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。
2023 年第 2 季 13F 持有人
Affirm Holdings, Inc. 在 2023/6/30 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
- 313
- 較 2023 年第 1 季 +7 家
- 持有股數
- 1.78 億
- 較 2023 年第 1 季 −247.3 萬 (−1.4%)
- 總市值
- $27.3 億
- 較 2023 年第 1 季 +$7.58 億 (+38.5%)
- 新進機構
- 54
- 另有 80 家加碼
- 清倉機構
- 47
- 另有 99 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 | $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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 26,680,564 | $4.09 億 | 0.04% | +1,555,355+6.2% | 加碼 |
| Capital Research Global Investors | 22,017,350 | $3.38 億 | 0.09% | +1,007,777+4.8% | 加碼 |
| Baillie Gifford & Co | 19,409,369 | $2.98 億 | 0.25% | −576,290−2.9% | 減碼 |
| Vanguard Group Inc | 18,523,638 | $2.84 億 | 0.01% | −650,384−3.4% | 減碼 |
| Capital World Investors | 16,783,050 | $2.57 億 | 0.05% | +1,453,822+9.5% | 加碼 |
| BlackRock Inc. | 8,993,578 | $1.38 億 | 0.00% | −206,768−2.2% | 減碼 |
| Price T Rowe Associates Inc | 8,708,932 | $1.34 億 | 0.02% | −1,239,452−12.5% | 減碼 |
| State Street Corp | 3,396,618 | $5,207 萬 | 0.00% | −286,607−7.8% | 減碼 |
| Geode Capital Management, LLC | 3,227,109 | $4,947 萬 | 0.01% | +111,555+3.6% | 加碼 |
| Spyglass Capital Management LLC | 2,951,547 | $4,525 萬 | 3.27% | −250,145−7.8% | 減碼 |
| Abdiel Capital Advisors, LP | 2,306,847 | $3,536 萬 | 1.34% | −55,285−2.3% | 減碼 |
| Wellington Management Group LLP | 2,303,285 | $3,531 萬 | 0.01% | +2,303,285 | 新進 |
| Norges Bank | 2,260,228 | $3,465 萬 | 0.01% | +83,759+3.8% | 加碼 |
| Alyeska Investment Group, L.P. | 2,125,693 | $3,259 萬 | 0.25% | +2,125,693 | 新進 |
| Three Bridge Wealth Advisors, LLC | 2,051,587 | $3,145 萬 | 13.32% | −216,800−9.6% | 減碼 |
| Citadel Advisors LLC | 1,642,747 | $2,518 萬 | 0.03% | −2,675,884−62.0% | 減碼 |
| Founders Fund Growth Management, LLC | 1,622,338 | $2,487 萬 | 88.82% | 00.0% | 不變 |
| BFT Financial Group, LLC | 1,308,111 | $2,005 萬 | 2.29% | −30,212−2.3% | 減碼 |
| Charles Schwab Investment Management Inc | 1,275,082 | $1,955 萬 | 0.01% | +15,634+1.2% | 加碼 |
| Lightspeed Opportunity Fund, L.P. | 1,254,623 | $1,923 萬 | 14.59% | 00.0% | 不變 |
| Capital Fund Management S.A. | 1,251,078 | $1,918 萬 | 0.30% | +852,806+214.1% | 加碼 |
| Balyasny Asset Management LLC | 1,042,344 | $1,598 萬 | 0.04% | +1,042,344 | 新進 |
| Northern Trust Corp | 972,353 | $1,491 萬 | 0.00% | +101,261+11.6% | 加碼 |
| Man Group plc | 794,208 | $1,218 萬 | 0.04% | – | – |
| Bank of America Corp | 766,248 | $1,175 萬 | 0.00% | −1,975,394−72.1% | 減碼 |
| Sacks David O | 751,646 | $1,152 萬 | 54.92% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 731,682 | $1,122 萬 | 0.00% | −13,297−1.8% | 減碼 |
| Allen Operations LLC | 721,382 | $1,106 萬 | 2.45% | 00.0% | 不變 |
| J. Goldman & Co LP | 702,205 | $1,076 萬 | 0.61% | +702,205 | 新進 |
| Dimensional Fund Advisors LP | 618,244 | $947.8 萬 | 0.00% | +501,027+427.4% | 加碼 |
| Battery Management Corp. | 617,560 | $946.7 萬 | 1.95% | 00.0% | 不變 |
| VK Services, LLC | 600,823 | $921.1 萬 | 1.05% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 594,231 | $911.0 萬 | 0.00% | −38,503−6.1% | 減碼 |
| Goldman Sachs Group Inc | 582,542 | $893.0 萬 | 0.00% | −457,057−44.0% | 減碼 |
| Royal Bank of Canada | 547,122 | $838.7 萬 | 0.00% | +16,695+3.1% | 加碼 |
| HSBC Holdings PLC | 475,354 | $739.7 萬 | 0.01% | +132,436+38.6% | 加碼 |
| TD Asset Management Inc | 464,784 | $712.5 萬 | 0.01% | 00.0% | 不變 |
| Renaissance Technologies LLC | 463,900 | $711.2 萬 | 0.01% | −611,500−56.9% | 減碼 |
| Susquehanna International Group, LLP | 457,037 | $700.6 萬 | 0.01% | −17,057−3.6% | 減碼 |
| Swiss National Bank | 432,900 | $663.6 萬 | 0.00% | +10,700+2.5% | 加碼 |
| Penserra Capital Management LLC | 428,593 | $657.0 萬 | 0.13% | +166,675+63.6% | 加碼 |
| Credit Suisse AG | 406,080 | $622.5 萬 | 0.01% | +146,128+56.2% | 加碼 |
| Ardmore Road Asset Management LP | 400,000 | $613.2 萬 | 1.85% | +400,000 | 新進 |
| Millennium Management LLC | 380,531 | $583.4 萬 | 0.01% | +48,580+14.6% | 加碼 |
| JPMorgan Chase & Co | 324,404 | $497.3 萬 | 0.00% | +86,792+36.5% | 加碼 |
| Pacific Heights Asset Management LLC | 315,000 | $482.9 萬 | 0.44% | 00.0% | 不變 |
| Invesco Ltd. | 308,675 | $473.2 萬 | 0.00% | −9,550−3.0% | 減碼 |
| California Public Employees Retirement System | 306,154 | $469.3 萬 | 0.00% | −19,380−6.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 299,160 | $458.6 萬 | 0.01% | −365,950−55.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 296,975 | $455.3 萬 | 0.01% | −28,306−8.7% | 減碼 |
| Schusterman Interests, LLC | 291,152 | $446.3 萬 | 6.88% | 00.0% | 不變 |
| Holocene Advisors, LP | 276,138 | $423.3 萬 | 0.02% | +143,052+107.5% | 加碼 |
| HarbourVest Partners LLC | 268,067 | $410.9 萬 | 1.17% | +244,857+1,055.0% | 加碼 |
| Amundi | 251,067 | $404.7 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 263,439 | $403.9 萬 | 0.00% | +158,114+150.1% | 加碼 |
| FMR LLC | 259,238 | $397.4 萬 | 0.00% | +234,298+939.4% | 加碼 |
| Allen Holding Inc | 255,262 | $391.3 萬 | 0.53% | +255,262 | 新進 |
| California State Teachers Retirement System | 247,958 | $380.1 萬 | 0.01% | −22,262−8.2% | 減碼 |
| Rhumbline Advisers | 246,789 | $378.3 萬 | 0.00% | +27,324+12.5% | 加碼 |
| Zweig-DiMenna Associates LLC | 240,346 | $368.5 萬 | 0.50% | +240,346 | 新進 |
| Jane Street Group, LLC | 232,497 | $356.4 萬 | 0.00% | +48,954+26.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 222,275 | $340.7 萬 | 0.01% | +19,150+9.4% | 加碼 |
| Trexquant Investment LP | 221,082 | $338.9 萬 | 0.09% | +87,226+65.2% | 加碼 |
| Belmont Capital, LLC | 221,000 | $338.8 萬 | 1.90% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 211,302 | $323.9 萬 | 0.01% | +135,063+177.2% | 加碼 |
| Catalyst Private Wealth, LLC | 204,273 | $313.2 萬 | 1.96% | +2,510+1.2% | 加碼 |
| Ensign Peak Advisors, Inc | 202,420 | $310.3 萬 | 0.01% | −37,350−15.6% | 減碼 |
| New York State Common Retirement Fund | 201,119 | $308.3 萬 | 0.00% | +519+0.3% | 加碼 |
| Sculptor Capital LP | 200,000 | $306.6 萬 | 0.08% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 197,719 | $303.1 萬 | 0.01% | −515,140−72.3% | 減碼 |
| Legal & General Group Plc | 197,357 | $302.5 萬 | 0.00% | +27,814+16.4% | 加碼 |
| UBS Asset Management Americas Inc | 266,940 | $300.8 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 182,379 | $279.6 萬 | 0.00% | +63,984+54.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 167,508 | $256.8 萬 | 0.83% | +167,508 | 新進 |
| Teachers Retirement System of the State of Kentucky | 162,430 | $249.1 萬 | 0.02% | 00.0% | 不變 |
| Allen Investment Management LLC | 162,088 | $248.5 萬 | 0.04% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 161,226 | $247.2 萬 | 0.01% | −13,779−7.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 160,265 | $245.7 萬 | 0.01% | +4,065+2.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 159,442 | $244.4 萬 | 0.03% | −59,664−27.2% | 減碼 |
| Hilltop Holdings Inc. | 150,860 | $231.3 萬 | 0.29% | +750.0% | 加碼 |
| Tudor Investment Corp Et Al | 149,585 | $229.3 萬 | 0.04% | 00.0% | 不變 |
| Citigroup Inc | 145,243 | $222.7 萬 | 0.00% | −13,916−8.7% | 減碼 |
| SG Americas Securities, LLC | 141,754 | $217.3 萬 | 0.02% | +111,775+372.8% | 加碼 |
| Blueshift Asset Management, LLC | 139,307 | $213.6 萬 | 0.82% | +57,635+70.6% | 加碼 |
| Duality Advisers, LP | 136,430 | $209.1 萬 | 0.26% | +136,430 | 新進 |
| Lonestar Capital Management LLC | 130,000 | $199.3 萬 | 1.05% | +130,000 | 新進 |
| ExodusPoint Capital Management, LP | 124,981 | $191.6 萬 | 0.02% | +104,401+507.3% | 加碼 |
| Titleist Asset Management, LLC | 120,855 | $185.3 萬 | 0.36% | −899−0.7% | 減碼 |
| Harbor Capital Advisors, Inc. | 104,112 | $159.6 萬 | 0.32% | +104,112 | 新進 |
| Manufacturers Life Insurance Company, The | 100,006 | $153.3 萬 | 0.00% | −14,594−12.7% | 減碼 |
| Public Employees Retirement System of Ohio | 98,430 | $150.9 萬 | 0.01% | −11,545−10.5% | 減碼 |
| Janus Henderson Group PLC | 96,217 | $147.5 萬 | 0.00% | −69−0.1% | 減碼 |
| Treasurer of the State of North Carolina | 95,056 | $145.7 萬 | 0.01% | −1,650−1.7% | 減碼 |
| Advisor Group Holdings, Inc. | 91,892 | $140.8 萬 | 0.00% | −2,603−2.8% | 減碼 |
| Cypress Point Wealth Management, LLC | 91,318 | $140.0 萬 | 1.49% | 00.0% | 不變 |
| Alliancebernstein L.P. | 85,887 | $131.7 萬 | 0.00% | −1,577−1.8% | 減碼 |
| Renaissance Capital LLC | 84,278 | $129.2 萬 | 0.73% | +10,839+14.8% | 加碼 |
| UBS Group AG | 82,381 | $126.3 萬 | 0.00% | −1,247−1.5% | 減碼 |
| StepStone Group LP | 81,445 | $124.9 萬 | 0.23% | +81,445 | 新進 |
| DFPG Investments, LLC | 70,000 | $123.5 萬 | 0.11% | +55,000+366.7% | 加碼 |