Affirm HoldingsAFRM
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 501 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, up 75 from Q3 2024. 103 opened new positions and 51 sold out. The largest holders were Capital Research Global Investors ($1.5B), Morgan Stanley ($1.4B) and Vanguard Group Inc. ($1.3B). 9 famous investors held it, including Philippe Laffont (0.5% of Coatue Management's portfolio), Gavin Baker (0.3% of Atreides Management's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).
- Company
- Affirm Holdings Inc.
- CUSIP
- 00827B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $720.1M |
| Exits | 51 | $77.6M |
All 13F filers, Q3 2024 → Q4 2024: 38,479,947 shares bought and 29,296,834 shares sold, net +9,183,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 501 holders
| Capital Research Global Investors | 0.30% | Add +2.0% | 24,264,396 | $1.5B |
| Morgan Stanley | 0.10% | Reduce -22.9% | 23,279,477 | $1.4B |
| Vanguard Group Inc. | 0.02% | Add +3.4% | 21,815,563 | $1.3B |
| Capital World Investors | 0.17% | Add +0.4% | 18,339,165 | $1.1B |
| BlackRock, Inc. | 0.02% | Add +36.3% | 13,538,900 | $824.5M |
| Baillie Gifford & Co. | 0.44% | Reduce -5.6% | 9,378,974 | $571.2M |
| FMR LLC | 0.03% | Add +43221.0% | 9,002,965 | $548.3M |
| Durable Capital Partners LP | 2.91% | Add +97.3% | 5,858,283 | $356.8M |
| Jericho Capital Asset Management L.P. | 4.52% | Add +11.6% | 5,198,039 | $316.6M |
| State Street Corp. | 0.01% | Add +10.1% | 4,341,418 | $264.4M |
| Geode Capital Management, LLC | 0.02% | Add +5.4% | 4,173,353 | $254.2M |
| D. E. Shaw & Co. | 0.23% | Reduce -45.0% | 3,142,941 | $191.4M |
| Coatue Management | 0.54% | New | 2,633,442 | $160.4M |
| Norges Bank | 0.02% | Add +61.1% | 2,298,020 | $139.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.1% | 2,272,058 | $138.4M |
| Marshall Wace, LLP | 0.17% | Add +19.0% | 2,253,530 | $137.2M |
| Abdiel Capital Advisors, LP | 7.73% | No change | 2,059,737 | $125.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +7.2% | 1,887,058 | $114.9M |
| Qube Research & Technologies Ltd | 0.18% | Add +447.6% | 1,807,019 | $110.0M |
| JPMorgan Chase & Co. | 0.01% | Add +41.9% | 1,710,182 | $104.2M |
| Spyglass Capital Management LLC | 5.83% | Reduce -27.5% | 1,702,004 | $103.7M |
| Capital International Investors | 0.02% | New | 1,642,528 | $100.0M |
| Wellington Management Group LLP | 0.02% | Reduce -22.9% | 1,527,526 | $93.0M |
| Hudson Bay Capital Management LP | 0.63% | New | 1,427,745 | $86.9M |
| Northern Trust Corp. | 0.01% | Add +28.2% | 1,417,493 | $86.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +57.3% | 1,333,762 | $81.2M |
| Foxhaven Asset Management, LP | 2.17% | New | 1,328,684 | $80.9M |
| Invesco Ltd. | 0.01% | Add +198.1% | 1,308,722 | $79.7M |
| Voloridge Investment Management, LLC | 0.27% | New | 1,260,067 | $76.7M |
| 1832 Asset Management L.P. | 0.13% | Reduce -40.3% | 1,215,500 | $74.0M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -39.9% | 1,138,494 | $69.4M |
| Millennium Management | 0.06% | Reduce -51.8% | 1,045,212 | $63.7M |
| Leo Wealth, LLC | 5.60% | Reduce -7.2% | 1,025,513 | $62.5M |
| UBS Group AG | 0.01% | Reduce -31.0% | 935,978 | $57.0M |
| Bank of New York Mellon Corp | 0.01% | Add +0.6% | 885,097 | $53.9M |
| Bank of America Corp. | 0.00% | Reduce -48.3% | 855,044 | $52.1M |
| Two Sigma Investments, LP | 0.12% | Add +48.2% | 822,333 | $50.1M |
| Artemis Investment Management LLP | 0.67% | Add +2.1% | 770,245 | $46.9M |
| Gilder Gagnon Howe & Co. LLC | 0.50% | Add +1801.2% | 767,677 | $46.8M |
| Allen Operations LLC | 6.97% | No change | 721,382 | $43.9M |
| ThornTree Capital Partners LP | 6.89% | Reduce -6.0% | 674,081 | $41.1M |
| Wells Fargo & Company | 0.01% | Add +1288.6% | 673,657 | $41.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +9.8% | 664,329 | $40.5M |
| Two Sigma Advisers, LP | 0.09% | New | 654,600 | $39.9M |
| Capital Fund Management S.A. | 0.39% | Reduce -1.0% | 640,042 | $39.0M |
| Nuveen Asset Management, LLC | 0.01% | Add +2.6% | 610,896 | $37.2M |
| Balyasny Asset Management L.P. | 0.09% | Reduce -40.7% | 601,692 | $36.6M |
| Amundi | 0.01% | Add +107.5% | 603,437 | $35.4M |
| Man Group plc | 0.10% | Reduce -55.2% | 528,620 | $32.2M |
| Driehaus Capital Management LLC | 0.24% | Add +12.4% | 483,748 | $29.5M |
| Kodai Capital Management LP | 1.20% | Reduce -51.7% | 479,898 | $29.2M |
| Swiss National Bank | 0.02% | Add +2.8% | 476,400 | $29.0M |
| Squarepoint Ops LLC | 0.07% | Add +92.3% | 431,971 | $26.3M |
| California Public Employees Retirement System | 0.02% | Add +34.7% | 412,074 | $25.1M |
| RJA Asset Management LLC | 5.81% | No change | 397,425 | $24.2M |
| Jane Street Group, LLC | 0.04% | Reduce -59.9% | 391,013 | $23.8M |
| Penserra Capital Management LLC | 0.40% | Reduce -11.5% | 359,770 | $21.9M |
| Legal & General Group Plc | 0.01% | Add +38.5% | 345,230 | $21.0M |
| Glendon Capital Management LP | 1.24% | No change | 336,000 | $20.5M |
| BNP Paribas Financial Markets | 0.02% | New | 322,962 | $19.7M |
| Pacific Heights Asset Management LLC | 1.32% | No change | 315,000 | $19.2M |
| Ardmore Road Asset Management LP | 2.67% | Add +50.5% | 301,000 | $18.3M |
| Moore Capital Management, LP | 0.37% | New | 297,659 | $18.1M |
| Cable Car Capital, LP | 1.38% | New | 295,800 | $18.0M |
| NZS Capital, LLC | 0.73% | Add +8.6% | 281,388 | $17.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -41.7% | 263,241 | $16.0M |
| Verition Fund Management LLC | 0.08% | Add +2.1% | 256,617 | $15.6M |
| Allen Holding Inc. | 1.70% | No change | 255,262 | $15.5M |
| Rhumbline Advisers | 0.01% | Add +10.8% | 249,451 | $15.2M |
| Trexquant Investment LP | 0.17% | Reduce -6.9% | 240,295 | $14.6M |
| Raymond James Financial Inc. | 0.01% | — | 239,594 | $14.6M |
| ExodusPoint Capital Management, LP | 0.15% | New | 236,993 | $14.4M |
| California State Teachers Retirement System | 0.02% | Add +1.0% | 226,593 | $13.8M |
| Soros Capital Management LLC | 2.10% | Add +96.7% | 220,300 | $13.4M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +10.4% | 219,447 | $13.4M |
| Ogborne Capital Management, LLC | 3.20% | Reduce -24.1% | 215,000 | $13.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +3.8% | 201,002 | $12.2M |
| First Trust Advisors LP | 0.01% | Add +190.0% | 193,071 | $11.8M |
| Teachers Retirement System of the State of Kentucky | 0.10% | No change | 192,558 | $11.7M |
| Royal Bank of Canada | 0.00% | Reduce -3.1% | 189,709 | $11.6M |
| HRT Financial LP | 0.06% | New | 186,237 | $11.3M |
| Algert Global LLC | 0.26% | Add +13.8% | 178,677 | $10.9M |
| Berkshire Capital Holdings Inc. | 3.90% | Add +22.5% | 177,370 | $10.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Reduce -32.5% | 169,940 | $10.3M |
| Jump Financial, LLC | 0.21% | Add +100.0% | 158,973 | $9.7M |
| Susquehanna Fundamental Investments, LLC | 0.16% | — | 158,517 | $9.7M |
| Catalyst Private Wealth, LLC | 4.18% | Reduce -8.7% | 154,278 | $9.4M |
| Schonfeld Strategic Advisors LLC | 0.06% | Reduce -9.2% | 150,278 | $9.2M |
| AQR Capital Management | 0.01% | Reduce -15.5% | 147,024 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Add +2.6% | 145,932 | $8.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +0.2% | 133,233 | $8.9M |
| Atreides Management | 0.28% | Reduce -71.2% | 144,206 | $8.8M |
| Polar Capital Holdings Plc | 0.05% | New | 136,206 | $8.3M |
| New York State Common Retirement Fund | 0.01% | Add +6.0% | 131,515 | $8.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -25.4% | 130,051 | $7.9M |
| Barclays PLC | 0.00% | Reduce -15.5% | 128,169 | $7.8M |
| a16z Perennial Management, L.P. | 0.90% | Reduce -6.6% | 127,520 | $7.8M |
| Quadrature Capital Ltd | 0.15% | Reduce -74.1% | 125,847 | $7.7M |
| Quantinno Capital Management LP | 0.07% | Add +34.3% | 121,113 | $7.4M |
| Allen Investment Management, LLC | 0.08% | Reduce -27.6% | 116,683 | $7.1M |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.