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 662 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 | 662 | $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 |
|---|---|---|---|---|---|
| One Fin Capital Management LP | 65,000 | $449.4 萬 | 1.52% | +65,000 | 新進 |
| Divisadero Street Capital Management, LP | 65,366 | $451.9 萬 | 0.30% | +65,366 | 新進 |
| Walleye Capital LLC | 69,042 | $477.4 萬 | 0.04% | −5,693−7.6% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $479.7 萬 | 1.04% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,468 | $480.3 萬 | 0.01% | +7,021+11.2% | 加碼 |
| Victory Capital Management Inc | 69,828 | $482.8 萬 | 0.00% | −801−1.1% | 減碼 |
| Ensign Peak Advisors, Inc | 72,914 | $504.1 萬 | 0.01% | −25,935−26.2% | 減碼 |
| Arizona State Retirement System | 73,358 | $507.2 萬 | 0.03% | +4,131+6.0% | 加碼 |
| Ambassador Advisors, LLC | 75,235 | $520.2 萬 | 0.81% | +2,753+3.8% | 加碼 |
| Advisor Group Holdings, Inc. | 75,540 | $522.2 萬 | 0.01% | −8,648−10.3% | 減碼 |
| Gillson Capital LP | 75,839 | $524.4 萬 | 0.40% | +75,839 | 新進 |
| Ballentine Partners, LLC | 76,022 | $525.6 萬 | 0.08% | −246−0.3% | 減碼 |
| Panoramic Capital, LLC | 77,579 | $536.4 萬 | 4.13% | +62,421+411.8% | 加碼 |
| Nomura Holdings Inc | 79,239 | $547.9 萬 | 0.04% | +72,772+1,125.3% | 加碼 |
| Public Employees Retirement System of Ohio | 83,305 | $576.0 萬 | 0.02% | +3,489+4.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 86,210 | $596.1 萬 | 0.02% | +3,059+3.7% | 加碼 |
| a16z Perennial Management, L.P. | 86,520 | $598.2 萬 | 0.49% | −17,700−17.0% | 減碼 |
| Flight Deck Capital, LP | 86,700 | $599.4 萬 | 6.34% | −8,100−8.5% | 減碼 |
| Proem Advisors LLC | 90,067 | $622.7 萬 | 1.65% | +90,067 | 新進 |
| Paloma Partners Management Co | 93,774 | $648.4 萬 | 1.47% | +70,074+295.7% | 加碼 |
| J. Goldman & Co LP | 97,406 | $673.5 萬 | 0.21% | +90,436+1,297.5% | 加碼 |
| Gotham Asset Management, LLC | 99,179 | $685.7 萬 | 0.04% | −7,843−7.3% | 減碼 |
| Hudson Bay Capital Management LP | 100,000 | $691.4 萬 | 0.05% | −80,188−44.5% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 102,102 | $705.9 萬 | 0.07% | +7,793+8.3% | 加碼 |
| Elyxium Wealth, LLC | 104,980 | $725.8 萬 | 2.72% | +6,844+7.0% | 加碼 |
| Janus Henderson Group PLC | 107,182 | $740.7 萬 | 0.00% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 108,313 | $748.9 萬 | 0.01% | +6,157+6.0% | 加碼 |
| Omega Financial Group, LLC | 114,630 | $792.6 萬 | 2.86% | +5,351+4.9% | 加碼 |
| American Century Companies Inc | 114,960 | $794.8 萬 | 0.00% | −37,285−24.5% | 減碼 |
| G2 Investment Partners Management LLC | 116,319 | $804.2 萬 | 1.76% | −23,681−16.9% | 減碼 |
| Allen Investment Management LLC | 116,683 | $806.7 萬 | 0.09% | 00.0% | 不變 |
| Trexquant Investment LP | 117,704 | $813.8 萬 | 0.09% | −165,258−58.4% | 減碼 |
| Franklin Resources Inc | 118,234 | $817.5 萬 | 0.00% | −1,158,491−90.7% | 減碼 |
| LPL Financial LLC | 120,205 | $831.1 萬 | 0.00% | +38,549+47.2% | 加碼 |
| Treasurer of the State of North Carolina | 125,336 | $866.6 萬 | 0.03% | +6,723+5.7% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 128,560 | $888.9 萬 | 0.19% | +128,560 | 新進 |
| Osterweis Capital Management Inc | 128,845 | $890.8 萬 | 0.43% | +128,845 | 新進 |
| New York State Common Retirement Fund | 132,415 | $915.5 萬 | 0.01% | +5,000+3.9% | 加碼 |
| Point72 Asset Management, L.P. | 133,583 | $923.6 萬 | 0.02% | +133,583 | 新進 |
| Catalyst Private Wealth, LLC | 136,076 | $940.8 萬 | 4.19% | −1,775−1.3% | 減碼 |
| Ameriprise Financial Inc | 142,745 | $987.1 萬 | 0.00% | −7,169−4.8% | 減碼 |
| Great Lakes Advisors, LLC | 148,890 | $1,029 萬 | 0.09% | +148,890 | 新進 |
| Citadel Advisors LLC | 150,529 | $1,041 萬 | 0.01% | −2,526,577−94.4% | 減碼 |
| Westerly Capital Management, LLC | 155,000 | $1,072 萬 | 4.54% | +105,000+210.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 155,933 | $1,078 萬 | 0.01% | −17,200−9.9% | 減碼 |
| Quantinno Capital Management LP | 156,560 | $1,082 萬 | 0.05% | +16,404+11.7% | 加碼 |
| Lord, Abbett & Co. LLC | 156,974 | $1,085 萬 | 0.03% | −1,125,689−87.8% | 減碼 |
| Brevan Howard Capital Management LP | 161,805 | $1,119 萬 | 0.12% | +62,729+63.3% | 加碼 |
| Algert Global LLC | 168,290 | $1,164 萬 | 0.24% | −7,376−4.2% | 減碼 |
| Voya Investment Management LLC | 169,208 | $1,170 萬 | 0.01% | +136,843+422.8% | 加碼 |
| Raymond James Financial Inc | 177,166 | $1,225 萬 | 0.00% | +5,744+3.4% | 加碼 |
| Nishkama Capital, LLC | 178,003 | $1,231 萬 | 2.02% | +178,003 | 新進 |
| Worldquant Millennium Advisors LLC | 178,517 | $1,234 萬 | 0.06% | +178,517 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 180,375 | $1,247 萬 | 0.02% | −7,814−4.2% | 減碼 |
| Q Fund Management (Hong Kong) Ltd | 182,000 | $1,258 萬 | 6.92% | +57,800+46.5% | 加碼 |
| Dilation Capital Management LP | 184,450 | $1,275 萬 | 6.79% | +92,195+99.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 184,777 | $1,278 萬 | 0.10% | −15,781−7.9% | 減碼 |
| Envestnet Asset Management Inc | 186,418 | $1,289 萬 | 0.00% | +1,986+1.1% | 加碼 |
| HSBC Holdings PLC | 192,374 | $1,324 萬 | 0.01% | +186,792+3,346.3% | 加碼 |
| First Trust Advisors LP | 191,525 | $1,324 萬 | 0.01% | +59,297+44.8% | 加碼 |
| Ardsley Advisory Partners LP | 197,000 | $1,353 萬 | 2.21% | +197,000 | 新進 |
| SEI Investments Co | 197,733 | $1,367 萬 | 0.02% | +122,008+161.1% | 加碼 |
| Twin Tree Management, LP | 198,443 | $1,372 萬 | 0.35% | −292,339−59.6% | 減碼 |
| Berkshire Capital Holdings Inc | 203,600 | $1,408 萬 | 4.92% | +64,080+45.9% | 加碼 |
| State of Wisconsin Investment Board | 208,856 | $1,444 萬 | 0.04% | +74,151+55.0% | 加碼 |
| Comerica Bank | 211,349 | $1,461 萬 | 0.06% | +205,836+3,733.6% | 加碼 |
| Landscape Capital Management, L.L.C. | 218,818 | $1,513 萬 | 1.19% | +103,777+90.2% | 加碼 |
| Hidden Lake Asset Management LP | 218,969 | $1,514 萬 | 7.44% | +185,889+561.9% | 加碼 |
| Nordea Investment Management AB | 229,837 | $1,588 萬 | 0.01% | +126,186+121.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 236,467 | $1,635 萬 | 0.03% | +2,530+1.1% | 加碼 |
| California State Teachers Retirement System | 238,197 | $1,647 萬 | 0.02% | +10,478+4.6% | 加碼 |
| Voloridge Investment Management, LLC | 252,117 | $1,743 萬 | 0.06% | −310,677−55.2% | 減碼 |
| Deutsche Bank AG | 253,988 | $1,756 萬 | 0.01% | −144,583−36.3% | 減碼 |
| Allen Holding Inc | 255,262 | $1,765 萬 | 1.74% | −250−0.1% | 減碼 |
| Picton Mahoney Asset Management | 263,675 | $1,823 萬 | 0.26% | +263,675 | 新進 |
| Alliancebernstein L.P. | 269,030 | $1,860 萬 | 0.01% | −314,890−53.9% | 減碼 |
| Citigroup Inc | 276,484 | $1,912 萬 | 0.01% | +191,010+223.5% | 加碼 |
| Rhumbline Advisers | 282,698 | $1,955 萬 | 0.02% | +27,116+10.6% | 加碼 |
| Diversify Advisory Services, LLC | 255,656 | $1,966 萬 | 0.75% | +32,562+14.6% | 加碼 |
| Legal & General Group Plc | 289,865 | $2,004 萬 | 0.00% | +20,936+7.8% | 加碼 |
| Mane Global Capital Management LP | 290,282 | $2,007 萬 | 0.91% | +290,282 | 新進 |
| Blair William & Co | 304,959 | $2,108 萬 | 0.06% | +304,959 | 新進 |
| Barclays PLC | 307,960 | $2,129 萬 | 0.01% | −414,946−57.4% | 減碼 |
| AQR Capital Management LLC | 330,561 | $2,286 萬 | 0.02% | +279,225+543.9% | 加碼 |
| Wells Fargo & Company | 334,330 | $2,312 萬 | 0.01% | +163,618+95.8% | 加碼 |
| Neuberger Berman Group LLC | 336,685 | $2,328 萬 | 0.02% | +310,681+1,194.7% | 加碼 |
| Penserra Capital Management LLC | 339,483 | $2,347 萬 | 0.33% | +62,862+22.7% | 加碼 |
| 12 West Capital Management LP | 350,000 | $2,420 萬 | 2.56% | +25,000+7.7% | 加碼 |
| Man Group plc | 352,142 | $2,435 萬 | 0.05% | +253,699+257.7% | 加碼 |
| Shannon River Fund Management LLC | 356,563 | $2,465 萬 | 3.80% | +356,563 | 新進 |
| Bank of Montreal | 362,728 | $2,508 萬 | 0.01% | −61,986−14.6% | 減碼 |
| Pacific Heights Asset Management LLC | 375,000 | $2,593 萬 | 1.38% | +55,000+17.2% | 加碼 |
| NZS Capital, LLC | 378,330 | $2,616 萬 | 0.89% | +100,735+36.3% | 加碼 |
| SG Americas Securities, LLC | 391,479 | $2,707 萬 | 0.12% | +384,015+5,144.9% | 加碼 |
| Balyasny Asset Management LLC | 392,178 | $2,712 萬 | 0.06% | +336,761+607.7% | 加碼 |
| Verition Fund Management LLC | 402,270 | $2,781 萬 | 0.16% | +176,887+78.5% | 加碼 |
| Glendon Capital Management LP | 417,100 | $2,884 萬 | 1.58% | 00.0% | 不變 |
| BIT Capital GmbH | 426,341 | $2,948 萬 | 1.92% | −150,333−26.1% | 減碼 |
| California Public Employees Retirement System | 433,625 | $2,998 萬 | 0.02% | +34,139+8.5% | 加碼 |
| Aquatic Capital Management LLC | 435,307 | $3,010 萬 | 0.61% | +154,590+55.1% | 加碼 |