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。
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 26,181 | $118.3 萬 | 0.00% | −1,602−5.8% | 減碼 |
| Dark Forest Capital Management LP | 27,149 | $122.7 萬 | 0.06% | +27,149 | 新進 |
| Catalyst Funds Management Pty Ltd | 27,600 | $124.7 萬 | 0.33% | +19,300+232.5% | 加碼 |
| Main Management ETF Advisors, LLC | 28,840 | $130.3 萬 | 0.09% | −30,256−51.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 29,844 | $134.9 萬 | 0.09% | −28,371−48.7% | 減碼 |
| Bayforest Capital Ltd | 29,963 | $135.4 萬 | 0.59% | +26,198+695.8% | 加碼 |
| JustInvest LLC | 29,969 | $135.4 萬 | 0.02% | +2,308+8.3% | 加碼 |
| Cetera Investment Advisers | 30,766 | $139.0 萬 | 0.00% | −5,035−14.1% | 減碼 |
| Voya Investment Management LLC | 32,365 | $146.3 萬 | 0.00% | +629+2.0% | 加碼 |
| GWM Advisors LLC | 32,928 | $148.8 萬 | 0.01% | −6,848−17.2% | 減碼 |
| Hidden Lake Asset Management LP | 33,080 | $149.5 萬 | 1.47% | −17,261−34.3% | 減碼 |
| Wakefield Asset Management LLLP | 33,566 | $151.7 萬 | 0.46% | +33,566 | 新進 |
| Commonwealth Equity Services, LLC | 34,754 | $157.1 萬 | 0.00% | +997+3.0% | 加碼 |
| Ieq Capital, LLC | 34,874 | $157.6 萬 | 0.01% | +4,675+15.5% | 加碼 |
| Bayesian Capital Management, LP | 35,418 | $160.1 萬 | 0.26% | +35,418 | 新進 |
| SBI Securities Co., Ltd. | 36,770 | $166.2 萬 | 0.06% | +8,699+31.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 36,994 | $167.2 萬 | 0.00% | +36,994 | 新進 |
| Engineers Gate Manager LP | 37,729 | $170.5 萬 | 0.03% | −9,222−19.6% | 減碼 |
| Simplicity Wealth,LLC | 37,867 | $171.1 萬 | 0.13% | +37,867 | 新進 |
| Boothbay Fund Management, LLC | 38,030 | $171.9 萬 | 0.06% | +19,376+103.9% | 加碼 |
| Jasper Ridge Partners, L.P. | 38,086 | $172.1 萬 | 0.06% | 00.0% | 不變 |
| Two Sigma Investments, LP | 38,569 | $174.3 萬 | 0.00% | −783,764−95.3% | 減碼 |
| Pictet Asset Management Holding SA | 38,548 | $174.3 萬 | 0.00% | +4,691+13.9% | 加碼 |
| Russell Investments Group, Ltd. | 39,184 | $177.1 萬 | 0.00% | +19,994+104.2% | 加碼 |
| Virginia Retirement Systems Et Al | 39,888 | $180.3 萬 | 0.01% | +39,888 | 新進 |
| Toroso Investments, LLC | 39,931 | $180.4 萬 | 0.02% | −8,448−17.5% | 減碼 |
| Mercer Global Advisors Inc | 42,156 | $190.5 萬 | 0.00% | −87,895−67.6% | 減碼 |
| Estate Counselors, LLC | 42,175 | $190.6 萬 | 0.20% | +600+1.4% | 加碼 |
| Acadian Asset Management LLC | 42,868 | $193.2 萬 | 0.01% | +39,025+1,015.5% | 加碼 |
| Evolutionary Tree Capital Management, LLC | 44,200 | $199.7 萬 | 2.32% | +7,237+19.6% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 45,000 | $203.4 萬 | 0.04% | +45,000 | 新進 |
| Readystate Asset Management LP | 45,161 | $204.1 萬 | 0.10% | +45,161 | 新進 |
| Employees Retirement System of Texas | 46,234 | $208.9 萬 | 0.02% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 46,322 | $209.3 萬 | 0.01% | −16,114−25.8% | 減碼 |
| KLP Kapitalforvaltning AS | 49,100 | $221.9 萬 | 0.01% | +200+0.4% | 加碼 |
| AQR Capital Management LLC | 51,336 | $224.4 萬 | 0.00% | −95,688−65.1% | 減碼 |
| Westerly Capital Management, LLC | 50,000 | $225.9 萬 | 1.08% | +15,000+42.9% | 加碼 |
| GF Fund Management Co. Ltd. | 53,418 | $241.4 萬 | 0.06% | −34,419−39.2% | 減碼 |
| Mariner, LLC | 54,197 | $244.9 萬 | 0.00% | −142−0.3% | 減碼 |
| QRG Capital Management, Inc. | 54,378 | $245.7 萬 | 0.03% | +1,492+2.8% | 加碼 |
| Balyasny Asset Management LLC | 55,417 | $250.4 萬 | 0.01% | −546,275−90.8% | 減碼 |
| Nisa Investment Advisors, LLC | 56,310 | $254.5 萬 | 0.01% | −21,190−27.3% | 減碼 |
| Atomi Financial Group, Inc. | 57,410 | $259.4 萬 | 0.12% | −7,386−11.4% | 減碼 |
| Polar Capital Holdings Plc | 57,728 | $260.9 萬 | 0.02% | −78,478−57.6% | 減碼 |
| PEAK6 LLC | 58,295 | $263.4 萬 | 0.10% | −47,403−44.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,447 | $282.2 萬 | 0.01% | +534+0.9% | 加碼 |
| Handelsbanken Fonder AB | 62,500 | $282.4 萬 | 0.01% | +3,500+5.9% | 加碼 |
| Zweig-DiMenna Associates LLC | 66,900 | $302.3 萬 | 0.48% | +66,900 | 新進 |
| Arizona State Retirement System | 69,227 | $312.8 萬 | 0.02% | −600−0.9% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $313.5 萬 | 1.04% | 00.0% | 不變 |
| Victory Capital Management Inc | 70,629 | $319.2 萬 | 0.00% | +4,810+7.3% | 加碼 |
| Ambassador Advisors, LLC | 72,482 | $327.5 萬 | 0.57% | −3,546−4.7% | 減碼 |
| Walleye Capital LLC | 74,735 | $337.7 萬 | 0.04% | +35,880+92.3% | 加碼 |
| SEI Investments Co | 75,725 | $342.2 萬 | 0.00% | +34,885+85.4% | 加碼 |
| Ballentine Partners, LLC | 76,268 | $344.7 萬 | 0.06% | +72,186+1,768.4% | 加碼 |
| Jane Street Group, LLC | 76,402 | $345.3 萬 | 0.01% | −314,611−80.5% | 減碼 |
| Quantbot Technologies LP | 78,110 | $353.0 萬 | 0.11% | +46,645+148.2% | 加碼 |
| Public Employees Retirement System of Ohio | 79,816 | $360.7 萬 | 0.01% | −9,231−10.4% | 減碼 |
| Edgestream Partners, L.P. | 80,156 | $362.2 萬 | 0.12% | +50,675+171.9% | 加碼 |
| LPL Financial LLC | 81,656 | $369.0 萬 | 0.00% | +9,772+13.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 83,151 | $375.8 萬 | 0.02% | −8,343−9.1% | 減碼 |
| Interval Partners, LP | 84,146 | $380.3 萬 | 0.13% | +84,146 | 新進 |
| Advisor Group Holdings, Inc. | 84,188 | $380.4 萬 | 0.01% | +23,370+38.4% | 加碼 |
| Citigroup Inc | 85,474 | $386.3 萬 | 0.00% | +2,688+3.2% | 加碼 |
| Two Sigma Advisers, LP | 88,500 | $399.9 萬 | 0.01% | −566,100−86.5% | 減碼 |
| Dilation Capital Management LP | 92,255 | $416.9 萬 | 5.06% | +92,255 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 94,309 | $426.2 萬 | 0.04% | +905+1.0% | 加碼 |
| Flight Deck Capital, LP | 94,800 | $428.4 萬 | 4.42% | −8,000−7.8% | 減碼 |
| Ogborne Capital Management, LLC | 97,500 | $440.6 萬 | 1.69% | −117,500−54.7% | 減碼 |
| Elyxium Wealth, LLC | 98,136 | $443.5 萬 | 1.96% | +7,655+8.5% | 加碼 |
| Man Group plc | 98,443 | $444.9 萬 | 0.01% | −430,177−81.4% | 減碼 |
| Ensign Peak Advisors, Inc | 98,849 | $446.7 萬 | 0.01% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 99,076 | $447.7 萬 | 0.13% | −17,415−14.9% | 減碼 |
| Hiddenite Capital Partners LP | 101,600 | $459.1 萬 | 3.83% | +101,600 | 新進 |
| Allianz Asset Management GmbH | 102,156 | $461.6 萬 | 0.01% | −7,588−6.9% | 減碼 |
| Nordea Investment Management AB | 103,651 | $462.8 萬 | 0.00% | +633+0.6% | 加碼 |
| a16z Perennial Management, L.P. | 104,220 | $471.0 萬 | 0.59% | −23,300−18.3% | 減碼 |
| Gotham Asset Management, LLC | 107,022 | $483.6 萬 | 0.04% | +37,700+54.4% | 加碼 |
| Omega Financial Group, LLC | 109,279 | $493.8 萬 | 1.90% | +6,252+6.1% | 加碼 |
| Janus Henderson Group PLC | 107,182 | $495.2 萬 | 0.00% | −1,934−1.8% | 減碼 |
| Liontrust Investment Partners LLP | 112,150 | $506.8 萬 | 0.08% | +42,414+60.8% | 加碼 |
| Natixis | 112,335 | $509.9 萬 | 0.03% | +36,817+48.8% | 加碼 |
| Landscape Capital Management, L.L.C. | 115,041 | $519.9 萬 | 0.46% | +111,414+3,071.8% | 加碼 |
| Allen Investment Management LLC | 116,683 | $527.3 萬 | 0.06% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 118,613 | $536.0 萬 | 0.02% | +4,630+4.1% | 加碼 |
| Quadrature Capital Ltd | 123,235 | $556.8 萬 | 0.12% | −2,612−2.1% | 減碼 |
| Q Fund Management (Hong Kong) Ltd | 124,200 | $561.3 萬 | 7.67% | +124,200 | 新進 |
| New York State Common Retirement Fund | 127,415 | $575.8 萬 | 0.01% | −4,100−3.1% | 減碼 |
| First Trust Advisors LP | 132,228 | $597.5 萬 | 0.01% | −60,843−31.5% | 減碼 |
| State of Wisconsin Investment Board | 134,705 | $608.7 萬 | 0.02% | +57,549+74.6% | 加碼 |
| Catalyst Private Wealth, LLC | 137,851 | $622.9 萬 | 3.03% | −16,427−10.6% | 減碼 |
| Berkshire Capital Holdings Inc | 139,520 | $630.5 萬 | 3.01% | −37,850−21.3% | 減碼 |
| 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 |
| Quantinno Capital Management LP | 140,156 | $633.4 萬 | 0.04% | +19,043+15.7% | 加碼 |
| TownSquare Capital, LLC | 141,756 | $640.6 萬 | 0.07% | +29,434+26.2% | 加碼 |
| LMR Partners LLP | 149,508 | $675.6 萬 | 0.14% | +108,109+261.1% | 加碼 |
| Ameriprise Financial Inc | 149,914 | $676.3 萬 | 0.00% | +3,982+2.7% | 加碼 |
| American Century Companies Inc | 152,245 | $688.0 萬 | 0.00% | +56,921+59.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 158,117 | $714.5 萬 | 0.12% | −400−0.3% | 減碼 |