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 3 季 13F 持有人
Affirm Holdings, Inc. 在 2023/9/30 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
- 312
- 較 2023 年第 2 季 +2 家
- 持有股數
- 1.96 億
- 較 2023 年第 2 季 +1,947 萬 (+11.0%)
- 總市值
- $41.7 億
- 較 2023 年第 2 季 +$14.7 億 (+54.2%)
- 新進機構
- 51
- 另有 98 家加碼
- 清倉機構
- 49
- 另有 90 家減碼
另有 3 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 34,040,191 | $7.24 億 | 0.07% | +7,359,627+27.6% | 加碼 |
| Capital Research Global Investors | 21,774,741 | $4.63 億 | 0.13% | −242,609−1.1% | 減碼 |
| Baillie Gifford & Co | 19,025,293 | $4.05 億 | 0.37% | −384,076−2.0% | 減碼 |
| Capital World Investors | 18,783,301 | $4.00 億 | 0.08% | +2,000,251+11.9% | 加碼 |
| Vanguard Group Inc | 18,737,059 | $3.99 億 | 0.01% | +213,421+1.2% | 加碼 |
| Price T Rowe Associates Inc | 9,671,227 | $2.06 億 | 0.03% | +962,295+11.0% | 加碼 |
| BlackRock Inc. | 8,968,147 | $1.91 億 | 0.01% | −25,431−0.3% | 減碼 |
| Two Sigma Investments, LP | 4,422,823 | $9,407 萬 | 0.26% | +4,422,823 | 新進 |
| State Street Corp | 3,437,799 | $7,312 萬 | 0.00% | +41,181+1.2% | 加碼 |
| Geode Capital Management, LLC | 3,247,698 | $6,909 萬 | 0.01% | +20,589+0.6% | 加碼 |
| Spyglass Capital Management LLC | 2,993,884 | $6,368 萬 | 4.99% | +42,337+1.4% | 加碼 |
| Dimensional Fund Advisors LP | 2,468,917 | $5,251 萬 | 0.02% | +1,850,673+299.3% | 加碼 |
| Abdiel Capital Advisors, LP | 2,309,316 | $4,912 萬 | 2.15% | +2,469+0.1% | 加碼 |
| BIT Capital GmbH | 2,140,113 | $4,552 萬 | 6.09% | +2,140,113 | 新進 |
| Norges Bank | 2,115,988 | $4,501 萬 | 0.01% | −144,240−6.4% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 1,991,587 | $4,236 萬 | 17.58% | −60,000−2.9% | 減碼 |
| Holocene Advisors, LP | 1,962,930 | $4,175 萬 | 0.19% | +1,686,792+610.9% | 加碼 |
| Goldman Sachs Group Inc | 1,678,765 | $3,571 萬 | 0.01% | +1,096,223+188.2% | 加碼 |
| Founders Fund Growth Management, LLC | 1,622,338 | $3,451 萬 | 94.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 1,618,332 | $3,442 萬 | 0.04% | −24,415−1.5% | 減碼 |
| Two Sigma Advisers, LP | 1,424,600 | $3,030 萬 | 0.08% | +1,402,000+6,203.5% | 加碼 |
| Charles Schwab Investment Management Inc | 1,298,330 | $2,762 萬 | 0.01% | +23,248+1.8% | 加碼 |
| Lightspeed Opportunity Fund, L.P. | 1,254,623 | $2,669 萬 | 19.98% | 00.0% | 不變 |
| Jane Street Group, LLC | 1,083,297 | $2,304 萬 | 0.04% | +850,800+365.9% | 加碼 |
| Northern Trust Corp | 1,002,905 | $2,133 萬 | 0.00% | +30,552+3.1% | 加碼 |
| Squarepoint Ops LLC | 911,010 | $1,938 萬 | 0.09% | +855,234+1,533.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 897,934 | $1,910 萬 | 0.03% | +883,234+6,008.4% | 加碼 |
| Bank of America Corp | 873,440 | $1,858 萬 | 0.00% | +107,192+14.0% | 加碼 |
| Wellington Management Group LLP | 848,969 | $1,806 萬 | 0.00% | −1,454,316−63.1% | 減碼 |
| Invesco Ltd. | 841,022 | $1,789 萬 | 0.00% | +532,347+172.5% | 加碼 |
| Bank of New York Mellon Corp | 754,950 | $1,606 萬 | 0.00% | +23,268+3.2% | 加碼 |
| Allen Operations LLC | 721,382 | $1,534 萬 | 3.39% | 00.0% | 不變 |
| Millennium Management LLC | 705,526 | $1,501 萬 | 0.02% | +324,995+85.4% | 加碼 |
| Sacks David O | 676,482 | $1,439 萬 | 72.68% | −75,164−10.0% | 減碼 |
| Marshall Wace, LLP | 613,636 | $1,305 萬 | 0.03% | +613,636 | 新進 |
| VK Services, LLC | 600,823 | $1,278 萬 | 1.70% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 592,414 | $1,260 萬 | 0.00% | −1,817−0.3% | 減碼 |
| Twin Tree Management, LP | 475,401 | $1,011 萬 | 0.34% | +475,401 | 新進 |
| Swiss National Bank | 440,700 | $937.4 萬 | 0.01% | +7,800+1.8% | 加碼 |
| Royal Bank of Canada | 440,580 | $937.0 萬 | 0.00% | −106,542−19.5% | 減碼 |
| Balyasny Asset Management LLC | 425,808 | $905.7 萬 | 0.03% | −616,536−59.1% | 減碼 |
| HSBC Holdings PLC | 414,442 | $887.7 萬 | 0.01% | −60,912−12.8% | 減碼 |
| Twinbeech Capital LP | 414,983 | $882.7 萬 | 0.17% | +414,983 | 新進 |
| Credit Suisse AG | 404,329 | $860.0 萬 | 0.01% | −1,751−0.4% | 減碼 |
| Trexquant Investment LP | 395,889 | $842.1 萬 | 0.21% | +174,807+79.1% | 加碼 |
| TD Asset Management Inc | 371,744 | $790.7 萬 | 0.01% | −93,040−20.0% | 減碼 |
| Tudor Investment Corp Et Al | 361,099 | $768.1 萬 | 0.11% | +211,514+141.4% | 加碼 |
| UBS Asset Management Americas Inc | 348,012 | $740.2 萬 | 0.00% | +81,072+30.4% | 加碼 |
| Susquehanna International Group, LLP | 334,149 | $710.7 萬 | 0.01% | −122,888−26.9% | 減碼 |
| California Public Employees Retirement System | 325,313 | $691.9 萬 | 0.01% | +19,159+6.3% | 加碼 |
| Bayesian Capital Management, LP | 315,579 | $671.2 萬 | 0.77% | +315,579 | 新進 |
| Pacific Heights Asset Management LLC | 315,000 | $670.0 萬 | 0.63% | 00.0% | 不變 |
| Capital Fund Management S.A. | 314,976 | $670.0 萬 | 0.09% | −936,102−74.8% | 減碼 |
| Zweig-DiMenna Associates LLC | 313,316 | $666.4 萬 | 0.80% | +72,970+30.4% | 加碼 |
| Amundi | 363,847 | $654.9 萬 | 0.00% | +112,780+44.9% | 加碼 |
| Schusterman Interests, LLC | 291,152 | $619.3 萬 | 9.08% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 290,841 | $618.6 萬 | 0.01% | −6,134−2.1% | 減碼 |
| Penserra Capital Management LLC | 283,171 | $602.3 萬 | 0.12% | −145,422−33.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 280,420 | $596.5 萬 | 0.01% | −18,740−6.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 277,843 | $591.0 萬 | 0.01% | +55,568+25.0% | 加碼 |
| Allen Holding Inc | 255,262 | $542.9 萬 | 0.76% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 249,822 | $531.4 萬 | 0.02% | +38,520+18.2% | 加碼 |
| JPMorgan Chase & Co | 241,506 | $513.7 萬 | 0.00% | −82,898−25.6% | 減碼 |
| Rhumbline Advisers | 239,581 | $509.6 萬 | 0.01% | −7,208−2.9% | 減碼 |
| California State Teachers Retirement System | 225,731 | $480.1 萬 | 0.01% | −22,227−9.0% | 減碼 |
| Belmont Capital, LLC | 221,000 | $470.1 萬 | 2.54% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 217,172 | $461.9 萬 | 0.21% | +204,196+1,573.6% | 加碼 |
| Man Group plc | – | $447.2 萬 | 0.01% | – | – |
| Jump Financial, LLC | 207,648 | $441.7 萬 | 0.16% | +207,648 | 新進 |
| Catalyst Private Wealth, LLC | 204,480 | $434.9 萬 | 2.57% | +207+0.1% | 加碼 |
| Ensign Peak Advisors, Inc | 202,420 | $430.5 萬 | 0.01% | 00.0% | 不變 |
| Legal & General Group Plc | 200,038 | $425.5 萬 | 0.00% | +2,681+1.4% | 加碼 |
| Sculptor Capital LP | 200,000 | $425.4 萬 | 0.10% | 00.0% | 不變 |
| Ameriprise Financial Inc | 189,085 | $402.2 萬 | 0.00% | +6,706+3.7% | 加碼 |
| New York State Common Retirement Fund | 174,414 | $371.0 萬 | 0.01% | −26,705−13.3% | 減碼 |
| QRG Capital Management, Inc. | 173,994 | $370.1 萬 | 0.06% | +173,994 | 新進 |
| Qube Research & Technologies Ltd | 166,434 | $354.0 萬 | 0.01% | −31,285−15.8% | 減碼 |
| Allen Investment Management LLC | 162,088 | $344.8 萬 | 0.05% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 161,382 | $343.2 萬 | 0.03% | −1,048−0.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 160,585 | $341.6 萬 | 0.01% | +320+0.2% | 加碼 |
| Harbor Capital Advisors, Inc. | 150,621 | $320.4 萬 | 0.69% | +46,509+44.7% | 加碼 |
| Renaissance Technologies LLC | 136,900 | $291.2 萬 | 0.00% | −327,000−70.5% | 減碼 |
| First Republic Investment Management, Inc. | 135,175 | $287.5 萬 | 0.01% | +135,175 | 新進 |
| HRT Financial LP | 130,038 | $276.5 萬 | 0.03% | +102,871+378.7% | 加碼 |
| Envestnet Asset Management Inc | 128,207 | $272.7 萬 | 0.00% | −135,232−51.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 124,732 | $265.3 萬 | 0.01% | −36,494−22.6% | 減碼 |
| Citigroup Inc | 123,271 | $262.2 萬 | 0.00% | −21,972−15.1% | 減碼 |
| Hilltop Holdings Inc. | 121,640 | $258.7 萬 | 0.32% | −29,220−19.4% | 減碼 |
| Nisa Investment Advisors, LLC | 119,970 | $255.2 萬 | 0.02% | +87,910+274.2% | 加碼 |
| Titleist Asset Management, LLC | 119,560 | $254.3 萬 | 0.52% | −1,295−1.1% | 減碼 |
| Renaissance Capital LLC | 109,922 | $233.8 萬 | 1.24% | +25,644+30.4% | 加碼 |
| Cutler Group LP | 107,691 | $229.0 萬 | 0.37% | +106,036+6,407.0% | 加碼 |
| Wells Fargo & Company | 99,844 | $212.4 萬 | 0.00% | +64,491+182.4% | 加碼 |
| Aquatic Capital Management LLC | 96,400 | $205.0 萬 | 0.09% | +96,400 | 新進 |
| Janus Henderson Group PLC | 96,260 | $204.9 萬 | 0.00% | +430.0% | 加碼 |
| Treasurer of the State of North Carolina | 95,536 | $203.2 萬 | 0.01% | +480+0.5% | 加碼 |
| Public Employees Retirement System of Ohio | 88,614 | $188.5 萬 | 0.01% | −9,816−10.0% | 減碼 |
| DFPG Investments, LLC | 75,010 | $186.5 萬 | 0.17% | +5,010+7.2% | 加碼 |
| Alliancebernstein L.P. | 85,406 | $181.7 萬 | 0.00% | −481−0.6% | 減碼 |
| Advisor Group Holdings, Inc. | 84,908 | $180.6 萬 | 0.00% | −6,984−7.6% | 減碼 |