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 3 季 13F 持有人
Affirm Holdings, Inc. 在 2025/9/30 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
- 616
- 較 2025 年第 2 季 +61 家
- 持有股數
- 2.27 億
- 較 2025 年第 2 季 +581.0 萬 (+2.6%)
- 總市值
- $165.8 億
- 較 2025 年第 2 季 +$12.8 億 (+8.4%)
- 新進機構
- 153
- 另有 220 家加碼
- 清倉機構
- 92
- 另有 168 家減碼
另有 7 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 135,015 | $986.7 萬 | 0.01% | +2,600+2.0% | 加碼 |
| Divisadero Street Capital Management, LP | 136,246 | $995.7 萬 | 0.46% | +70,880+108.4% | 加碼 |
| Trexquant Investment LP | 137,161 | $1,002 萬 | 0.10% | +19,457+16.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 139,877 | $1,022 萬 | 0.08% | −44,900−24.3% | 減碼 |
| Agf Management Ltd | 142,121 | $1,039 萬 | 0.05% | +142,121 | 新進 |
| Great Lakes Advisors, LLC | 142,535 | $1,042 萬 | 0.09% | −6,355−4.3% | 減碼 |
| Optiver Holding B.V. | 148,287 | $1,084 萬 | 0.18% | +135,727+1,080.6% | 加碼 |
| Aquatic Capital Management LLC | 148,988 | $1,089 萬 | 0.20% | −286,319−65.8% | 減碼 |
| Ameriprise Financial Inc | 149,397 | $1,091 萬 | 0.00% | +6,652+4.7% | 加碼 |
| Raymond James Financial Inc | 150,695 | $1,101 萬 | 0.00% | −26,471−14.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 152,451 | $1,114 萬 | 0.71% | −66,367−30.3% | 減碼 |
| Vestor Capital, LLC | 160,835 | $1,175 萬 | 0.75% | −482,250−75.0% | 減碼 |
| Capital Impact Advisors, LLC | 162,425 | $1,187 萬 | 2.65% | +162,425 | 新進 |
| State of Wisconsin Investment Board | 165,322 | $1,208 萬 | 0.03% | −43,534−20.8% | 減碼 |
| LPL Financial LLC | 166,316 | $1,215 萬 | 0.00% | +46,111+38.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 170,052 | $1,243 萬 | 0.02% | −10,323−5.7% | 減碼 |
| Jefferies Financial Group Inc. | 171,269 | $1,252 萬 | 0.11% | +157,689+1,161.2% | 加碼 |
| Dilation Capital Management LP | 179,403 | $1,311 萬 | 6.50% | −5,047−2.7% | 減碼 |
| IMC-Chicago, LLC | 182,984 | $1,337 萬 | 0.24% | +144,414+374.4% | 加碼 |
| SEI Investments Co | 183,040 | $1,338 萬 | 0.01% | −14,693−7.4% | 減碼 |
| Aviva PLC | 185,373 | $1,355 萬 | 0.02% | +185,373 | 新進 |
| Ardmore Road Asset Management LP | 200,000 | $1,462 萬 | 0.94% | −300,000−60.0% | 減碼 |
| Atreides Management, LP | 207,905 | $1,519 萬 | 0.39% | −1,769,977−89.5% | 減碼 |
| Verition Fund Management LLC | 210,649 | $1,539 萬 | 0.09% | −191,621−47.6% | 減碼 |
| SG Americas Securities, LLC | 214,349 | $1,567 萬 | 0.06% | −177,130−45.2% | 減碼 |
| Diversify Advisory Services, LLC | 219,833 | $1,585 萬 | 0.53% | −35,823−14.0% | 減碼 |
| Voloridge Investment Management, LLC | 226,568 | $1,656 萬 | 0.06% | −25,549−10.1% | 減碼 |
| Penserra Capital Management LLC | 228,294 | $1,668 萬 | 0.20% | −111,189−32.8% | 減碼 |
| Allen Holding Inc | 230,000 | $1,681 萬 | 1.59% | −25,262−9.9% | 減碼 |
| Comerica Bank | 230,292 | $1,683 萬 | 0.06% | +18,943+9.0% | 加碼 |
| Envestnet Asset Management Inc | 235,152 | $1,718 萬 | 0.00% | +48,734+26.1% | 加碼 |
| BIT Capital GmbH | 237,335 | $1,734 萬 | 0.79% | −189,006−44.3% | 減碼 |
| Allianz Asset Management GmbH | 246,860 | $1,804 萬 | 0.02% | +138,547+127.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 247,923 | $1,812 萬 | 0.03% | +11,456+4.8% | 加碼 |
| Federated Hermes, Inc. | 261,042 | $1,908 萬 | 0.03% | +261,042 | 新進 |
| Rokos Capital Management LLP | 281,840 | $2,060 萬 | 0.26% | −211,987−42.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 289,768 | $2,118 萬 | 0.02% | −750,114−72.1% | 減碼 |
| Barclays PLC | 304,372 | $2,224 萬 | 0.01% | −3,588−1.2% | 減碼 |
| Millennium Management LLC | 311,071 | $2,273 萬 | 0.02% | −1,029,335−76.8% | 減碼 |
| Royal Bank of Canada | 314,141 | $2,296 萬 | 0.00% | −207,073−39.7% | 減碼 |
| Driehaus Capital Management LLC | 315,193 | $2,303 萬 | 0.16% | −201,038−38.9% | 減碼 |
| Blair William & Co | 320,989 | $2,346 萬 | 0.06% | +16,030+5.3% | 加碼 |
| Worldquant Millennium Advisors LLC | 324,168 | $2,369 萬 | 0.10% | +145,651+81.6% | 加碼 |
| Rhumbline Advisers | 324,927 | $2,375 萬 | 0.02% | +42,229+14.9% | 加碼 |
| AQR Capital Management LLC | 345,614 | $2,526 萬 | 0.02% | +15,053+4.6% | 加碼 |
| 12 West Capital Management LP | 350,000 | $2,558 萬 | 2.65% | 00.0% | 不變 |
| NZS Capital, LLC | 356,926 | $2,608 萬 | 0.80% | −21,404−5.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 373,758 | $2,731 萬 | 0.02% | +217,825+139.7% | 加碼 |
| Deutsche Bank AG | 376,424 | $2,751 萬 | 0.01% | +122,436+48.2% | 加碼 |
| California State Teachers Retirement System | 385,450 | $2,817 萬 | 0.03% | +147,253+61.8% | 加碼 |
| Ogborne Capital Management, LLC | 400,000 | $2,923 萬 | 7.96% | −150,000−27.3% | 減碼 |
| Polar Capital Holdings Plc | 401,581 | $2,935 萬 | 0.14% | −74,579−15.7% | 減碼 |
| ThornTree Capital Partners LP | 415,599 | $3,037 萬 | 4.65% | −175,477−29.7% | 減碼 |
| Glendon Capital Management LP | 417,100 | $3,048 萬 | 1.66% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 436,339 | $3,189 萬 | 0.02% | +99,654+29.6% | 加碼 |
| Pacific Heights Asset Management LLC | 440,000 | $3,216 萬 | 1.42% | +65,000+17.3% | 加碼 |
| Artemis Investment Management LLP | 451,272 | $3,298 萬 | 0.41% | −245,200−35.2% | 減碼 |
| Man Group plc | 457,458 | $3,343 萬 | 0.06% | +105,316+29.9% | 加碼 |
| California Public Employees Retirement System | 469,271 | $3,429 萬 | 0.02% | +35,646+8.2% | 加碼 |
| Wells Fargo & Company | 470,986 | $3,442 萬 | 0.01% | +136,656+40.9% | 加碼 |
| Legal & General Group Plc | 482,937 | $3,529 萬 | 0.01% | +193,072+66.6% | 加碼 |
| American Century Companies Inc | 485,513 | $3,548 萬 | 0.02% | +370,553+322.3% | 加碼 |
| Susquehanna International Group, LLP | 487,146 | $3,560 萬 | 0.05% | −192,213−28.3% | 減碼 |
| Capital International Investors | 490,510 | $3,585 萬 | 0.01% | +3,237+0.7% | 加碼 |
| Mane Global Capital Management LP | 500,313 | $3,656 萬 | 1.72% | +210,031+72.4% | 加碼 |
| Citigroup Inc | 504,979 | $3,690 萬 | 0.03% | +228,495+82.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 513,372 | $3,752 萬 | 0.03% | +15,410+3.1% | 加碼 |
| Amanah Holdings Trust | 519,230 | $3,795 萬 | 7.58% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 528,691 | $3,864 萬 | 0.02% | +528,691 | 新進 |
| Amundi | 545,385 | $4,137 萬 | 0.01% | −34,209−5.9% | 減碼 |
| Quantinno Capital Management LP | 568,589 | $4,155 萬 | 0.11% | +412,029+263.2% | 加碼 |
| First Trust Advisors LP | 578,181 | $4,225 萬 | 0.03% | +386,656+201.9% | 加碼 |
| Price T Rowe Associates Inc | 667,854 | $4,881 萬 | 0.01% | −2,594,308−79.5% | 減碼 |
| Jane Street Group, LLC | 675,526 | $4,937 萬 | 0.06% | +75,238+12.5% | 加碼 |
| Westfield Capital Management Co LP | 701,607 | $5,127 萬 | 0.22% | +2,828+0.4% | 加碼 |
| Citadel Advisors LLC | 710,357 | $5,191 萬 | 0.04% | +559,828+371.9% | 加碼 |
| Allen Operations LLC | 721,382 | $5,272 萬 | 6.29% | 00.0% | 不變 |
| Toroso Investments, LLC | 753,187 | $5,504 萬 | 0.23% | +749,363+19,596.3% | 加碼 |
| Swiss National Bank | 771,800 | $5,640 萬 | 0.03% | +291,500+60.7% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 820,000 | $5,993 萬 | 0.69% | 00.0% | 不變 |
| Franklin Resources Inc | 829,362 | $6,061 萬 | 0.02% | +711,128+601.5% | 加碼 |
| Nuveen, LLC | 892,079 | $6,519 萬 | 0.02% | +154,799+21.0% | 加碼 |
| Wellington Management Group LLP | 919,352 | $6,719 萬 | 0.01% | −1,209,645−56.8% | 減碼 |
| Leo Wealth, LLC | 924,770 | $6,758 萬 | 8.76% | −73,321−7.3% | 減碼 |
| UBS Asset Management Americas Inc | 940,131 | $6,870 萬 | 0.01% | −67,345−6.7% | 減碼 |
| Abdiel Capital Advisors, LP | 959,582 | $7,013 萬 | 21.22% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 974,471 | $7,121 萬 | 0.73% | −361,025−27.0% | 減碼 |
| Spyglass Capital Management LLC | 1,003,823 | $7,336 萬 | 3.91% | −736,460−42.3% | 減碼 |
| Bank of New York Mellon Corp | 1,036,340 | $7,574 萬 | 0.01% | +145,646+16.4% | 加碼 |
| Alliancebernstein L.P. | 1,166,370 | $8,524 萬 | 0.03% | +897,340+333.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,261,611 | $9,389 萬 | 0.15% | +618,988+96.3% | 加碼 |
| Charles Schwab Investment Management Inc | 1,311,581 | $9,585 萬 | 0.02% | −1,047,485−44.4% | 減碼 |
| Dimensional Fund Advisors LP | 1,330,718 | $9,731 萬 | 0.02% | −46,227−3.4% | 減碼 |
| JPMorgan Chase & Co | 1,538,408 | $1.12 億 | 0.01% | +766,680+99.3% | 加碼 |
| Holocene Advisors, LP | 1,545,605 | $1.13 億 | 0.26% | +642,538+71.2% | 加碼 |
| Lord, Abbett & Co. LLC | 1,582,287 | $1.16 億 | 0.34% | +1,425,313+908.0% | 加碼 |
| Northern Trust Corp | 1,629,935 | $1.19 億 | 0.02% | +148,516+10.0% | 加碼 |
| Goldman Sachs Group Inc | 1,725,302 | $1.26 億 | 0.02% | −130,305−7.0% | 減碼 |
| UBS Group AG | 1,780,891 | $1.30 億 | 0.03% | +377,300+26.9% | 加碼 |
| Foxhaven Asset Management, LP | 1,932,481 | $1.41 億 | 3.53% | −964,427−33.3% | 減碼 |