Affirm HoldingsAFRM
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 378 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, down 4 from Q1 2024. 56 opened new positions and 60 sold out. The largest holders were Morgan Stanley ($922.8M), Capital Research Global Investors ($717.8M) and Vanguard Group Inc. ($635.5M). 10 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Affirm Holdings Inc.
- CUSIP
- 00827B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $151.7M |
| Exits | 60 | $134.5M |
All 13F filers, Q1 2024 → Q2 2024: 20,264,029 shares bought and 22,604,575 shares sold, net −2,340,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 378 holders
| Morgan Stanley | 0.07% | Reduce -0.1% | 30,545,418 | $922.8M |
| Capital Research Global Investors | 0.16% | Add +22.3% | 23,759,115 | $717.8M |
| Vanguard Group Inc. | 0.01% | Add +1.0% | 21,037,188 | $635.5M |
| Capital World Investors | 0.09% | Reduce -1.4% | 18,807,792 | $568.2M |
| Baillie Gifford & Co. | 0.32% | Reduce -28.5% | 13,400,426 | $404.8M |
| BlackRock Inc. | 0.01% | Add +0.0% | 9,969,927 | $301.2M |
| D. E. Shaw & Co. | 0.35% | Reduce -16.9% | 7,539,252 | $227.8M |
| Citadel Advisors | 0.13% | Add +135.4% | 4,105,605 | $124.0M |
| Geode Capital Management, LLC | 0.01% | Add +4.8% | 4,003,660 | $121.5M |
| State Street Corp. | 0.01% | Add +2.2% | 3,841,547 | $116.1M |
| Two Sigma Advisers, LP | 0.17% | Reduce -28.5% | 2,543,800 | $76.8M |
| UBS Group AG | 0.02% | Add +9.2% | 2,369,116 | $71.6M |
| Millennium Management | 0.06% | Add +84.5% | 2,269,153 | $68.6M |
| Spyglass Capital Management LLC | 4.75% | Add +30.7% | 2,147,646 | $64.9M |
| Man Group plc | 0.17% | Add +170.1% | 2,132,257 | $64.4M |
| Abdiel Capital Advisors, LP | 4.39% | Reduce -3.3% | 2,059,737 | $62.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -14.8% | 1,931,812 | $58.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -16.0% | 1,810,717 | $54.7M |
| Bank of America Corp. | 0.01% | Add +0.4% | 1,708,889 | $51.6M |
| Two Sigma Investments, LP | 0.12% | Reduce -54.0% | 1,624,944 | $49.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.6% | 1,530,327 | $46.2M |
| Dragoneer Investment Group, LLC | 0.86% | New | 1,496,824 | $45.2M |
| Leo Wealth, LLC | 3.52% | Add +0.0% | 1,143,219 | $34.5M |
| Northern Trust Corp. | 0.01% | Add +9.1% | 1,111,269 | $33.6M |
| Founders Fund Growth Management, LLC | 95.61% | Reduce -36.2% | 1,034,838 | $31.3M |
| Marshall Wace, LLP | 0.04% | Add +575.4% | 1,020,253 | $30.8M |
| ThornTree Capital Partners LP | 4.62% | New | 897,848 | $27.1M |
| Bank of New York Mellon Corp | 0.01% | Add +25.6% | 866,946 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.1% | 787,971 | $23.8M |
| Wellington Management Group LLP | 0.00% | Add +13.2% | 777,189 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Add +257.3% | 773,180 | $23.4M |
| Allen Operations LLC | 4.26% | No change | 721,382 | $21.8M |
| Norges Bank | 0.00% | Reduce -9.9% | 712,740 | $21.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +105.4% | 688,999 | $20.8M |
| Kodai Capital Management LP | 0.36% | New | 623,132 | $18.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -6.6% | 592,475 | $17.9M |
| Citigroup Inc. | 0.02% | Add +477.7% | 579,016 | $17.5M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -71.9% | 560,632 | $16.9M |
| Squarepoint Ops LLC | 0.06% | Add +209.4% | 537,533 | $16.2M |
| Susquehanna International Group, LLP | 0.03% | Reduce -31.4% | 475,366 | $14.4M |
| Swiss National Bank | 0.01% | Add +6.8% | 459,500 | $13.9M |
| Simplex Trading, LLC | 0.41% | Add +494.9% | 419,737 | $12.7M |
| Penserra Capital Management LLC | 0.16% | Reduce -10.6% | 414,001 | $12.5M |
| RJA Asset Management LLC | 3.40% | No change | 397,425 | $12.0M |
| California Public Employees Retirement System | 0.01% | Reduce -1.8% | 394,086 | $11.9M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -16.9% | 327,203 | $9.9M |
| Jane Street Group, LLC | 0.01% | Add +18.1% | 320,485 | $9.7M |
| Pacific Heights Asset Management LLC | 0.75% | No change | 315,000 | $9.5M |
| HSBC Holdings PLC | 0.01% | Reduce -32.8% | 267,752 | $8.0M |
| Allen Holding Inc. | 0.96% | Reduce -88.1% | 30,262 | $7.7M |
| NZS Capital, LLC | 0.31% | New | 252,162 | $7.6M |
| Trexquant Investment LP | 0.12% | Reduce -41.6% | 251,687 | $7.6M |
| Legal & General Group Plc | 0.00% | Add +6.0% | 239,401 | $7.2M |
| Rhumbline Advisers | 0.01% | Add +2.7% | 235,895 | $7.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | — | 228,929 | $6.9M |
| California State Teachers Retirement System | 0.01% | Add +3.9% | 227,731 | $6.9M |
| Macquarie Group Ltd. | 0.01% | New | 216,654 | $6.5M |
| Bank of Montreal | 0.00% | Add +2305.3% | 195,936 | $6.5M |
| Invesco Ltd. | 0.00% | Reduce -0.1% | 213,611 | $6.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | New | 211,459 | $6.4M |
| Jump Financial, LLC | 0.13% | Add +1457.5% | 209,373 | $6.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -20.1% | 203,540 | $6.1M |
| Parallax Volatility Advisers, L.P. | 0.18% | Add +129.1% | 200,840 | $6.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +27.2% | 198,697 | $6.0M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Add +4.0% | 192,558 | $5.8M |
| J. Goldman & Co LP | 0.21% | Reduce -35.4% | 191,212 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +3.2% | 189,789 | $5.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.0% | 166,891 | $5.6M |
| FMR LLC | 0.00% | Reduce -0.4% | 185,843 | $5.6M |
| Hidden Lake Asset Management LP | 4.53% | New | 175,730 | $5.3M |
| a16z Perennial Management, L.P. | 0.57% | Reduce -9.1% | 175,120 | $5.3M |
| Once Capital Management, LLC | 2.56% | Add +103.1% | 171,400 | $5.2M |
| Jupiter Asset Management Ltd. | 0.05% | Reduce -69.8% | 163,241 | $4.9M |
| Catalyst Private Wealth, LLC | 2.59% | Reduce -1.4% | 162,241 | $4.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +115.5% | 161,786 | $4.9M |
| Allen Investment Management, LLC | 0.06% | No change | 161,044 | $4.9M |
| Quadrature Capital Ltd | 0.08% | Reduce -53.3% | 154,389 | $4.7M |
| Algert Global LLC | 0.15% | Add +24.5% | 154,252 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.9% | 146,772 | $4.4M |
| New York State Common Retirement Fund | 0.01% | Add +1.3% | 146,515 | $4.4M |
| Landscape Capital Management, L.L.C. | 0.36% | Add +432.6% | 142,020 | $4.3M |
| Gotham Asset Management | 0.05% | Add +151.9% | 137,522 | $4.2M |
| First Trust Advisors LP | 0.00% | Reduce -27.5% | 136,910 | $4.1M |
| Two Sigma Securities, LLC | 0.19% | Reduce -24.2% | 132,259 | $4.0M |
| Capital Fund Management S.A. | 0.04% | Reduce -79.8% | 129,845 | $3.9M |
| IMC-Chicago, LLC | 0.11% | New | 118,620 | $3.6M |
| Renaissance Technologies | 0.01% | New | 116,400 | $3.5M |
| Diker Management LLC | 2.94% | No change | 115,000 | $3.5M |
| Virtu Financial LLC | 0.24% | New | 112,962 | $3.4M |
| Twinbeech Capital LP | 0.06% | Reduce -68.3% | 107,883 | $3.3M |
| Omega Financial Group, LLC | 1.25% | Add +9.2% | 102,171 | $3.1M |
| QRG Capital Management, Inc. | 0.04% | Reduce -3.1% | 102,134 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.4% | 101,710 | $3.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 101,500 | $3.1M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -1.4% | 99,113 | $3.0M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -1.1% | 98,999 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -28.4% | 93,549 | $2.8M |
| American Century Companies Inc. | 0.00% | Add +2.8% | 93,171 | $2.8M |
| ExodusPoint Capital Management, LP | 0.03% | Add +199.1% | 90,806 | $2.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +52.2% | 89,223 | $2.7M |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.