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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 20,877 | $170.2 萬 | 0.03% | −312−1.5% | 減碼 |
| Sciencast Management LP | 21,056 | $171.7 萬 | 0.36% | +21,056 | 新進 |
| Herbst Group, LLC | 21,250 | $173.3 萬 | 0.94% | −3,650−14.7% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 21,272 | $173.5 萬 | 0.04% | −1,299−5.8% | 減碼 |
| Private Advisor Group, LLC | 21,494 | $175.3 萬 | 0.01% | +16,730+351.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 21,548 | $175.7 萬 | 0.01% | −28−0.1% | 減碼 |
| RFG Advisory, LLC | 21,931 | $178.8 萬 | 0.03% | +2,760+14.4% | 加碼 |
| HighTower Advisors, LLC | 22,139 | $180.5 萬 | 0.00% | −1,761−7.4% | 減碼 |
| Trexquant Investment LP | 23,308 | $190.1 萬 | 0.01% | +23,308 | 新進 |
| Public Employees Retirement Association of Colorado | 23,329 | $190.2 萬 | 0.01% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 23,466 | $191.4 萬 | 0.02% | −1,253−5.1% | 減碼 |
| Consolidated Investment Group LLC | 23,475 | $191.4 萬 | 0.17% | +23,475 | 新進 |
| NVWM, LLC | 23,642 | $192.8 萬 | 0.39% | +21,501+1,004.3% | 加碼 |
| Squarepoint Ops LLC | 23,908 | $195.0 萬 | 0.00% | +23,908 | 新進 |
| M&T Bank Corp | 23,964 | $195.4 萬 | 0.01% | −968−3.9% | 減碼 |
| ASR Vermogensbeheer N.V. | 24,289 | $198.1 萬 | 0.02% | +19,118+369.7% | 加碼 |
| Storebrand Asset Management AS | 24,746 | $201.8 萬 | 0.00% | −1,760−6.6% | 減碼 |
| National Pension Service | 25,787 | $210.3 萬 | 0.00% | −7,598−22.8% | 減碼 |
| O'Neil Global Advisors, Inc. | 26,576 | $216.7 萬 | 0.48% | +26,576 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,603 | $216.9 萬 | 0.01% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 26,737 | $218.0 萬 | 0.04% | +285+1.1% | 加碼 |
| Jupiter Topco LLC | 26,909 | $219.4 萬 | 0.00% | +26,909 | 新進 |
| Capula Management Ltd | 27,322 | $222.8 萬 | 0.01% | +4,554+20.0% | 加碼 |
| Allstate Corp | 27,532 | $224.5 萬 | 0.02% | −73−0.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 27,709 | $226.0 萬 | 0.02% | +1,368+5.2% | 加碼 |
| Neo Ivy Capital Management | 27,755 | $226.3 萬 | 0.52% | +14,677+112.2% | 加碼 |
| Captrust Financial Advisors | 27,958 | $228.0 萬 | 0.00% | +1,653+6.3% | 加碼 |
| US Bancorp | 28,144 | $229.5 萬 | 0.00% | +6,834+32.1% | 加碼 |
| Mercer Global Advisors Inc | 28,223 | $230.2 萬 | 0.00% | −1,839−6.1% | 減碼 |
| MML Investors Services, LLC | 28,738 | $234.4 萬 | 0.00% | +4,493+18.5% | 加碼 |
| Nisa Investment Advisors, LLC | 29,378 | $239.6 萬 | 0.01% | −3,601−10.9% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 30,000 | $244.7 萬 | 0.39% | +30,000 | 新進 |
| PensionDanmark Pensionsforsikringsaktieselskab | 30,310 | $247.2 萬 | 0.02% | +2,700+9.8% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 30,785 | $251.1 萬 | 0.52% | +30,785 | 新進 |
| CI Private Wealth, LLC | 31,063 | $253.3 萬 | 0.00% | +15,642+101.4% | 加碼 |
| GWM Advisors LLC | 31,612 | $257.8 萬 | 0.01% | +2,452+8.4% | 加碼 |
| Entropy Technologies, LP | 31,898 | $260.1 萬 | 0.10% | +31,898 | 新進 |
| Advisory Resource Group | 32,169 | $262.3 萬 | 0.39% | +2,127+7.1% | 加碼 |
| OP Asset Management Ltd | 32,263 | $263.1 萬 | 0.03% | +3,584+12.5% | 加碼 |
| XTX Topco Ltd | 32,329 | $263.6 萬 | 0.03% | −25,501−44.1% | 減碼 |
| Lotus Technology Management, LP | 31,909 | $265.6 萬 | 3.28% | +31,909 | 新進 |
| Cerity Partners LLC | 32,981 | $269.0 萬 | 0.00% | +7,010+27.0% | 加碼 |
| Swiss Life Asset Management Ltd | 33,305 | $271.6 萬 | 0.01% | +6,748+25.4% | 加碼 |
| Thrivent Financial for Lutherans | 33,993 | $277.5 萬 | 0.00% | +3,627+11.9% | 加碼 |
| Integris Wealth Management, LLC | 34,568 | $281.9 萬 | 0.57% | +4,151+13.6% | 加碼 |
| Jefferies Financial Group Inc. | 34,669 | $282.7 萬 | 0.03% | −19,866−36.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 35,333 | $288.1 萬 | 0.00% | −150,014−80.9% | 減碼 |
| Employees Retirement System of Texas | 35,771 | $291.7 萬 | 0.02% | 00.0% | 不變 |
| Oak Thistle LLC | 35,988 | $293.5 萬 | 0.28% | +27,418+319.9% | 加碼 |
| Commonwealth Equity Services, LLC | 36,267 | $295.8 萬 | 0.00% | +3,253+9.9% | 加碼 |
| Hudson Bay Capital Management LP | 36,866 | $300.6 萬 | 0.01% | +15,866+75.6% | 加碼 |
| BloombergSen Inc. | 36,889 | $300.8 萬 | 0.34% | 00.0% | 不變 |
| Nissay Asset Management Corp | 37,164 | $303.1 萬 | 0.01% | +1,802+5.1% | 加碼 |
| Toronto Dominion Bank | 37,539 | $306.1 萬 | 0.01% | +2,450+7.0% | 加碼 |
| J. Safra Sarasin Holding AG | 37,724 | $308.5 萬 | 0.04% | 00.0% | 不變 |
| Jasper Ridge Partners, L.P. | 38,086 | $310.6 萬 | 0.07% | 00.0% | 不變 |
| JustInvest LLC | 38,454 | $313.6 萬 | 0.03% | +3,231+9.2% | 加碼 |
| Baird Financial Group, Inc. | 39,999 | $326.2 萬 | 0.00% | −1,815−4.3% | 減碼 |
| KBC Group NV | 40,434 | $329.8 萬 | 0.01% | −288−0.7% | 減碼 |
| British Columbia Investment Management Corp | 41,597 | $339.2 萬 | 0.02% | +3,724+9.8% | 加碼 |
| Atomi Financial Group, Inc. | 41,855 | $341.3 萬 | 0.09% | −1,251−2.9% | 減碼 |
| Mount Vernon Associates Inc | 42,575 | $347.2 萬 | 2.26% | −900−2.1% | 減碼 |
| Quantbot Technologies LP | 42,638 | $347.7 萬 | 0.14% | +42,638 | 新進 |
| Galaxy Digital Capital Management GP LLC | 43,000 | $350.7 萬 | 2.10% | +43,000 | 新進 |
| TD Waterhouse Canada Inc. | 51,844 | $350.9 萬 | 0.01% | +41,187+386.5% | 加碼 |
| Jump Financial, LLC | 43,300 | $353.1 萬 | 0.03% | +43,300 | 新進 |
| Wakefield Asset Management LLLP | 43,936 | $358.3 萬 | 0.81% | −275−0.6% | 減碼 |
| Odyssean, LLC | 43,968 | $358.6 萬 | 0.58% | +25,579+139.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 44,666 | $364.3 萬 | 0.01% | +4,020+9.9% | 加碼 |
| Blair William & Co | 45,008 | $367.0 萬 | 0.01% | −11,190−19.9% | 減碼 |
| Silvant Capital Management LLC | 45,191 | $368.5 萬 | 0.11% | +9,038+25.0% | 加碼 |
| Stifel Financial Corp | 45,980 | $375.0 萬 | 0.00% | +6,994+17.9% | 加碼 |
| Linden Thomas Advisory Services, LLC | 47,819 | $390.0 萬 | 0.31% | +1,343+2.9% | 加碼 |
| Donoghue Forlines LLC | 48,009 | $391.5 萬 | 1.01% | +48,009 | 新進 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 48,850 | $398.4 萬 | 0.15% | −7,124−12.7% | 減碼 |
| Truist Financial Corp | 49,959 | $407.4 萬 | 0.00% | +2,117+4.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 50,480 | $411.7 萬 | 0.00% | +9,527+23.3% | 加碼 |
| TD Asset Management Inc | 50,917 | $415.2 萬 | 0.00% | +435+0.9% | 加碼 |
| Two Sigma Investments, LP | 51,322 | $418.5 萬 | 0.00% | +51,322 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,729 | $421.2 萬 | 0.03% | +2,809+5.7% | 加碼 |
| Cetera Investment Advisers | 53,393 | $435.4 萬 | 0.00% | −4,902−8.4% | 減碼 |
| Ensign Peak Advisors, Inc | 54,549 | $444.8 萬 | 0.01% | +4,280+8.5% | 加碼 |
| SEB Asset Management AB | 55,890 | $455.8 萬 | 0.02% | +2,421+4.5% | 加碼 |
| DnB Asset Management AS | 56,276 | $458.9 萬 | 0.01% | +2,517+4.7% | 加碼 |
| Alliancebernstein L.P. | 100,533 | $460.6 萬 | 0.00% | −272−0.3% | 減碼 |
| Karl Kapital LLC | 56,496 | $460.7 萬 | 2.74% | −83,794−59.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 57,500 | $468.9 萬 | 0.01% | −12,500−17.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 57,826 | $471.6 萬 | 0.04% | +52,326+951.4% | 加碼 |
| Zacks Investment Management | 58,686 | $478.6 萬 | 0.03% | +3,013+5.4% | 加碼 |
| Ambassador Advisors, LLC | 60,792 | $495.8 萬 | 0.61% | −1,392−2.2% | 減碼 |
| KR Capital LP | 61,132 | $498.5 萬 | 0.49% | +61,132 | 新進 |
| FIL Ltd | 62,380 | $508.7 萬 | 0.00% | −115,505−64.9% | 減碼 |
| IFM Investors Pty Ltd | 63,449 | $517.4 萬 | 0.03% | +9,360+17.3% | 加碼 |
| Xponance, Inc. | 64,859 | $528.9 萬 | 0.03% | +11,380+21.3% | 加碼 |
| Los Angeles Capital Management LLC | 66,653 | $543.6 萬 | 0.02% | −429,741−86.6% | 減碼 |
| Readystate Asset Management LP | 67,315 | $549.0 萬 | 0.22% | +2,970+4.6% | 加碼 |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $565.7 萬 | 0.49% | 00.0% | 不變 |
| Ballentine Partners, LLC | 69,885 | $569.9 萬 | 0.07% | +645+0.9% | 加碼 |
| Creative Planning | 71,069 | $579.6 萬 | 0.00% | +11,447+19.2% | 加碼 |
| ExodusPoint Capital Management, LP | 72,795 | $593.6 萬 | 0.05% | +72,795 | 新進 |