Affirm HoldingsAFRM

13F holders, Q4 2024 (December 31)
501holders +75
103new positions
51sold out
9famous investors
$60.89avg. 13F price*

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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions103$720.1M
Exits51$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.

Show all 501 holders