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。
2025 年第 1 季 13F 持有人
Affirm Holdings, Inc. 在 2025/3/31 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
- 491
- 較 2024 年第 4 季 −6 家
- 持有股數
- 2.16 億
- 較 2024 年第 4 季 +963.4 萬 (+4.7%)
- 總市值
- $97.7 億
- 較 2024 年第 4 季 −$28.2 億 (−22.4%)
- 新進機構
- 95
- 另有 186 家加碼
- 清倉機構
- 101
- 另有 144 家減碼
另有 5 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 23,272,997 | $10.5 億 | 0.02% | +1,457,434+6.7% | 加碼 |
| Capital Research Global Investors | 23,124,260 | $10.5 億 | 0.23% | −1,140,136−4.7% | 減碼 |
| Morgan Stanley | 21,196,218 | $9.58 億 | 0.07% | −2,083,259−8.9% | 減碼 |
| Capital World Investors | 20,218,782 | $9.14 億 | 0.15% | +1,879,617+10.2% | 加碼 |
| BlackRock, Inc. | 13,218,366 | $5.97 億 | 0.01% | −320,534−2.4% | 減碼 |
| Baillie Gifford & Co | 9,003,471 | $4.07 億 | 0.36% | −375,503−4.0% | 減碼 |
| FMR LLC | 8,424,010 | $3.81 億 | 0.02% | −578,955−6.4% | 減碼 |
| Durable Capital Partners LP | 6,580,882 | $2.97 億 | 2.66% | +722,599+12.3% | 加碼 |
| Jericho Capital Asset Management L.P. | 5,057,039 | $2.29 億 | 4.16% | −141,000−2.7% | 減碼 |
| Price T Rowe Associates Inc | 4,544,132 | $2.05 億 | 0.03% | +2,657,074+140.8% | 加碼 |
| Geode Capital Management, LLC | 4,404,928 | $1.99 億 | 0.02% | +231,575+5.5% | 加碼 |
| State Street Corp | 4,292,778 | $1.94 億 | 0.01% | −48,640−1.1% | 減碼 |
| Qube Research & Technologies Ltd | 2,914,824 | $1.32 億 | 0.20% | +1,107,805+61.3% | 加碼 |
| Citadel Advisors LLC | 2,677,106 | $1.21 億 | 0.12% | +2,675,696+189,765.7% | 加碼 |
| Holocene Advisors, LP | 2,498,946 | $1.13 億 | 0.33% | +2,498,946 | 新進 |
| UBS Group AG | 2,418,088 | $1.09 億 | 0.02% | +1,482,110+158.3% | 加碼 |
| Norges Bank | 2,380,433 | $1.08 億 | 0.02% | +82,413+3.6% | 加碼 |
| Marshall Wace, LLP | 2,309,158 | $1.04 億 | 0.14% | +55,628+2.5% | 加碼 |
| Charles Schwab Investment Management Inc | 2,279,218 | $1.03 億 | 0.02% | +7,160+0.3% | 加碼 |
| Foxhaven Asset Management, LP | 2,081,957 | $9,408 萬 | 2.86% | +753,273+56.7% | 加碼 |
| Spyglass Capital Management LLC | 1,902,425 | $8,597 萬 | 5.90% | +200,421+11.8% | 加碼 |
| Goldman Sachs Group Inc | 1,682,614 | $7,604 萬 | 0.01% | +348,852+26.2% | 加碼 |
| Wellington Management Group LLP | 1,654,341 | $7,476 萬 | 0.01% | +126,815+8.3% | 加碼 |
| Northern Trust Corp | 1,428,238 | $6,454 萬 | 0.01% | +10,745+0.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,408,058 | $6,363 萬 | 0.08% | −1,734,883−55.2% | 減碼 |
| Capital International Investors | 1,296,048 | $5,857 萬 | 0.01% | −346,480−21.1% | 減碼 |
| Lord, Abbett & Co. LLC | 1,282,663 | $5,796 萬 | 0.21% | +1,179,016+1,137.5% | 加碼 |
| Franklin Resources Inc | 1,276,725 | $5,770 萬 | 0.02% | +1,267,832+14,256.5% | 加碼 |
| Bank of America Corp | 1,264,692 | $5,715 萬 | 0.01% | +409,648+47.9% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,248,687 | $5,643 萬 | 0.74% | +481,010+62.7% | 加碼 |
| Dimensional Fund Advisors LP | 1,230,786 | $5,564 萬 | 0.01% | +92,292+8.1% | 加碼 |
| 1832 Asset Management L.P. | 1,156,900 | $5,228 萬 | 0.10% | −58,600−4.8% | 減碼 |
| JPMorgan Chase & Co | 1,129,954 | $5,106 萬 | 0.00% | −580,228−33.9% | 減碼 |
| Abdiel Capital Advisors, LP | 1,113,427 | $5,032 萬 | 5.19% | −946,310−45.9% | 減碼 |
| Susquehanna International Group, LLP | 999,931 | $4,519 萬 | 0.07% | +887,519+789.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 991,706 | $4,513 萬 | 0.08% | +991,706 | 新進 |
| Leo Wealth, LLC | 952,305 | $4,303 萬 | 6.19% | −73,208−7.1% | 減碼 |
| Millennium Management LLC | 948,170 | $4,285 萬 | 0.04% | −97,042−9.3% | 減碼 |
| Bank of New York Mellon Corp | 872,190 | $3,941 萬 | 0.01% | −12,907−1.5% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 820,000 | $3,706 萬 | 0.57% | +820,000 | 新進 |
| Renaissance Technologies LLC | 818,900 | $3,701 萬 | 0.06% | +818,900 | 新進 |
| Barclays PLC | 722,906 | $3,267 萬 | 0.01% | +594,737+464.0% | 加碼 |
| Allen Operations LLC | 721,382 | $3,260 萬 | 5.36% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 720,730 | $3,257 萬 | 0.01% | +56,401+8.5% | 加碼 |
| Invesco Ltd. | 709,457 | $3,206 萬 | 0.01% | −599,265−45.8% | 減碼 |
| ThornTree Capital Partners LP | 662,841 | $2,995 萬 | 6.61% | −11,240−1.7% | 減碼 |
| Ardmore Road Asset Management LP | 600,000 | $2,711 萬 | 2.78% | +299,000+99.3% | 加碼 |
| Nuveen, LLC | 598,830 | $2,706 萬 | 0.01% | +598,830 | 新進 |
| Alliancebernstein L.P. | 583,920 | $2,639 萬 | 0.01% | +320,679+121.8% | 加碼 |
| Squarepoint Ops LLC | 581,518 | $2,628 萬 | 0.06% | +149,547+34.6% | 加碼 |
| BIT Capital GmbH | 576,674 | $2,606 萬 | 3.14% | +576,674 | 新進 |
| Kodai Capital Management LP | 562,889 | $2,544 萬 | 1.01% | +82,991+17.3% | 加碼 |
| Voloridge Investment Management, LLC | 562,794 | $2,543 萬 | 0.09% | −697,273−55.3% | 減碼 |
| RJA Asset Management LLC | 553,827 | $2,503 萬 | 7.72% | +156,402+39.4% | 加碼 |
| Twin Tree Management, LP | 490,782 | $2,218 萬 | 0.49% | +490,782 | 新進 |
| Swiss National Bank | 468,000 | $2,115 萬 | 0.01% | −8,400−1.8% | 減碼 |
| Bank of Montreal | 424,714 | $1,919 萬 | 0.01% | +415,642+4,581.6% | 加碼 |
| Capital Fund Management S.A. | 422,716 | $1,910 萬 | 0.24% | −217,326−34.0% | 減碼 |
| Glendon Capital Management LP | 417,100 | $1,885 萬 | 1.09% | +81,100+24.1% | 加碼 |
| California Public Employees Retirement System | 399,486 | $1,805 萬 | 0.01% | −12,588−3.1% | 減碼 |
| Deutsche Bank AG | 398,571 | $1,801 萬 | 0.01% | +366,171+1,130.2% | 加碼 |
| Driehaus Capital Management LLC | 392,480 | $1,774 萬 | 0.17% | −91,268−18.9% | 減碼 |
| Amundi | 392,981 | $1,529 萬 | 0.01% | −210,456−34.9% | 減碼 |
| Jump Financial, LLC | 327,605 | $1,480 萬 | 0.22% | +168,632+106.1% | 加碼 |
| 12 West Capital Management LP | 325,000 | $1,469 萬 | 2.17% | +325,000 | 新進 |
| Pacific Heights Asset Management LLC | 320,000 | $1,446 萬 | 0.98% | +5,000+1.6% | 加碼 |
| Atreides Management, LP | 307,453 | $1,389 萬 | 0.51% | +163,247+113.2% | 加碼 |
| Trexquant Investment LP | 282,962 | $1,279 萬 | 0.15% | +42,667+17.8% | 加碼 |
| Aquatic Capital Management LLC | 280,717 | $1,269 萬 | 0.32% | +217,541+344.3% | 加碼 |
| NZS Capital, LLC | 277,595 | $1,254 萬 | 0.57% | −3,793−1.3% | 減碼 |
| Penserra Capital Management LLC | 276,621 | $1,250 萬 | 0.22% | −83,149−23.1% | 減碼 |
| Legal & General Group Plc | 268,929 | $1,215 萬 | 0.00% | −76,301−22.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 257,755 | $1,165 萬 | 0.01% | −65,207−20.2% | 減碼 |
| Rhumbline Advisers | 255,582 | $1,155 萬 | 0.01% | +6,131+2.5% | 加碼 |
| Allen Holding Inc | 255,512 | $1,135 萬 | 1.18% | +250+0.1% | 加碼 |
| Diversify Advisory Services, LLC | 223,094 | $1,124 萬 | 0.70% | +106,351+91.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 233,937 | $1,057 萬 | 0.02% | +14,490+6.6% | 加碼 |
| California State Teachers Retirement System | 227,719 | $1,029 萬 | 0.01% | +1,126+0.5% | 加碼 |
| Verition Fund Management LLC | 225,383 | $1,019 萬 | 0.06% | −31,234−12.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 224,380 | $1,014 萬 | 0.07% | +74,102+49.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 200,558 | $906.3 萬 | 0.08% | +8,000+4.2% | 加碼 |
| Royal Bank of Canada | 193,601 | $874.8 萬 | 0.00% | +3,892+2.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 188,189 | $850.5 萬 | 0.02% | −12,813−6.4% | 減碼 |
| Jefferies Financial Group Inc. | 186,144 | $841.2 萬 | 0.15% | +174,051+1,439.3% | 加碼 |
| Envestnet Asset Management Inc | 184,432 | $833.4 萬 | 0.00% | +165,863+893.2% | 加碼 |
| Hudson Bay Capital Management LP | 180,188 | $814.3 萬 | 0.05% | −1,247,557−87.4% | 減碼 |
| Eisler Capital Management Ltd. | 175,826 | $794.4 萬 | 0.24% | +175,826 | 新進 |
| Algert Global LLC | 175,666 | $793.8 萬 | 0.20% | −3,011−1.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 173,133 | $782.4 萬 | 0.01% | +39,900+29.9% | 加碼 |
| Raymond James Financial Inc | 171,422 | $774.7 萬 | 0.00% | −68,172−28.5% | 減碼 |
| Wells Fargo & Company | 170,712 | $771.4 萬 | 0.00% | −502,945−74.7% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 158,117 | $714.5 萬 | 0.12% | −400−0.3% | 減碼 |
| American Century Companies Inc | 152,245 | $688.0 萬 | 0.00% | +56,921+59.7% | 加碼 |
| Ameriprise Financial Inc | 149,914 | $676.3 萬 | 0.00% | +3,982+2.7% | 加碼 |
| LMR Partners LLP | 149,508 | $675.6 萬 | 0.14% | +108,109+261.1% | 加碼 |
| TownSquare Capital, LLC | 141,756 | $640.6 萬 | 0.07% | +29,434+26.2% | 加碼 |
| Quantinno Capital Management LP | 140,156 | $633.4 萬 | 0.04% | +19,043+15.7% | 加碼 |
| G2 Investment Partners Management LLC | 140,000 | $632.7 萬 | 2.06% | +140,000 | 新進 |
| Tairen Capital Ltd | 140,000 | $632.7 萬 | 0.42% | +140,000 | 新進 |
| Berkshire Capital Holdings Inc | 139,520 | $630.5 萬 | 3.01% | −37,850−21.3% | 減碼 |