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。
2024 年第 3 季 13F 持有人
Affirm Holdings, Inc. 在 2024/9/30 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
- 426
- 較 2024 年第 2 季 +52 家
- 持有股數
- 1.98 億
- 較 2024 年第 2 季 +1,683 萬 (+9.3%)
- 總市值
- $80.7 億
- 較 2024 年第 2 季 +$26.0 億 (+47.5%)
- 新進機構
- 95
- 另有 128 家加碼
- 清倉機構
- 43
- 另有 132 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 30,194,462 | $12.3 億 | 0.09% | −350,956−1.1% | 減碼 |
| Capital Research Global Investors | 23,793,987 | $9.71 億 | 0.20% | +34,872+0.1% | 加碼 |
| Vanguard Group Inc | 21,098,989 | $8.61 億 | 0.02% | +61,801+0.3% | 加碼 |
| Capital World Investors | 18,266,583 | $7.46 億 | 0.12% | −541,209−2.9% | 減碼 |
| Baillie Gifford & Co | 9,935,768 | $4.06 億 | 0.30% | −3,464,658−25.9% | 減碼 |
| BlackRock, Inc. | 9,931,000 | $4.05 億 | 0.01% | +9,931,000 | 新進 |
| D. E. Shaw & Co., Inc. | 5,711,163 | $2.33 億 | 0.30% | −1,828,089−24.2% | 減碼 |
| Jericho Capital Asset Management L.P. | 4,659,147 | $1.90 億 | 4.59% | +4,659,147 | 新進 |
| Geode Capital Management, LLC | 3,961,119 | $1.62 億 | 0.01% | −42,541−1.1% | 減碼 |
| State Street Corp | 3,942,698 | $1.61 億 | 0.01% | +101,151+2.6% | 加碼 |
| Durable Capital Partners LP | 2,969,456 | $1.21 億 | 0.89% | +2,969,456 | 新進 |
| Citadel Advisors LLC | 2,647,923 | $1.08 億 | 0.11% | −1,457,682−35.5% | 減碼 |
| Spyglass Capital Management LLC | 2,348,095 | $9,585 萬 | 6.29% | +200,449+9.3% | 加碼 |
| Susquehanna International Group, LLP | 2,204,867 | $9,000 萬 | 0.15% | +1,729,501+363.8% | 加碼 |
| Charles Schwab Investment Management Inc | 2,203,210 | $8,994 萬 | 0.02% | +672,883+44.0% | 加碼 |
| Millennium Management LLC | 2,170,353 | $8,859 萬 | 0.08% | −98,800−4.4% | 減碼 |
| Abdiel Capital Advisors, LP | 2,059,737 | $8,408 萬 | 5.08% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 2,037,400 | $8,317 萬 | 0.14% | +2,037,400 | 新進 |
| Wellington Management Group LLP | 1,980,639 | $8,085 萬 | 0.01% | +1,203,450+154.8% | 加碼 |
| Marshall Wace, LLP | 1,893,777 | $7,730 萬 | 0.10% | +873,524+85.6% | 加碼 |
| Dimensional Fund Advisors LP | 1,892,664 | $7,726 萬 | 0.02% | −39,148−2.0% | 減碼 |
| Price T Rowe Associates Inc | 1,760,738 | $7,187 萬 | 0.01% | −49,979−2.8% | 減碼 |
| Bank of America Corp | 1,654,683 | $6,754 萬 | 0.01% | −54,206−3.2% | 減碼 |
| Norges Bank | 1,426,411 | $5,823 萬 | 0.01% | +713,671+100.1% | 加碼 |
| UBS Group AG | 1,356,393 | $5,537 萬 | 0.02% | −1,012,723−42.7% | 減碼 |
| JPMorgan Chase & Co | 1,204,824 | $4,918 萬 | 0.00% | +431,644+55.8% | 加碼 |
| Man Group plc | 1,180,861 | $4,820 萬 | 0.14% | −951,396−44.6% | 減碼 |
| Northern Trust Corp | 1,105,577 | $4,513 萬 | 0.01% | −5,692−0.5% | 減碼 |
| Leo Wealth, LLC | 1,104,513 | $4,509 萬 | 4.12% | −38,706−3.4% | 減碼 |
| Balyasny Asset Management LLC | 1,014,478 | $4,141 萬 | 0.11% | +687,275+210.0% | 加碼 |
| Kodai Capital Management LP | 994,285 | $4,059 萬 | 0.84% | +371,153+59.6% | 加碼 |
| Jane Street Group, LLC | 974,008 | $3,976 萬 | 0.06% | +653,523+203.9% | 加碼 |
| Bank of New York Mellon Corp | 879,928 | $3,592 萬 | 0.01% | +12,982+1.5% | 加碼 |
| Goldman Sachs Group Inc | 848,076 | $3,462 萬 | 0.01% | +60,105+7.6% | 加碼 |
| Artemis Investment Management LLP | 754,728 | $3,081 萬 | 0.47% | +754,728 | 新進 |
| Bank of Montreal | 724,336 | $2,981 萬 | 0.01% | +528,400+269.7% | 加碼 |
| Allen Operations LLC | 721,382 | $2,945 萬 | 4.96% | 00.0% | 不變 |
| ThornTree Capital Partners LP | 716,715 | $2,926 萬 | 6.11% | −181,133−20.2% | 減碼 |
| Holocene Advisors, LP | 682,797 | $2,787 萬 | 0.11% | +682,797 | 新進 |
| Capital Fund Management S.A. | 646,344 | $2,638 萬 | 0.29% | +516,499+397.8% | 加碼 |
| UBS Asset Management Americas Inc | 605,029 | $2,470 萬 | 0.01% | −83,970−12.2% | 減碼 |
| Nuveen Asset Management, LLC | 595,121 | $2,429 萬 | 0.01% | +2,646+0.4% | 加碼 |
| Citigroup Inc | 558,197 | $2,279 萬 | 0.02% | −20,819−3.6% | 減碼 |
| Two Sigma Investments, LP | 554,794 | $2,265 萬 | 0.05% | −1,070,150−65.9% | 減碼 |
| Atreides Management, LP | 499,858 | $2,040 萬 | 0.69% | +499,858 | 新進 |
| Quadrature Capital Ltd | 485,431 | $1,982 萬 | 0.45% | +331,042+214.4% | 加碼 |
| Aquatic Capital Management LLC | 483,000 | $1,972 萬 | 0.52% | +393,900+442.1% | 加碼 |
| Swiss National Bank | 463,500 | $1,892 萬 | 0.01% | +4,000+0.9% | 加碼 |
| Alliancebernstein L.P. | 451,275 | $1,842 萬 | 0.01% | +364,783+421.8% | 加碼 |
| Invesco Ltd. | 438,985 | $1,792 萬 | 0.00% | +225,374+105.5% | 加碼 |
| Driehaus Capital Management LLC | 430,499 | $1,757 萬 | 0.15% | +430,499 | 新進 |
| Penserra Capital Management LLC | 406,630 | $1,660 萬 | 0.36% | −7,371−1.8% | 減碼 |
| RJA Asset Management LLC | 397,425 | $1,622 萬 | 4.11% | 00.0% | 不變 |
| O'Neil Global Advisors, Inc. | 380,395 | $1,553 萬 | 3.96% | +380,395 | 新進 |
| Glendon Capital Management LP | 336,000 | $1,372 萬 | 0.84% | +336,000 | 新進 |
| Qube Research & Technologies Ltd | 329,962 | $1,347 萬 | 0.02% | −230,670−41.1% | 減碼 |
| Pacific Heights Asset Management LLC | 315,000 | $1,286 萬 | 0.96% | 00.0% | 不變 |
| California Public Employees Retirement System | 306,000 | $1,249 萬 | 0.01% | −88,086−22.4% | 減碼 |
| Amundi | 290,817 | $1,197 萬 | 0.00% | +290,481+86,452.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 287,426 | $1,173 萬 | 0.30% | +86,586+43.1% | 加碼 |
| Ogborne Capital Management, LLC | 283,215 | $1,156 萬 | 3.26% | +283,215 | 新進 |
| BIT Capital GmbH | 267,012 | $1,090 萬 | 1.05% | +208,823+358.9% | 加碼 |
| NZS Capital, LLC | 259,221 | $1,058 萬 | 0.41% | +7,059+2.8% | 加碼 |
| Trexquant Investment LP | 258,083 | $1,053 萬 | 0.13% | +6,396+2.5% | 加碼 |
| Allen Holding Inc | 255,262 | $1,042 萬 | 1.12% | +225,000+743.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 251,713 | $1,027 萬 | 0.05% | +40,254+19.0% | 加碼 |
| Verition Fund Management LLC | 251,300 | $1,026 萬 | 0.07% | +183,477+270.5% | 加碼 |
| Legal & General Group Plc | 249,339 | $1,018 萬 | 0.00% | +9,938+4.2% | 加碼 |
| Hidden Lake Asset Management LP | 228,849 | $934.2 萬 | 8.29% | +53,119+30.2% | 加碼 |
| Rhumbline Advisers | 225,165 | $919.1 萬 | 0.01% | −10,730−4.5% | 減碼 |
| Squarepoint Ops LLC | 224,612 | $916.9 萬 | 0.03% | −312,921−58.2% | 減碼 |
| California State Teachers Retirement System | 224,307 | $915.6 萬 | 0.01% | −3,424−1.5% | 減碼 |
| Ardmore Road Asset Management LP | 200,000 | $816.4 萬 | 1.05% | +200,000 | 新進 |
| State Board of Administration of Florida Retirement System | 198,697 | $811.1 萬 | 0.02% | 00.0% | 不變 |
| Royal Bank of Canada | 195,742 | $799.0 萬 | 0.00% | +5,953+3.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 193,725 | $790.8 萬 | 0.02% | −35,204−15.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 192,558 | $786.0 萬 | 0.07% | 00.0% | 不變 |
| Flight Deck Capital, LP | 178,000 | $726.6 萬 | 8.50% | +178,000 | 新進 |
| AQR Capital Management LLC | 173,909 | $709.9 萬 | 0.01% | +144,774+496.9% | 加碼 |
| Catalyst Private Wealth, LLC | 169,035 | $690.0 萬 | 3.38% | +6,794+4.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 165,431 | $675.3 萬 | 0.05% | +152,531+1,182.4% | 加碼 |
| Mercer Global Advisors Inc | 174,260 | $670.6 萬 | 0.02% | +7,369+4.4% | 加碼 |
| Allen Investment Management LLC | 161,044 | $657.4 萬 | 0.08% | 00.0% | 不變 |
| Algert Global LLC | 156,939 | $640.6 萬 | 0.17% | +2,687+1.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 156,327 | $638.1 萬 | 0.01% | −5,459−3.4% | 減碼 |
| Barclays PLC | 151,652 | $619.0 萬 | 0.00% | +71,118+88.3% | 加碼 |
| Berkshire Capital Holdings Inc | 144,830 | $591.2 萬 | 2.51% | +144,820+1,448,200.0% | 加碼 |
| Ameriprise Financial Inc | 142,260 | $580.7 萬 | 0.00% | −4,512−3.1% | 減碼 |
| a16z Perennial Management, L.P. | 136,520 | $557.3 萬 | 0.69% | −38,600−22.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 132,923 | $542.6 萬 | 0.01% | +43,700+49.0% | 加碼 |
| Alight Capital Management LP | 130,000 | $530.7 萬 | 1.92% | +130,000 | 新進 |
| Keystone Investors Pte Ltd | 129,432 | $528.3 萬 | 0.39% | +129,432 | 新進 |
| State of Wisconsin Investment Board | 126,975 | $518.3 萬 | 0.01% | +58,996+86.8% | 加碼 |
| New York State Common Retirement Fund | 124,015 | $506.2 萬 | 0.01% | −22,500−15.4% | 減碼 |
| Diversify Advisory Services, LLC | 107,379 | $472.4 萬 | 0.25% | +15,993+17.5% | 加碼 |
| Gotham Asset Management, LLC | 113,823 | $464.6 萬 | 0.05% | −23,699−17.2% | 減碼 |
| Soros Capital Management LLC | 112,000 | $457.2 萬 | 1.10% | +112,000 | 新進 |
| Janus Henderson Group PLC | 110,282 | $450.2 萬 | 0.00% | +8,782+8.7% | 加碼 |
| Westerly Capital Management, LLC | 110,000 | $449.0 萬 | 2.55% | +110,000 | 新進 |
| IMC-Chicago, LLC | 109,513 | $447.0 萬 | 0.13% | −9,107−7.7% | 減碼 |