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 4 季 13F 持有人
Affirm Holdings, Inc. 在 2022/12/31 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
- 354
- 較 2022 年第 3 季 +8 家
- 持有股數
- 1.64 億
- 較 2022 年第 3 季 −851.2 萬 (−4.9%)
- 總市值
- $15.9 億
- 較 2022 年第 3 季 −$16.4 億 (−50.9%)
- 新進機構
- 77
- 另有 119 家加碼
- 清倉機構
- 69
- 另有 80 家減碼
另有 8 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 | $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 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 25,657,975 | $2.48 億 | 0.07% | −1,775,911−6.5% | 減碼 |
| Baillie Gifford & Co | 20,219,134 | $1.96 億 | 0.20% | −290,969−1.4% | 減碼 |
| Vanguard Group Inc | 18,794,360 | $1.82 億 | 0.00% | +1,602,045+9.3% | 加碼 |
| Morgan Stanley | 18,186,366 | $1.76 億 | 0.02% | −3,137,977−14.7% | 減碼 |
| BlackRock Inc. | 10,556,121 | $1.02 億 | 0.00% | +1,679,051+18.9% | 加碼 |
| Price T Rowe Associates Inc | 10,434,854 | $1.01 億 | 0.02% | −113,695−1.1% | 減碼 |
| State Street Corp | 4,071,040 | $3,937 萬 | 0.00% | +150,155+3.8% | 加碼 |
| Spyglass Capital Management LLC | 3,351,631 | $3,241 萬 | 2.60% | +216,504+6.9% | 加碼 |
| Geode Capital Management, LLC | 3,010,116 | $2,908 萬 | 0.00% | +328,297+12.2% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 2,458,387 | $2,377 萬 | 12.74% | 00.0% | 不變 |
| Abdiel Capital Advisors, LP | 2,362,132 | $2,284 萬 | 1.42% | +193,100+8.9% | 加碼 |
| Norges Bank | 2,124,482 | $2,054 萬 | 0.00% | +681,043+47.2% | 加碼 |
| GGV Capital LLC | 2,059,237 | $1,991 萬 | 7.27% | −231,696−10.1% | 減碼 |
| Goldman Sachs Group Inc | 1,939,242 | $1,875 萬 | 0.01% | +416,320+27.3% | 加碼 |
| JPMorgan Chase & Co | 1,677,125 | $1,622 萬 | 0.00% | −1,126,006−40.2% | 減碼 |
| Founders Fund Growth Management, LLC | 1,622,338 | $1,569 萬 | 78.61% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 1,421,122 | $1,374 萬 | 0.26% | −334,921−19.1% | 減碼 |
| Wellington Management Group LLP | 1,420,531 | $1,374 萬 | 0.00% | +343,367+31.9% | 加碼 |
| Charles Schwab Investment Management Inc | 1,231,106 | $1,190 萬 | 0.00% | +69,171+6.0% | 加碼 |
| Barclays PLC | 1,122,247 | $1,085 萬 | 0.01% | +16,017+1.4% | 加碼 |
| Northern Trust Corp | 1,111,795 | $1,075 萬 | 0.00% | +60,599+5.8% | 加碼 |
| FMR LLC | 1,073,065 | $1,038 萬 | 0.00% | −701,407−39.5% | 減碼 |
| Capital Fund Management S.A. | 981,353 | $949.0 萬 | 0.21% | +64,860+7.1% | 加碼 |
| Bank of New York Mellon Corp | 952,774 | $921.3 萬 | 0.00% | +26,936+2.9% | 加碼 |
| Swiss National Bank | 790,975 | $764.9 萬 | 0.01% | −42,600−5.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 785,397 | $759.5 萬 | 0.02% | +2,320+0.3% | 加碼 |
| Two Sigma Investments, LP | 762,176 | $737.0 萬 | 0.02% | +762,176 | 新進 |
| Sacks David O | 751,646 | $726.8 萬 | 42.85% | +751,646 | 新進 |
| Allen Operations LLC | 721,382 | $697.6 萬 | 1.86% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 683,773 | $661.2 萬 | 0.00% | +214,714+45.8% | 加碼 |
| Battery Management Corp. | 617,560 | $597.2 萬 | 1.09% | 00.0% | 不變 |
| TD Asset Management Inc | 614,460 | $594.2 萬 | 0.01% | −10,861−1.7% | 減碼 |
| VK Services, LLC | 600,823 | $581.0 萬 | 1.02% | 00.0% | 不變 |
| Squarepoint Ops LLC | 562,261 | $543.7 萬 | 0.04% | +143,947+34.4% | 加碼 |
| Legal & General Group Plc | 550,834 | $532.7 萬 | 0.00% | −59,858−9.8% | 減碼 |
| UBS Asset Management Americas Inc | 543,539 | $525.6 萬 | 0.00% | −49,590−8.4% | 減碼 |
| ETF Managers Group, LLC | 537,180 | $519.5 萬 | 0.24% | +145,196+37.0% | 加碼 |
| Bank of America Corp | 523,517 | $506.2 萬 | 0.00% | −368,901−41.3% | 減碼 |
| National Bank of Canada | 520,588 | $503.4 萬 | 0.01% | +518,243+22,099.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 470,493 | $455.0 萬 | 0.00% | +1,441+0.3% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 419,462 | $405.6 萬 | 0.02% | +419,462 | 新進 |
| Credit Suisse AG | 386,879 | $374.1 萬 | 0.00% | −207,358−34.9% | 減碼 |
| Royal Bank of Canada | 379,867 | $367.3 萬 | 0.00% | +23,872+6.7% | 加碼 |
| HSBC Holdings PLC | 386,677 | $366.1 萬 | 0.00% | +70,109+22.1% | 加碼 |
| Jane Street Group, LLC | 365,328 | $353.3 萬 | 0.01% | +261,506+251.9% | 加碼 |
| California Public Employees Retirement System | 361,444 | $349.5 萬 | 0.00% | −9,639−2.6% | 減碼 |
| California State Teachers Retirement System | 339,402 | $328.2 萬 | 0.01% | +14,617+4.5% | 加碼 |
| Teacher Retirement System of Texas | 337,098 | $326.0 萬 | 0.02% | −5,302−1.5% | 減碼 |
| Pacific Heights Asset Management LLC | 315,000 | $304.6 萬 | 0.30% | −96,000−23.4% | 減碼 |
| Citadel Advisors LLC | 303,949 | $293.9 萬 | 0.00% | −1,248,038−80.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 303,817 | $293.8 萬 | 0.01% | −50,227−14.2% | 減碼 |
| Schusterman Interests, LLC | 291,152 | $281.5 萬 | 5.86% | 00.0% | 不變 |
| Ameriprise Financial Inc | 287,744 | $278.3 萬 | 0.00% | +207,431+258.3% | 加碼 |
| Jefferies Financial Group Inc. | 286,781 | $277.3 萬 | 0.05% | +286,781 | 新進 |
| Penserra Capital Management LLC | 279,186 | $269.9 萬 | 0.06% | +109,260+64.3% | 加碼 |
| Amundi | 223,577 | $253.1 萬 | 0.00% | +166,537+292.0% | 加碼 |
| Aquatic Capital Management LLC | 250,200 | $242.3 萬 | 0.18% | +250,200 | 新進 |
| Hidden Lake Asset Management LP | 245,671 | $237.6 萬 | 3.20% | +172,100+233.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 227,757 | $220.2 萬 | 0.00% | +26,635+13.2% | 加碼 |
| Bank of Montreal | 222,181 | $215.1 萬 | 0.00% | −11,825−5.1% | 減碼 |
| Rhumbline Advisers | 217,582 | $210.4 萬 | 0.00% | +35,741+19.7% | 加碼 |
| APG Asset Management N.V. | 203,912 | $197.2 萬 | 0.00% | +203,912 | 新進 |
| Citigroup Inc | 202,156 | $195.5 萬 | 0.00% | +3,358+1.7% | 加碼 |
| Foxhaven Asset Management, LP | 200,000 | $193.4 萬 | 0.08% | 00.0% | 不變 |
| Catalyst Private Wealth, LLC | 198,464 | $191.9 萬 | 1.56% | +140.0% | 加碼 |
| Millennium Management LLC | 197,271 | $190.8 萬 | 0.00% | −636,754−76.3% | 減碼 |
| Invesco Ltd. | 191,843 | $185.5 萬 | 0.00% | −136,645−41.6% | 減碼 |
| Qube Research & Technologies Ltd | 186,247 | $180.1 萬 | 0.01% | +186,247 | 新進 |
| New York State Common Retirement Fund | 180,270 | $174.3 萬 | 0.00% | +670+0.4% | 加碼 |
| Deutsche Bank AG | 176,387 | $170.6 萬 | 0.00% | −32,382−15.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 175,005 | $169.2 萬 | 0.01% | +56,751+48.0% | 加碼 |
| Trexquant Investment LP | 174,900 | $169.1 萬 | 0.05% | +38,746+28.5% | 加碼 |
| Harvard Management Co Inc | 173,560 | $167.8 萬 | 0.21% | 00.0% | 不變 |
| XTX Topco Ltd | 170,179 | $164.6 萬 | 0.35% | +159,779+1,536.3% | 加碼 |
| Tudor Investment Corp Et Al | 165,930 | $160.5 萬 | 0.04% | −102,422−38.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 163,269 | $157.9 萬 | 0.00% | +2,480+1.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 162,430 | $157.0 萬 | 0.02% | 00.0% | 不變 |
| Allen Investment Management LLC | 162,088 | $156.7 萬 | 0.03% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 159,110 | $153.9 萬 | 0.04% | +72,986+84.7% | 加碼 |
| Ensign Peak Advisors, Inc | 138,364 | $133.8 萬 | 0.00% | +18,280+15.2% | 加碼 |
| Holocene Advisors, LP | 132,353 | $128.0 萬 | 0.01% | −1,800,672−93.2% | 減碼 |
| Occudo Quantitative Strategies LP | 130,363 | $126.1 萬 | 0.15% | +107,719+475.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 129,100 | $124.8 萬 | 0.00% | −113,522−46.8% | 減碼 |
| Sherbrooke Park Advisers LLC | 127,900 | $123.7 萬 | 0.91% | +127,900 | 新進 |
| Caption Management, LLC | 124,500 | $120.4 萬 | 0.20% | +106,500+591.7% | 加碼 |
| Titleist Asset Management, Ltd. | 124,309 | $120.2 萬 | 0.28% | −7,718−5.8% | 減碼 |
| Freshford Capital Management, LLC | 122,704 | $118.7 萬 | 0.28% | +122,704 | 新進 |
| Envestnet Asset Management Inc | 121,149 | $117.2 萬 | 0.00% | +85,579+240.6% | 加碼 |
| Belmont Capital, LLC | 121,000 | $117.0 萬 | 1.25% | 00.0% | 不變 |
| Wolverine Trading, LLC | 118,284 | $114.4 萬 | 0.02% | +118,284 | 新進 |
| Dimensional Fund Advisors LP | 116,873 | $113.1 萬 | 0.00% | +105,526+930.0% | 加碼 |
| Ellevest, Inc. | 115,259 | $111.5 萬 | 0.09% | +5,441+5.0% | 加碼 |
| Public Employees Retirement System of Ohio | 111,519 | $107.8 萬 | 0.00% | +22,424+25.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114,536 | $104.2 萬 | 0.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 101,350 | $98.0 萬 | 0.00% | −11,446−10.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 94,703 | $91.5 萬 | 0.00% | +627+0.7% | 加碼 |
| Treasurer of the State of North Carolina | 94,436 | $91.3 萬 | 0.01% | +18,360+24.1% | 加碼 |
| First Republic Investment Management, Inc. | 92,665 | $89.6 萬 | 0.00% | −23,435−20.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 92,507 | $89.5 萬 | 0.01% | −58,376−38.7% | 減碼 |
| Hilltop Holdings Inc. | 92,029 | $89.0 萬 | 0.12% | +19,630+27.1% | 加碼 |