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、6 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。
2024 年第 2 季 13F 持有人
Affirm Holdings, Inc. 在 2024/6/30 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
- 378
- 較 2024 年第 1 季 −2 家
- 持有股數
- 1.91 億
- 較 2024 年第 1 季 −211.4 萬 (−1.1%)
- 總市值
- $57.7 億
- 較 2024 年第 1 季 −$14.0 億 (−19.5%)
- 新進機構
- 60
- 另有 126 家加碼
- 清倉機構
- 62
- 另有 114 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 | $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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Algert Global LLC | 154,252 | $466.0 萬 | 0.15% | +30,360+24.5% | 加碼 |
| Quadrature Capital Ltd | 154,389 | $466.3 萬 | 0.08% | −176,106−53.3% | 減碼 |
| Allen Investment Management LLC | 161,044 | $486.5 萬 | 0.06% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 161,786 | $488.8 萬 | 0.01% | +86,729+115.6% | 加碼 |
| Catalyst Private Wealth, LLC | 162,241 | $490.1 萬 | 2.59% | −2,237−1.4% | 減碼 |
| Jupiter Asset Management Ltd | 163,241 | $493.2 萬 | 0.05% | −377,555−69.8% | 減碼 |
| Once Capital Management, LLC | 171,400 | $517.8 萬 | 2.57% | +87,000+103.1% | 加碼 |
| a16z Perennial Management, L.P. | 175,120 | $529.0 萬 | 0.57% | −17,415−9.0% | 減碼 |
| Hidden Lake Asset Management LP | 175,730 | $530.9 萬 | 4.53% | +175,730 | 新進 |
| FMR LLC | 185,843 | $561.4 萬 | 0.00% | −672−0.4% | 減碼 |
| Mercer Global Advisors Inc | 166,891 | $563.8 萬 | 0.02% | −1,761−1.0% | 減碼 |
| Royal Bank of Canada | 189,789 | $573.4 萬 | 0.00% | +5,938+3.2% | 加碼 |
| J. Goldman & Co LP | 191,212 | $577.7 萬 | 0.21% | −104,897−35.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 192,558 | $581.7 萬 | 0.05% | +7,500+4.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 198,697 | $600.3 萬 | 0.01% | +42,497+27.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 200,840 | $606.7 萬 | 0.15% | +113,156+129.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 203,540 | $614.9 萬 | 0.01% | −51,160−20.1% | 減碼 |
| Jump Financial, LLC | 209,373 | $632.5 萬 | 0.13% | +195,930+1,457.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 211,459 | $638.8 萬 | 0.03% | +211,459 | 新進 |
| Invesco Ltd. | 213,611 | $645.3 萬 | 0.00% | −259−0.1% | 減碼 |
| Bank of Montreal | 195,936 | $646.6 萬 | 0.00% | +187,790+2,305.3% | 加碼 |
| Macquarie Group Ltd | 216,654 | $654.5 萬 | 0.01% | +216,654 | 新進 |
| California State Teachers Retirement System | 227,731 | $688.0 萬 | 0.01% | +8,605+3.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 228,929 | $691.6 萬 | 0.02% | +228,929 | 新進 |
| Rhumbline Advisers | 235,895 | $712.6 萬 | 0.01% | +6,185+2.7% | 加碼 |
| Legal & General Group Plc | 239,401 | $723.2 萬 | 0.00% | +13,434+5.9% | 加碼 |
| Trexquant Investment LP | 251,687 | $760.3 萬 | 0.12% | −179,305−41.6% | 減碼 |
| NZS Capital, LLC | 252,162 | $761.8 萬 | 0.31% | +252,162 | 新進 |
| Allen Holding Inc | 30,262 | $771.1 萬 | 0.96% | −225,000−88.1% | 減碼 |
| HSBC Holdings PLC | 267,752 | $800.0 萬 | 0.01% | −130,743−32.8% | 減碼 |
| Pacific Heights Asset Management LLC | 315,000 | $951.6 萬 | 0.75% | 00.0% | 不變 |
| Jane Street Group, LLC | 320,485 | $968.2 萬 | 0.01% | +49,083+18.1% | 加碼 |
| Balyasny Asset Management LLC | 327,203 | $988.5 萬 | 0.03% | −66,693−16.9% | 減碼 |
| California Public Employees Retirement System | 394,086 | $1,191 萬 | 0.01% | −7,129−1.8% | 減碼 |
| RJA Asset Management LLC | 397,425 | $1,201 萬 | 3.40% | 00.0% | 不變 |
| Penserra Capital Management LLC | 414,001 | $1,251 萬 | 0.16% | −49,169−10.6% | 減碼 |
| Simplex Trading, LLC | 419,737 | $1,268 萬 | 0.41% | +349,176+494.9% | 加碼 |
| Swiss National Bank | 459,500 | $1,388 萬 | 0.01% | +29,100+6.8% | 加碼 |
| Susquehanna International Group, LLP | 475,366 | $1,436 萬 | 0.02% | −217,859−31.4% | 減碼 |
| Squarepoint Ops LLC | 537,533 | $1,624 萬 | 0.06% | +363,787+209.4% | 加碼 |
| Qube Research & Technologies Ltd | 560,632 | $1,694 萬 | 0.03% | −1,437,122−71.9% | 減碼 |
| Citigroup Inc | 579,016 | $1,749 萬 | 0.02% | +478,786+477.7% | 加碼 |
| Nuveen Asset Management, LLC | 592,475 | $1,790 萬 | 0.01% | −42,142−6.6% | 減碼 |
| Kodai Capital Management LP | 623,132 | $1,882 萬 | 0.36% | +623,132 | 新進 |
| UBS Asset Management Americas Inc | 688,999 | $2,081 萬 | 0.01% | +353,579+105.4% | 加碼 |
| Norges Bank | 712,740 | $2,153 萬 | 0.00% | −78,511−9.9% | 減碼 |
| Allen Operations LLC | 721,382 | $2,179 萬 | 4.26% | 00.0% | 不變 |
| JPMorgan Chase & Co | 773,180 | $2,336 萬 | 0.00% | +556,792+257.3% | 加碼 |
| Wellington Management Group LLP | 777,189 | $2,348 萬 | 0.00% | +90,417+13.2% | 加碼 |
| Goldman Sachs Group Inc | 787,971 | $2,380 萬 | 0.00% | −674,971−46.1% | 減碼 |
| Bank of New York Mellon Corp | 866,946 | $2,619 萬 | 0.00% | +176,675+25.6% | 加碼 |
| ThornTree Capital Partners LP | 897,848 | $2,712 萬 | 4.62% | +897,848 | 新進 |
| Marshall Wace, LLP | 1,020,253 | $3,082 萬 | 0.04% | +869,192+575.4% | 加碼 |
| Founders Fund Growth Management, LLC | 1,034,838 | $3,126 萬 | 95.61% | −587,500−36.2% | 減碼 |
| Northern Trust Corp | 1,111,269 | $3,357 萬 | 0.01% | +92,341+9.1% | 加碼 |
| Leo Wealth, LLC | 1,143,219 | $3,454 萬 | 3.52% | +350.0% | 加碼 |
| Dragoneer Investment Group, LLC | 1,496,824 | $4,522 萬 | 0.86% | +1,496,824 | 新進 |
| Charles Schwab Investment Management Inc | 1,530,327 | $4,623 萬 | 0.01% | +23,310+1.5% | 加碼 |
| Two Sigma Investments, LP | 1,624,944 | $4,909 萬 | 0.12% | −1,911,085−54.0% | 減碼 |
| Bank of America Corp | 1,708,889 | $5,163 萬 | 0.00% | +7,449+0.4% | 加碼 |
| Price T Rowe Associates Inc | 1,810,717 | $5,470 萬 | 0.01% | −344,282−16.0% | 減碼 |
| Dimensional Fund Advisors LP | 1,931,812 | $5,836 萬 | 0.02% | −336,730−14.8% | 減碼 |
| Abdiel Capital Advisors, LP | 2,059,737 | $6,222 萬 | 4.39% | −69,307−3.3% | 減碼 |
| Man Group plc | 2,132,257 | $6,442 萬 | 0.17% | +1,342,821+170.1% | 加碼 |
| Spyglass Capital Management LLC | 2,147,646 | $6,488 萬 | 4.75% | +504,839+30.7% | 加碼 |
| Millennium Management LLC | 2,269,153 | $6,855 萬 | 0.06% | +1,039,017+84.5% | 加碼 |
| UBS Group AG | 2,369,116 | $7,157 萬 | 0.02% | +200,196+9.2% | 加碼 |
| Two Sigma Advisers, LP | 2,543,800 | $7,685 萬 | 0.17% | −1,012,700−28.5% | 減碼 |
| State Street Corp | 3,841,547 | $1.16 億 | 0.01% | +81,431+2.2% | 加碼 |
| Geode Capital Management, LLC | 4,003,660 | $1.22 億 | 0.01% | +182,174+4.8% | 加碼 |
| Citadel Advisors LLC | 4,105,605 | $1.24 億 | 0.12% | +2,361,742+135.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 7,539,252 | $2.28 億 | 0.32% | −1,532,739−16.9% | 減碼 |
| BlackRock Inc. | 9,969,927 | $3.01 億 | 0.01% | +4,0800.0% | 加碼 |
| Baillie Gifford & Co | 13,400,426 | $4.05 億 | 0.32% | −5,331,981−28.5% | 減碼 |
| Capital World Investors | 18,807,792 | $5.68 億 | 0.09% | −271,279−1.4% | 減碼 |
| Vanguard Group Inc | 21,037,188 | $6.36 億 | 0.01% | +213,385+1.0% | 加碼 |
| Capital Research Global Investors | 23,759,115 | $7.18 億 | 0.16% | +4,339,130+22.3% | 加碼 |
| Morgan Stanley | 30,545,418 | $9.23 億 | 0.07% | −23,769−0.1% | 減碼 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,145,929−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −598,836−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −420,000−100.0% | 清倉 |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −313,316−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −208,227−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −112,896−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −91,274−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −75,787−100.0% | 清倉 |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −73,829−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −62,718−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −60,474−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −55,800−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −35,608−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −33,436−100.0% | 清倉 |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −26,895−100.0% | 清倉 |
| Camden Capital, LLC | 0 | $0 | 0.00% | −24,590−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −23,179−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −22,575−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −21,698−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,946−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −18,387−100.0% | 清倉 |