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 |
|---|---|---|---|---|---|
| Mariner, LLC | 40,365 | $300.7 萬 | 0.00% | −20,605−33.8% | 減碼 |
| Nisa Investment Advisors, LLC | 40,192 | $299.1 萬 | 0.01% | +2,474+6.6% | 加碼 |
| Ameliora Wealth Management Ltd. | 40,000 | $297.7 萬 | 0.91% | +40,000 | 新進 |
| Storebrand Asset Management AS | 39,805 | $296.3 萬 | 0.01% | +3,504+9.7% | 加碼 |
| Jane Street Group, LLC | 39,775 | $296.0 萬 | 0.00% | −635,751−94.1% | 減碼 |
| Polar Asset Management Partners Inc. | 38,750 | $288.4 萬 | 0.06% | −53,221−57.9% | 減碼 |
| J. Safra Sarasin Holding AG | 37,724 | $286.1 萬 | 0.05% | +37,724 | 新進 |
| Jasper Ridge Partners, L.P. | 38,086 | $283.5 萬 | 0.06% | 00.0% | 不變 |
| Group One Trading, L.P. | 37,846 | $281.7 萬 | 0.08% | −37,104−49.5% | 減碼 |
| JustInvest LLC | 35,887 | $267.1 萬 | 0.03% | +687+2.0% | 加碼 |
| Employees Retirement System of Texas | 35,771 | $266.2 萬 | 0.02% | 00.0% | 不變 |
| Silvant Capital Management LLC | 35,570 | $264.7 萬 | 0.09% | +5,709+19.1% | 加碼 |
| Brevan Howard Capital Management LP | 35,000 | $260.5 萬 | 0.05% | +125+0.4% | 加碼 |
| Readystate Asset Management LP | 34,647 | $257.9 萬 | 0.11% | +34,647 | 新進 |
| Nissay Asset Management Corp | 34,321 | $255.5 萬 | 0.01% | +671+2.0% | 加碼 |
| Element Squared LLC | 33,664 | $250.6 萬 | 1.36% | +13,678+68.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 33,550 | $249.7 萬 | 0.01% | +33,550 | 新進 |
| Evolutionary Tree Capital Management, LLC | 33,313 | $247.9 萬 | 2.88% | −860−2.5% | 減碼 |
| Polen Capital Management LLC | 32,969 | $245.4 萬 | 0.01% | −127−0.4% | 減碼 |
| Independent Financial Group, LLC | 32,752 | $243.8 萬 | 0.05% | +7,603+30.2% | 加碼 |
| Creative Planning | 32,645 | $243.0 萬 | 0.00% | +4,312+15.2% | 加碼 |
| Capula Management Ltd | 32,541 | $242.2 萬 | 0.02% | +17,217+112.4% | 加碼 |
| Mercer Global Advisors Inc | 32,616 | $239.3 萬 | 0.00% | +688+2.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 30,844 | $229.6 萬 | 0.11% | −2,103−6.4% | 減碼 |
| Boothbay Fund Management, LLC | 30,647 | $228.1 萬 | 0.06% | +7,302+31.3% | 加碼 |
| OP Asset Management Ltd | 30,328 | $225.7 萬 | 0.03% | −9,141−23.2% | 減碼 |
| Belpointe Asset Management LLC | 29,693 | $221.0 萬 | 0.08% | +4,683+18.7% | 加碼 |
| Wakefield Asset Management LLLP | 28,819 | $214.5 萬 | 0.58% | −614−2.1% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 28,730 | $213.8 萬 | 0.02% | +28,730 | 新進 |
| Northwestern Mutual Wealth Management Co | 28,722 | $213.8 萬 | 0.00% | +9,325+48.1% | 加碼 |
| Blueshift Asset Management, LLC | 27,859 | $207.4 萬 | 0.60% | +1,557+5.9% | 加碼 |
| Nordea Investment Management AB | 27,470 | $206.5 萬 | 0.00% | +4,107+17.6% | 加碼 |
| Commonwealth Equity Services, LLC | 27,680 | $206.0 萬 | 0.00% | −12,383−30.9% | 減碼 |
| Daiwa Securities Group Inc. | 27,675 | $206.0 萬 | 0.01% | −1,477−5.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 27,600 | $205.4 萬 | 0.01% | −1,182−4.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 27,530 | $204.9 萬 | 0.05% | +27,530 | 新進 |
| Fieldview Capital Management, LLC | 27,466 | $204.4 萬 | 0.35% | +27,466 | 新進 |
| Catalyst Funds Management Pty Ltd | 27,100 | $201.7 萬 | 0.47% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 26,714 | $198.8 萬 | 0.04% | +13,993+110.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,603 | $198.0 萬 | 0.02% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 26,571 | $197.8 萬 | 0.06% | −62,712−70.2% | 減碼 |
| Captrust Financial Advisors | 26,367 | $196.2 萬 | 0.00% | −2,368−8.2% | 減碼 |
| HighTower Advisors, LLC | 25,962 | $193.2 萬 | 0.00% | −3,821−12.8% | 減碼 |
| XTX Topco Ltd | 25,919 | $192.9 萬 | 0.05% | +25,919 | 新進 |
| Integris Wealth Management, LLC | 25,857 | $192.5 萬 | 0.44% | +3,597+16.2% | 加碼 |
| Squarepoint Ops LLC | 25,508 | $189.9 萬 | 0.00% | +585+2.3% | 加碼 |
| Dockside LLC | 25,067 | $186.6 萬 | 0.48% | +25,067 | 新進 |
| Thrivent Financial for Lutherans | 24,701 | $185.7 萬 | 0.00% | +24+0.1% | 加碼 |
| STRS Ohio | 24,884 | $185.2 萬 | 0.01% | +11,468+85.5% | 加碼 |
| GF Fund Management Co. Ltd. | 24,491 | $182.3 萬 | 0.03% | 00.0% | 不變 |
| MML Investors Services, LLC | 24,230 | $180.3 萬 | 0.00% | +4,831+24.9% | 加碼 |
| Investment Management Corp of Ontario | 23,883 | $177.8 萬 | 0.02% | +11,270+89.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 23,329 | $173.6 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 23,246 | $173.0 萬 | 0.01% | −10,976−32.1% | 減碼 |
| Simplicity Wealth,LLC | 22,930 | $170.7 萬 | 0.10% | −6,088−21.0% | 減碼 |
| Janus Henderson Group PLC | 22,800 | $169.7 萬 | 0.00% | −17,902−44.0% | 減碼 |
| Credit Agricole S A | 22,774 | $169.5 萬 | 0.00% | −8,533−27.3% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 22,571 | $168.0 萬 | 0.04% | +22,571 | 新進 |
| Nomura Holdings Inc | 22,302 | $166.0 萬 | 0.00% | −699−3.0% | 減碼 |
| Swiss Life Asset Management Ltd | 22,296 | $165.9 萬 | 0.01% | +247+1.1% | 加碼 |
| US Bancorp | 22,192 | $165.2 萬 | 0.00% | +1,894+9.3% | 加碼 |
| M&T Bank Corp | 21,951 | $163.4 萬 | 0.01% | +2,863+15.0% | 加碼 |
| Eurizon Capital SGR S.p.A. | 21,656 | $161.6 萬 | 0.01% | +21,656 | 新進 |
| Pathstone Holdings, LLC | 21,032 | $156.5 萬 | 0.01% | −485−2.3% | 減碼 |
| Ardsley Advisory Partners LP | 21,000 | $155.6 萬 | 0.20% | +1,000+5.0% | 加碼 |
| Amalgamated Bank | 20,794 | $154.8 萬 | 0.01% | +2,474+13.5% | 加碼 |
| Pensionmark Financial Group, LLC | 20,588 | $153.2 萬 | 0.03% | +1,224+6.3% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 20,486 | $152.5 萬 | 0.09% | +11,263+122.1% | 加碼 |
| Summit Trail Advisors, LLC | 20,400 | $151.8 萬 | 0.03% | +997+5.1% | 加碼 |
| Los Angeles Capital Management LLC | 21,419 | $147.6 萬 | 0.01% | +2,850+15.3% | 加碼 |
| Allstate Corp | 19,740 | $146.9 萬 | 0.02% | +10,268+108.4% | 加碼 |
| Mission Wealth Management, LP | 19,521 | $145.3 萬 | 0.03% | +20.0% | 加碼 |
| CI Private Wealth, LLC | 19,064 | $141.9 萬 | 0.00% | +2,032+11.9% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 18,484 | $137.6 萬 | 0.06% | +18,484 | 新進 |
| Prelude Capital Management, LLC | 18,400 | $137.0 萬 | 0.10% | +14,206+338.7% | 加碼 |
| Jones Financial Companies LLLP | 18,373 | $136.8 萬 | 0.00% | +7,306+66.0% | 加碼 |
| Vontobel Holding Ltd. | 18,130 | $134.9 萬 | 0.00% | +3,913+27.5% | 加碼 |
| Gateway Investment Advisers LLC | 18,000 | $134.0 萬 | 0.01% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,623 | $133.0 萬 | 0.01% | +10,344+142.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 17,859 | $132.9 萬 | 0.05% | −3,350−15.8% | 減碼 |
| Cerity Partners LLC | 17,782 | $132.4 萬 | 0.00% | −2,395−11.9% | 減碼 |
| Shelton Wealth Management, LLC | 17,675 | $131.6 萬 | 0.57% | +17,675 | 新進 |
| Cim Investment Mangement Inc | 17,631 | $131.2 萬 | 0.34% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 17,526 | $130.5 萬 | 0.01% | +17,526 | 新進 |
| We Are One Seven, LLC | 17,479 | $130.1 萬 | 0.03% | +87+0.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 17,435 | $129.8 萬 | 0.02% | +5,266+43.3% | 加碼 |
| Dynamic Technology Lab Private Ltd | 16,640 | $123.9 萬 | 0.28% | +48+0.3% | 加碼 |
| Rakuten Securities, Inc. | 16,622 | $123.7 萬 | 0.40% | +206+1.3% | 加碼 |
| Savant Capital, LLC | 16,481 | $122.7 萬 | 0.01% | +166+1.0% | 加碼 |
| Mackenzie Financial Corp | 15,930 | $120.6 萬 | 0.00% | −65−0.4% | 減碼 |
| Vident Advisory, LLC | 15,874 | $118.2 萬 | 0.01% | +572+3.7% | 加碼 |
| RFG Advisory, LLC | 15,815 | $117.7 萬 | 0.02% | +1,888+13.6% | 加碼 |
| Rockefeller Capital Management L.P. | 15,503 | $115.4 萬 | 0.00% | +5,385+53.2% | 加碼 |
| Bank of Nova Scotia | 15,443 | $114.9 萬 | 0.00% | +4,832+45.5% | 加碼 |
| Fairvoy Private Wealth, LLC | 15,372 | $114.4 萬 | 0.26% | −1,340−8.0% | 減碼 |
| BloombergSen Inc. | 15,292 | $113.8 萬 | 0.12% | +15,292 | 新進 |
| Independent Advisor Alliance | 15,040 | $111.9 萬 | 0.03% | −2,712−15.3% | 減碼 |
| Utah Retirement Systems | 14,580 | $108.5 萬 | 0.01% | +397+2.8% | 加碼 |
| BIT Capital GmbH | 14,482 | $107.8 萬 | 0.05% | −222,853−93.9% | 減碼 |
| New York State Teachers Retirement System | 14,369 | $106.9 萬 | 0.00% | +14,369 | 新進 |