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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 33,258 | $229.9 萬 | 0.07% | −4,772−12.5% | 減碼 |
| Wakefield Asset Management LLLP | 32,268 | $223.1 萬 | 0.62% | −1,298−3.9% | 減碼 |
| PMC FIG Opportunities LLC | 31,870 | $220.3 萬 | 3.28% | +31,870 | 新進 |
| Mercer Global Advisors Inc | 31,629 | $218.7 萬 | 0.00% | −10,527−25.0% | 減碼 |
| JustInvest LLC | 31,102 | $215.0 萬 | 0.02% | +1,133+3.8% | 加碼 |
| QRG Capital Management, Inc. | 30,033 | $207.6 萬 | 0.02% | −24,345−44.8% | 減碼 |
| Polen Capital Management LLC | 30,027 | $207.6 萬 | 0.01% | +30,027 | 新進 |
| Diker Management LLC | 30,000 | $207.4 萬 | 1.95% | +20,000+200.0% | 加碼 |
| Pensionmark Financial Group, LLC | 29,636 | $204.9 萬 | 0.05% | +29,636 | 新進 |
| SBI Securities Co., Ltd. | 29,526 | $204.1 萬 | 0.06% | −7,244−19.7% | 減碼 |
| Main Management ETF Advisors, LLC | 29,320 | $202.7 萬 | 0.08% | +480+1.7% | 加碼 |
| PDT Partners, LLC | 29,300 | $202.6 萬 | 0.11% | +29,300 | 新進 |
| Xponance, Inc. | 28,445 | $196.7 萬 | 0.02% | +15,297+116.3% | 加碼 |
| GF Fund Management Co. Ltd. | 28,192 | $194.9 萬 | 0.04% | −25,226−47.2% | 減碼 |
| Avenir Tech Ltd | 28,000 | $193.6 萬 | 0.17% | +28,000 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 27,749 | $191.9 萬 | 0.05% | −2,095−7.0% | 減碼 |
| Acadian Asset Management LLC | 27,532 | $190.3 萬 | 0.00% | −15,336−35.8% | 減碼 |
| HighTower Advisors, LLC | 27,508 | $190.2 萬 | 0.00% | +1,327+5.1% | 加碼 |
| Captrust Financial Advisors | 27,472 | $189.9 萬 | 0.00% | +1,641+6.4% | 加碼 |
| GWM Advisors LLC | 27,418 | $189.6 萬 | 0.01% | −5,510−16.7% | 減碼 |
| Graham Capital Management, L.P. | 26,705 | $184.6 萬 | 0.06% | +2,515+10.4% | 加碼 |
| Ashford Capital Management Inc | 23,903 | $165.3 萬 | 0.19% | −1,390−5.5% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 23,832 | $164.8 萬 | 0.04% | −134,285−84.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 23,600 | $163.2 萬 | 0.02% | +23,600 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 23,561 | $162.9 萬 | 0.29% | +23,561 | 新進 |
| Public Employees Retirement Association of Colorado | 23,329 | $161.3 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 23,227 | $160.6 萬 | 0.02% | +1,007+4.5% | 加碼 |
| Creative Planning | 22,700 | $156.9 萬 | 0.00% | +2,553+12.7% | 加碼 |
| Tabor Asset Management, LP | 22,599 | $156.2 萬 | 1.09% | +22,599 | 新進 |
| Integris Wealth Management, LLC | 21,772 | $150.5 萬 | 0.39% | +4,091+23.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 21,661 | $149.8 萬 | 0.01% | +5,826+36.8% | 加碼 |
| M&T Bank Corp | 21,542 | $148.9 萬 | 0.01% | +126+0.6% | 加碼 |
| Lecap Asset Management Ltd | 21,485 | $148.5 萬 | 0.53% | +10,611+97.6% | 加碼 |
| Los Angeles Capital Management LLC | 21,365 | $147.7 萬 | 0.01% | +16,433+333.2% | 加碼 |
| Alberta Investment Management Corp | 21,200 | $146.6 萬 | 0.01% | +21,200 | 新進 |
| Options Solutions, LLC | 20,675 | $142.9 萬 | 0.51% | +9,438+84.0% | 加碼 |
| US Bancorp | 19,964 | $138.0 萬 | 0.00% | +385+2.0% | 加碼 |
| Natixis | 19,580 | $135.4 萬 | 0.01% | −92,755−82.6% | 減碼 |
| Mission Wealth Management, LP | 19,532 | $135.0 萬 | 0.03% | −771−3.8% | 減碼 |
| Aigen Investment Management, LP | 19,466 | $134.6 萬 | 0.18% | +19,466 | 新進 |
| Pathstone Holdings, LLC | 19,180 | $132.6 萬 | 0.01% | +997+5.5% | 加碼 |
| STRS Ohio | 19,107 | $132.1 萬 | 0.00% | +1,636+9.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 19,065 | $131.8 萬 | 0.05% | −7,060−27.0% | 減碼 |
| Cadent Capital Advisors, LLC | 18,935 | $130.9 萬 | 0.43% | +18,935 | 新進 |
| Natixis Advisors, L.P. | 18,892 | $130.6 萬 | 0.00% | +3,344+21.5% | 加碼 |
| MML Investors Services, LLC | 18,094 | $125.1 萬 | 0.00% | −3,066−14.5% | 減碼 |
| Belmont Capital, LLC | 18,000 | $124.5 萬 | 0.19% | 00.0% | 不變 |
| Prudential Financial Inc | 17,985 | $124.3 萬 | 0.00% | +1,670+10.2% | 加碼 |
| Independent Advisor Alliance | 17,839 | $123.3 萬 | 0.04% | −842−4.5% | 減碼 |
| Belpointe Asset Management LLC | 17,470 | $120.8 萬 | 0.05% | −10.0% | 減碼 |
| Amalgamated Bank | 17,371 | $120.1 萬 | 0.01% | +3,598+26.1% | 加碼 |
| Encompass More Asset Management | 16,294 | $112.7 萬 | 0.26% | +16,294 | 新進 |
| Savant Capital, LLC | 16,278 | $112.5 萬 | 0.01% | +9+0.1% | 加碼 |
| CI Private Wealth, LLC | 16,217 | $112.1 萬 | 0.00% | +7,816+93.0% | 加碼 |
| We Are One Seven, LLC | 16,153 | $111.7 萬 | 0.04% | +9,696+150.2% | 加碼 |
| Voleon Capital Management LP | 15,623 | $108.0 萬 | 0.06% | +3,143+25.2% | 加碼 |
| Gsa Capital Partners LLP | 15,447 | $106.8 萬 | 0.07% | +8,352+117.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 15,100 | $102.8 萬 | 0.03% | +15,100 | 新進 |
| Readystate Asset Management LP | 14,647 | $101.3 萬 | 0.04% | −30,514−67.6% | 減碼 |
| Utah Retirement Systems | 14,183 | $98.1 萬 | 0.01% | +183+1.3% | 加碼 |
| Vident Advisory, LLC | 13,702 | $94.7 萬 | 0.01% | +1,455+11.9% | 加碼 |
| Quantitative Investment Management, LLC | 13,674 | $94.5 萬 | 0.13% | +1,890+16.0% | 加碼 |
| Jefferies Financial Group Inc. | 13,580 | $93.9 萬 | 0.02% | −172,564−92.7% | 減碼 |
| CSS LLC | 13,540 | $93.6 萬 | 0.06% | +8,417+164.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 13,271 | $91.8 萬 | 0.00% | +86+0.7% | 加碼 |
| Cresset Asset Management, LLC | 13,051 | $90.2 萬 | 0.00% | +154+1.2% | 加碼 |
| Maryland State Retirement & Pension System | 13,041 | $90.2 萬 | 0.02% | +926+7.6% | 加碼 |
| Point72 (DIFC) Ltd | 12,808 | $88.6 萬 | 0.07% | +12,808 | 新進 |
| Polymer Capital Management (HK) LTD | 12,760 | $88.2 萬 | 0.14% | +12,760 | 新進 |
| Principal Financial Group Inc | 12,736 | $88.1 萬 | 0.00% | +49+0.4% | 加碼 |
| Laird Norton Trust Company, LLC | 12,721 | $88.0 萬 | 0.12% | 00.0% | 不變 |
| Optiver Holding B.V. | 12,560 | $86.8 萬 | 0.02% | +12,560 | 新進 |
| Lazard Asset Management LLC | 12,353 | $85.3 萬 | 0.00% | +464+3.9% | 加碼 |
| Myecfo, LLC | 12,299 | $85.0 萬 | 0.42% | +35+0.3% | 加碼 |
| Bayforest Capital Ltd | 12,262 | $84.8 萬 | 0.37% | −17,701−59.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 12,000 | $83.0 萬 | 0.01% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 11,904 | $82.3 萬 | 0.01% | +1,052+9.7% | 加碼 |
| F&V Capital Management, LLC | 11,835 | $81.8 萬 | 0.21% | +11,835 | 新進 |
| Cerity Partners LLC | 11,805 | $81.6 萬 | 0.00% | +7,241+158.7% | 加碼 |
| MetLife Investment Management | 11,732 | $81.1 萬 | 0.00% | +7,072+151.8% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,558 | $79.9 萬 | 0.05% | +11,558 | 新進 |
| Sequoia Financial Advisors, LLC | 11,506 | $79.6 萬 | 0.01% | −206−1.8% | 減碼 |
| Private Advisor Group, LLC | 11,476 | $79.3 萬 | 0.00% | +5,919+106.5% | 加碼 |
| RFG Advisory, LLC | 11,474 | $79.3 萬 | 0.02% | +5,807+102.5% | 加碼 |
| BBR Partners, LLC | 11,366 | $78.6 萬 | 0.05% | 00.0% | 不變 |
| Cravens & Co Advisors, LLC | 11,343 | $78.4 萬 | 0.59% | −253−2.2% | 減碼 |
| Chicago Partners Investment Group LLC | 11,913 | $78.2 萬 | 0.02% | −3,696−23.7% | 減碼 |
| Persistent Asset Partners Ltd | 10,989 | $76.0 萬 | 0.67% | +10,989 | 新進 |
| Ameliora Wealth Management Ltd. | 10,950 | $75.7 萬 | 0.27% | +10,950 | 新進 |
| Qsemble Capital Management, LP | 10,868 | $75.1 萬 | 0.07% | +10,868 | 新進 |
| Catalyst Funds Management Pty Ltd | 10,800 | $74.7 萬 | 0.21% | −16,800−60.9% | 減碼 |
| Paragon Capital Management Ltd | 10,770 | $74.5 萬 | 0.13% | 00.0% | 不變 |
| White Lighthouse Investment Management Inc. | 10,744 | $74.3 萬 | 0.12% | +1,202+12.6% | 加碼 |
| Rockefeller Capital Management L.P. | 10,621 | $73.4 萬 | 0.00% | −2,785−20.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 10,538 | $72.9 萬 | 0.02% | +2,628+33.2% | 加碼 |
| Prospera Financial Services Inc | 10,290 | $71.1 萬 | 0.01% | −977−8.7% | 減碼 |
| Toth Financial Advisory Corp | 10,200 | $70.5 萬 | 0.08% | +10,200 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 10,166 | $70.3 萬 | 0.00% | −1,991−16.4% | 減碼 |
| OP Asset Management Ltd | 9,465 | $65.4 萬 | 0.01% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 9,100 | $62.9 萬 | 0.02% | +2,300+33.8% | 加碼 |