Affirm HoldingsAFRM
13F holders, Q2 2025 (June 30)561holders +71
129new positions
61sold out
11famous investors
$69.15avg. 13F price*
At the end of Q2 2025, 561 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, up 71 from Q1 2025. 129 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($1.7B), Capital Research Global Investors ($1.6B) and Morgan Stanley ($1.5B). 11 famous investors held it, including Gavin Baker (3.8% of Atreides Management's portfolio), Alex Sacerdote (1.2% of Whale Rock Capital Management's portfolio) and Daniel Sundheim (0.8% of D1 Capital Partners's portfolio).
- Company
- Affirm Holdings Inc.
- CUSIP
- 00827B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 129 | $592.5M |
| Exits | 61 | $99.3M |
All 13F filers, Q1 2025 → Q2 2025: 30,269,828 shares bought and 22,748,718 shares sold, net +7,521,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| Vanguard Group Inc. | 0.03% | Add +4.0% | 24,195,810 | $1.7B |
| Capital Research Global Investors | 0.33% | Add +2.5% | 23,700,297 | $1.6B |
| Morgan Stanley | 0.10% | Add +4.6% | 22,167,304 | $1.5B |
| Capital World Investors | 0.21% | Add +4.8% | 21,185,170 | $1.5B |
| BlackRock, Inc. | 0.02% | Add +18.3% | 15,642,187 | $1.1B |
| FMR LLC | 0.04% | Add +14.3% | 9,629,382 | $665.8M |
| Baillie Gifford & Co. | 0.39% | Reduce -16.3% | 7,532,410 | $520.8M |
| Durable Capital Partners LP | 3.87% | Add +12.3% | 7,389,337 | $510.9M |
| Geode Capital Management, LLC | 0.02% | Add +5.8% | 4,659,287 | $322.2M |
| State Street Corp. | 0.01% | Add +3.8% | 4,454,300 | $308.0M |
| Jericho Capital Asset Management L.P. | 3.37% | Reduce -27.6% | 3,661,975 | $253.2M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -28.2% | 3,262,162 | $225.5M |
| Foxhaven Asset Management, LP | 4.83% | Add +39.1% | 2,896,908 | $200.3M |
| Norges Bank | 0.02% | Add +11.5% | 2,653,671 | $183.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.5% | 2,359,066 | $163.1M |
| Wellington Management Group LLP | 0.03% | Add +28.7% | 2,128,997 | $147.2M |
| Atreides Management | 3.79% | Add +543.3% | 1,977,882 | $136.8M |
| Bank of America Corp. | 0.01% | Add +52.7% | 1,930,732 | $133.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +10.3% | 1,855,607 | $128.3M |
| Spyglass Capital Management LLC | 7.10% | Reduce -8.5% | 1,740,283 | $120.3M |
| Northern Trust Corp. | 0.01% | Add +3.7% | 1,481,419 | $102.4M |
| Marshall Wace, LLP | 0.12% | Reduce -36.2% | 1,473,034 | $101.8M |
| 1832 Asset Management L.P. | 0.17% | Add +23.0% | 1,423,400 | $98.4M |
| UBS Group AG | 0.02% | Reduce -42.0% | 1,403,591 | $97.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +11.9% | 1,376,945 | $95.2M |
| Millennium Management | 0.09% | Add +41.4% | 1,340,406 | $92.7M |
| Gilder Gagnon Howe & Co. LLC | 0.98% | Add +7.0% | 1,335,496 | $92.3M |
| Whale Rock Capital Management | 1.22% | New | 1,275,022 | $88.2M |
| Qube Research & Technologies Ltd | 0.12% | Reduce -56.4% | 1,270,279 | $87.8M |
| Invesco Ltd. | 0.01% | Add +55.0% | 1,099,431 | $76.0M |
| D. E. Shaw & Co. | 0.08% | Reduce -26.1% | 1,039,882 | $71.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +39.8% | 1,007,476 | $69.7M |
| Leo Wealth, LLC | 5.37% | Add +4.8% | 998,091 | $69.0M |
| Abdiel Capital Advisors, LP | 6.20% | Reduce -13.8% | 959,582 | $66.3M |
| Holocene Advisors, LP | 0.15% | Reduce -63.9% | 903,067 | $62.4M |
| Bank of New York Mellon Corp | 0.01% | Add +2.1% | 890,694 | $61.6M |
| Vestor Capital, LLC | 4.53% | New | 643,085 | $60.5M |
| D1 Capital Partners | 0.79% | No change | 820,000 | $56.7M |
| Alyeska Investment Group, L.P. | 0.20% | New | 800,466 | $55.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.7% | 771,728 | $53.4M |
| Nuveen, LLC | 0.01% | Add +23.1% | 737,280 | $51.0M |
| Allen Operations LLC | 6.86% | No change | 721,382 | $49.9M |
| Westfield Capital Management Co. LP | 0.20% | New | 698,779 | $48.3M |
| Artemis Investment Management LLP | 0.62% | New | 696,472 | $48.2M |
| Susquehanna International Group, LLP | 0.07% | Reduce -32.1% | 679,359 | $47.0M |
| Capital Fund Management S.A. | 0.48% | Add +50.1% | 634,666 | $43.9M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -35.2% | 642,623 | $43.1M |
| Jane Street Group, LLC | 0.07% | Add +685.7% | 600,288 | $41.5M |
| ThornTree Capital Partners LP | 6.80% | Reduce -10.8% | 591,076 | $40.9M |
| Amundi | 0.01% | Add +47.5% | 579,594 | $39.6M |
| RJA Asset Management LLC | 13.18% | No change | 553,827 | $38.3M |
| Ogborne Capital Management, LLC | 9.43% | Add +464.1% | 550,000 | $38.0M |
| Royal Bank of Canada | 0.01% | Add +169.2% | 521,214 | $36.0M |
| Amanah Holdings Trust | 8.87% | — | 519,230 | $35.9M |
| Driehaus Capital Management LLC | 0.29% | Add +31.5% | 516,231 | $35.7M |
| Squarepoint Ops LLC | 0.08% | Reduce -13.0% | 506,141 | $35.0M |
| Ardmore Road Asset Management LP | 2.86% | Reduce -16.7% | 500,000 | $34.6M |
| BNP Paribas Financial Markets | 0.03% | Add +93.2% | 497,962 | $34.4M |
| Rokos Capital Management LLP | 0.58% | New | 493,827 | $34.1M |
| Capital International Investors | 0.01% | Reduce -62.4% | 487,273 | $33.7M |
| Swiss National Bank | 0.02% | Add +2.6% | 480,300 | $33.2M |
| Polar Capital Holdings Plc | 0.17% | Add +724.8% | 476,160 | $32.9M |
| Aquatic Capital Management LLC | 0.61% | Add +55.1% | 435,307 | $30.1M |
| California Public Employees Retirement System | 0.02% | Add +8.6% | 433,625 | $30.0M |
| BIT Capital GmbH | 1.92% | Reduce -26.1% | 426,341 | $29.5M |
| Glendon Capital Management LP | 1.58% | No change | 417,100 | $28.8M |
| Verition Fund Management LLC | 0.17% | Add +78.5% | 402,270 | $27.8M |
| Balyasny Asset Management L.P. | 0.06% | Add +607.7% | 392,178 | $27.1M |
| SG Americas Securities, LLC | 0.12% | Add +5144.9% | 391,479 | $27.1M |
| NZS Capital, LLC | 0.89% | Add +36.3% | 378,330 | $26.2M |
| Pacific Heights Asset Management LLC | 1.38% | Add +17.2% | 375,000 | $25.9M |
| Bank of Montreal | 0.01% | Reduce -14.6% | 362,728 | $25.1M |
| Shannon River Fund Management LLC | 3.80% | New | 356,563 | $24.7M |
| Man Group plc | 0.05% | Add +257.7% | 352,142 | $24.3M |
| 12 West Capital Management LP | 2.56% | Add +7.7% | 350,000 | $24.2M |
| Penserra Capital Management LLC | 0.33% | Add +22.7% | 339,483 | $23.5M |
| Neuberger Berman Group LLC | 0.02% | Add +1194.7% | 336,685 | $23.3M |
| Wells Fargo & Company | 0.01% | Add +95.8% | 334,330 | $23.1M |
| AQR Capital Management | 0.02% | Add +543.9% | 330,561 | $22.9M |
| Barclays PLC | 0.01% | Reduce -57.4% | 307,960 | $21.3M |
| Blair William & Co. | 0.06% | New | 304,959 | $21.1M |
| Mane Global Capital Management LP | 0.91% | New | 290,282 | $20.1M |
| Legal & General Group Plc | 0.01% | Add +7.8% | 289,865 | $20.0M |
| Diversify Advisory Services, LLC | 0.75% | Add +14.6% | 255,656 | $19.7M |
| Rhumbline Advisers | 0.02% | Add +10.6% | 282,698 | $19.5M |
| Citigroup Inc. | 0.01% | Add +223.5% | 276,484 | $19.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -53.9% | 269,030 | $18.6M |
| Picton Mahoney Asset Management | 0.26% | New | 263,675 | $18.2M |
| Allen Holding Inc. | 1.74% | Reduce -0.1% | 255,262 | $17.6M |
| Deutsche Bank AG | 0.01% | Reduce -36.3% | 253,988 | $17.6M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -55.2% | 252,117 | $17.4M |
| California State Teachers Retirement System | 0.02% | Add +4.6% | 238,197 | $16.5M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +1.1% | 236,467 | $16.3M |
| Nordea Investment Management AB | 0.01% | Add +121.7% | 229,837 | $15.9M |
| Hidden Lake Asset Management LP | 7.44% | Add +561.9% | 218,969 | $15.1M |
| Landscape Capital Management, L.L.C. | 1.19% | Add +90.2% | 218,818 | $15.1M |
| Comerica Bank | 0.06% | Add +3733.7% | 211,349 | $14.6M |
| State of Wisconsin Investment Board | 0.04% | Add +55.0% | 208,856 | $14.4M |
| Berkshire Capital Holdings Inc. | 4.92% | Add +45.9% | 203,600 | $14.1M |
| Twin Tree Management, LP | 0.35% | Reduce -59.6% | 198,443 | $13.7M |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.