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 2 季 13F 持有人
Affirm Holdings, Inc. 在 2026/6/30 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
- 661
- 較 2026 年第 1 季 +74 家
- 持有股數
- 2.60 億
- 較 2026 年第 1 季 +2,079 萬 (+8.7%)
- 總市值
- $212.1 億
- 較 2026 年第 1 季 +$102.5 億 (+93.5%)
- 新進機構
- 145
- 另有 261 家加碼
- 清倉機構
- 71
- 另有 172 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 8,650 | $70.5 萬 | 0.00% | +8,650 | 新進 |
| MAI Capital Management | 8,689 | $70.9 萬 | 0.00% | −1,522−14.9% | 減碼 |
| Vontobel Holding Ltd. | 8,750 | $71.4 萬 | 0.00% | −98,891−91.9% | 減碼 |
| Picton Mahoney Asset Management | 8,781 | $71.6 萬 | 0.01% | −383−4.2% | 減碼 |
| Pacific Sage Partners, LLC | 8,870 | $72.3 萬 | 0.10% | −4,930−35.7% | 減碼 |
| Polen Capital Management LLC | 8,958 | $73.1 萬 | 0.01% | +4,195+88.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 9,040 | $73.7 萬 | 0.16% | +9,040 | 新進 |
| Royal London Asset Management Ltd | 9,080 | $74.0 萬 | 0.00% | −965−9.6% | 減碼 |
| White Lighthouse Investment Management Inc. | 9,140 | $74.5 萬 | 0.09% | +1,056+13.1% | 加碼 |
| Geneos Wealth Management Inc. | 9,372 | $76.4 萬 | 0.02% | −884−8.6% | 減碼 |
| United Capital Financial Advisers, LLC | 9,426 | $76.9 萬 | 0.00% | +1,975+26.5% | 加碼 |
| Baker Avenue Asset Management, LP | 9,481 | $77.3 萬 | 0.01% | −4,099−30.2% | 減碼 |
| Quadcap Wealth Management, LLC | 9,520 | $77.6 萬 | 0.08% | +824+9.5% | 加碼 |
| Evolutionary Tree Capital Management, LLC | 9,521 | $77.6 萬 | 1.46% | −15,053−61.3% | 減碼 |
| Janney Montgomery Scott LLC | 9,608 | $78.4 萬 | 0.00% | +9,608 | 新進 |
| TownSquare Capital, LLC | 9,645 | $78.7 萬 | 0.14% | +9,645 | 新進 |
| Atria Investments LLC | 9,690 | $79.0 萬 | 0.01% | +9,690 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 9,913 | $80.8 萬 | 0.00% | +870+9.6% | 加碼 |
| Northstar Asset Management Inc | 10,000 | $81.5 萬 | 0.24% | +10,000 | 新進 |
| Diker Management LLC | 10,000 | $81.6 萬 | 0.63% | +10,000 | 新進 |
| Wedmont Private Capital | 9,959 | $83.1 萬 | 0.02% | −381−3.7% | 減碼 |
| Centiva Capital, LP | 10,306 | $84.0 萬 | 0.03% | −54,178−84.0% | 減碼 |
| Park Avenue Securities LLC | 10,354 | $84.4 萬 | 0.01% | +739+7.7% | 加碼 |
| FJ Capital Management LLC | 10,378 | $84.6 萬 | 0.11% | +10,378 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 10,500 | $85.6 萬 | 0.03% | +10,500 | 新進 |
| J. Goldman & Co LP | 10,708 | $87.3 萬 | 0.03% | +10,708 | 新進 |
| Paragon Capital Management Ltd | 10,770 | $87.8 萬 | 0.17% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 10,829 | $88.3 萬 | 0.01% | +1,145+11.8% | 加碼 |
| PCM Encore, LLC | 11,023 | $89.9 萬 | 0.16% | +46+0.4% | 加碼 |
| Polymer Capital Management (US) LLC | 11,079 | $90.3 萬 | 0.13% | −16,635−60.0% | 減碼 |
| Rhodes Investment Advisors Inc | 11,229 | $91.6 萬 | 0.67% | −125−1.1% | 減碼 |
| BBR Partners, LLC | 11,366 | $92.7 萬 | 0.04% | 00.0% | 不變 |
| Fifth Third Bancorp | 11,416 | $93.1 萬 | 0.00% | +5,729+100.7% | 加碼 |
| Osmosis Investment Management UK Ltd | 11,448 | $93.4 萬 | 0.04% | −13,336−53.8% | 減碼 |
| CIBC Bancorp USA Inc. | 11,616 | $94.5 萬 | 0.00% | −815−6.6% | 減碼 |
| RB Capital Management, LLC | 11,659 | $95.1 萬 | 0.19% | +11,659 | 新進 |
| Franklin Resources Inc | 11,836 | $96.5 萬 | 0.00% | −1,503−11.3% | 減碼 |
| Gamco Investors, Inc. Et Al | 12,000 | $97.9 萬 | 0.01% | 00.0% | 不變 |
| Baltimore-Washington Financial Advisors, Inc. | 12,000 | $97.9 萬 | 0.04% | 00.0% | 不變 |
| Fideuram Asset Management (Ireland) dac | 13,936 | $99.2 萬 | 0.02% | +13,936 | 新進 |
| Vise Technologies, Inc. | 12,319 | $100.5 萬 | 0.01% | +7,723+168.0% | 加碼 |
| Cresset Asset Management, LLC | 12,563 | $102.5 萬 | 0.00% | +3,954+45.9% | 加碼 |
| Intech Investment Management LLC | 12,598 | $102.7 萬 | 0.01% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 13,094 | $106.8 萬 | 0.02% | +884+7.2% | 加碼 |
| Toroso Investments, LLC | 13,449 | $109.7 萬 | 0.00% | +13,449 | 新進 |
| CIBC Asset Management Inc | 13,492 | $110.0 萬 | 0.00% | +433+3.3% | 加碼 |
| CSS LLC | 13,540 | $110.4 萬 | 0.05% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 13,544 | $110.5 萬 | 0.01% | +8,634+175.8% | 加碼 |
| Bleakley Financial Group, LLC | 13,598 | $110.9 萬 | 0.01% | +221+1.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 13,659 | $111.4 萬 | 0.04% | −4,200−23.5% | 減碼 |
| Swedbank AB | 13,772 | $112.3 萬 | 0.00% | 00.0% | 不變 |
| Independent Advisor Alliance | 13,778 | $112.4 萬 | 0.03% | −243−1.7% | 減碼 |
| Myecfo, LLC | 13,921 | $113.5 萬 | 0.43% | 00.0% | 不變 |
| Havemeyer Place LP | 13,964 | $113.9 萬 | 0.11% | +13,964 | 新進 |
| Brinker Capital Investments, LLC | 14,052 | $114.6 萬 | 0.01% | +1,193+9.3% | 加碼 |
| Rockefeller Capital Management L.P. | 14,062 | $114.7 萬 | 0.00% | +1,065+8.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 14,116 | $115.1 萬 | 0.00% | +2,508+21.6% | 加碼 |
| Empowered Funds, LLC | 14,481 | $118.1 萬 | 0.01% | −31,684−68.6% | 減碼 |
| Utah Retirement Systems | 14,580 | $118.9 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 14,685 | $119.8 萬 | 0.01% | +10,744+272.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 14,730 | $120.1 萬 | 0.00% | +9+0.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 14,510 | $121.0 萬 | 0.00% | +5,035+53.1% | 加碼 |
| SBI Securities Co., Ltd. | 15,191 | $123.9 萬 | 0.03% | −30,177−66.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 15,325 | $125.0 萬 | 0.08% | −164,506−91.5% | 減碼 |
| MetLife Investment Management | 15,571 | $127.0 萬 | 0.01% | +3,688+31.0% | 加碼 |
| Maryland State Retirement & Pension System | 15,737 | $128.3 萬 | 0.02% | +2,087+15.3% | 加碼 |
| Vident Advisory, LLC | 15,829 | $129.1 萬 | 0.01% | +201+1.3% | 加碼 |
| Woodline Partners LP | 15,856 | $129.3 萬 | 0.00% | +5,096+47.4% | 加碼 |
| Rakuten Investment Management, Inc. | 15,984 | $130.7 萬 | 0.00% | +2,260+16.5% | 加碼 |
| Abn Amro Investment Solutions | 16,314 | $133.0 萬 | 0.01% | +5,383+49.2% | 加碼 |
| Blueshift Asset Management, LLC | 16,344 | $133.3 萬 | 0.31% | −37,482−69.6% | 減碼 |
| Mission Wealth Management, LP | 16,451 | $134.2 萬 | 0.02% | −3,220−16.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 16,519 | $134.7 萬 | 0.01% | −455−2.7% | 減碼 |
| Inceptionr LLC | 16,695 | $136.1 萬 | 0.33% | +7,851+88.8% | 加碼 |
| Dockside LLC | 16,934 | $138.1 萬 | 0.32% | +16,934 | 新進 |
| Andra AP-fonden | 17,500 | $142.7 萬 | 0.02% | −141,900−89.0% | 減碼 |
| Prospera Financial Services Inc | 17,575 | $143.3 萬 | 0.02% | +673+4.0% | 加碼 |
| Investment Management Corp of Ontario | 17,761 | $144.8 萬 | 0.02% | −1,900−9.7% | 減碼 |
| Man Group plc | 17,834 | $145.4 萬 | 0.00% | −4,760−21.1% | 減碼 |
| Mediolanum International Funds Ltd | 17,813 | $145.7 萬 | 0.01% | +17,813 | 新進 |
| Credit Agricole S A | 18,160 | $148.1 萬 | 0.00% | +433+2.4% | 加碼 |
| Gateway Investment Advisers LLC | 18,217 | $148.6 萬 | 0.01% | +217+1.2% | 加碼 |
| Banco Santander, S.A. | 18,409 | $150.1 萬 | 0.01% | +12,823+229.6% | 加碼 |
| OpenArc Corporate Advisory, LLC | 18,470 | $150.6 萬 | 0.02% | −1,460−7.3% | 減碼 |
| Pensionmark Financial Group, LLC | 32,890 | $150.8 萬 | 0.02% | −30.0% | 減碼 |
| Dark Forest Capital Management LP | 18,568 | $151.4 萬 | 0.10% | −131,501−87.6% | 減碼 |
| Savant Capital, LLC | 18,627 | $151.9 萬 | 0.00% | −178−0.9% | 減碼 |
| Prelude Capital Management, LLC | 18,821 | $153.5 萬 | 0.11% | −16,591−46.9% | 減碼 |
| J.Safra Asset Management Corp | 18,874 | $153.9 萬 | 0.07% | +3,067+19.4% | 加碼 |
| Biltmore Family Office, LLC | 18,944 | $154.5 萬 | 0.20% | +1,270+7.2% | 加碼 |
| Ardmore Road Asset Management LP | 19,100 | $155.8 萬 | 0.09% | −580,900−96.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 19,124 | $155.8 萬 | 0.01% | +596+3.2% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 19,257 | $157.0 萬 | 0.05% | +18,513+2,488.3% | 加碼 |
| Saudi Central Bank | 19,445 | $158.6 萬 | 0.02% | +9,298+91.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 19,485 | $158.9 萬 | 0.01% | +19,485 | 新進 |
| CWM Advisors, LLC | 20,108 | $164.0 萬 | 0.07% | +20,108 | 新進 |
| Mackenzie Financial Corp | 20,255 | $165.2 萬 | 0.00% | +249+1.2% | 加碼 |
| Amalgamated Bank | 20,334 | $165.8 萬 | 0.01% | +1,508+8.0% | 加碼 |
| Steel Peak Wealth Management LLC | 20,428 | $166.6 萬 | 0.04% | +25+0.1% | 加碼 |
| Fortune Financial Advisors, LLC | 20,700 | $168.8 萬 | 0.72% | 00.0% | 不變 |