Affirm HoldingsAFRM
13F holders, Q2 2026 (June 30)661holders +68
137new positions
71sold out
9famous investors
$81.53avg. 13F price*
At the end of Q2 2026, 661 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, up 68 from Q1 2026. 137 opened new positions and 71 sold out. The largest holders were Capital Research Global Investors ($2.1B), Capital World Investors ($1.9B) and Morgan Stanley ($1.9B). 9 famous investors held it, including Gavin Baker (0.9% of Atreides Management's portfolio), Daniel Sundheim (0.4% of D1 Capital Partners's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Affirm Holdings Inc.
- CUSIP
- 00827B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 137 | $866.3M |
| Exits | 71 | $346.1M |
All 13F filers, Q1 2026 → Q2 2026: 38,447,775 shares bought and 21,464,701 shares sold, net +16,983,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 661 holders
| Capital Research Global Investors | 0.30% | Add +5.7% | 26,000,572 | $2.1B |
| Capital World Investors | 0.22% | Add +2.7% | 23,115,136 | $1.9B |
| Morgan Stanley | 0.10% | Add +5.9% | 23,000,269 | $1.9B |
| BlackRock, Inc. | 0.02% | Add +4.7% | 19,613,537 | $1.6B |
| FMR LLC | 0.06% | Add +1.7% | 17,581,656 | $1.4B |
| JPMorgan Chase & Co. | 0.08% | Add +215.7% | 16,722,922 | $1.4B |
| Vanguard Capital Management LLC | 0.02% | Add +1.4% | 12,320,890 | $1.0B |
| Vanguard Portfolio Management LLC | 0.04% | Add +2.5% | 11,886,405 | $969.3M |
| State Street Corp. | 0.02% | Add +5.3% | 6,349,214 | $517.8M |
| Baillie Gifford & Co. | 0.43% | Add +10.4% | 5,856,569 | $477.6M |
| Geode Capital Management, LLC | 0.02% | Add +3.4% | 5,712,491 | $464.7M |
| Winslow Capital Management, LLC | 1.28% | New | 4,577,562 | $373.3M |
| Durable Capital Partners LP | 3.51% | Reduce -21.7% | 4,425,406 | $360.9M |
| Norges Bank | 0.03% | — | 3,681,211 | $300.2M |
| Bank of America Corp. | 0.01% | Add +2.4% | 2,840,260 | $231.6M |
| UBS Group AG | 0.03% | Add +9.1% | 2,511,220 | $204.8M |
| D1 Capital Partners | 0.45% | Reduce -1.5% | 1,908,511 | $155.6M |
| Vanguard Fiduciary Trust Co. | 0.03% | Add +3.4% | 1,875,338 | $152.9M |
| Northern Trust Corp. | 0.02% | Add +3.0% | 1,814,431 | $148.0M |
| Sei Investments Co. | 0.12% | Add +672.4% | 1,705,507 | $139.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +12.8% | 1,656,971 | $135.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.7% | 1,601,389 | $130.6M |
| Allspring Global Investments Holdings, LLC | 0.20% | Reduce -3.6% | 1,520,255 | $127.5M |
| Spyglass Capital Management LLC | 6.79% | Reduce -7.5% | 1,537,840 | $125.4M |
| 1832 Asset Management L.P. | 0.15% | New | 1,534,400 | $125.1M |
| Foxhaven Asset Management, LP | 3.35% | Reduce -30.4% | 1,534,155 | $125.1M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -13.1% | 1,496,735 | $122.1M |
| Millennium Management | 0.08% | Add +6.6% | 1,473,364 | $120.2M |
| Tremblant Capital Group | 3.43% | Add +4.8% | 1,464,129 | $119.4M |
| Westfield Capital Management Co. LP | 0.36% | Add +25.1% | 1,352,200 | $110.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -18.2% | 1,273,728 | $103.9M |
| Atreides Management | 0.93% | Add +6.6% | 1,273,050 | $103.8M |
| Citadel Advisors | 0.06% | Reduce -69.3% | 1,248,374 | $101.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +17.0% | 1,245,563 | $101.6M |
| Wellington Management Group LLP | 0.02% | Reduce -54.6% | 1,243,908 | $101.4M |
| Gilder Gagnon Howe & Co. LLC | 0.93% | Add +15.7% | 1,108,083 | $90.4M |
| American Century Companies Inc. | 0.04% | Add +19.1% | 1,076,745 | $87.8M |
| Artemis Investment Management LLP | 0.70% | Add +40.2% | 961,002 | $78.4M |
| Marshall Wace, LLP | 0.07% | Reduce -64.9% | 950,683 | $77.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.0% | 921,164 | $75.1M |
| Amundi | 0.02% | Add +15.2% | 846,986 | $69.1M |
| Nuveen, LLC | 0.02% | Add +23.3% | 785,978 | $64.1M |
| Swiss National Bank | 0.03% | Reduce -2.7% | 785,200 | $64.0M |
| Federated Hermes, Inc. | 0.09% | New | 772,078 | $63.0M |
| Susquehanna International Group, LLP | 0.05% | Reduce -28.6% | 742,283 | $60.5M |
| Ameriprise Financial Inc. | 0.01% | Add +336.9% | 723,193 | $59.0M |
| Allen Operations LLC | 8.15% | No change | 721,382 | $58.8M |
| Capital Impact Advisors, LLC | 3.22% | Add +540.5% | 704,065 | $57.4M |
| Holocene Advisors, LP | 0.13% | Add +313.7% | 703,463 | $57.4M |
| Jane Street Group, LLC | 0.04% | Reduce -33.1% | 694,088 | $56.6M |
| Neuberger Berman Group LLC | 0.04% | Add +54.6% | 691,879 | $56.4M |
| Citigroup Inc. | 0.03% | Reduce -4.0% | 684,535 | $55.8M |
| Worldquant Millennium Advisors LLC | 0.19% | New | 670,803 | $54.7M |
| Pacific Heights Asset Management LLC | 1.68% | Reduce -3.7% | 650,000 | $53.0M |
| Schonfeld Strategic Advisors LLC | 0.25% | Add +79.1% | 569,152 | $46.4M |
| ThornTree Capital Partners LP | 6.34% | Reduce -31.9% | 568,524 | $46.4M |
| Legal & General Group Plc | 0.01% | Reduce -10.6% | 550,499 | $44.9M |
| Driehaus Capital Management LLC | 0.25% | New | 537,519 | $43.8M |
| Daiwa Securities Group Inc. | 0.10% | Add +2049.6% | 529,318 | $43.2M |
| Islander Capital Partners, L.P. | 15.65% | Reduce -7.2% | 529,097 | $43.1M |
| Invesco Ltd. | 0.00% | Add +5.5% | 524,934 | $42.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -2.5% | 515,298 | $42.0M |
| Glendon Capital Management LP | 5.43% | No change | 514,100 | $41.9M |
| Raymond James Financial Inc. | 0.01% | Add +136.2% | 498,168 | $40.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +5.5% | 480,680 | $39.2M |
| Quantinno Capital Management LP | 0.05% | Reduce -8.9% | 474,279 | $38.7M |
| 12 West Capital Management LP | 7.02% | Reduce -14.0% | 460,000 | $37.5M |
| Deutsche Bank AG | 0.01% | Add +9.4% | 456,911 | $37.3M |
| Gotham Asset Management | 0.09% | Add +142.8% | 454,524 | $37.1M |
| Congress Asset Management Co. | 0.21% | Add +4638.6% | 426,470 | $34.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.2% | 410,775 | $33.5M |
| Polar Capital Holdings Plc | 0.09% | Add +6.9% | 404,896 | $33.0M |
| Wells Fargo & Company | 0.01% | Add +99.3% | 389,630 | $31.8M |
| California Public Employees Retirement System | 0.02% | Reduce -24.9% | 368,905 | $30.1M |
| California State Teachers Retirement System | 0.03% | Reduce -4.2% | 367,042 | $29.9M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +2.4% | 363,770 | $29.7M |
| Royal Bank of Canada | 0.00% | Add +10.9% | 353,664 | $28.8M |
| Voya Investment Management LLC | 0.03% | Add +93.5% | 350,856 | $28.6M |
| Capital Fund Management S.A. | 0.20% | Add +48.3% | 348,607 | $28.4M |
| Rhumbline Advisers | 0.02% | Add +8.1% | 341,313 | $27.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | New | 334,000 | $27.2M |
| BIT Capital GmbH | 0.93% | Add +534.5% | 331,200 | $27.0M |
| Diversify Advisory Services, LLC | 0.44% | Add +26.8% | 355,854 | $26.0M |
| Diversify Wealth Management, LLC | 0.44% | Add +10.2% | 355,854 | $26.0M |
| SG Americas Securities, LLC | 0.01% | Reduce -41.7% | 274,076 | $22.4M |
| Nordea Investment Management AB | 0.02% | Reduce -3.0% | 273,694 | $22.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +348.7% | 269,644 | $22.0M |
| Susquehanna Fundamental Investments, LLC | 0.38% | New | 247,900 | $20.2M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -0.8% | 241,927 | $19.7M |
| RJA Asset Management LLC | 6.14% | Reduce -1.6% | 241,600 | $19.7M |
| AQR Capital Management | 0.01% | Reduce -45.9% | 237,138 | $19.3M |
| Allen Holding Inc. | 1.85% | No change | 230,000 | $18.8M |
| Russell Investments Group, Ltd. | 0.02% | Add +162.4% | 223,644 | $18.2M |
| Eurizon Capital SGR S.p.A. | 0.05% | Add +24.7% | 223,510 | $18.2M |
| Barclays PLC | 0.01% | Add +0.6% | 220,834 | $18.0M |
| LPL Financial LLC | 0.00% | Reduce -9.4% | 211,892 | $17.3M |
| Aviva PLC | 0.03% | Add +0.9% | 208,226 | $17.0M |
| Meridiem Capital Partners LP | 0.75% | New | 201,047 | $16.4M |
| Signature Estate & Investment Advisors LLC | 0.27% | New | 184,420 | $15.0M |
| Gillson Capital LP | 0.87% | Reduce -45.2% | 180,609 | $14.7M |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.