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。
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 | 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 |
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 |
|---|---|---|---|---|---|
| Eurizon Capital SGR S.p.A. | 179,258 | $820.6 萬 | 0.03% | +157,602+727.8% | 加碼 |
| FIL Ltd | 177,885 | $815.1 萬 | 0.01% | +177,631+69,933.5% | 加碼 |
| Holocene Advisors, LP | 170,026 | $779.1 萬 | 0.02% | +170,026 | 新進 |
| Ameriprise Financial Inc | 165,537 | $758.5 萬 | 0.00% | −484,047−74.5% | 減碼 |
| Allianz Asset Management GmbH | 164,078 | $751.8 萬 | 0.01% | −78,870−32.5% | 減碼 |
| Alliancebernstein L.P. | 100,805 | $750.3 萬 | 0.00% | −1,183,508−92.2% | 減碼 |
| HSBC Holdings PLC | 164,780 | $750.3 萬 | 0.00% | +76,439+86.5% | 加碼 |
| Andra AP-fonden | 159,400 | $730.4 萬 | 0.09% | +87,400+121.4% | 加碼 |
| First Trust Advisors LP | 151,910 | $696.0 萬 | 0.00% | −186,861−55.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 151,301 | $693.3 萬 | 0.01% | +90,065+147.1% | 加碼 |
| Dark Forest Capital Management LP | 150,069 | $687.6 萬 | 0.61% | +89,401+147.4% | 加碼 |
| OCO Capital Partners, L.P. | 150,000 | $687.3 萬 | 1.81% | +150,000 | 新進 |
| Steadview Capital Management LLC | 144,815 | $663.5 萬 | 2.93% | −82,890−36.4% | 減碼 |
| Prana Capital Management, LP | 144,592 | $662.5 萬 | 0.20% | +144,592 | 新進 |
| State of Wisconsin Investment Board | 143,330 | $656.7 萬 | 0.02% | +6,954+5.1% | 加碼 |
| Karl Kapital LLC | 140,290 | $642.8 萬 | 4.45% | +140,290 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 140,276 | $642.7 萬 | 0.01% | +1,193+0.9% | 加碼 |
| Vanguard Asset Management, Ltd | 137,965 | $632.2 萬 | 0.01% | +137,965 | 新進 |
| Abdiel Capital Advisors, LP | 134,741 | $617.4 萬 | 11.86% | −9,305−6.5% | 減碼 |
| Agf Management Ltd | 134,716 | $617.3 萬 | 0.03% | −3,232−2.3% | 減碼 |
| New York State Common Retirement Fund | 134,615 | $616.8 萬 | 0.01% | −8,800−6.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 132,852 | $608.7 萬 | 0.05% | −3,000−2.2% | 減碼 |
| Winton Group Ltd | 128,453 | $588.6 萬 | 0.21% | +46,149+56.1% | 加碼 |
| Vanguard Investments Australia, Ltd. | 127,356 | $583.5 萬 | 0.02% | +127,356 | 新進 |
| Interval Partners, LP | 126,836 | $581.2 萬 | 0.20% | +126,836 | 新進 |
| Lord, Abbett & Co. LLC | 125,969 | $577.2 萬 | 0.02% | −2,034,013−94.2% | 減碼 |
| Catalyst Private Wealth, LLC | 124,897 | $572.3 萬 | 3.10% | −1,314−1.0% | 減碼 |
| Vanguard Global Advisers, LLC | 118,944 | $545.0 萬 | 0.00% | +118,944 | 新進 |
| Treasurer of the State of North Carolina | 117,670 | $539.2 萬 | 0.02% | +2,510+2.2% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 116,962 | $535.9 萬 | 0.05% | +632+0.5% | 加碼 |
| Allen Investment Management LLC | 116,683 | $534.6 萬 | 0.07% | 00.0% | 不變 |
| IMC-Chicago, LLC | 112,682 | $516.3 萬 | 0.08% | +112,682 | 新進 |
| Dilation Capital Management LP | 111,717 | $511.9 萬 | 2.57% | −103,971−48.2% | 減碼 |
| Danske Bank A/S | 110,200 | $504.9 萬 | 0.01% | −3,700−3.2% | 減碼 |
| Victory Capital Management Inc | 110,067 | $504.3 萬 | 0.00% | +14,081+14.7% | 加碼 |
| Capital Impact Advisors, LLC | 109,917 | $503.6 萬 | 2.04% | −621,335−85.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 109,330 | $500.8 萬 | 0.01% | −53,912−33.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 108,107 | $495.3 萬 | 0.01% | −8,344−7.2% | 減碼 |
| Farallon Capital Management, L.L.C. | 108,000 | $494.9 萬 | 0.03% | +108,000 | 新進 |
| Vontobel Holding Ltd. | 107,641 | $493.2 萬 | 0.02% | +89,511+493.7% | 加碼 |
| Korea Investment CORP | 107,522 | $492.7 萬 | 0.01% | −32,732−23.3% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 106,844 | $489.6 萬 | 0.01% | 00.0% | 不變 |
| Omega Financial Group, LLC | 103,627 | $474.8 萬 | 1.57% | 00.0% | 不變 |
| a16z Perennial Management, L.P. | 103,220 | $473.0 萬 | 0.39% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 102,444 | $469.4 萬 | 0.01% | +1,024+1.0% | 加碼 |
| KLP Kapitalforvaltning AS | 98,700 | $452.2 萬 | 0.02% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 97,650 | $447.4 萬 | 0.02% | +35,650+57.5% | 加碼 |
| Pictet Asset Management Holding SA | 95,258 | $436.5 萬 | 0.00% | −11,535−10.8% | 減碼 |
| Divisadero Street Capital Management, LP | 95,071 | $435.6 萬 | 0.20% | +95,071 | 新進 |
| State of New Jersey Common Pension Fund D | 94,804 | $434.4 萬 | 0.02% | 00.0% | 不變 |
| Clear Street Group Inc. | 94,529 | $433.1 萬 | 0.02% | +31,051+48.9% | 加碼 |
| Tredje AP-fonden | 93,439 | $428.1 萬 | 0.02% | +93,439 | 新進 |
| Militia Capital Management LLC | 90,902 | $416.5 萬 | 0.93% | +90,902 | 新進 |
| Point72 Asset Management, L.P. | 89,686 | $410.9 萬 | 0.01% | +89,686 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 89,647 | $410.8 萬 | 0.02% | +552+0.6% | 加碼 |
| Nomura Asset Management Co Ltd | 87,760 | $402.1 萬 | 0.01% | +7,640+9.5% | 加碼 |
| Russell Investments Group, Ltd. | 85,231 | $390.4 萬 | 0.00% | −12,300−12.6% | 減碼 |
| Walleye Capital LLC | 81,542 | $373.6 萬 | 0.02% | −32,548−28.5% | 減碼 |
| Weiss Asset Management LP | 80,254 | $367.7 萬 | 0.07% | +80,254 | 新進 |
| Resona Asset Management Co.,Ltd. | 80,956 | $367.4 萬 | 0.02% | +4,656+6.1% | 加碼 |
| Public Employees Retirement System of Ohio | 80,002 | $366.6 萬 | 0.01% | −2,727−3.3% | 減碼 |
| Handelsbanken Fonder AB | 75,300 | $345.0 萬 | 0.01% | +3,100+4.3% | 加碼 |
| Arizona State Retirement System | 74,694 | $342.2 萬 | 0.02% | +367+0.5% | 加碼 |
| Sumitomo Life Insurance Co | 71,600 | $328.1 萬 | 0.08% | +10,500+17.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 70,000 | $320.7 萬 | 0.00% | 00.0% | 不變 |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $317.9 萬 | 0.25% | 00.0% | 不變 |
| Ballentine Partners, LLC | 69,240 | $317.3 萬 | 0.04% | −525−0.8% | 減碼 |
| Optiver Holding B.V. | 68,026 | $311.7 萬 | 0.12% | −46,961−40.8% | 減碼 |
| Ambassador Advisors, LLC | 62,184 | $307.2 萬 | 0.47% | −13,127−17.4% | 減碼 |
| Centiva Capital, LP | 64,484 | $295.5 萬 | 0.14% | +64,484 | 新進 |
| Readystate Asset Management LP | 64,345 | $294.8 萬 | 0.17% | +29,698+85.7% | 加碼 |
| Osterweis Capital Management Inc | 60,760 | $278.4 萬 | 0.14% | +14,551+31.5% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 60,098 | $275.4 萬 | 0.00% | −15,457−20.5% | 減碼 |
| Creative Planning | 59,622 | $273.2 萬 | 0.00% | +26,977+82.6% | 加碼 |
| Cetera Investment Advisers | 58,295 | $267.1 萬 | 0.00% | −1,191−2.0% | 減碼 |
| XTX Topco Ltd | 57,830 | $265.0 萬 | 0.05% | +31,911+123.1% | 加碼 |
| Leonteq Securities AG | 57,064 | $261.5 萬 | 0.16% | +50,117+721.4% | 加碼 |
| Blair William & Co | 56,198 | $257.5 萬 | 0.01% | −264,485−82.5% | 減碼 |
| Globeflex Capital L P | 56,039 | $256.8 萬 | 0.39% | +56,039 | 新進 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 55,974 | $256.5 萬 | 0.12% | 00.0% | 不變 |
| Zacks Investment Management | 55,673 | $255.1 萬 | 0.02% | −82,901−59.8% | 減碼 |
| Jefferies Financial Group Inc. | 54,535 | $249.9 萬 | 0.03% | −31,605−36.7% | 減碼 |
| IFM Investors Pty Ltd | 54,089 | $247.8 萬 | 0.02% | +3,278+6.5% | 加碼 |
| Blueshift Asset Management, LLC | 53,826 | $246.6 萬 | 0.75% | +25,967+93.2% | 加碼 |
| DnB Asset Management AS | 53,759 | $246.3 萬 | 0.01% | +2,977+5.9% | 加碼 |
| Xponance, Inc. | 53,479 | $245.0 萬 | 0.02% | +6,256+13.2% | 加碼 |
| SEB Asset Management AB | 53,469 | $245.0 萬 | 0.01% | +53,469 | 新進 |
| Mariner, LLC | 53,394 | $244.6 萬 | 0.00% | +13,029+32.3% | 加碼 |
| BIT Capital GmbH | 52,197 | $239.2 萬 | 0.13% | +37,715+260.4% | 加碼 |
| TD Asset Management Inc | 50,482 | $231.3 萬 | 0.00% | +3,466+7.4% | 加碼 |
| Ensign Peak Advisors, Inc | 50,269 | $230.3 萬 | 0.00% | −26,911−34.9% | 減碼 |
| Capelight Capital Asset Management LP | 50,000 | $229.1 萬 | 1.91% | −16,000−24.2% | 減碼 |
| Jain Global LLC | 48,558 | $222.5 萬 | 0.03% | −59,808−55.2% | 減碼 |
| Truist Financial Corp | 47,842 | $219.2 萬 | 0.00% | −11,983−20.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 48,920 | $215.7 萬 | 0.02% | +31,297+177.6% | 加碼 |
| Linden Thomas Advisory Services, LLC | 46,476 | $213.0 萬 | 0.21% | +46,476 | 新進 |
| Empowered Funds, LLC | 46,165 | $211.5 萬 | 0.01% | +32,857+246.9% | 加碼 |
| SBI Securities Co., Ltd. | 45,368 | $207.9 萬 | 0.06% | −3,136−6.5% | 減碼 |
| Wakefield Asset Management LLLP | 44,211 | $202.6 萬 | 0.54% | +15,392+53.4% | 加碼 |
| Mount Vernon Associates Inc | 43,475 | $199.2 萬 | 1.41% | +550+1.3% | 加碼 |