Affirm HoldingsAFRM
13F holders, Q3 2025 (September 30)615holders +54
144new positions
91sold out
10famous investors
$73.02avg. 13F price*
At the end of Q3 2025, 615 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, up 54 from Q2 2025. 144 opened new positions and 91 sold out. The largest holders were Vanguard Group Inc. ($1.8B), Capital Research Global Investors ($1.7B) and Morgan Stanley ($1.7B). 10 famous investors held it, including Daniel Sundheim (0.7% of D1 Capital Partners's portfolio), Gavin Baker (0.4% of Atreides Management's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).
- Company
- Affirm Holdings Inc.
- CUSIP
- 00827B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 144 | $288.8M |
| Exits | 91 | $304.8M |
All 13F filers, Q2 2025 → Q3 2025: 32,396,479 shares bought and 26,775,865 shares sold, net +5,620,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 615 holders
| Vanguard Group Inc. | 0.03% | Add +0.9% | 24,419,068 | $1.8B |
| Capital Research Global Investors | 0.32% | Reduce -2.8% | 23,041,703 | $1.7B |
| Morgan Stanley | 0.10% | Add +3.6% | 22,967,766 | $1.7B |
| Capital World Investors | 0.21% | Add +0.1% | 21,203,690 | $1.5B |
| BlackRock, Inc. | 0.02% | Add +13.2% | 17,710,850 | $1.3B |
| FMR LLC | 0.05% | Add +27.1% | 12,240,360 | $894.5M |
| Durable Capital Partners LP | 3.39% | Reduce -15.2% | 6,268,515 | $458.1M |
| Baillie Gifford & Co. | 0.32% | Reduce -21.7% | 5,895,362 | $430.8M |
| State Street Corp. | 0.01% | Add +26.7% | 5,641,965 | $412.3M |
| Geode Capital Management, LLC | 0.02% | Add +11.0% | 5,172,075 | $376.9M |
| Marshall Wace, LLP | 0.36% | Add +203.2% | 4,466,524 | $326.4M |
| Invesco Ltd. | 0.05% | Add +294.2% | 4,333,691 | $316.7M |
| Jericho Capital Asset Management L.P. | 2.55% | Reduce -8.5% | 3,350,248 | $244.8M |
| 1832 Asset Management L.P. | 0.29% | Add +64.3% | 2,338,400 | $170.9M |
| Bank of America Corp. | 0.01% | Add +17.3% | 2,265,117 | $165.5M |
| Qube Research & Technologies Ltd | 0.22% | Add +69.0% | 2,146,092 | $156.8M |
| Foxhaven Asset Management, LP | 3.53% | Reduce -33.3% | 1,932,481 | $141.2M |
| UBS Group AG | 0.03% | Add +26.9% | 1,780,891 | $130.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -7.0% | 1,725,302 | $126.1M |
| Northern Trust Corp. | 0.02% | Add +10.0% | 1,629,935 | $119.1M |
| Lord, Abbett & Co. LLC | 0.36% | Add +908.0% | 1,582,287 | $115.6M |
| Holocene Advisors, LP | 0.26% | Add +71.2% | 1,545,605 | $113.0M |
| JPMorgan Chase & Co. | 0.01% | Add +99.3% | 1,538,408 | $112.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -3.4% | 1,330,718 | $97.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -44.4% | 1,311,581 | $95.9M |
| Allspring Global Investments Holdings, LLC | 0.15% | Add +96.3% | 1,261,611 | $93.9M |
| Alliancebernstein L.P. | 0.03% | Add +333.6% | 1,166,370 | $85.2M |
| Bank of New York Mellon Corp | 0.01% | Add +16.4% | 1,036,340 | $75.7M |
| Spyglass Capital Management LLC | 3.91% | Reduce -42.3% | 1,003,823 | $73.4M |
| Gilder Gagnon Howe & Co. LLC | 0.73% | Reduce -27.0% | 974,471 | $71.2M |
| Abdiel Capital Advisors, LP | 21.22% | No change | 959,582 | $70.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -6.7% | 940,131 | $68.7M |
| Leo Wealth, LLC | 8.76% | Reduce -7.3% | 924,770 | $67.6M |
| Wellington Management Group LLP | 0.01% | Reduce -56.8% | 919,352 | $67.2M |
| Nuveen, LLC | 0.02% | Add +21.0% | 892,079 | $65.2M |
| Franklin Resources Inc. | 0.02% | Add +601.5% | 829,362 | $60.6M |
| D1 Capital Partners | 0.69% | No change | 820,000 | $59.9M |
| Swiss National Bank | 0.03% | Add +60.7% | 771,800 | $56.4M |
| Tidal Investments LLC | 0.23% | Add +19596.3% | 753,187 | $55.0M |
| Allen Operations LLC | 6.29% | No change | 721,382 | $52.7M |
| Citadel Advisors | 0.04% | Add +371.9% | 710,357 | $51.9M |
| Westfield Capital Management Co. LP | 0.22% | Add +0.4% | 701,607 | $51.3M |
| Jane Street Group, LLC | 0.06% | Add +12.5% | 675,526 | $49.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -79.5% | 667,854 | $48.8M |
| First Trust Advisors LP | 0.03% | Add +201.9% | 578,181 | $42.3M |
| Quantinno Capital Management LP | 0.11% | Add +263.2% | 568,589 | $41.6M |
| Amundi | 0.01% | Reduce -5.9% | 545,385 | $41.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | New | 528,691 | $38.6M |
| Amanah Holdings Trust | 7.58% | No change | 519,230 | $37.9M |
| BNP Paribas Financial Markets | 0.03% | Add +3.1% | 513,372 | $37.5M |
| Citigroup Inc. | 0.03% | Add +82.6% | 504,979 | $36.9M |
| Mane Global Capital Management LP | 1.72% | Add +72.3% | 500,313 | $36.6M |
| Capital International Investors | 0.01% | Add +0.7% | 490,510 | $35.8M |
| Susquehanna International Group, LLP | 0.05% | Reduce -28.3% | 487,146 | $35.6M |
| American Century Companies Inc. | 0.02% | Add +322.3% | 485,513 | $35.5M |
| Legal & General Group Plc | 0.01% | Add +66.6% | 482,937 | $35.3M |
| Wells Fargo & Company | 0.01% | Add +40.9% | 470,986 | $34.4M |
| California Public Employees Retirement System | 0.02% | Add +8.2% | 469,271 | $34.3M |
| Man Group plc | 0.07% | Add +29.9% | 457,458 | $33.4M |
| Artemis Investment Management LLP | 0.41% | Reduce -35.2% | 451,272 | $33.0M |
| Pacific Heights Asset Management LLC | 1.43% | Add +17.3% | 440,000 | $32.2M |
| Neuberger Berman Group LLC | 0.02% | Add +29.6% | 436,339 | $31.9M |
| Glendon Capital Management LP | 1.66% | No change | 417,100 | $30.5M |
| ThornTree Capital Partners LP | 4.65% | Reduce -29.7% | 415,599 | $30.4M |
| Polar Capital Holdings Plc | 0.14% | Reduce -15.7% | 401,581 | $29.3M |
| Ogborne Capital Management, LLC | 7.96% | Reduce -27.3% | 400,000 | $29.2M |
| California State Teachers Retirement System | 0.03% | Add +61.8% | 385,450 | $28.2M |
| Deutsche Bank AG | 0.01% | Add +48.2% | 376,424 | $27.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +139.7% | 373,758 | $27.3M |
| NZS Capital, LLC | 0.80% | Reduce -5.7% | 356,926 | $26.1M |
| 12 West Capital Management LP | 2.65% | No change | 350,000 | $25.6M |
| AQR Capital Management | 0.02% | Add +4.5% | 345,614 | $25.3M |
| Rhumbline Advisers | 0.02% | Add +14.9% | 324,927 | $23.7M |
| Worldquant Millennium Advisors LLC | 0.10% | Add +81.6% | 324,168 | $23.7M |
| Blair William & Co. | 0.06% | Add +5.3% | 320,989 | $23.5M |
| Driehaus Capital Management LLC | 0.17% | Reduce -38.9% | 315,193 | $23.0M |
| Royal Bank of Canada | 0.00% | Reduce -39.7% | 314,141 | $23.0M |
| Millennium Management | 0.02% | Reduce -76.8% | 311,071 | $22.7M |
| Barclays PLC | 0.01% | Reduce -1.2% | 304,372 | $22.2M |
| D. E. Shaw & Co. | 0.02% | Reduce -72.1% | 289,768 | $21.2M |
| Rokos Capital Management LLP | 0.26% | Reduce -42.9% | 281,840 | $20.6M |
| Federated Hermes, Inc. | 0.03% | New | 261,042 | $19.1M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +4.8% | 247,923 | $18.1M |
| Allianz Asset Management GmbH | 0.02% | Add +127.9% | 246,860 | $18.0M |
| BIT Capital GmbH | 0.79% | Reduce -44.3% | 237,335 | $17.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.1% | 235,152 | $17.2M |
| Comerica Bank | 0.06% | Add +9.0% | 230,292 | $16.8M |
| Allen Holding Inc. | 1.59% | Reduce -9.9% | 230,000 | $16.8M |
| Penserra Capital Management LLC | 0.20% | Reduce -32.8% | 228,294 | $16.7M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -10.1% | 226,568 | $16.6M |
| Diversify Advisory Services, LLC | 0.53% | Reduce -14.0% | 219,833 | $15.8M |
| SG Americas Securities, LLC | 0.06% | Reduce -45.3% | 214,349 | $15.7M |
| Verition Fund Management LLC | 0.09% | Reduce -47.6% | 210,649 | $15.4M |
| Atreides Management | 0.39% | Reduce -89.5% | 207,905 | $15.2M |
| Ardmore Road Asset Management LP | 0.94% | Reduce -60.0% | 200,000 | $14.6M |
| Aviva PLC | 0.02% | New | 185,373 | $13.5M |
| Sei Investments Co. | 0.01% | Reduce -7.4% | 183,040 | $13.4M |
| IMC-Chicago, LLC | 0.24% | Add +374.4% | 182,984 | $13.4M |
| Dilation Capital Management LP | 6.50% | Reduce -2.7% | 179,403 | $13.1M |
| Jefferies Financial Group Inc. | 0.12% | Add +1161.2% | 171,269 | $12.5M |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.