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。
2025 年第 2 季 13F 持有人
Affirm Holdings, Inc. 在 2025/6/30 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
- 562
- 較 2025 年第 1 季 +76 家
- 持有股數
- 2.24 億
- 較 2025 年第 1 季 +805.2 萬 (+3.7%)
- 總市值
- $154.9 億
- 較 2025 年第 1 季 +$57.4 億 (+58.9%)
- 新進機構
- 136
- 另有 212 家加碼
- 清倉機構
- 60
- 另有 145 家減碼
另有 5 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,195,810 | $16.7 億 | 0.03% | +922,813+4.0% | 加碼 |
| Capital Research Global Investors | 23,700,297 | $16.4 億 | 0.33% | +576,037+2.5% | 加碼 |
| Morgan Stanley | 22,167,304 | $15.3 億 | 0.10% | +971,086+4.6% | 加碼 |
| Capital World Investors | 21,185,170 | $14.6 億 | 0.21% | +966,388+4.8% | 加碼 |
| BlackRock, Inc. | 15,642,187 | $10.8 億 | 0.02% | +2,423,821+18.3% | 加碼 |
| FMR LLC | 9,629,382 | $6.66 億 | 0.04% | +1,205,372+14.3% | 加碼 |
| Baillie Gifford & Co | 7,532,410 | $5.21 億 | 0.39% | −1,471,061−16.3% | 減碼 |
| Durable Capital Partners LP | 7,389,337 | $5.11 億 | 3.87% | +808,455+12.3% | 加碼 |
| Geode Capital Management, LLC | 4,659,287 | $3.22 億 | 0.02% | +254,359+5.8% | 加碼 |
| State Street Corp | 4,454,300 | $3.08 億 | 0.01% | +161,522+3.8% | 加碼 |
| Jericho Capital Asset Management L.P. | 3,661,975 | $2.53 億 | 3.37% | −1,395,064−27.6% | 減碼 |
| Price T Rowe Associates Inc | 3,262,162 | $2.26 億 | 0.03% | −1,281,970−28.2% | 減碼 |
| Foxhaven Asset Management, LP | 2,896,908 | $2.00 億 | 4.83% | +814,951+39.1% | 加碼 |
| Norges Bank | 2,653,671 | $1.83 億 | 0.02% | +273,238+11.5% | 加碼 |
| Charles Schwab Investment Management Inc | 2,359,066 | $1.63 億 | 0.03% | +79,848+3.5% | 加碼 |
| Wellington Management Group LLP | 2,128,997 | $1.47 億 | 0.03% | +474,656+28.7% | 加碼 |
| Atreides Management, LP | 1,977,882 | $1.37 億 | 3.79% | +1,670,429+543.3% | 加碼 |
| Bank of America Corp | 1,930,732 | $1.33 億 | 0.01% | +666,040+52.7% | 加碼 |
| Goldman Sachs Group Inc | 1,855,607 | $1.28 億 | 0.02% | +172,993+10.3% | 加碼 |
| Spyglass Capital Management LLC | 1,740,283 | $1.20 億 | 7.10% | −162,142−8.5% | 減碼 |
| Northern Trust Corp | 1,481,419 | $1.02 億 | 0.01% | +53,181+3.7% | 加碼 |
| Marshall Wace, LLP | 1,473,034 | $1.02 億 | 0.12% | −836,124−36.2% | 減碼 |
| 1832 Asset Management L.P. | 1,423,400 | $9,841 萬 | 0.17% | +266,500+23.0% | 加碼 |
| UBS Group AG | 1,403,591 | $9,704 萬 | 0.02% | −1,014,497−42.0% | 減碼 |
| Dimensional Fund Advisors LP | 1,376,945 | $9,518 萬 | 0.02% | +146,159+11.9% | 加碼 |
| Millennium Management LLC | 1,340,406 | $9,268 萬 | 0.08% | +392,236+41.4% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,335,496 | $9,234 萬 | 0.98% | +86,809+7.0% | 加碼 |
| Whale Rock Capital Management LLC | 1,275,022 | $8,816 萬 | 1.22% | +1,275,022 | 新進 |
| Qube Research & Technologies Ltd | 1,270,279 | $8,783 萬 | 0.12% | −1,644,545−56.4% | 減碼 |
| Invesco Ltd. | 1,099,431 | $7,601 萬 | 0.01% | +389,974+55.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,039,882 | $7,190 萬 | 0.07% | −368,176−26.1% | 減碼 |
| UBS Asset Management Americas Inc | 1,007,476 | $6,966 萬 | 0.01% | +286,746+39.8% | 加碼 |
| Leo Wealth, LLC | 998,091 | $6,901 萬 | 5.37% | +45,786+4.8% | 加碼 |
| Abdiel Capital Advisors, LP | 959,582 | $6,635 萬 | 6.20% | −153,845−13.8% | 減碼 |
| Holocene Advisors, LP | 903,067 | $6,244 萬 | 0.15% | −1,595,879−63.9% | 減碼 |
| Bank of New York Mellon Corp | 890,694 | $6,158 萬 | 0.01% | +18,504+2.1% | 加碼 |
| Vestor Capital, LLC | 643,085 | $6,045 萬 | 4.53% | +643,085 | 新進 |
| D1 Capital Partners L.P.大師D1 資本 | 820,000 | $5,669 萬 | 0.79% | 00.0% | 不變 |
| Alyeska Investment Group, L.P. | 800,466 | $5,534 萬 | 0.20% | +800,466 | 新進 |
| JPMorgan Chase & Co | 771,728 | $5,336 萬 | 0.00% | −358,226−31.7% | 減碼 |
| Nuveen, LLC | 737,280 | $5,098 萬 | 0.01% | +138,450+23.1% | 加碼 |
| Allen Operations LLC | 721,382 | $4,988 萬 | 6.86% | 00.0% | 不變 |
| Westfield Capital Management Co LP | 698,779 | $4,831 萬 | 0.20% | +698,779 | 新進 |
| Artemis Investment Management LLP | 696,472 | $4,815 萬 | 0.62% | +696,472 | 新進 |
| Susquehanna International Group, LLP | 679,359 | $4,697 萬 | 0.07% | −320,572−32.1% | 減碼 |
| Capital Fund Management S.A. | 634,666 | $4,388 萬 | 0.48% | +211,950+50.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 642,623 | $4,312 萬 | 0.07% | −349,083−35.2% | 減碼 |
| Jane Street Group, LLC | 600,288 | $4,150 萬 | 0.07% | +523,886+685.7% | 加碼 |
| ThornTree Capital Partners LP | 591,076 | $4,087 萬 | 6.80% | −71,765−10.8% | 減碼 |
| Amundi | 579,594 | $3,963 萬 | 0.01% | +186,613+47.5% | 加碼 |
| RJA Asset Management LLC | 553,827 | $3,829 萬 | 13.18% | 00.0% | 不變 |
| Ogborne Capital Management, LLC | 550,000 | $3,803 萬 | 9.43% | +452,500+464.1% | 加碼 |
| Royal Bank of Canada | 521,214 | $3,604 萬 | 0.01% | +327,613+169.2% | 加碼 |
| Amanah Holdings Trust | 519,230 | $3,586 萬 | 8.87% | +519,230 | 新進 |
| Driehaus Capital Management LLC | 516,231 | $3,569 萬 | 0.29% | +123,751+31.5% | 加碼 |
| Squarepoint Ops LLC | 506,141 | $3,499 萬 | 0.08% | −75,377−13.0% | 減碼 |
| Ardmore Road Asset Management LP | 500,000 | $3,457 萬 | 2.86% | −100,000−16.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 497,962 | $3,443 萬 | 0.03% | +240,207+93.2% | 加碼 |
| Rokos Capital Management LLP | 493,827 | $3,413 萬 | 0.57% | +493,827 | 新進 |
| Capital International Investors | 487,273 | $3,369 萬 | 0.01% | −808,775−62.4% | 減碼 |
| Swiss National Bank | 480,300 | $3,321 萬 | 0.02% | +12,300+2.6% | 加碼 |
| Polar Capital Holdings Plc | 476,160 | $3,292 萬 | 0.17% | +418,432+724.8% | 加碼 |
| Aquatic Capital Management LLC | 435,307 | $3,010 萬 | 0.61% | +154,590+55.1% | 加碼 |
| California Public Employees Retirement System | 433,625 | $2,998 萬 | 0.02% | +34,139+8.5% | 加碼 |
| BIT Capital GmbH | 426,341 | $2,948 萬 | 1.92% | −150,333−26.1% | 減碼 |
| Glendon Capital Management LP | 417,100 | $2,884 萬 | 1.58% | 00.0% | 不變 |
| Verition Fund Management LLC | 402,270 | $2,781 萬 | 0.16% | +176,887+78.5% | 加碼 |
| Balyasny Asset Management LLC | 392,178 | $2,712 萬 | 0.06% | +336,761+607.7% | 加碼 |
| SG Americas Securities, LLC | 391,479 | $2,707 萬 | 0.12% | +384,015+5,144.9% | 加碼 |
| NZS Capital, LLC | 378,330 | $2,616 萬 | 0.89% | +100,735+36.3% | 加碼 |
| Pacific Heights Asset Management LLC | 375,000 | $2,593 萬 | 1.38% | +55,000+17.2% | 加碼 |
| Bank of Montreal | 362,728 | $2,508 萬 | 0.01% | −61,986−14.6% | 減碼 |
| Shannon River Fund Management LLC | 356,563 | $2,465 萬 | 3.80% | +356,563 | 新進 |
| Man Group plc | 352,142 | $2,435 萬 | 0.05% | +253,699+257.7% | 加碼 |
| 12 West Capital Management LP | 350,000 | $2,420 萬 | 2.56% | +25,000+7.7% | 加碼 |
| Penserra Capital Management LLC | 339,483 | $2,347 萬 | 0.33% | +62,862+22.7% | 加碼 |
| Neuberger Berman Group LLC | 336,685 | $2,328 萬 | 0.02% | +310,681+1,194.7% | 加碼 |
| Wells Fargo & Company | 334,330 | $2,312 萬 | 0.01% | +163,618+95.8% | 加碼 |
| AQR Capital Management LLC | 330,561 | $2,286 萬 | 0.02% | +279,225+543.9% | 加碼 |
| Barclays PLC | 307,960 | $2,129 萬 | 0.01% | −414,946−57.4% | 減碼 |
| Blair William & Co | 304,959 | $2,108 萬 | 0.06% | +304,959 | 新進 |
| Mane Global Capital Management LP | 290,282 | $2,007 萬 | 0.91% | +290,282 | 新進 |
| Legal & General Group Plc | 289,865 | $2,004 萬 | 0.00% | +20,936+7.8% | 加碼 |
| Diversify Advisory Services, LLC | 255,656 | $1,966 萬 | 0.75% | +32,562+14.6% | 加碼 |
| Rhumbline Advisers | 282,698 | $1,955 萬 | 0.02% | +27,116+10.6% | 加碼 |
| Citigroup Inc | 276,484 | $1,912 萬 | 0.01% | +191,010+223.5% | 加碼 |
| Alliancebernstein L.P. | 269,030 | $1,860 萬 | 0.01% | −314,890−53.9% | 減碼 |
| Picton Mahoney Asset Management | 263,675 | $1,823 萬 | 0.26% | +263,675 | 新進 |
| Allen Holding Inc | 255,262 | $1,765 萬 | 1.74% | −250−0.1% | 減碼 |
| Deutsche Bank AG | 253,988 | $1,756 萬 | 0.01% | −144,583−36.3% | 減碼 |
| Voloridge Investment Management, LLC | 252,117 | $1,743 萬 | 0.06% | −310,677−55.2% | 減碼 |
| California State Teachers Retirement System | 238,197 | $1,647 萬 | 0.02% | +10,478+4.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 236,467 | $1,635 萬 | 0.03% | +2,530+1.1% | 加碼 |
| Nordea Investment Management AB | 229,837 | $1,588 萬 | 0.01% | +126,186+121.7% | 加碼 |
| Hidden Lake Asset Management LP | 218,969 | $1,514 萬 | 7.44% | +185,889+561.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 218,818 | $1,513 萬 | 1.19% | +103,777+90.2% | 加碼 |
| Comerica Bank | 211,349 | $1,461 萬 | 0.06% | +205,836+3,733.6% | 加碼 |
| State of Wisconsin Investment Board | 208,856 | $1,444 萬 | 0.04% | +74,151+55.0% | 加碼 |
| Berkshire Capital Holdings Inc | 203,600 | $1,408 萬 | 4.92% | +64,080+45.9% | 加碼 |
| Twin Tree Management, LP | 198,443 | $1,372 萬 | 0.35% | −292,339−59.6% | 減碼 |