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。
2024 年第 4 季 13F 持有人
Affirm Holdings, Inc. 在 2024/12/31 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
- 502
- 較 2024 年第 3 季 +82 家
- 持有股數
- 2.07 億
- 較 2024 年第 3 季 +1,010 萬 (+5.1%)
- 總市值
- $126.3 億
- 較 2024 年第 3 季 +$45.8 億 (+56.8%)
- 新進機構
- 133
- 另有 152 家加碼
- 清倉機構
- 51
- 另有 154 家減碼
另有 6 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 24,264,396 | $14.8 億 | 0.30% | +470,409+2.0% | 加碼 |
| Morgan Stanley | 23,279,477 | $14.2 億 | 0.10% | −6,914,985−22.9% | 減碼 |
| Vanguard Group Inc | 21,815,563 | $13.3 億 | 0.02% | +716,574+3.4% | 加碼 |
| Capital World Investors | 18,339,165 | $11.2 億 | 0.17% | +72,582+0.4% | 加碼 |
| BlackRock, Inc. | 13,538,900 | $8.25 億 | 0.02% | +3,607,900+36.3% | 加碼 |
| Baillie Gifford & Co | 9,378,974 | $5.71 億 | 0.44% | −556,794−5.6% | 減碼 |
| FMR LLC | 9,002,965 | $5.48 億 | 0.03% | +8,982,183+43,221.0% | 加碼 |
| Durable Capital Partners LP | 5,858,283 | $3.57 億 | 2.91% | +2,888,827+97.3% | 加碼 |
| Jericho Capital Asset Management L.P. | 5,198,039 | $3.17 億 | 4.52% | +538,892+11.6% | 加碼 |
| State Street Corp | 4,341,418 | $2.64 億 | 0.01% | +398,720+10.1% | 加碼 |
| Geode Capital Management, LLC | 4,173,353 | $2.54 億 | 0.02% | +212,234+5.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,142,941 | $1.91 億 | 0.21% | −2,568,222−45.0% | 減碼 |
| Coatue Management LLC大師Coatue | 2,633,442 | $1.60 億 | 0.54% | +2,633,442 | 新進 |
| Norges Bank | 2,298,020 | $1.40 億 | 0.02% | +871,609+61.1% | 加碼 |
| Charles Schwab Investment Management Inc | 2,272,058 | $1.38 億 | 0.03% | +68,848+3.1% | 加碼 |
| Marshall Wace, LLP | 2,253,530 | $1.37 億 | 0.17% | +359,753+19.0% | 加碼 |
| Abdiel Capital Advisors, LP | 2,059,737 | $1.25 億 | 7.73% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 1,887,058 | $1.15 億 | 0.01% | +126,320+7.2% | 加碼 |
| Qube Research & Technologies Ltd | 1,807,019 | $1.10 億 | 0.18% | +1,477,057+447.6% | 加碼 |
| JPMorgan Chase & Co | 1,710,182 | $1.04 億 | 0.01% | +505,358+41.9% | 加碼 |
| Spyglass Capital Management LLC | 1,702,004 | $1.04 億 | 5.83% | −646,091−27.5% | 減碼 |
| Capital International Investors | 1,642,528 | $1.00 億 | 0.02% | +1,642,528 | 新進 |
| Wellington Management Group LLP | 1,527,526 | $9,303 萬 | 0.02% | −453,113−22.9% | 減碼 |
| Hudson Bay Capital Management LP | 1,427,745 | $8,695 萬 | 0.53% | +1,427,745 | 新進 |
| Northern Trust Corp | 1,417,493 | $8,633 萬 | 0.01% | +311,916+28.2% | 加碼 |
| Goldman Sachs Group Inc | 1,333,762 | $8,123 萬 | 0.02% | +485,686+57.3% | 加碼 |
| Foxhaven Asset Management, LP | 1,328,684 | $8,092 萬 | 2.17% | +1,328,684 | 新進 |
| Invesco Ltd. | 1,308,722 | $7,970 萬 | 0.01% | +869,737+198.1% | 加碼 |
| Voloridge Investment Management, LLC | 1,260,067 | $7,674 萬 | 0.27% | +1,260,067 | 新進 |
| 1832 Asset Management L.P. | 1,215,500 | $7,402 萬 | 0.13% | −821,900−40.3% | 減碼 |
| Dimensional Fund Advisors LP | 1,138,494 | $6,936 萬 | 0.02% | −754,170−39.8% | 減碼 |
| Millennium Management LLC | 1,045,212 | $6,365 萬 | 0.06% | −1,125,141−51.8% | 減碼 |
| Leo Wealth, LLC | 1,025,513 | $6,245 萬 | 5.60% | −79,000−7.2% | 減碼 |
| UBS Group AG | 935,978 | $5,700 萬 | 0.01% | −420,415−31.0% | 減碼 |
| Bank of New York Mellon Corp | 885,097 | $5,390 萬 | 0.01% | +5,169+0.6% | 加碼 |
| Bank of America Corp | 855,044 | $5,207 萬 | 0.00% | −799,639−48.3% | 減碼 |
| Two Sigma Investments, LP | 822,333 | $5,008 萬 | 0.12% | +267,539+48.2% | 加碼 |
| Artemis Investment Management LLP | 770,245 | $4,691 萬 | 0.67% | +15,517+2.1% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 767,677 | $4,675 萬 | 0.50% | +727,298+1,801.2% | 加碼 |
| Allen Operations LLC | 721,382 | $4,393 萬 | 6.97% | 00.0% | 不變 |
| ThornTree Capital Partners LP | 674,081 | $4,105 萬 | 6.89% | −42,634−5.9% | 減碼 |
| Wells Fargo & Company | 673,657 | $4,103 萬 | 0.01% | +625,145+1,288.6% | 加碼 |
| UBS Asset Management Americas Inc | 664,329 | $4,046 萬 | 0.01% | +59,300+9.8% | 加碼 |
| Two Sigma Advisers, LP | 654,600 | $3,987 萬 | 0.09% | +654,600 | 新進 |
| Capital Fund Management S.A. | 640,042 | $3,898 萬 | 0.39% | −6,302−1.0% | 減碼 |
| Nuveen Asset Management, LLC | 610,896 | $3,720 萬 | 0.01% | +15,775+2.7% | 加碼 |
| Balyasny Asset Management LLC | 601,692 | $3,664 萬 | 0.09% | −412,786−40.7% | 減碼 |
| Amundi | 603,437 | $3,540 萬 | 0.01% | +312,620+107.5% | 加碼 |
| Man Group plc | 528,620 | $3,219 萬 | 0.10% | −652,241−55.2% | 減碼 |
| Driehaus Capital Management LLC | 483,748 | $2,946 萬 | 0.24% | +53,249+12.4% | 加碼 |
| Kodai Capital Management LP | 479,898 | $2,923 萬 | 1.20% | −514,387−51.7% | 減碼 |
| Swiss National Bank | 476,400 | $2,901 萬 | 0.02% | +12,900+2.8% | 加碼 |
| Squarepoint Ops LLC | 431,971 | $2,631 萬 | 0.07% | +207,359+92.3% | 加碼 |
| California Public Employees Retirement System | 412,074 | $2,510 萬 | 0.02% | +106,074+34.7% | 加碼 |
| RJA Asset Management LLC | 397,425 | $2,420 萬 | 5.81% | 00.0% | 不變 |
| Jane Street Group, LLC | 391,013 | $2,381 萬 | 0.04% | −582,995−59.9% | 減碼 |
| Penserra Capital Management LLC | 359,770 | $2,191 萬 | 0.40% | −46,860−11.5% | 減碼 |
| Legal & General Group Plc | 345,230 | $2,102 萬 | 0.01% | +95,891+38.5% | 加碼 |
| Glendon Capital Management LP | 336,000 | $2,046 萬 | 1.23% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 322,962 | $1,967 萬 | 0.02% | +322,962 | 新進 |
| Pacific Heights Asset Management LLC | 315,000 | $1,918 萬 | 1.33% | 00.0% | 不變 |
| Ardmore Road Asset Management LP | 301,000 | $1,833 萬 | 2.67% | +101,000+50.5% | 加碼 |
| Moore Capital Management, LP | 297,659 | $1,813 萬 | 0.34% | +297,659 | 新進 |
| Cable Car Capital LLC | 295,800 | $1,801 萬 | 1.37% | +295,800 | 新進 |
| NZS Capital, LLC | 281,388 | $1,714 萬 | 0.73% | +22,167+8.6% | 加碼 |
| Alliancebernstein L.P. | 263,241 | $1,603 萬 | 0.01% | −188,034−41.7% | 減碼 |
| Verition Fund Management LLC | 256,617 | $1,563 萬 | 0.08% | +5,317+2.1% | 加碼 |
| Allen Holding Inc | 255,262 | $1,555 萬 | 1.70% | 00.0% | 不變 |
| Rhumbline Advisers | 249,451 | $1,519 萬 | 0.01% | +24,286+10.8% | 加碼 |
| Trexquant Investment LP | 240,295 | $1,463 萬 | 0.17% | −17,788−6.9% | 減碼 |
| Raymond James Financial Inc | 239,594 | $1,459 萬 | 0.01% | +239,594 | 新進 |
| ExodusPoint Capital Management, LP | 236,993 | $1,443 萬 | 0.15% | +236,993 | 新進 |
| California State Teachers Retirement System | 226,593 | $1,380 萬 | 0.02% | +2,286+1.0% | 加碼 |
| Soros Capital Management LLC | 220,300 | $1,342 萬 | 2.10% | +108,300+96.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 219,447 | $1,336 萬 | 0.03% | +20,750+10.4% | 加碼 |
| Ogborne Capital Management, LLC | 215,000 | $1,309 萬 | 3.20% | −68,215−24.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 201,002 | $1,224 萬 | 0.03% | +7,277+3.8% | 加碼 |
| First Trust Advisors LP | 193,071 | $1,176 萬 | 0.01% | +126,499+190.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 192,558 | $1,173 萬 | 0.10% | 00.0% | 不變 |
| Royal Bank of Canada | 189,709 | $1,155 萬 | 0.00% | −6,033−3.1% | 減碼 |
| HRT Financial LP | 186,237 | $1,134 萬 | 0.06% | +186,237 | 新進 |
| Algert Global LLC | 178,677 | $1,088 萬 | 0.26% | +21,738+13.9% | 加碼 |
| Berkshire Capital Holdings Inc | 177,370 | $1,080 萬 | 3.90% | +32,540+22.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 169,940 | $1,035 萬 | 0.05% | −81,773−32.5% | 減碼 |
| Jump Financial, LLC | 158,973 | $968.1 萬 | 0.20% | +79,486+100.0% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 158,517 | $965.4 萬 | 0.16% | +158,517 | 新進 |
| Catalyst Private Wealth, LLC | 154,278 | $939.6 萬 | 4.18% | −14,757−8.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 150,278 | $915.2 萬 | 0.06% | −15,153−9.2% | 減碼 |
| AQR Capital Management LLC | 147,024 | $895.4 萬 | 0.01% | −26,885−15.5% | 減碼 |
| Ameriprise Financial Inc | 145,932 | $888.7 萬 | 0.00% | +3,672+2.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 133,233 | $886.0 萬 | 0.01% | +310+0.2% | 加碼 |
| Atreides Management, LP | 144,206 | $878.2 萬 | 0.28% | −355,652−71.2% | 減碼 |
| Polar Capital Holdings Plc | 136,206 | $829.5 萬 | 0.05% | +136,206 | 新進 |
| New York State Common Retirement Fund | 131,515 | $800.9 萬 | 0.01% | +7,500+6.0% | 加碼 |
| Mercer Global Advisors Inc | 130,051 | $792.0 萬 | 0.02% | −44,209−25.4% | 減碼 |
| Barclays PLC | 128,169 | $780.5 萬 | 0.00% | −23,483−15.5% | 減碼 |
| a16z Perennial Management, L.P. | 127,520 | $776.6 萬 | 0.90% | −9,000−6.6% | 減碼 |
| Quadrature Capital Ltd | 125,847 | $766.0 萬 | 0.15% | −359,584−74.1% | 減碼 |
| Quantinno Capital Management LP | 121,113 | $737.6 萬 | 0.07% | +30,944+34.3% | 加碼 |
| Allen Investment Management LLC | 116,683 | $710.6 萬 | 0.08% | −44,361−27.5% | 減碼 |