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 13F 持有人
Affirm Holdings, Inc. 在 2025/12/31 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
- 640
- 較 2025 年第 3 季 +33 家
- 持有股數
- 2.39 億
- 較 2025 年第 3 季 +1,245 萬 (+5.5%)
- 總市值
- $177.6 億
- 較 2025 年第 3 季 +$11.9 億 (+7.2%)
- 新進機構
- 122
- 另有 252 家加碼
- 清倉機構
- 89
- 另有 182 家減碼
另有 9 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| American Century Companies Inc | 908,435 | $6,761 萬 | 0.03% | +422,922+87.1% | 加碼 |
| Leo Wealth, LLC | 924,705 | $6,883 萬 | 4.99% | −650.0% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 952,909 | $7,093 萬 | 0.75% | −21,562−2.2% | 減碼 |
| Bank of New York Mellon Corp | 1,047,132 | $7,794 萬 | 0.01% | +10,792+1.0% | 加碼 |
| UBS Asset Management Americas Inc | 1,049,886 | $7,814 萬 | 0.02% | +109,755+11.7% | 加碼 |
| Tremblant Capital Group | 1,060,440 | $7,893 萬 | 2.01% | +1,060,440 | 新進 |
| Neuberger Berman Group LLC | 1,104,068 | $8,218 萬 | 0.06% | +667,729+153.0% | 加碼 |
| Goldman Sachs Group Inc | 1,231,231 | $9,164 萬 | 0.01% | −494,071−28.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,274,227 | $9,433 萬 | 0.15% | +12,616+1.0% | 加碼 |
| Alliancebernstein L.P. | 1,284,313 | $9,559 萬 | 0.03% | +117,943+10.1% | 加碼 |
| Qube Research & Technologies Ltd | 1,295,987 | $9,646 萬 | 0.14% | −850,105−39.6% | 減碼 |
| Atreides Management, LP | 1,384,941 | $1.03 億 | 2.19% | +1,177,036+566.1% | 加碼 |
| Charles Schwab Investment Management Inc | 1,396,929 | $1.04 億 | 0.02% | +85,348+6.5% | 加碼 |
| Franklin Resources Inc | 1,405,089 | $1.05 億 | 0.03% | +575,727+69.4% | 加碼 |
| Dimensional Fund Advisors LP | 1,408,408 | $1.05 億 | 0.02% | +77,690+5.8% | 加碼 |
| Spyglass Capital Management LLC | 1,443,580 | $1.07 億 | 5.38% | +439,757+43.8% | 加碼 |
| Wellington Management Group LLP | 1,504,709 | $1.12 億 | 0.02% | +585,357+63.7% | 加碼 |
| Northern Trust Corp | 1,647,608 | $1.23 億 | 0.02% | +17,673+1.1% | 加碼 |
| Price T Rowe Associates Inc | 1,697,500 | $1.26 億 | 0.01% | +1,029,646+154.2% | 加碼 |
| UBS Group AG | 1,712,842 | $1.27 億 | 0.03% | −68,049−3.8% | 減碼 |
| 1832 Asset Management L.P. | 1,782,700 | $1.33 億 | 0.17% | −555,700−23.8% | 減碼 |
| JPMorgan Chase & Co | 1,855,883 | $1.38 億 | 0.01% | +317,475+20.6% | 加碼 |
| Foxhaven Asset Management, LP | 1,906,882 | $1.42 億 | 3.50% | −25,599−1.3% | 減碼 |
| Bank of America Corp | 2,153,730 | $1.60 億 | 0.01% | −111,387−4.9% | 減碼 |
| Lord, Abbett & Co. LLC | 2,159,982 | $1.61 億 | 0.49% | +577,695+36.5% | 加碼 |
| Jericho Capital Asset Management L.P. | 3,601,248 | $2.68 億 | 3.05% | +251,000+7.5% | 加碼 |
| Durable Capital Partners LP | 3,681,173 | $2.74 億 | 2.59% | −2,587,342−41.3% | 減碼 |
| Norges Bank | 3,788,266 | $2.82 億 | 0.03% | +3,788,266 | 新進 |
| Lone Pine Capital LLC大師孤松資本 | 3,817,170 | $2.84 億 | 2.09% | +3,817,170 | 新進 |
| Invesco Ltd. | 4,071,571 | $3.03 億 | 0.03% | −262,120−6.0% | 減碼 |
| Marshall Wace, LLP | 4,333,752 | $3.23 億 | 0.31% | −132,772−3.0% | 減碼 |
| Baillie Gifford & Co | 5,482,943 | $4.08 億 | 0.34% | −412,419−7.0% | 減碼 |
| Geode Capital Management, LLC | 5,501,387 | $4.08 億 | 0.03% | +329,312+6.4% | 加碼 |
| State Street Corp | 5,847,566 | $4.35 億 | 0.01% | +205,601+3.6% | 加碼 |
| FMR LLC | 13,675,838 | $10.2 億 | 0.05% | +1,435,478+11.7% | 加碼 |
| BlackRock, Inc. | 18,873,925 | $14.0 億 | 0.02% | +1,163,075+6.6% | 加碼 |
| Capital World Investors | 21,710,914 | $16.2 億 | 0.22% | +507,224+2.4% | 加碼 |
| Morgan Stanley | 23,010,300 | $17.1 億 | 0.10% | +42,534+0.2% | 加碼 |
| Capital Research Global Investors | 23,145,942 | $17.2 億 | 0.32% | +104,239+0.5% | 加碼 |
| Vanguard Group Inc | 24,847,206 | $18.5 億 | 0.03% | +428,138+1.8% | 加碼 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,545,605−100.0% | 清倉 |
| Amanah Holdings Trust | 0 | $0 | 0.00% | −519,230−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −324,168−100.0% | 清倉 |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −281,840−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −261,042−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −226,568−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −182,984−100.0% | 清倉 |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −136,246−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −120,332−100.0% | 清倉 |
| Flight Deck Capital, LP | 0 | $0 | 0.00% | −118,500−100.0% | 清倉 |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −97,200−100.0% | 清倉 |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −83,222−100.0% | 清倉 |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −72,809−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −70,767−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −58,376−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −46,400−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −37,372−100.0% | 清倉 |
| Diker Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −27,892−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −25,586−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −21,430−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,696−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −17,536−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −16,551−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −14,634−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −14,416−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −12,855−100.0% | 清倉 |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −10,798−100.0% | 清倉 |
| Interval Partners, LP | 0 | $0 | 0.00% | −10,582−100.0% | 清倉 |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −10,310−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,956−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −9,453−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,312−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,292−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −8,860−100.0% | 清倉 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −8,639−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −8,451−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −7,307−100.0% | 清倉 |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −7,027−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −6,769−100.0% | 清倉 |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −6,725−100.0% | 清倉 |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −5,959−100.0% | 清倉 |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −5,741−100.0% | 清倉 |
| Par Capital Management Inc | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −4,540−100.0% | 清倉 |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −4,519−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,270−100.0% | 清倉 |
| Rational Advisors LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Groupama Asset Managment | 0 | $0 | 0.00% | – | 清倉 |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −3,587−100.0% | 清倉 |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −3,566−100.0% | 清倉 |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −257,022−100.0% | 清倉 |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −3,510−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,505−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −3,255−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −3,234−100.0% | 清倉 |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −3,216−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,198−100.0% | 清倉 |
| Prakash Investment Advisors LLC | 0 | $0 | 0.00% | −3,085−100.0% | 清倉 |