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。
2023 年第 1 季 13F 持有人
Affirm Holdings, Inc. 在 2023/3/31 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
- 308
- 較 2022 年第 4 季 −40 家
- 持有股數
- 1.81 億
- 較 2022 年第 4 季 +1,738 萬 (+10.6%)
- 總市值
- $20.5 億
- 較 2022 年第 4 季 +$4.62 億 (+29.1%)
- 新進機構
- 45
- 另有 97 家加碼
- 清倉機構
- 85
- 另有 88 家減碼
另有 6 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 25,125,209 | $2.83 億 | 0.03% | +6,938,843+38.2% | 加碼 |
| Capital Research Global Investors | 21,009,573 | $2.37 億 | 0.07% | −4,648,402−18.1% | 減碼 |
| Baillie Gifford & Co | 19,985,659 | $2.25 億 | 0.20% | −233,475−1.2% | 減碼 |
| Vanguard Group Inc | 19,174,022 | $2.16 億 | 0.01% | +379,662+2.0% | 加碼 |
| Capital World Investors | 15,329,228 | $1.73 億 | 0.04% | +15,329,228 | 新進 |
| Price T Rowe Associates Inc | 9,948,384 | $1.12 億 | 0.02% | −486,470−4.7% | 減碼 |
| BlackRock Inc. | 9,200,346 | $1.04 億 | 0.00% | −1,355,775−12.8% | 減碼 |
| Lightspeed Ultimate General Partner IX, Ltd. | 4,721,064 | $5,321 萬 | 78.28% | +4,721,064 | 新進 |
| Citadel Advisors LLC | 4,318,631 | $4,867 萬 | 0.05% | +4,014,682+1,320.8% | 加碼 |
| State Street Corp | 3,683,225 | $4,151 萬 | 0.00% | −387,815−9.5% | 減碼 |
| Spyglass Capital Management LLC | 3,201,692 | $3,608 萬 | 2.72% | −149,939−4.5% | 減碼 |
| Geode Capital Management, LLC | 3,115,554 | $3,511 萬 | 0.00% | +105,438+3.5% | 加碼 |
| Bank of America Corp | 2,741,642 | $3,090 萬 | 0.00% | +2,218,125+423.7% | 加碼 |
| Abdiel Capital Advisors, LP | 2,362,132 | $2,662 萬 | 1.17% | 00.0% | 不變 |
| Three Bridge Wealth Advisors, LLC | 2,268,387 | $2,556 萬 | 11.85% | −190,000−7.7% | 減碼 |
| Norges Bank | 2,176,469 | $2,453 萬 | 0.01% | +51,987+2.4% | 加碼 |
| GGV Capital LLC | 2,059,237 | $2,321 萬 | 12.33% | 00.0% | 不變 |
| Founders Fund Growth Management, LLC | 1,622,338 | $1,828 萬 | 84.75% | 00.0% | 不變 |
| BFT Financial Group, LLC | 1,338,323 | $1,508 萬 | 2.25% | +1,338,323 | 新進 |
| Charles Schwab Investment Management Inc | 1,259,448 | $1,419 萬 | 0.00% | +28,342+2.3% | 加碼 |
| Lightspeed Opportunity Fund, L.P. | 1,254,623 | $1,414 萬 | 7.88% | +1,254,623 | 新進 |
| Renaissance Technologies LLC | 1,075,400 | $1,212 萬 | 0.02% | +1,075,400 | 新進 |
| Goldman Sachs Group Inc | 1,039,599 | $1,172 萬 | 0.00% | −899,643−46.4% | 減碼 |
| ETF Managers Group, LLC | 1,019,939 | $1,149 萬 | 0.37% | +482,759+89.9% | 加碼 |
| Northern Trust Corp | 871,092 | $981.7 萬 | 0.00% | −240,703−21.6% | 減碼 |
| Sacks David O | 751,646 | $847.1 萬 | 51.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 744,979 | $839.6 萬 | 0.00% | −207,795−21.8% | 減碼 |
| Allen Operations LLC | 721,382 | $813.0 萬 | 2.06% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 712,859 | $803.4 萬 | 0.05% | +526,612+282.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 665,110 | $749.6 萬 | 0.02% | −120,287−15.3% | 減碼 |
| Nuveen Asset Management, LLC | 632,734 | $713.1 萬 | 0.00% | −51,039−7.5% | 減碼 |
| Battery Management Corp. | 617,560 | $696.0 萬 | 1.00% | 00.0% | 不變 |
| VK Services, LLC | 600,823 | $677.1 萬 | 1.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 591,917 | $667.1 萬 | 0.01% | +589,604+25,490.9% | 加碼 |
| Royal Bank of Canada | 530,427 | $597.8 萬 | 0.00% | +150,560+39.6% | 加碼 |
| Susquehanna International Group, LLP | 474,094 | $534.3 萬 | 0.01% | +432,276+1,033.7% | 加碼 |
| TD Asset Management Inc | 464,784 | $523.8 萬 | 0.01% | −149,676−24.4% | 減碼 |
| Swiss National Bank | 422,200 | $475.8 萬 | 0.00% | −368,775−46.6% | 減碼 |
| Capital Fund Management S.A. | 398,272 | $448.9 萬 | 0.09% | −583,081−59.4% | 減碼 |
| Man Group plc | – | $406.9 萬 | 0.01% | – | 新進 |
| HSBC Holdings PLC | 342,918 | $379.6 萬 | 0.00% | −43,759−11.3% | 減碼 |
| Millennium Management LLC | 331,951 | $374.1 萬 | 0.00% | +134,680+68.3% | 加碼 |
| California Public Employees Retirement System | 325,534 | $366.9 萬 | 0.00% | −35,910−9.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 325,281 | $366.6 萬 | 0.01% | +21,464+7.1% | 加碼 |
| Invesco Ltd. | 318,225 | $358.6 萬 | 0.00% | +126,382+65.9% | 加碼 |
| Pacific Heights Asset Management LLC | 315,000 | $355.0 萬 | 0.33% | 00.0% | 不變 |
| Schusterman Interests, LLC | 291,152 | $328.1 萬 | 5.10% | 00.0% | 不變 |
| California State Teachers Retirement System | 270,220 | $304.5 萬 | 0.00% | −69,182−20.4% | 減碼 |
| UBS Asset Management Americas Inc | 266,940 | $300.8 萬 | 0.00% | −276,599−50.9% | 減碼 |
| Penserra Capital Management LLC | 261,918 | $295.1 萬 | 0.06% | −17,268−6.2% | 減碼 |
| Credit Suisse AG | 259,952 | $293.0 萬 | 0.00% | −126,927−32.8% | 減碼 |
| Parallax Volatility Advisers, L.P. | 241,308 | $272.0 萬 | 0.10% | +82,198+51.7% | 加碼 |
| Ensign Peak Advisors, Inc | 239,770 | $270.2 萬 | 0.01% | +101,406+73.3% | 加碼 |
| Two Sigma Securities, LLC | 237,960 | $268.2 萬 | 0.22% | +220,548+1,266.6% | 加碼 |
| JPMorgan Chase & Co | 237,612 | $267.8 萬 | 0.00% | −1,439,513−85.8% | 減碼 |
| Amundi | 251,067 | $261.1 萬 | 0.00% | +27,490+12.3% | 加碼 |
| Belmont Capital, LLC | 221,000 | $249.1 萬 | 2.06% | +100,000+82.6% | 加碼 |
| Rhumbline Advisers | 219,465 | $247.3 萬 | 0.00% | +1,883+0.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 219,106 | $246.9 萬 | 0.02% | +126,599+136.9% | 加碼 |
| Barclays PLC | 212,714 | $239.7 萬 | 0.00% | −909,533−81.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 203,125 | $228.9 萬 | 0.00% | −24,632−10.8% | 減碼 |
| Catalyst Private Wealth, LLC | 201,763 | $227.4 萬 | 1.57% | +3,299+1.7% | 加碼 |
| New York State Common Retirement Fund | 200,600 | $226.1 萬 | 0.00% | +20,330+11.3% | 加碼 |
| Foxhaven Asset Management, LP | 200,000 | $225.4 萬 | 0.08% | 00.0% | 不變 |
| Sculptor Capital LP | 200,000 | $225.4 萬 | 0.06% | +200,000 | 新進 |
| Jane Street Group, LLC | 183,543 | $206.9 萬 | 0.00% | −181,785−49.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 175,005 | $197.2 萬 | 0.01% | 00.0% | 不變 |
| Harvard Management Co Inc | 173,560 | $195.6 萬 | 0.21% | 00.0% | 不變 |
| Legal & General Group Plc | 169,543 | $191.1 萬 | 0.00% | −381,291−69.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 162,430 | $183.1 萬 | 0.02% | 00.0% | 不變 |
| Allen Investment Management LLC | 162,088 | $182.7 萬 | 0.03% | 00.0% | 不變 |
| Citigroup Inc | 159,159 | $179.4 萬 | 0.00% | −42,997−21.3% | 減碼 |
| Gillson Capital LP | 157,877 | $177.9 萬 | 0.15% | +157,877 | 新進 |
| State Board of Administration of Florida Retirement System | 156,200 | $176.0 萬 | 0.00% | −7,069−4.3% | 減碼 |
| Hilltop Holdings Inc. | 150,785 | $169.9 萬 | 0.23% | +58,756+63.8% | 加碼 |
| Tudor Investment Corp Et Al | 149,585 | $168.6 萬 | 0.03% | −16,345−9.9% | 減碼 |
| Trexquant Investment LP | 133,856 | $150.9 萬 | 0.04% | −41,044−23.5% | 減碼 |
| Holocene Advisors, LP | 133,086 | $150.0 萬 | 0.01% | +733+0.6% | 加碼 |
| Walleye Capital LLC | 125,476 | $141.4 萬 | 0.03% | +125,476 | 新進 |
| Titleist Asset Management, LLC | 121,754 | $137.2 萬 | 0.29% | +121,754 | 新進 |
| Ameriprise Financial Inc | 118,395 | $133.4 萬 | 0.00% | −169,349−58.9% | 減碼 |
| Dimensional Fund Advisors LP | 117,217 | $132.0 萬 | 0.00% | +344+0.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 114,600 | $129.2 萬 | 0.00% | +19,897+21.0% | 加碼 |
| Public Employees Retirement System of Ohio | 109,975 | $123.9 萬 | 0.01% | −1,544−1.4% | 減碼 |
| Envestnet Asset Management Inc | 105,325 | $118.7 萬 | 0.00% | −15,824−13.1% | 減碼 |
| First Republic Investment Management, Inc. | 99,037 | $111.6 萬 | 0.00% | +6,372+6.9% | 加碼 |
| Treasurer of the State of North Carolina | 96,706 | $109.0 萬 | 0.01% | +2,270+2.4% | 加碼 |
| Janus Henderson Group PLC | 96,286 | $108.6 萬 | 0.00% | +96,286 | 新進 |
| Advisor Group Holdings, Inc. | 94,495 | $106.5 萬 | 0.00% | +7,696+8.9% | 加碼 |
| Cypress Point Wealth Management, LLC | 91,318 | $102.9 萬 | 1.45% | 00.0% | 不變 |
| Optiver Holding B.V. | 87,755 | $98.9 萬 | 0.05% | +87,755 | 新進 |
| Alliancebernstein L.P. | 87,464 | $98.6 萬 | 0.00% | −985−1.1% | 減碼 |
| UBS Group AG | 83,628 | $94.2 萬 | 0.00% | +18,270+28.0% | 加碼 |
| Blueshift Asset Management, LLC | 81,672 | $92.0 萬 | 0.38% | +67,233+465.6% | 加碼 |
| Mercer Global Advisors Inc | 76,239 | $85.9 萬 | 0.00% | +784+1.0% | 加碼 |
| Renaissance Capital LLC | 73,439 | $82.8 萬 | 0.61% | −6,400−8.0% | 減碼 |
| Advisory Services Network, LLC | 72,620 | $81.8 萬 | 0.02% | +50,652+230.6% | 加碼 |
| Once Capital Management, LLC | 70,500 | $79.5 萬 | 0.85% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 70,461 | $79.4 萬 | 0.09% | +70,461 | 新進 |
| Bank of Montreal | 67,218 | $76.1 萬 | 0.00% | −154,963−69.7% | 減碼 |