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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 4 季與 2025 年第 3 季比較

持有 Affirm Holdings, Inc. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

AFRM 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數6169640+33
股數2.27 億10.7 萬2.39 億+1,245 萬 (+5.5%)
市值$165.8 億$789.9 萬$177.6 億+$11.9 億 (+7.2%)

9 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(122 家)

2025 年第 4 季季末持有 Affirm Holdings, Inc.、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 122 家。

2025 年第 4 季新進 AFRM 的機構
機構股數市值佔組合 %
Lone Pine Capital LLC大師孤松資本3,817,170$2.84 億2.09%
Norges Bank3,788,266$2.82 億0.03%
Tremblant Capital Group1,060,440$7,893 萬2.01%
AustralianSuper Pty Ltd622,756$4,635 萬0.22%
Islander Capital Partners, L.P.326,355$2,429 萬10.95%
Hudson Bay Capital Management LP252,500$1,879 萬0.11%
Science & Technology Partners, L.P.188,100$1,400 萬3.91%
Intercapital, LLC179,762$1,338 萬7.02%
Woodson Capital Management, LP130,000$967.6 萬1.49%
Ilex Capital Partners (UK) LLP128,675$957.7 萬0.27%
PFA Pension, Forsikringsaktieselskab106,844$810.4 萬0.02%
Lansforsakringar Fondforvaltning AB (publ)89,095$663.1 萬0.03%
Q Fund Management (Hong Kong) Ltd86,200$641.6 萬6.02%
Winton Group Ltd82,304$612.6 萬0.21%
Nomura Asset Management International Inc.75,609$562.8 萬0.01%
BI Asset Management Fondsmaeglerselskab A/S74,614$555.4 萬0.05%
Alberta Investment Management Corp70,900$527.7 萬0.03%
Robeco Institutional Asset Management B.V.70,000$521.0 萬0.01%
Capelight Capital Asset Management LP66,000$491.2 萬4.87%
Sumitomo Life Insurance Co61,100$454.8 萬0.12%
Osmosis Investment Management UK Ltd56,803$422.8 萬0.11%
NLB Skladi, upravljanje premozenja, d.o.o.55,974$416.6 萬0.19%
Ameliora Wealth Management Ltd.40,000$297.7 萬0.91%
J. Safra Sarasin Holding AG37,724$286.1 萬0.05%
Readystate Asset Management LP34,647$257.9 萬0.11%
Connor, Clark & Lunn Investment Management Ltd.33,550$249.7 萬0.01%
PensionDanmark Pensionsforsikringsaktieselskab28,730$213.8 萬0.02%
Y-Intercept (Hong Kong) Ltd27,530$204.9 萬0.05%
Fieldview Capital Management, LLC27,466$204.4 萬0.35%
XTX Topco Ltd25,919$192.9 萬0.05%
Dockside LLC25,067$186.6 萬0.48%
Nicholas Hoffman & Company, LLC.22,571$168.0 萬0.04%
Eurizon Capital SGR S.p.A.21,656$161.6 萬0.01%
AG2R la Mondiale Gestion D'Actifs18,484$137.6 萬0.06%
Shelton Wealth Management, LLC17,675$131.6 萬0.57%
Candriam Luxembourg S.C.A.17,526$130.5 萬0.01%
BloombergSen Inc.15,292$113.8 萬0.12%
New York State Teachers Retirement System14,369$106.9 萬0.00%
Wiley Bros.-Aintree Capital, LLC14,023$104.4 萬0.01%
Pacific Sage Partners, LLC14,000$104.2 萬0.17%
Royal Fund Management, LLC13,244$98.6 萬0.09%
Capstone Capital Management Ltd13,241$98.6 萬0.95%
Bluebird Wealth Management LLC11,681$86.9 萬0.81%
PCM Encore, LLC11,025$82.1 萬0.17%
Abn Amro Investment Solutions10,553$78.5 萬0.01%
Odyssean, LLC10,026$74.6 萬0.54%
North Dakota State Investment Board9,447$70.3 萬0.03%
CIBC World Markets Corp9,392$69.9 萬0.00%
Laurion Capital Management LP9,264$69.0 萬0.05%
Lighthouse Investment Partners, LLC8,820$65.6 萬0.02%
Cannon Global Investment Management, LLC8,000$59.5 萬1.58%
Vestmark Advisory Solutions, Inc.7,412$55.2 萬0.01%
PMC FIG Opportunities LLC6,548$48.7 萬0.77%
Two Sigma Securities, LLC6,458$48.1 萬0.07%
Rhodes Investment Advisors Inc6,237$46.4 萬0.38%
Dai-Ichi Life Insurance Company, Ltd5,190$38.6 萬0.01%
Yarbrough Capital, LLC5,034$37.5 萬0.01%
Woodline Partners LP4,988$37.1 萬0.00%
Ares Systematic Credit Ltd4,752$35.4 萬0.29%
Quantitative Investment Management, LLC4,647$34.5 萬0.03%
TCW Group Inc4,207$31.3 萬0.00%
Arista Wealth Management, LLC4,018$29.9 萬0.04%
Skopos Labs, Inc.3,591$27.1 萬0.01%
Vantage Financial Partners, LLC3,527$26.3 萬0.05%
OpenArc Corporate Advisory, LLC3,072$22.9 萬0.00%
USA Financial Portformulas Corp2,886$21.5 萬0.04%
Envestnet Portfolio Solutions, Inc.2,883$21.5 萬0.00%
PFG Advisors2,818$21.0 萬0.01%
Childress Capital Advisors, LLC2,721$20.3 萬0.03%
PDT Partners, LLC2,709$20.2 萬0.01%
Pinnacle Wealth Planning Services, Inc.2,605$19.4 萬0.02%
Persistent Asset Partners Ltd2,339$17.4 萬0.08%
ASR Vermogensbeheer N.V.2,315$17.2 萬0.00%
SageView Advisory Group, LLC1,933$14.4 萬0.00%
E. Ohman J:or Asset Management AB1,932$14.4 萬0.00%
Torren Management, LLC1,671$12.4 萬0.06%
Raleigh Capital Management Inc.1,635$12.2 萬0.04%
Thurston, Springer, Miller, Herd & Titak, Inc.1,314$9.78 萬0.03%
Hollencrest Capital Management700$5.21 萬0.00%
Osbon Capital Management LLC661$4.92 萬0.05%
Strive Financial Group ,LLC450$3.35 萬0.02%
Triumph Capital Management428$3.19 萬0.01%
Garden State Investment Advisory Services LLC354$2.63 萬0.01%
Greenline Wealth Management LLC347$2.58 萬0.03%
Basecamp Wealth Advisors LLC307$2.29 萬0.00%
McGuire Capital Advisors Inc269$2.00 萬0.01%
Reflection Asset Management260$1.94 萬0.01%
Zions Bancorporation, National Association202$1.50 萬0.00%
Raiffeisen Bank International AG195$1.48 萬0.00%
Elequin Capital LP158$1.18 萬0.00%
Purpose Unlimited Inc.158$1.18 萬0.00%
Vision Retirement, LLC123$9,1550.00%
Keating Financial Advisory Services, Inc.123$9,1550.00%
Bayban100$7,4430.01%
Abound Financial, LLC85$6,3270.00%
Rachor Investment Advisory Services, LLC74$5,5080.00%
Truvestments Capital LLC64$4,7640.00%
Quarry LP58$4,3170.00%
Atlantic Union Bankshares Corp52$3,8710.00%
Signature Equity Partners, LLC44$3,2840.00%

清倉機構(89 家)

2025 年第 3 季季末持有 Affirm Holdings, Inc.、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 AFRM 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Holocene Advisors, LP1,545,605$1.13 億
Amanah Holdings Trust519,230$3,795 萬
Worldquant Millennium Advisors LLC324,168$2,369 萬
Rokos Capital Management LLP281,840$2,060 萬
Federated Hermes, Inc.261,042$1,908 萬
Voloridge Investment Management, LLC226,568$1,656 萬
IMC-Chicago, LLC182,984$1,337 萬
Divisadero Street Capital Management, LP136,246$995.7 萬
Natixis120,332$879.4 萬
Flight Deck Capital, LP118,500$866.0 萬
Public Sector Pension Investment Board97,200$710.3 萬
Hidden Lake Asset Management LP83,222$608.2 萬
Voleon Capital Management LP72,809$532.1 萬
Virtu Financial LLC70,767$517.2 萬
Weiss Asset Management LP58,376$426.6 萬
Hillsdale Investment Management Inc.46,400$339.1 萬
Arrowstreet Capital, Limited Partnership37,372$273.1 萬
Diker Management LLC35,000$255.8 萬
Caxton Associates LLP27,892$203.8 萬
Donoghue Forlines LLC25,586$187.0 萬
Bridgeway Capital Management, LLC21,430$156.6 萬
Arete Wealth Advisors, LLC18,696$136.6 萬
Armistice Capital, LLC17,536$128.2 萬
Edgestream Partners, L.P.16,551$121.0 萬
GTS Securities LLC14,634$106.9 萬
Machina Capital S.A.S.14,416$105.4 萬
Friedenthal Financial12,855$93.9 萬
Williamson Legacy Group, LLC10,798$78.9 萬
Interval Partners, LP10,582$77.3 萬
Prospera Financial Services Inc10,310$75.3 萬
Aigen Investment Management, LP9,956$72.8 萬
Oppenheimer & Co Inc9,453$69.1 萬
Fox Run Management, L.L.C.9,312$68.1 萬
FORA Capital, LLC9,292$67.9 萬
Bridgewater Associates, LP8,860$64.7 萬
Van Eck Associates Corp8,639$63.1 萬
Marex Group plc8,451$61.8 萬
J. Goldman & Co LP8,000$58.5 萬
Epoch Investment Partners, Inc.7,307$53.4 萬
Accuvest Global Advisors7,027$51.4 萬
Integrated Wealth Concepts LLC6,769$49.5 萬
Left Brain Wealth Management, LLC6,725$49.1 萬
IPG Investment Advisors LLC5,959$43.5 萬
Moran Wealth Management, LLC5,741$42.0 萬
Par Capital Management Inc5,500$40.2 萬
West Michigan Advisors, LLC4,540$33.2 萬
Fluent Financial, LLC4,519$33.0 萬
Buckingham Strategic Partners4,270$32.1 萬
Rational Advisors LLC4,000$29.2 萬
Groupama Asset Managment–$27.2 萬
Intech Investment Management LLC3,587$26.2 萬
Hilltop Holdings Inc.3,566$26.1 萬
Integrated Investment Consultants, LLC257,022$25.7 萬
Highland Capital Management, LLC3,510$25.7 萬
Inceptionr LLC3,505$25.6 萬
111 Capital3,255$23.8 萬
Brighton Jones LLC3,234$23.6 萬
Capital Markets Trading UK LLP3,216$23.5 萬
Sherbrooke Park Advisers LLC3,198$23.4 萬
Prakash Investment Advisors LLC3,085$22.5 萬
RBF Capital, LLC3,000$21.9 萬
Birch Financial Group, LLC2,774$20.3 萬
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,444$17.9 萬
State of Wyoming2,394$17.5 萬
Harvest Fund Management Co., Ltd2,000$14.6 萬
Aster Capital Management (DIFC) Ltd1,406$10.3 萬
Ci Investments Inc.929$6.80 萬
Principal Securities, Inc.563$4.11 萬
Mather Group, LLC.402$2.94 萬
Itau Unibanco Holding S.A.354$2.59 萬
GPS Wealth Strategies Group, LLC306$2.24 萬
N.E.W. Advisory Services LLC300$2.19 萬
Matrix Trust Co200$1.50 萬
Caitong International Asset Management Co., Ltd164$1.20 萬
JPL Wealth Management, LLC149$1.09 萬
Tortoise Investment Management, LLC138$1.01 萬
Painted Porch Advisors LLC35$2,558
Halbert Hargrove Global Advisors, LLC31$2,266
Wealthspire Advisors, LLC24$1,754
IMG Wealth Management, Inc.21$1,535
Marquette Asset Management, LLC20$1,462
Rise Advisors, LLC16$1,169
Winthrop Capital Management, LLC20$1,000
Cloud Capital Management, LLC23$1,000
Grey Fox Wealth Advisors, LLC11$804
Breakwater Investment Management6$439
Davis Capital Management2$146
Palisade Asset Management, LLC1$74
Activest Wealth Management1$73

尚未申報 2025 年第 4 季的機構(9 家)

2025 年第 3 季季末持有 Affirm Holdings, Inc.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 AFRM、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
AXA Investment Managers S.A.47,821$349.5 萬
Wolverine Trading, LLC33,446$256.1 萬
CIBC Bancorp USA Inc.9,600$70.2 萬
Hemington Wealth Management5,933$43.3 萬
Wetherby Asset Management Inc4,467$32.6 萬
Kathleen S. Wright Associates Inc.3,333$24.4 萬
Shell Asset Management Co1,532$11.2 萬
Optimum Investment Advisors330$2.41 萬
West Oak Capital, LLC40$2,900