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 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 | $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 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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 4,519 | $34.1 萬 | 0.01% | +146+3.3% | 加碼 |
| Signaturefd, LLC | 4,931 | $34.1 萬 | 0.01% | −673−12.0% | 減碼 |
| Stifel Financial Corp | 4,973 | $34.4 萬 | 0.00% | −360−6.8% | 減碼 |
| Wetherby Asset Management Inc | 4,999 | $34.6 萬 | 0.02% | +4,999 | 新進 |
| AdvisorNet Financial, Inc | 5,000 | $34.6 萬 | 0.02% | −10−0.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 5,006 | $34.6 萬 | 0.00% | +2,920+140.0% | 加碼 |
| Sowell Financial Services LLC | 5,044 | $34.9 萬 | 0.01% | +57+1.1% | 加碼 |
| Aspiriant, LLC | 5,082 | $35.1 萬 | 0.01% | +20+0.4% | 加碼 |
| Cypress Point Wealth Management, LLC | 5,253 | $36.3 萬 | 0.09% | +5,253 | 新進 |
| Integrated Wealth Concepts LLC | 5,279 | $36.5 萬 | 0.00% | −14,213−72.9% | 減碼 |
| Choate Investment Advisors | 5,384 | $37.2 萬 | 0.01% | 00.0% | 不變 |
| Holistic Financial Partners | 5,471 | $37.8 萬 | 0.17% | 00.0% | 不變 |
| Oak Thistle LLC | 5,621 | $38.9 萬 | 0.06% | +5,621 | 新進 |
| LVW Advisors, LLC | 5,654 | $39.1 萬 | 0.04% | +5,654 | 新進 |
| Counterpoint Mutual Funds LLC | 5,678 | $39.3 萬 | 0.03% | +5,678 | 新進 |
| Meeder Advisory Services, Inc. | 5,711 | $39.5 萬 | 0.02% | −23−0.4% | 減碼 |
| Jones Financial Companies LLLP | 5,897 | $40.1 萬 | 0.00% | +2,750+87.4% | 加碼 |
| Huntleigh Advisors, Inc. | 5,873 | $40.6 萬 | 0.08% | +26+0.4% | 加碼 |
| Hemington Wealth Management | 5,890 | $40.7 萬 | 0.06% | +28+0.5% | 加碼 |
| Avantax Advisory Services, Inc. | 5,900 | $40.8 萬 | 0.00% | +591+11.1% | 加碼 |
| Arete Wealth Advisors, LLC | 5,968 | $41.3 萬 | 0.03% | +5,968 | 新進 |
| SeaCrest Wealth Management, LLC | 6,078 | $42.0 萬 | 0.05% | −742−10.9% | 減碼 |
| Wealthfront Advisers LLC | 6,088 | $42.1 萬 | 0.00% | +610+11.1% | 加碼 |
| Apollon Wealth Management, LLC | 6,123 | $42.3 萬 | 0.01% | +900+17.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 6,126 | $42.4 萬 | 0.00% | +6,126 | 新進 |
| Biltmore Family Office, LLC | 6,270 | $43.4 萬 | 0.07% | +65+1.0% | 加碼 |
| HB Wealth Management, LLC | 6,315 | $43.7 萬 | 0.00% | −5,156−44.9% | 減碼 |
| Colony Group, LLC | 6,334 | $43.8 萬 | 0.00% | +950+17.6% | 加碼 |
| Vontobel Holding Ltd. | 6,375 | $44.1 萬 | 0.00% | −5,618−46.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 6,380 | $44.1 萬 | 0.00% | +6,380 | 新進 |
| The PNC Financial Services Group, Inc. | 6,496 | $44.9 萬 | 0.00% | −3,137−32.6% | 減碼 |
| AlTi Global, Inc. | 6,622 | $45.8 萬 | 0.01% | +10+0.2% | 加碼 |
| Swiss Life Asset Management Ltd | 6,650 | $46.0 萬 | 0.00% | +6,650 | 新進 |
| Left Brain Wealth Management, LLC | 6,725 | $46.5 萬 | 0.16% | −1,750−20.6% | 減碼 |
| Geneos Wealth Management Inc. | 6,819 | $47.1 萬 | 0.01% | +6,668+4,415.9% | 加碼 |
| KBC Group NV | 6,836 | $47.3 萬 | 0.00% | −3,689−35.0% | 減碼 |
| Quadcap Wealth Management, LLC | 6,863 | $47.5 萬 | 0.06% | +352+5.4% | 加碼 |
| Park Avenue Securities LLC | 6,866 | $47.5 萬 | 0.00% | +6,866 | 新進 |
| Capstone Investment Advisors, LLC | 6,900 | $47.7 萬 | 0.00% | −4,478−39.4% | 減碼 |
| Shearwater Capital LLC | 7,000 | $48.4 萬 | 0.30% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 7,012 | $48.5 萬 | 0.04% | +7,012 | 新進 |
| United Capital Financial Advisers, LLC | 7,063 | $48.8 萬 | 0.00% | +329+4.9% | 加碼 |
| Oder Investment Management, LLC | 7,198 | $49.8 萬 | 0.38% | −198−2.7% | 減碼 |
| Everence Capital Management Inc | 7,230 | $50.0 萬 | 0.03% | 00.0% | 不變 |
| Shell Asset Management Co | 7,308 | $50.5 萬 | 0.02% | −1,318−15.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 7,372 | $51.0 萬 | 0.01% | +1,492+25.4% | 加碼 |
| Forum Financial Management, LP | 7,457 | $51.6 萬 | 0.01% | −98−1.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 7,458 | $51.6 萬 | 0.00% | +4,780+178.5% | 加碼 |
| Rakuten Securities, Inc. | 7,468 | $51.6 萬 | 0.20% | +4,727+172.5% | 加碼 |
| Sterling Capital Management LLC | 7,480 | $51.7 萬 | 0.01% | −6,931−48.1% | 減碼 |
| Machina Capital S.A.S. | 7,693 | $53.2 萬 | 0.11% | +7,693 | 新進 |
| Institute for Wealth Management, LLC. | 7,856 | $54.3 萬 | 0.06% | 00.0% | 不變 |
| GraniteShares Advisors LLC | 8,007 | $55.4 萬 | 0.34% | +8,007 | 新進 |
| CIBC Asset Management Inc | 8,097 | $56.0 萬 | 0.00% | 00.0% | 不變 |
| Congress Wealth Management LLC | 8,200 | $56.7 萬 | 0.01% | +8,200 | 新進 |
| Intrepid Financial Planning Group LLC | 8,350 | $57.7 萬 | 0.24% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 8,706 | $58.4 萬 | 0.00% | −552−6.0% | 減碼 |
| Empowered Funds, LLC | 8,550 | $59.1 萬 | 0.01% | −8,302−49.3% | 減碼 |
| Brinker Capital Investments, LLC | 8,649 | $59.8 萬 | 0.01% | +8,649 | 新進 |
| Wedmont Private Capital | 8,658 | $59.8 萬 | 0.03% | +129+1.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 8,798 | $60.8 萬 | 0.04% | +8,798 | 新進 |
| Ellevest, Inc. | 8,857 | $61.2 萬 | 0.10% | −246−2.7% | 減碼 |
| Altshuler Shaham Ltd | 9,100 | $62.9 萬 | 0.02% | +2,300+33.8% | 加碼 |
| OP Asset Management Ltd | 9,465 | $65.4 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 10,166 | $70.3 萬 | 0.00% | −1,991−16.4% | 減碼 |
| Toth Financial Advisory Corp | 10,200 | $70.5 萬 | 0.08% | +10,200 | 新進 |
| Prospera Financial Services Inc | 10,290 | $71.1 萬 | 0.01% | −977−8.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 10,538 | $72.9 萬 | 0.02% | +2,628+33.2% | 加碼 |
| Rockefeller Capital Management L.P. | 10,621 | $73.4 萬 | 0.00% | −2,785−20.8% | 減碼 |
| White Lighthouse Investment Management Inc. | 10,744 | $74.3 萬 | 0.12% | +1,202+12.6% | 加碼 |
| Paragon Capital Management Ltd | 10,770 | $74.5 萬 | 0.13% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 10,800 | $74.7 萬 | 0.21% | −16,800−60.9% | 減碼 |
| Qsemble Capital Management, LP | 10,868 | $75.1 萬 | 0.07% | +10,868 | 新進 |
| Ameliora Wealth Management Ltd. | 10,950 | $75.7 萬 | 0.27% | +10,950 | 新進 |
| Persistent Asset Partners Ltd | 10,989 | $76.0 萬 | 0.67% | +10,989 | 新進 |
| Chicago Partners Investment Group LLC | 11,913 | $78.2 萬 | 0.02% | −3,696−23.7% | 減碼 |
| Cravens & Co Advisors, LLC | 11,343 | $78.4 萬 | 0.59% | −253−2.2% | 減碼 |
| BBR Partners, LLC | 11,366 | $78.6 萬 | 0.05% | 00.0% | 不變 |
| RFG Advisory, LLC | 11,474 | $79.3 萬 | 0.02% | +5,807+102.5% | 加碼 |
| Private Advisor Group, LLC | 11,476 | $79.3 萬 | 0.00% | +5,919+106.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 11,506 | $79.6 萬 | 0.01% | −206−1.8% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,558 | $79.9 萬 | 0.05% | +11,558 | 新進 |
| MetLife Investment Management | 11,732 | $81.1 萬 | 0.00% | +7,072+151.8% | 加碼 |
| Cerity Partners LLC | 11,805 | $81.6 萬 | 0.00% | +7,241+158.7% | 加碼 |
| F&V Capital Management, LLC | 11,835 | $81.8 萬 | 0.21% | +11,835 | 新進 |
| Summit Trail Advisors, LLC | 11,904 | $82.3 萬 | 0.01% | +1,052+9.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 12,000 | $83.0 萬 | 0.01% | 00.0% | 不變 |
| Bayforest Capital Ltd | 12,262 | $84.8 萬 | 0.37% | −17,701−59.1% | 減碼 |
| Myecfo, LLC | 12,299 | $85.0 萬 | 0.42% | +35+0.3% | 加碼 |
| Lazard Asset Management LLC | 12,353 | $85.3 萬 | 0.00% | +464+3.9% | 加碼 |
| Optiver Holding B.V. | 12,560 | $86.8 萬 | 0.02% | +12,560 | 新進 |
| Laird Norton Trust Company, LLC | 12,721 | $88.0 萬 | 0.12% | 00.0% | 不變 |
| Principal Financial Group Inc | 12,736 | $88.1 萬 | 0.00% | +49+0.4% | 加碼 |
| Polymer Capital Management (HK) LTD | 12,760 | $88.2 萬 | 0.14% | +12,760 | 新進 |
| Point72 (DIFC) Ltd | 12,808 | $88.6 萬 | 0.07% | +12,808 | 新進 |
| Maryland State Retirement & Pension System | 13,041 | $90.2 萬 | 0.02% | +926+7.6% | 加碼 |
| Cresset Asset Management, LLC | 13,051 | $90.2 萬 | 0.00% | +154+1.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 13,271 | $91.8 萬 | 0.00% | +86+0.7% | 加碼 |
| CSS LLC | 13,540 | $93.6 萬 | 0.06% | +8,417+164.3% | 加碼 |
| Jefferies Financial Group Inc. | 13,580 | $93.9 萬 | 0.02% | −172,564−92.7% | 減碼 |