California Public Employees Retirement System | 371,083 | $696.2 萬 | 0.01% | +93,627+33.7% | 加碼 |
| Royal Bank of Canada | 355,995 | $667.9 萬 | 0.00% | −21,095−5.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 354,044 | $664.2 萬 | 0.02% | −10,379−2.8% | 減碼 |
| Teacher Retirement System of Texas | 342,400 | $642.3 萬 | 0.05% | −1,664−0.5% | 減碼 |
| Invesco Ltd. | 328,488 | $616.4 萬 | 0.00% | +30,058+10.1% | 加碼 |
| California State Teachers Retirement System | 324,785 | $609.3 萬 | 0.01% | +15,292+4.9% | 加碼 |
| HSBC Holdings PLC | 316,568 | $600.4 萬 | 0.01% | −80,426−20.3% | 減碼 |
| EJF Capital LLC | 295,000 | $553.4 萬 | 1.09% | +195,000+195.0% | 加碼 |
| Schusterman Interests, LLC | 291,152 | $546.2 萬 | 4.92% | 00.0% | 不變 |
| 6elm Capital LP | 288,511 | $541.2 萬 | 4.87% | −123,452−30.0% | 減碼 |
| Blueshift Asset Management, LLC | 270,606 | $507.7 萬 | 1.09% | +63,416+30.6% | 加碼 |
| Tudor Investment Corp Et Al | 268,352 | $503.4 萬 | 0.12% | +112,733+72.4% | 加碼 |
| Bank of Montreal | 234,006 | $459.5 萬 | 0.00% | +200,113+590.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 242,622 | $455.2 萬 | 0.01% | −155,099−39.0% | 減碼 |
| Quadrature Capital Ltd | 234,246 | $439.4 萬 | 0.14% | +193,982+481.8% | 加碼 |
| Jefferies Group LLC | 220,600 | $413.8 萬 | 0.12% | +220,600 | 新進 |
| Jump Financial, LLC | 218,709 | $410.3 萬 | 0.16% | +38,001+21.0% | 加碼 |
| Deutsche Bank AG | 208,769 | $391.6 萬 | 0.00% | +24,693+13.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 201,122 | $377.3 萬 | 0.01% | +12,390+6.6% | 加碼 |
| Foxhaven Asset Management, LP | 200,000 | $375.2 萬 | 0.17% | 00.0% | 不變 |
| Citigroup Inc | 198,798 | $373.0 萬 | 0.01% | −11,397−5.4% | 減碼 |
| Catalyst Private Wealth, LLC | 198,450 | $372.3 萬 | 2.81% | −995−0.5% | 減碼 |
| Rhumbline Advisers | 181,841 | $341.1 萬 | 0.01% | +20,848+12.9% | 加碼 |
| New York State Common Retirement Fund | 179,600 | $336.9 萬 | 0.00% | +15,000+9.1% | 加碼 |
| Harvard Management Co Inc | 173,560 | $325.6 萬 | 0.41% | 00.0% | 不變 |
| Penserra Capital Management LLC | 169,926 | $318.7 萬 | 0.09% | −13,592−7.4% | 減碼 |
| One Fin Capital Management LP | 163,000 | $305.8 萬 | 1.18% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 162,430 | $304.8 萬 | 0.04% | +162,430 | 新進 |
| Allen Investment Management LLC | 162,088 | $304.1 萬 | 0.05% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 160,789 | $301.6 萬 | 0.01% | +34,460+27.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 150,883 | $283.1 萬 | 0.02% | +88,461+141.7% | 加碼 |
| Trexquant Investment LP | 136,154 | $255.4 萬 | 0.09% | +136,154 | 新進 |
| Titleist Asset Management, Ltd. | 132,027 | $247.7 萬 | 0.59% | +93+0.1% | 加碼 |
| Russell Investments Group, Ltd. | 129,322 | $242.4 萬 | 0.01% | +25,219+24.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 121,912 | $228.7 萬 | 0.04% | +121,912 | 新進 |
| Belmont Capital, LLC | 121,000 | $227.0 萬 | 2.68% | +21,000+21.0% | 加碼 |
| Ensign Peak Advisors, Inc | 120,084 | $225.2 萬 | 0.01% | −44,520−27.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 118,254 | $221.8 萬 | 0.01% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 116,100 | $217.8 萬 | 0.01% | +21,860+23.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114,536 | $214.9 萬 | 0.01% | 00.0% | 不變 |
| NZS Capital, LLC | 113,692 | $213.3 萬 | 0.20% | +20,848+22.5% | 加碼 |
| Portland Ltd | 113,320 | $212.6 萬 | 19.58% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 112,796 | $211.6 萬 | 0.01% | −8,425−7.0% | 減碼 |
| Wells Fargo & Company | 110,235 | $206.7 萬 | 0.00% | +2,938+2.7% | 加碼 |
| Ellevest, Inc. | 109,818 | $206.0 萬 | 0.20% | +11,544+11.7% | 加碼 |
| Seven Eight Capital, LP | 109,561 | $205.5 萬 | 0.41% | +3,553+3.4% | 加碼 |
| Jane Street Group, LLC | 103,822 | $194.8 萬 | 0.00% | +22,030+26.9% | 加碼 |
| Nomura Holdings Inc | 102,085 | $191.7 萬 | 0.02% | −2,546−2.4% | 減碼 |
| UBS Group AG | 100,888 | $189.3 萬 | 0.00% | −164,132−61.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 94,076 | $179.1 萬 | 0.00% | +10,972+13.2% | 加碼 |
| Versor Investments LP | 92,208 | $173.0 萬 | 0.10% | +76,208+476.3% | 加碼 |
| Cypress Point Wealth Management, LLC | 91,318 | $171.3 萬 | 3.18% | 00.0% | 不變 |
| Man Group plc | 90,578 | $170.0 萬 | 0.01% | – | – |