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 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 | 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 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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 170,052 | $1,243 萬 | 0.02% | −10,323−5.7% | 減碼 |
| LPL Financial LLC | 166,316 | $1,215 萬 | 0.00% | +46,111+38.4% | 加碼 |
| State of Wisconsin Investment Board | 165,322 | $1,208 萬 | 0.03% | −43,534−20.8% | 減碼 |
| Capital Impact Advisors, LLC | 162,425 | $1,187 萬 | 2.65% | +162,425 | 新進 |
| Vestor Capital, LLC | 160,835 | $1,175 萬 | 0.75% | −482,250−75.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 152,451 | $1,114 萬 | 0.71% | −66,367−30.3% | 減碼 |
| Raymond James Financial Inc | 150,695 | $1,101 萬 | 0.00% | −26,471−14.9% | 減碼 |
| Ameriprise Financial Inc | 149,397 | $1,091 萬 | 0.00% | +6,652+4.7% | 加碼 |
| Aquatic Capital Management LLC | 148,988 | $1,089 萬 | 0.20% | −286,319−65.8% | 減碼 |
| Optiver Holding B.V. | 148,287 | $1,084 萬 | 0.18% | +135,727+1,080.6% | 加碼 |
| Great Lakes Advisors, LLC | 142,535 | $1,042 萬 | 0.09% | −6,355−4.3% | 減碼 |
| Agf Management Ltd | 142,121 | $1,039 萬 | 0.05% | +142,121 | 新進 |
| Teachers Retirement System of the State of Kentucky | 139,877 | $1,022 萬 | 0.08% | −44,900−24.3% | 減碼 |
| Trexquant Investment LP | 137,161 | $1,002 萬 | 0.10% | +19,457+16.5% | 加碼 |
| Divisadero Street Capital Management, LP | 136,246 | $995.7 萬 | 0.46% | +70,880+108.4% | 加碼 |
| New York State Common Retirement Fund | 135,015 | $986.7 萬 | 0.01% | +2,600+2.0% | 加碼 |
| Picton Mahoney Asset Management | 133,458 | $975.2 萬 | 0.12% | −130,217−49.4% | 減碼 |
| Catalyst Private Wealth, LLC | 128,745 | $940.9 萬 | 4.13% | −7,331−5.4% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 128,560 | $939.5 萬 | 0.15% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 125,127 | $914.4 萬 | 0.04% | +25,948+26.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 122,758 | $897.1 萬 | 0.06% | +65,349+113.8% | 加碼 |
| Gillson Capital LP | 122,100 | $892.3 萬 | 0.77% | +46,261+61.0% | 加碼 |
| Treasurer of the State of North Carolina | 120,632 | $881.6 萬 | 0.03% | −4,704−3.8% | 減碼 |
| G2 Investment Partners Management LLC | 120,459 | $880.3 萬 | 1.81% | +4,140+3.6% | 加碼 |
| Natixis | 120,332 | $879.4 萬 | 0.05% | +100,752+514.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 118,807 | $868.2 萬 | 0.07% | +16,705+16.4% | 加碼 |
| Flight Deck Capital, LP | 118,500 | $866.0 萬 | 6.56% | +31,800+36.7% | 加碼 |
| Allen Investment Management LLC | 116,683 | $852.7 萬 | 0.09% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 115,999 | $847.7 萬 | 2.96% | +11,019+10.5% | 加碼 |
| Capital Fund Management S.A. | 113,741 | $831.2 萬 | 0.08% | −520,925−82.1% | 減碼 |
| Andra AP-fonden | 113,600 | $830.2 萬 | 0.11% | +113,600 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 108,390 | $792.1 萬 | 0.02% | +108,390 | 新進 |
| Omega Financial Group, LLC | 105,627 | $771.9 萬 | 2.60% | −9,003−7.9% | 減碼 |
| Rakuten Investment Management, Inc. | 95,856 | $767.3 萬 | 0.03% | +95,856 | 新進 |
| Twin Tree Management, LP | 102,477 | $748.9 萬 | 0.35% | −95,966−48.4% | 減碼 |
| Walleye Capital LLC | 102,285 | $747.5 萬 | 0.06% | +33,243+48.1% | 加碼 |
| Asset Management One Co.,Ltd. | 100,994 | $738.1 萬 | 0.02% | +100,994 | 新進 |
| KLP Kapitalforvaltning AS | 98,700 | $721.3 萬 | 0.03% | +47,100+91.3% | 加碼 |
| Korea Investment CORP | 97,418 | $711.9 萬 | 0.01% | +97,418 | 新進 |
| Public Sector Pension Investment Board | 97,200 | $710.3 萬 | 0.03% | +97,200 | 新進 |
| Pictet Asset Management Holding SA | 97,027 | $709.1 萬 | 0.01% | +58,780+153.7% | 加碼 |
| HSBC Holdings PLC | 96,756 | $698.1 萬 | 0.00% | −95,618−49.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 95,521 | $698.1 萬 | 0.03% | +9,311+10.8% | 加碼 |
| Balyasny Asset Management LLC | 95,411 | $697.3 萬 | 0.01% | −296,767−75.7% | 減碼 |
| Forsta Ap-Fonden | 93,200 | $681.1 萬 | 0.04% | +93,200 | 新進 |
| Danske Bank A/S | 92,000 | $672.3 萬 | 0.02% | +88,997+2,963.6% | 加碼 |
| Polar Asset Management Partners Inc. | 91,971 | $672.1 萬 | 0.14% | +91,971 | 新進 |
| Russell Investments Group, Ltd. | 89,830 | $656.5 萬 | 0.01% | +50,400+127.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 89,283 | $652.5 萬 | 0.19% | +89,283 | 新進 |
| Advisor Group Holdings, Inc. | 75,423 | $630.4 萬 | 0.01% | −117−0.2% | 減碼 |
| RJA Asset Management LLC | 85,500 | $624.8 萬 | 2.38% | −468,327−84.6% | 減碼 |
| Paloma Partners Management Co | 85,087 | $621.8 萬 | 1.24% | −8,687−9.3% | 減碼 |
| Public Employees Retirement System of Ohio | 83,825 | $612.6 萬 | 0.02% | +520+0.6% | 加碼 |
| Victory Capital Management Inc | 83,360 | $609.2 萬 | 0.00% | +13,532+19.4% | 加碼 |
| Hidden Lake Asset Management LP | 83,222 | $608.2 萬 | 2.43% | −135,747−62.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 82,088 | $603.6 萬 | 0.03% | +82,088 | 新進 |
| Nomura Asset Management Co Ltd | 80,120 | $585.5 萬 | 0.02% | +80,120 | 新進 |
| Arizona State Retirement System | 80,014 | $584.7 萬 | 0.03% | +6,656+9.1% | 加碼 |
| Group One Trading, L.P. | 74,950 | $547.7 萬 | 0.16% | +74,950 | 新進 |
| Ambassador Advisors, LLC | 73,358 | $536.1 萬 | 0.80% | −1,877−2.5% | 減碼 |
| Voleon Capital Management LP | 72,809 | $532.1 萬 | 0.13% | +57,186+366.0% | 加碼 |
| Ballentine Partners, LLC | 71,476 | $522.3 萬 | 0.07% | −4,546−6.0% | 減碼 |
| Maytus Capital Management, LLC | 71,000 | $518.9 萬 | 1.11% | +71,000 | 新進 |
| Virtu Financial LLC | 70,767 | $517.2 萬 | 0.29% | +70,767 | 新進 |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $507.0 萬 | 1.61% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 67,924 | $496.4 萬 | 0.01% | −4,990−6.8% | 減碼 |
| Handelsbanken Fonder AB | 67,200 | $491.1 萬 | 0.02% | +7,800+13.1% | 加碼 |
| Jain Global LLC | 66,251 | $484.2 萬 | 0.06% | +66,251 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 65,002 | $475.0 萬 | 0.01% | −4,466−6.4% | 減碼 |
| Osterweis Capital Management Inc | 63,519 | $464.2 萬 | 0.21% | −65,326−50.7% | 減碼 |
| Cetera Investment Advisers | 62,131 | $454.1 萬 | 0.01% | +9,932+19.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,100 | $453.8 萬 | 0.04% | +62,100 | 新進 |
| Two Sigma Investments, LP | 62,069 | $453.6 萬 | 0.01% | +24,900+67.0% | 加碼 |
| Ieq Capital, LLC | 62,055 | $453.5 萬 | 0.01% | +17,350+38.8% | 加碼 |
| Mariner, LLC | 60,970 | $445.6 萬 | 0.01% | +6,892+12.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 60,708 | $443.7 萬 | 0.01% | +5,827+10.6% | 加碼 |
| Weiss Asset Management LP | 58,376 | $426.6 萬 | 0.06% | +58,376 | 新進 |
| Panoramic Capital, LLC | 58,155 | $425.0 萬 | 2.69% | −19,424−25.0% | 減碼 |
| Liontrust Investment Partners LLP | 55,389 | $404.8 萬 | 0.06% | +19,566+54.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 53,100 | $388.1 萬 | 0.02% | +53,100 | 新進 |
| IFM Investors Pty Ltd | 50,679 | $385.3 萬 | 0.03% | +50,679 | 新進 |
| Zacks Investment Management | 52,720 | $385.3 萬 | 0.03% | −1,044−1.9% | 減碼 |
| DnB Asset Management AS | 50,782 | $371.1 萬 | 0.01% | +47,863+1,639.7% | 加碼 |
| Atomi Financial Group, Inc. | 49,660 | $362.9 萬 | 0.12% | −4,968−9.1% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 48,110 | $351.6 萬 | 0.05% | −4,096−7.8% | 減碼 |
| AXA Investment Managers S.A. | 47,821 | $349.5 萬 | 0.01% | +47,821 | 新進 |
| Baird Financial Group, Inc. | 46,456 | $339.5 萬 | 0.01% | +46,456 | 新進 |
| Hillsdale Investment Management Inc. | 46,400 | $339.1 萬 | 0.10% | 00.0% | 不變 |
| Xponance, Inc. | 44,961 | $328.6 萬 | 0.03% | +16,516+58.1% | 加碼 |
| Clear Street Group Inc. | 44,570 | $325.7 萬 | 0.02% | +44,570 | 新進 |
| TD Asset Management Inc | 44,469 | $325.0 萬 | 0.00% | +44,469 | 新進 |
| Truist Financial Corp | 44,356 | $324.2 萬 | 0.00% | −16,369−27.0% | 減碼 |
| Neo Ivy Capital Management | 42,850 | $313.1 萬 | 0.76% | +42,850 | 新進 |
| Mount Vernon Associates Inc | 42,725 | $312.2 萬 | 2.18% | −800−1.8% | 減碼 |
| Moore Capital Management, LP | 42,500 | $310.6 萬 | 0.06% | +42,500 | 新進 |
| Toronto Dominion Bank | 42,233 | $308.6 萬 | 0.01% | +42,233 | 新進 |
| Janus Henderson Group PLC | 40,702 | $297.4 萬 | 0.00% | −66,480−62.0% | 減碼 |
| Commonwealth Equity Services, LLC | 40,063 | $292.8 萬 | 0.00% | −5,743−12.5% | 減碼 |
| OP Asset Management Ltd | 39,469 | $288.4 萬 | 0.04% | +30,004+317.0% | 加碼 |
| British Columbia Investment Management Corp | 38,479 | $281.2 萬 | 0.02% | +38,479 | 新進 |