Affirm HoldingsAFRM
13F holders, Q1 2025 (March 31)490holders −11
88new positions
100sold out
11famous investors
$45.14avg. 13F price*
At the end of Q1 2025, 490 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, down 11 from Q4 2024. 88 opened new positions and 100 sold out. The largest holders were Vanguard Group Inc. ($1.1B), Capital Research Global Investors ($1.0B) and Morgan Stanley ($957.9M). 11 famous investors held it, including Daniel Sundheim (0.6% of D1 Capital Partners's portfolio), Gavin Baker (0.5% of Atreides Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Affirm Holdings Inc.
- CUSIP
- 00827B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $366.8M |
| Exits | 100 | $348.1M |
All 13F filers, Q4 2024 → Q1 2025: 31,336,307 shares bought and 22,350,210 shares sold, net +8,986,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 490 holders
| Vanguard Group Inc. | 0.02% | Add +6.7% | 23,272,997 | $1.1B |
| Capital Research Global Investors | 0.23% | Reduce -4.7% | 23,124,260 | $1.0B |
| Morgan Stanley | 0.07% | Reduce -8.9% | 21,196,218 | $957.9M |
| Capital World Investors | 0.15% | Add +10.3% | 20,218,782 | $913.7M |
| BlackRock, Inc. | 0.01% | Reduce -2.4% | 13,218,366 | $597.3M |
| Baillie Gifford & Co. | 0.36% | Reduce -4.0% | 9,003,471 | $406.9M |
| FMR LLC | 0.02% | Reduce -6.4% | 8,424,010 | $380.7M |
| Durable Capital Partners LP | 2.66% | Add +12.3% | 6,580,882 | $297.4M |
| Jericho Capital Asset Management L.P. | 4.16% | Reduce -2.7% | 5,057,039 | $228.5M |
| T. Rowe Price Associates Inc. | 0.03% | Add +140.8% | 4,544,132 | $205.3M |
| Geode Capital Management, LLC | 0.02% | Add +5.5% | 4,404,928 | $199.1M |
| State Street Corp. | 0.01% | Reduce -1.1% | 4,292,778 | $194.0M |
| Qube Research & Technologies Ltd | 0.20% | Add +61.3% | 2,914,824 | $131.7M |
| Citadel Advisors | 0.12% | Add +189765.7% | 2,677,106 | $121.0M |
| Holocene Advisors, LP | 0.33% | New | 2,498,946 | $112.9M |
| UBS Group AG | 0.02% | Add +158.3% | 2,418,088 | $109.3M |
| Norges Bank | 0.02% | Add +3.6% | 2,380,433 | $107.6M |
| Marshall Wace, LLP | 0.14% | Add +2.5% | 2,309,158 | $104.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.3% | 2,279,218 | $103.0M |
| Foxhaven Asset Management, LP | 2.86% | Add +56.7% | 2,081,957 | $94.1M |
| Spyglass Capital Management LLC | 5.90% | Add +11.8% | 1,902,425 | $86.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +26.2% | 1,682,614 | $76.0M |
| Wellington Management Group LLP | 0.01% | Add +8.3% | 1,654,341 | $74.8M |
| Northern Trust Corp. | 0.01% | Add +0.8% | 1,428,238 | $64.5M |
| D. E. Shaw & Co. | 0.08% | Reduce -55.2% | 1,408,058 | $63.6M |
| Capital International Investors | 0.01% | Reduce -21.1% | 1,296,048 | $58.6M |
| Lord, Abbett & Co. LLC | 0.22% | Add +1137.5% | 1,282,663 | $58.0M |
| Franklin Resources Inc. | 0.02% | Add +14256.5% | 1,276,725 | $57.7M |
| Bank of America Corp. | 0.01% | Add +47.9% | 1,264,692 | $57.2M |
| Gilder Gagnon Howe & Co. LLC | 0.74% | Add +62.7% | 1,248,687 | $56.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +8.1% | 1,230,786 | $55.6M |
| 1832 Asset Management L.P. | 0.10% | Reduce -4.8% | 1,156,900 | $52.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.9% | 1,129,954 | $51.1M |
| Abdiel Capital Advisors, LP | 5.19% | Reduce -45.9% | 1,113,427 | $50.3M |
| Susquehanna International Group, LLP | 0.07% | Add +789.5% | 999,931 | $45.2M |
| Allspring Global Investments Holdings, LLC | 0.08% | New | 991,706 | $45.1M |
| Leo Wealth, LLC | 6.19% | Reduce -7.1% | 952,305 | $43.0M |
| Millennium Management | 0.04% | Reduce -9.3% | 948,170 | $42.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.5% | 872,190 | $39.4M |
| D1 Capital Partners | 0.57% | New | 820,000 | $37.1M |
| Renaissance Technologies | 0.06% | New | 818,900 | $37.0M |
| Barclays PLC | 0.01% | Add +464.0% | 722,906 | $32.7M |
| Allen Operations LLC | 5.36% | No change | 721,382 | $32.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +8.5% | 720,730 | $32.6M |
| Invesco Ltd. | 0.01% | Reduce -45.8% | 709,457 | $32.1M |
| ThornTree Capital Partners LP | 6.61% | Reduce -1.7% | 662,841 | $30.0M |
| Ardmore Road Asset Management LP | 2.78% | Add +99.3% | 600,000 | $27.1M |
| Nuveen, LLC | 0.01% | — | 598,830 | $27.1M |
| Alliancebernstein L.P. | 0.01% | Add +121.8% | 583,920 | $26.4M |
| Squarepoint Ops LLC | 0.06% | Add +34.6% | 581,518 | $26.3M |
| BIT Capital GmbH | 3.14% | New | 576,674 | $26.1M |
| Kodai Capital Management LP | 1.01% | Add +17.3% | 562,889 | $25.4M |
| Voloridge Investment Management, LLC | 0.09% | Reduce -55.3% | 562,794 | $25.4M |
| RJA Asset Management LLC | 7.72% | Add +39.4% | 553,827 | $25.0M |
| Twin Tree Management, LP | 0.49% | New | 490,782 | $22.2M |
| Swiss National Bank | 0.01% | Reduce -1.8% | 468,000 | $21.1M |
| Bank of Montreal | 0.01% | Add +4581.6% | 424,714 | $19.2M |
| Capital Fund Management S.A. | 0.24% | Reduce -34.0% | 422,716 | $19.1M |
| Glendon Capital Management LP | 1.09% | Add +24.1% | 417,100 | $18.8M |
| California Public Employees Retirement System | 0.01% | Reduce -3.0% | 399,486 | $18.1M |
| Deutsche Bank AG | 0.01% | Add +1130.2% | 398,571 | $18.0M |
| Driehaus Capital Management LLC | 0.17% | Reduce -18.9% | 392,480 | $17.7M |
| Amundi | 0.01% | Reduce -34.9% | 392,981 | $15.3M |
| Jump Financial, LLC | 0.23% | Add +106.1% | 327,605 | $14.8M |
| 12 West Capital Management LP | 2.17% | New | 325,000 | $14.7M |
| Pacific Heights Asset Management LLC | 0.98% | Add +1.6% | 320,000 | $14.5M |
| Atreides Management | 0.51% | Add +113.2% | 307,453 | $13.9M |
| Trexquant Investment LP | 0.15% | Add +17.8% | 282,962 | $12.8M |
| Aquatic Capital Management LLC | 0.32% | Add +344.3% | 280,717 | $12.7M |
| NZS Capital, LLC | 0.57% | Reduce -1.4% | 277,595 | $12.5M |
| Penserra Capital Management LLC | 0.22% | Reduce -23.1% | 276,621 | $12.5M |
| Legal & General Group Plc | 0.00% | Reduce -22.1% | 268,929 | $12.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -20.2% | 257,755 | $11.6M |
| Rhumbline Advisers | 0.01% | Add +2.5% | 255,582 | $11.5M |
| Allen Holding Inc. | 1.18% | Add +0.1% | 255,512 | $11.4M |
| Diversify Advisory Services, LLC | 0.70% | Add +91.1% | 223,094 | $11.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +6.6% | 233,937 | $10.6M |
| California State Teachers Retirement System | 0.01% | Add +0.5% | 227,719 | $10.3M |
| Verition Fund Management LLC | 0.06% | Reduce -12.2% | 225,383 | $10.2M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +49.3% | 224,380 | $10.1M |
| Teachers Retirement System of the State of Kentucky | 0.08% | Add +4.2% | 200,558 | $9.1M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 193,601 | $8.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -6.4% | 188,189 | $8.5M |
| Jefferies Financial Group Inc. | 0.15% | Add +1439.3% | 186,144 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +893.2% | 184,432 | $8.3M |
| Hudson Bay Capital Management LP | 0.06% | Reduce -87.4% | 180,188 | $8.1M |
| Eisler Capital Management Ltd. | 0.24% | New | 175,826 | $7.9M |
| Algert Global LLC | 0.20% | Reduce -1.7% | 175,666 | $7.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +29.9% | 173,133 | $7.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -28.4% | 171,422 | $7.7M |
| Wells Fargo & Company | 0.00% | Reduce -74.7% | 170,712 | $7.7M |
| Susquehanna Fundamental Investments, LLC | 0.12% | Reduce -0.3% | 158,117 | $7.1M |
| American Century Companies Inc. | 0.00% | Add +59.7% | 152,245 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +2.7% | 149,914 | $6.8M |
| LMR Partners LLP | 0.19% | Add +261.1% | 149,508 | $6.8M |
| Townsquare Capital LLC | 0.07% | Add +26.2% | 141,756 | $6.4M |
| Quantinno Capital Management LP | 0.04% | Add +15.7% | 140,156 | $6.3M |
| G2 Investment Partners Management LLC | 2.06% | New | 140,000 | $6.3M |
| Tairen Capital Ltd | 0.42% | New | 140,000 | $6.3M |
| Berkshire Capital Holdings Inc. | 3.01% | Reduce -21.3% | 139,520 | $6.3M |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.