Affirm HoldingsAFRM

13F holders, Q2 2024 (June 30)
378holders −4
56new positions
60sold out
10famous investors
$30.25avg. 13F price*

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

0200400600800 Q1 2024: 382Q1 2024Q2 2024: 378Q2 2024Q3 2024: 426Q3 2024Q4 2024: 501Q4 2024Q1 2025: 490Q1 2025Q2 2025: 561Q2 2025Q3 2025: 615Q3 2025Q4 2025: 640Q4 2025Q1 2026: 593Q1 2026Q2 2026: 661Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions56$151.7M
Exits60$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.

Show all 378 holders