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、7 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。
2026 年第 1 季 13F 持有人
Affirm Holdings, Inc. 在 2026/3/31 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
- 593
- 較 2025 年第 4 季 −38 家
- 持有股數
- 2.40 億
- 較 2025 年第 4 季 +2,970 萬 (+14.1%)
- 總市值
- $110.1 億
- 較 2025 年第 4 季 −$46.1 億 (−29.5%)
- 新進機構
- 90
- 另有 230 家加碼
- 清倉機構
- 128
- 另有 196 家減碼
另有 9 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 24,592,033 | $11.3 億 | 0.17% | +1,446,091+6.2% | 加碼 |
| Capital World Investors | 22,512,923 | $10.3 億 | 0.14% | +802,009+3.7% | 加碼 |
| Morgan Stanley | 21,715,982 | $9.95 億 | 0.06% | −1,294,318−5.6% | 減碼 |
| BlackRock, Inc. | 18,732,493 | $8.58 億 | 0.02% | −141,432−0.7% | 減碼 |
| FMR LLC | 17,294,381 | $7.92 億 | 0.04% | +3,618,543+26.5% | 加碼 |
| Vanguard Capital Management LLC | 12,152,375 | $5.57 億 | 0.01% | +12,152,375 | 新進 |
| Vanguard Portfolio Management LLC | 11,599,993 | $5.32 億 | 0.03% | +11,599,993 | 新進 |
| State Street Corp | 6,031,141 | $2.76 億 | 0.01% | +183,575+3.1% | 加碼 |
| Durable Capital Partners LP | 5,649,434 | $2.59 億 | 2.66% | +1,968,261+53.5% | 加碼 |
| Geode Capital Management, LLC | 5,522,772 | $2.52 億 | 0.02% | +21,385+0.4% | 加碼 |
| Baillie Gifford & Co | 5,302,297 | $2.43 億 | 0.25% | −180,646−3.3% | 減碼 |
| JPMorgan Chase & Co | 5,297,016 | $2.28 億 | 0.02% | +3,441,133+185.4% | 加碼 |
| Citadel Advisors LLC | 4,071,115 | $1.87 億 | 0.13% | +3,653,133+874.0% | 加碼 |
| Bank of America Corp | 2,774,298 | $1.27 億 | 0.01% | +620,568+28.8% | 加碼 |
| Wellington Management Group LLP | 2,742,715 | $1.26 億 | 0.02% | +1,238,006+82.3% | 加碼 |
| Marshall Wace, LLP | 2,707,974 | $1.24 億 | 0.13% | −1,625,778−37.5% | 減碼 |
| UBS Group AG | 2,302,217 | $1.05 億 | 0.02% | +589,375+34.4% | 加碼 |
| Foxhaven Asset Management, LP | 2,205,556 | $1.01 億 | 3.17% | +298,674+15.7% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 1,936,900 | $8,875 萬 | 0.79% | +1,116,900+136.2% | 加碼 |
| Vanguard Fiduciary Trust Co | 1,813,121 | $8,308 萬 | 0.02% | +1,813,121 | 新進 |
| Northern Trust Corp | 1,762,385 | $8,075 萬 | 0.01% | +114,777+7.0% | 加碼 |
| Price T Rowe Associates Inc | 1,722,380 | $7,892 萬 | 0.01% | +24,880+1.5% | 加碼 |
| Spyglass Capital Management LLC | 1,662,325 | $7,617 萬 | 5.39% | +218,745+15.2% | 加碼 |
| Qube Research & Technologies Ltd | 1,575,982 | $7,221 萬 | 0.10% | +279,995+21.6% | 加碼 |
| Dimensional Fund Advisors LP | 1,574,660 | $7,210 萬 | 0.01% | +166,252+11.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,577,264 | $7,183 萬 | 0.12% | +303,037+23.8% | 加碼 |
| Goldman Sachs Group Inc | 1,557,610 | $7,137 萬 | 0.01% | +326,379+26.5% | 加碼 |
| Charles Schwab Investment Management Inc | 1,468,593 | $6,729 萬 | 0.01% | +71,664+5.1% | 加碼 |
| Tremblant Capital Group | 1,397,248 | $6,402 萬 | 2.06% | +336,808+31.8% | 加碼 |
| Millennium Management LLC | 1,381,914 | $6,332 萬 | 0.05% | +1,333,179+2,735.6% | 加碼 |
| Atreides Management, LP | 1,194,711 | $5,474 萬 | 1.33% | −190,230−13.7% | 減碼 |
| Balyasny Asset Management LLC | 1,149,661 | $5,268 萬 | 0.10% | +922,518+406.1% | 加碼 |
| Westfield Capital Management Co LP | 1,080,636 | $4,951 萬 | 0.21% | +228,802+26.9% | 加碼 |
| UBS Asset Management Americas Inc | 1,064,236 | $4,876 萬 | 0.01% | +14,350+1.4% | 加碼 |
| Susquehanna International Group, LLP | 1,040,114 | $4,766 萬 | 0.06% | +623,502+149.7% | 加碼 |
| Jane Street Group, LLC | 1,036,975 | $4,751 萬 | 0.05% | +997,200+2,507.1% | 加碼 |
| Bank of New York Mellon Corp | 1,023,643 | $4,690 萬 | 0.01% | −23,489−2.2% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 958,005 | $4,390 萬 | 0.53% | +5,096+0.5% | 加碼 |
| Leo Wealth, LLC | 924,622 | $4,237 萬 | 3.08% | −830.0% | 減碼 |
| American Century Companies Inc | 903,899 | $4,142 萬 | 0.02% | −4,536−0.5% | 減碼 |
| ThornTree Capital Partners LP | 834,289 | $3,823 萬 | 6.78% | +66,535+8.7% | 加碼 |
| Swiss National Bank | 806,800 | $3,697 萬 | 0.02% | +65,000+8.8% | 加碼 |
| Amundi | 735,302 | $3,369 萬 | 0.01% | −160,401−17.9% | 減碼 |
| Allen Operations LLC | 721,382 | $3,305 萬 | 4.94% | 00.0% | 不變 |
| Citigroup Inc | 713,211 | $3,268 萬 | 0.02% | +135,130+23.4% | 加碼 |
| Artemis Investment Management LLP | 685,608 | $3,141 萬 | 0.33% | −108,333−13.6% | 減碼 |
| Pacific Heights Asset Management LLC | 675,000 | $3,093 萬 | 1.04% | +150,000+28.6% | 加碼 |
| Nuveen, LLC | 637,280 | $2,920 萬 | 0.01% | +9,086+1.4% | 加碼 |
| Legal & General Group Plc | 615,540 | $2,820 萬 | 0.01% | +10,019+1.7% | 加碼 |
| AustralianSuper Pty Ltd | 614,323 | $2,815 萬 | 0.15% | −8,433−1.4% | 減碼 |
| Ardmore Road Asset Management LP | 600,000 | $2,749 萬 | 1.81% | +536,814+849.6% | 加碼 |
| Islander Capital Partners, L.P. | 570,000 | $2,612 萬 | 10.29% | +243,645+74.7% | 加碼 |
| 12 West Capital Management LP | 535,000 | $2,451 萬 | 4.14% | +185,000+52.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 528,358 | $2,421 萬 | 0.02% | +1380.0% | 加碼 |
| Quantinno Capital Management LP | 520,839 | $2,386 萬 | 0.04% | −70,115−11.9% | 減碼 |
| Glendon Capital Management LP | 514,100 | $2,356 萬 | 2.93% | +97,000+23.3% | 加碼 |
| Invesco Ltd. | 497,346 | $2,279 萬 | 0.00% | −3,574,225−87.8% | 減碼 |
| Los Angeles Capital Management LLC | 496,394 | $2,274 萬 | 0.09% | +474,975+2,217.5% | 加碼 |
| Capital International Investors | 492,821 | $2,258 萬 | 0.01% | +3,557+0.7% | 加碼 |
| California Public Employees Retirement System | 491,055 | $2,250 萬 | 0.01% | −3,856−0.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 455,837 | $2,089 萬 | 0.01% | +44,156+10.7% | 加碼 |
| Ilex Capital Partners (UK) LLP | 453,767 | $2,079 萬 | 0.51% | +325,092+252.6% | 加碼 |
| Neuberger Berman Group LLC | 447,622 | $2,051 萬 | 0.02% | −656,446−59.5% | 減碼 |
| Diversify Wealth Management, LLC | 322,961 | $2,050 萬 | 0.37% | +322,961 | 新進 |
| AQR Capital Management LLC | 438,220 | $1,950 萬 | 0.01% | +322,550+278.9% | 加碼 |
| Deutsche Bank AG | 417,484 | $1,913 萬 | 0.01% | +8,900+2.2% | 加碼 |
| SG Americas Securities, LLC | 470,444 | $1,895 萬 | 0.02% | −4,697−1.0% | 減碼 |
| Diversify Advisory Services, LLC | 280,693 | $1,782 萬 | 2.72% | +59,537+26.9% | 加碼 |
| California State Teachers Retirement System | 382,998 | $1,755 萬 | 0.02% | +3,195+0.8% | 加碼 |
| Polar Capital Holdings Plc | 378,684 | $1,735 萬 | 0.08% | −33,092−8.0% | 減碼 |
| NZS Capital, LLC | 366,379 | $1,679 萬 | 0.56% | +6,288+1.7% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 355,159 | $1,627 萬 | 0.01% | +355,066+381,791.4% | 加碼 |
| Envestnet Asset Management Inc | 341,771 | $1,566 萬 | 0.00% | +104,595+44.1% | 加碼 |
| Gillson Capital LP | 329,810 | $1,511 萬 | 1.24% | +64,738+24.4% | 加碼 |
| Bienville Capital Management, LLC | 326,395 | $1,496 萬 | 2.84% | +326,395 | 新進 |
| Royal Bank of Canada | 318,783 | $1,461 萬 | 0.00% | +24,583+8.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 317,723 | $1,456 萬 | 0.12% | −65,710−17.1% | 減碼 |
| Rhumbline Advisers | 315,711 | $1,447 萬 | 0.01% | −170−0.1% | 減碼 |
| Longaeva Partners L.P. | 285,099 | $1,306 萬 | 0.63% | +285,099 | 新進 |
| PEAK6 LLC | 277,468 | $1,271 萬 | 0.37% | +277,468 | 新進 |
| Nordea Investment Management AB | 282,114 | $1,237 萬 | 0.01% | +254,644+927.0% | 加碼 |
| Mane Global Capital Management LP | 265,628 | $1,217 萬 | 1.25% | −269,949−50.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 253,569 | $1,162 萬 | 0.01% | −218,114−46.2% | 減碼 |
| Walleye Trading LLC | 246,078 | $1,128 萬 | 0.23% | +246,078 | 新進 |
| RJA Asset Management LLC | 245,500 | $1,125 萬 | 4.14% | +160,000+187.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 243,893 | $1,118 萬 | 0.02% | −500.0% | 減碼 |
| Capital Fund Management S.A. | 235,113 | $1,077 萬 | 0.10% | −76,667−24.6% | 減碼 |
| LPL Financial LLC | 233,932 | $1,072 萬 | 0.00% | +76,557+48.6% | 加碼 |
| Intercapital, LLC | 233,368 | $1,069 萬 | 5.92% | +53,606+29.8% | 加碼 |
| Allen Holding Inc | 230,000 | $1,054 萬 | 1.05% | 00.0% | 不變 |
| SEI Investments Co | 220,818 | $1,012 萬 | 0.01% | −160,778−42.1% | 減碼 |
| Barclays PLC | 219,459 | $1,006 萬 | 0.00% | −48,169−18.0% | 減碼 |
| Raymond James Financial Inc | 210,907 | $966.4 萬 | 0.00% | +34,211+19.4% | 加碼 |
| Aviva PLC | 206,262 | $945.1 萬 | 0.02% | +9,454+4.8% | 加碼 |
| Penserra Capital Management LLC | 197,337 | $904.1 萬 | 0.11% | +2,306+1.2% | 加碼 |
| Wells Fargo & Company | 195,462 | $895.6 萬 | 0.00% | −18,443−8.6% | 減碼 |
| Gotham Asset Management, LLC | 187,216 | $857.8 萬 | 0.03% | +64,301+52.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 185,347 | $849.3 萬 | 0.01% | +29,807+19.2% | 加碼 |
| Voya Investment Management LLC | 181,292 | $830.7 萬 | 0.01% | −16,612−8.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 179,831 | $824.0 萬 | 0.52% | +45,446+33.8% | 加碼 |