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 |
|---|---|---|---|---|---|
| SEI Investments Co | 197,733 | $1,367 萬 | 0.02% | +122,008+161.1% | 加碼 |
| Ardsley Advisory Partners LP | 197,000 | $1,353 萬 | 2.21% | +197,000 | 新進 |
| First Trust Advisors LP | 191,525 | $1,324 萬 | 0.01% | +59,297+44.8% | 加碼 |
| HSBC Holdings PLC | 192,374 | $1,324 萬 | 0.01% | +186,792+3,346.3% | 加碼 |
| Envestnet Asset Management Inc | 186,418 | $1,289 萬 | 0.00% | +1,986+1.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 184,777 | $1,278 萬 | 0.10% | −15,781−7.9% | 減碼 |
| Dilation Capital Management LP | 184,450 | $1,275 萬 | 6.79% | +92,195+99.9% | 加碼 |
| Q Fund Management (Hong Kong) Ltd | 182,000 | $1,258 萬 | 6.92% | +57,800+46.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 180,375 | $1,247 萬 | 0.02% | −7,814−4.2% | 減碼 |
| Worldquant Millennium Advisors LLC | 178,517 | $1,234 萬 | 0.06% | +178,517 | 新進 |
| Nishkama Capital, LLC | 178,003 | $1,231 萬 | 2.02% | +178,003 | 新進 |
| Raymond James Financial Inc | 177,166 | $1,225 萬 | 0.00% | +5,744+3.4% | 加碼 |
| Voya Investment Management LLC | 169,208 | $1,170 萬 | 0.01% | +136,843+422.8% | 加碼 |
| Algert Global LLC | 168,290 | $1,164 萬 | 0.24% | −7,376−4.2% | 減碼 |
| Brevan Howard Capital Management LP | 161,805 | $1,119 萬 | 0.12% | +62,729+63.3% | 加碼 |
| Lord, Abbett & Co. LLC | 156,974 | $1,085 萬 | 0.03% | −1,125,689−87.8% | 減碼 |
| Quantinno Capital Management LP | 156,560 | $1,082 萬 | 0.05% | +16,404+11.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 155,933 | $1,078 萬 | 0.01% | −17,200−9.9% | 減碼 |
| Westerly Capital Management, LLC | 155,000 | $1,072 萬 | 4.54% | +105,000+210.0% | 加碼 |
| Citadel Advisors LLC | 150,529 | $1,041 萬 | 0.01% | −2,526,577−94.4% | 減碼 |
| Great Lakes Advisors, LLC | 148,890 | $1,029 萬 | 0.09% | +148,890 | 新進 |
| Ameriprise Financial Inc | 142,745 | $987.1 萬 | 0.00% | −7,169−4.8% | 減碼 |
| Catalyst Private Wealth, LLC | 136,076 | $940.8 萬 | 4.19% | −1,775−1.3% | 減碼 |
| Point72 Asset Management, L.P. | 133,583 | $923.6 萬 | 0.02% | +133,583 | 新進 |
| New York State Common Retirement Fund | 132,415 | $915.5 萬 | 0.01% | +5,000+3.9% | 加碼 |
| Osterweis Capital Management Inc | 128,845 | $890.8 萬 | 0.43% | +128,845 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 128,560 | $888.9 萬 | 0.19% | +128,560 | 新進 |
| Treasurer of the State of North Carolina | 125,336 | $866.6 萬 | 0.03% | +6,723+5.7% | 加碼 |
| LPL Financial LLC | 120,205 | $831.1 萬 | 0.00% | +38,549+47.2% | 加碼 |
| Franklin Resources Inc | 118,234 | $817.5 萬 | 0.00% | −1,158,491−90.7% | 減碼 |
| Trexquant Investment LP | 117,704 | $813.8 萬 | 0.09% | −165,258−58.4% | 減碼 |
| Allen Investment Management LLC | 116,683 | $806.7 萬 | 0.09% | 00.0% | 不變 |
| G2 Investment Partners Management LLC | 116,319 | $804.2 萬 | 1.76% | −23,681−16.9% | 減碼 |
| American Century Companies Inc | 114,960 | $794.8 萬 | 0.00% | −37,285−24.5% | 減碼 |
| Omega Financial Group, LLC | 114,630 | $792.6 萬 | 2.86% | +5,351+4.9% | 加碼 |
| Allianz Asset Management GmbH | 108,313 | $748.9 萬 | 0.01% | +6,157+6.0% | 加碼 |
| Janus Henderson Group PLC | 107,182 | $740.7 萬 | 0.00% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 104,980 | $725.8 萬 | 2.72% | +6,844+7.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 102,102 | $705.9 萬 | 0.07% | +7,793+8.3% | 加碼 |
| Hudson Bay Capital Management LP | 100,000 | $691.4 萬 | 0.05% | −80,188−44.5% | 減碼 |
| Gotham Asset Management, LLC | 99,179 | $685.7 萬 | 0.04% | −7,843−7.3% | 減碼 |
| J. Goldman & Co LP | 97,406 | $673.5 萬 | 0.21% | +90,436+1,297.5% | 加碼 |
| Paloma Partners Management Co | 93,774 | $648.4 萬 | 1.47% | +70,074+295.7% | 加碼 |
| Proem Advisors LLC | 90,067 | $622.7 萬 | 1.65% | +90,067 | 新進 |
| Flight Deck Capital, LP | 86,700 | $599.4 萬 | 6.34% | −8,100−8.5% | 減碼 |
| a16z Perennial Management, L.P. | 86,520 | $598.2 萬 | 0.49% | −17,700−17.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 86,210 | $596.1 萬 | 0.02% | +3,059+3.7% | 加碼 |
| Public Employees Retirement System of Ohio | 83,305 | $576.0 萬 | 0.02% | +3,489+4.4% | 加碼 |
| Nomura Holdings Inc | 79,239 | $547.9 萬 | 0.04% | +72,772+1,125.3% | 加碼 |
| Panoramic Capital, LLC | 77,579 | $536.4 萬 | 4.13% | +62,421+411.8% | 加碼 |
| Ballentine Partners, LLC | 76,022 | $525.6 萬 | 0.08% | −246−0.3% | 減碼 |
| Gillson Capital LP | 75,839 | $524.4 萬 | 0.40% | +75,839 | 新進 |
| Advisor Group Holdings, Inc. | 75,540 | $522.2 萬 | 0.01% | −8,648−10.3% | 減碼 |
| Ambassador Advisors, LLC | 75,235 | $520.2 萬 | 0.81% | +2,753+3.8% | 加碼 |
| Arizona State Retirement System | 73,358 | $507.2 萬 | 0.03% | +4,131+6.0% | 加碼 |
| Ensign Peak Advisors, Inc | 72,914 | $504.1 萬 | 0.01% | −25,935−26.2% | 減碼 |
| Victory Capital Management Inc | 69,828 | $482.8 萬 | 0.00% | −801−1.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,468 | $480.3 萬 | 0.01% | +7,021+11.2% | 加碼 |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $479.7 萬 | 1.04% | 00.0% | 不變 |
| Walleye Capital LLC | 69,042 | $477.4 萬 | 0.04% | −5,693−7.6% | 減碼 |
| Divisadero Street Capital Management, LP | 65,366 | $451.9 萬 | 0.30% | +65,366 | 新進 |
| One Fin Capital Management LP | 65,000 | $449.4 萬 | 1.52% | +65,000 | 新進 |
| Blueshift Asset Management, LLC | 62,634 | $433.1 萬 | 1.33% | +56,210+875.0% | 加碼 |
| Eisler Capital Management Ltd. | 61,950 | $428.3 萬 | 0.15% | −113,876−64.8% | 減碼 |
| Truist Financial Corp | 60,725 | $419.9 萬 | 0.01% | +42,686+236.6% | 加碼 |
| Handelsbanken Fonder AB | 59,400 | $410.7 萬 | 0.01% | −3,100−5.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 57,409 | $396.9 萬 | 0.03% | −166,971−74.4% | 減碼 |
| Bank of Nova Scotia | 57,405 | $396.9 萬 | 0.01% | +57,405 | 新進 |
| Independent Financial Group, LLC | 56,747 | $392.3 萬 | 0.11% | +56,747 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 54,881 | $379.4 萬 | 0.01% | +17,887+48.4% | 加碼 |
| Bienville Capital Management, LLC | 54,667 | $378.0 萬 | 0.75% | +54,667 | 新進 |
| Atomi Financial Group, Inc. | 54,628 | $377.7 萬 | 0.14% | −2,782−4.8% | 減碼 |
| Mariner, LLC | 54,078 | $373.9 萬 | 0.01% | −119−0.2% | 減碼 |
| Zacks Investment Management | 53,764 | $371.7 萬 | 0.03% | +53,764 | 新進 |
| Nebula Research & Development LLC | 52,871 | $365.6 萬 | 0.31% | +52,871 | 新進 |
| Thrivent Financial for Lutherans | 52,964 | $364.8 萬 | 0.01% | +52,964 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 52,206 | $361.0 萬 | 0.06% | +52,206 | 新進 |
| Cetera Investment Advisers | 52,199 | $360.9 萬 | 0.01% | +21,433+69.7% | 加碼 |
| KLP Kapitalforvaltning AS | 51,600 | $356.8 萬 | 0.02% | +2,500+5.1% | 加碼 |
| Teacher Retirement System of Texas | 50,463 | $348.9 萬 | 0.01% | +4,141+8.9% | 加碼 |
| Engineers Gate Manager LP | 49,927 | $345.2 萬 | 0.04% | +12,198+32.3% | 加碼 |
| AXA S.A. | 49,818 | $344.4 萬 | 0.01% | +39,509+383.2% | 加碼 |
| Virginia Retirement Systems Et Al | 47,488 | $328.3 萬 | 0.02% | +7,600+19.1% | 加碼 |
| Nisa Investment Advisors, LLC | 47,360 | $327.4 萬 | 0.01% | −8,950−15.9% | 減碼 |
| Hillsdale Investment Management Inc. | 46,400 | $320.8 萬 | 0.12% | +32,000+222.2% | 加碼 |
| Employees Retirement System of Texas | 46,234 | $319.7 萬 | 0.03% | 00.0% | 不變 |
| LMR Partners LLP | 46,199 | $319.4 萬 | 0.05% | −103,309−69.1% | 減碼 |
| Commonwealth Equity Services, LLC | 45,806 | $316.7 萬 | 0.00% | +11,052+31.8% | 加碼 |
| Ieq Capital, LLC | 44,705 | $309.1 萬 | 0.02% | +9,831+28.2% | 加碼 |
| Mount Vernon Associates Inc | 43,525 | $300.9 萬 | 2.17% | +29,975+221.2% | 加碼 |
| Sig Brokerage, LP | 41,664 | $288.1 萬 | 0.79% | +41,664 | 新進 |
| Evolutionary Tree Capital Management, LLC | 40,495 | $280.0 萬 | 2.97% | −3,705−8.4% | 減碼 |
| Russell Investments Group, Ltd. | 39,430 | $272.6 萬 | 0.00% | +246+0.6% | 加碼 |
| IMC-Chicago, LLC | 38,570 | $266.7 萬 | 0.07% | +38,570 | 新進 |
| Pictet Asset Management Holding SA | 38,247 | $264.3 萬 | 0.00% | −301−0.8% | 減碼 |
| Jasper Ridge Partners, L.P. | 38,086 | $263.3 萬 | 0.07% | 00.0% | 不變 |
| Sculptor Capital LP | 37,200 | $257.2 萬 | 0.04% | +20,200+118.8% | 加碼 |
| Two Sigma Investments, LP | 37,169 | $257.0 萬 | 0.00% | −1,400−3.6% | 減碼 |
| Liontrust Investment Partners LLP | 35,823 | $247.7 萬 | 0.04% | −76,327−68.1% | 減碼 |
| Cim Investment Mangement Inc | 35,701 | $232.1 萬 | 0.44% | +17,818+99.6% | 加碼 |