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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 174,950 | $1,433 萬 | 0.01% | +10,170+6.2% | 加碼 |
| Mane Global Capital Management LP | 169,763 | $1,384 萬 | 1.14% | −95,865−36.1% | 減碼 |
| Nomura Holdings Inc | 159,619 | $1,302 萬 | 0.06% | +147,861+1,257.5% | 加碼 |
| Osterweis Capital Management Inc | 157,605 | $1,285 萬 | 0.61% | +96,845+159.4% | 加碼 |
| Intercapital, LLC | 156,568 | $1,277 萬 | 5.60% | −76,800−32.9% | 減碼 |
| Interval Partners, LP | 150,581 | $1,228 萬 | 0.39% | +23,745+18.7% | 加碼 |
| Vanguard Asset Management, Ltd | 147,704 | $1,205 萬 | 0.01% | +9,739+7.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 147,143 | $1,200 萬 | 0.02% | +6,867+4.9% | 加碼 |
| State of Wisconsin Investment Board | 144,118 | $1,175 萬 | 0.02% | +788+0.5% | 加碼 |
| New York State Common Retirement Fund | 141,915 | $1,157 萬 | 0.01% | +7,300+5.4% | 加碼 |
| Tredje AP-fonden | 141,451 | $1,154 萬 | 0.05% | +48,012+51.4% | 加碼 |
| Penserra Capital Management LLC | 140,635 | $1,147 萬 | 0.09% | −56,702−28.7% | 減碼 |
| Jones Financial Companies LLLP | 143,904 | $1,144 萬 | 0.00% | +116,020+416.1% | 加碼 |
| Pathstone Holdings, LLC | 139,474 | $1,137 萬 | 0.03% | +119,422+595.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 139,455 | $1,137 萬 | 0.01% | +30,125+27.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 135,112 | $1,102 萬 | 0.01% | −118,457−46.7% | 減碼 |
| Abdiel Capital Advisors, LP | 134,741 | $1,099 萬 | 21.21% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 133,893 | $1,092 萬 | 0.01% | +100,315+298.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 132,852 | $1,084 萬 | 0.07% | 00.0% | 不變 |
| Vanguard Investments Australia, Ltd. | 132,151 | $1,078 萬 | 0.03% | +4,795+3.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132,103 | $1,077 萬 | 0.01% | −19,198−12.7% | 減碼 |
| Bank of Montreal | 130,189 | $1,062 萬 | 0.00% | +105,075+418.4% | 加碼 |
| Lord, Abbett & Co. LLC | 128,006 | $1,044 萬 | 0.03% | +2,037+1.6% | 加碼 |
| Sora Investors LLC | 127,664 | $1,041 萬 | 0.80% | +127,664 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 127,116 | $1,037 萬 | 0.08% | +10,154+8.7% | 加碼 |
| Natixis Advisors, L.P. | 126,425 | $1,031 萬 | 0.01% | +126,425 | 新進 |
| Catalyst Private Wealth, LLC | 125,224 | $1,021 萬 | 4.93% | +327+0.3% | 加碼 |
| Treasurer of the State of North Carolina | 119,300 | $972.9 萬 | 0.03% | +1,630+1.4% | 加碼 |
| Allen Investment Management LLC | 116,683 | $951.5 萬 | 0.11% | 00.0% | 不變 |
| Danske Bank A/S | 115,200 | $939.5 萬 | 0.02% | +5,000+4.5% | 加碼 |
| Vanguard Global Advisers, LLC | 113,957 | $929.3 萬 | 0.00% | −4,987−4.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 112,522 | $917.6 萬 | 0.02% | +4,415+4.1% | 加碼 |
| Maytus Capital Management, LLC | 111,847 | $912.1 萬 | 1.43% | +111,847 | 新進 |
| KLP Kapitalforvaltning AS | 111,600 | $910.1 萬 | 0.03% | +12,900+13.1% | 加碼 |
| Victory Capital Management Inc | 110,032 | $897.3 萬 | 0.01% | −350.0% | 減碼 |
| Korea Investment CORP | 108,711 | $886.5 萬 | 0.02% | +1,189+1.1% | 加碼 |
| Divisadero Street Capital Management, LP | 106,735 | $870.4 萬 | 0.20% | +11,664+12.3% | 加碼 |
| Asset Management One Co.,Ltd. | 104,373 | $851.2 萬 | 0.02% | +1,929+1.9% | 加碼 |
| Omega Financial Group, LLC | 103,627 | $845.1 萬 | 2.57% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 100,387 | $818.7 萬 | 0.01% | −63,691−38.8% | 減碼 |
| Steadview Capital Management LLC | 98,730 | $805.1 萬 | 2.42% | −46,085−31.8% | 減碼 |
| a16z Perennial Management, L.P. | 98,020 | $799.4 萬 | 0.65% | −5,200−5.0% | 減碼 |
| Clear Street Group Inc. | 97,803 | $797.6 萬 | 0.03% | +3,274+3.5% | 加碼 |
| Pictet Asset Management Holding SA | 97,356 | $793.9 萬 | 0.01% | +2,098+2.2% | 加碼 |
| Militia Capital Management LLC | 92,502 | $754.4 萬 | 1.36% | +1,600+1.8% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 91,950 | $749.9 萬 | 0.04% | −5,700−5.8% | 減碼 |
| IMC-Chicago, LLC | 91,880 | $749.3 萬 | 0.07% | −20,802−18.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 90,601 | $738.9 萬 | 0.03% | −4,203−4.4% | 減碼 |
| Nomura Asset Management Co Ltd | 87,120 | $710.5 萬 | 0.02% | −640−0.7% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 83,445 | $680.5 萬 | 0.03% | −6,202−6.9% | 減碼 |
| Catalyst Funds Management Pty Ltd | 80,973 | $660.3 萬 | 0.37% | +40,373+99.4% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 80,900 | $659.7 萬 | 0.05% | +80,900 | 新進 |
| Handelsbanken Fonder AB | 80,200 | $654.0 萬 | 0.02% | +4,900+6.5% | 加碼 |
| Public Employees Retirement System of Ohio | 79,844 | $651.1 萬 | 0.02% | −158−0.2% | 減碼 |
| Arizona State Retirement System | 79,645 | $649.5 萬 | 0.03% | +4,951+6.6% | 加碼 |
| Walleye Capital LLC | 79,174 | $645.7 萬 | 0.03% | −2,368−2.9% | 減碼 |
| Resona Asset Management Co.,Ltd. | 75,860 | $618.9 萬 | 0.03% | −5,096−6.3% | 減碼 |
| Virginia Retirement Systems Et Al | 75,511 | $615.8 萬 | 0.04% | +75,511 | 新進 |
| Renaissance Technologies LLC | 74,800 | $610.0 萬 | 0.01% | +68,900+1,167.8% | 加碼 |
| Nykredit A/S | 73,613 | $600.3 萬 | 0.02% | +73,613 | 新進 |
| Globeflex Capital L P | 73,405 | $598.6 萬 | 0.76% | +17,366+31.0% | 加碼 |
| ExodusPoint Capital Management, LP | 72,795 | $593.6 萬 | 0.05% | +72,795 | 新進 |
| Creative Planning | 71,069 | $579.6 萬 | 0.00% | +11,447+19.2% | 加碼 |
| Ballentine Partners, LLC | 69,885 | $569.9 萬 | 0.07% | +645+0.9% | 加碼 |
| Liberty Mutual Group Asset Management Inc. | 69,374 | $565.7 萬 | 0.49% | 00.0% | 不變 |
| Readystate Asset Management LP | 67,315 | $549.0 萬 | 0.22% | +2,970+4.6% | 加碼 |
| Los Angeles Capital Management LLC | 66,653 | $543.6 萬 | 0.02% | −429,741−86.6% | 減碼 |
| Xponance, Inc. | 64,859 | $528.9 萬 | 0.03% | +11,380+21.3% | 加碼 |
| IFM Investors Pty Ltd | 63,449 | $517.4 萬 | 0.03% | +9,360+17.3% | 加碼 |
| FIL Ltd | 62,380 | $508.7 萬 | 0.00% | −115,505−64.9% | 減碼 |
| KR Capital LP | 61,132 | $498.5 萬 | 0.49% | +61,132 | 新進 |
| Ambassador Advisors, LLC | 60,792 | $495.8 萬 | 0.61% | −1,392−2.2% | 減碼 |
| Zacks Investment Management | 58,686 | $478.6 萬 | 0.03% | +3,013+5.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 57,826 | $471.6 萬 | 0.04% | +52,326+951.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 57,500 | $468.9 萬 | 0.01% | −12,500−17.9% | 減碼 |
| Karl Kapital LLC | 56,496 | $460.7 萬 | 2.74% | −83,794−59.7% | 減碼 |
| Alliancebernstein L.P. | 100,533 | $460.6 萬 | 0.00% | −272−0.3% | 減碼 |
| DnB Asset Management AS | 56,276 | $458.9 萬 | 0.01% | +2,517+4.7% | 加碼 |
| SEB Asset Management AB | 55,890 | $455.8 萬 | 0.02% | +2,421+4.5% | 加碼 |
| Ensign Peak Advisors, Inc | 54,549 | $444.8 萬 | 0.01% | +4,280+8.5% | 加碼 |
| Cetera Investment Advisers | 53,393 | $435.4 萬 | 0.00% | −4,902−8.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,729 | $421.2 萬 | 0.03% | +2,809+5.7% | 加碼 |
| Two Sigma Investments, LP | 51,322 | $418.5 萬 | 0.00% | +51,322 | 新進 |
| TD Asset Management Inc | 50,917 | $415.2 萬 | 0.00% | +435+0.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 50,480 | $411.7 萬 | 0.00% | +9,527+23.3% | 加碼 |
| Truist Financial Corp | 49,959 | $407.4 萬 | 0.00% | +2,117+4.4% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 48,850 | $398.4 萬 | 0.15% | −7,124−12.7% | 減碼 |
| Donoghue Forlines LLC | 48,009 | $391.5 萬 | 1.01% | +48,009 | 新進 |
| Linden Thomas Advisory Services, LLC | 47,819 | $390.0 萬 | 0.31% | +1,343+2.9% | 加碼 |
| Stifel Financial Corp | 45,980 | $375.0 萬 | 0.00% | +6,994+17.9% | 加碼 |
| Silvant Capital Management LLC | 45,191 | $368.5 萬 | 0.11% | +9,038+25.0% | 加碼 |
| Blair William & Co | 45,008 | $367.0 萬 | 0.01% | −11,190−19.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 44,666 | $364.3 萬 | 0.01% | +4,020+9.9% | 加碼 |
| Odyssean, LLC | 43,968 | $358.6 萬 | 0.58% | +25,579+139.1% | 加碼 |
| Wakefield Asset Management LLLP | 43,936 | $358.3 萬 | 0.81% | −275−0.6% | 減碼 |
| Jump Financial, LLC | 43,300 | $353.1 萬 | 0.03% | +43,300 | 新進 |
| TD Waterhouse Canada Inc. | 51,844 | $350.9 萬 | 0.01% | +41,187+386.5% | 加碼 |
| Galaxy Digital Capital Management GP LLC | 43,000 | $350.7 萬 | 2.10% | +43,000 | 新進 |
| Quantbot Technologies LP | 42,638 | $347.7 萬 | 0.14% | +42,638 | 新進 |
| Mount Vernon Associates Inc | 42,575 | $347.2 萬 | 2.26% | −900−2.1% | 減碼 |