Affirm HoldingsAFRM
13F holders, Q4 2025 (December 31)640holders +25
82new positions
88sold out
10famous investors
$74.19avg. 13F price*
At the end of Q4 2025, 640 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, up 25 from Q3 2025. 82 opened new positions and 88 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 Gavin Baker (2.2% of Atreides Management's portfolio), Stephen Mandel (2.1% of Lone Pine Capital's portfolio) and Daniel Sundheim (0.6% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $538.2M |
| Exits | 88 | $336.5M |
All 13F filers, Q3 2025 → Q4 2025: 24,803,909 shares bought and 17,167,603 shares sold, net +7,636,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 640 holders
| Vanguard Group Inc. | 0.03% | Add +1.8% | 24,847,206 | $1.8B |
| Capital Research Global Investors | 0.32% | Add +0.5% | 23,145,942 | $1.7B |
| Morgan Stanley | 0.10% | Add +0.2% | 23,010,300 | $1.7B |
| Capital World Investors | 0.22% | Add +2.4% | 21,710,914 | $1.6B |
| BlackRock, Inc. | 0.02% | Add +6.6% | 18,873,925 | $1.4B |
| FMR LLC | 0.05% | Add +11.7% | 13,675,838 | $1.0B |
| State Street Corp. | 0.01% | Add +3.6% | 5,847,566 | $435.2M |
| Geode Capital Management, LLC | 0.03% | Add +6.4% | 5,501,387 | $408.4M |
| Baillie Gifford & Co. | 0.34% | Reduce -7.0% | 5,482,943 | $408.1M |
| Marshall Wace, LLP | 0.31% | Reduce -3.0% | 4,333,752 | $322.6M |
| Invesco Ltd. | 0.03% | Reduce -6.0% | 4,071,571 | $303.0M |
| Lone Pine Capital | 2.09% | New | 3,817,170 | $284.1M |
| Norges Bank | 0.03% | — | 3,788,266 | $282.0M |
| Durable Capital Partners LP | 2.59% | Reduce -41.3% | 3,681,173 | $274.0M |
| Jericho Capital Asset Management L.P. | 3.05% | Add +7.5% | 3,601,248 | $268.0M |
| Lord, Abbett & Co. LLC | 0.52% | Add +36.5% | 2,159,982 | $160.8M |
| Bank of America Corp. | 0.01% | Reduce -4.9% | 2,153,730 | $160.3M |
| Foxhaven Asset Management, LP | 3.50% | Reduce -1.3% | 1,906,882 | $141.9M |
| JPMorgan Chase & Co. | 0.01% | Add +20.6% | 1,855,883 | $138.1M |
| 1832 Asset Management L.P. | 0.17% | Reduce -23.8% | 1,782,700 | $132.7M |
| UBS Group AG | 0.03% | Reduce -3.8% | 1,712,842 | $127.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +154.2% | 1,697,500 | $126.3M |
| Northern Trust Corp. | 0.02% | Add +1.1% | 1,647,608 | $122.6M |
| Wellington Management Group LLP | 0.02% | Add +63.7% | 1,504,709 | $112.0M |
| Spyglass Capital Management LLC | 5.38% | Add +43.8% | 1,443,580 | $107.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +5.8% | 1,408,408 | $104.9M |
| Franklin Resources Inc. | 0.03% | Add +69.4% | 1,405,089 | $104.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.5% | 1,396,929 | $104.0M |
| Atreides Management | 2.19% | Add +566.1% | 1,384,941 | $103.1M |
| Qube Research & Technologies Ltd | 0.14% | Reduce -39.6% | 1,295,987 | $96.5M |
| Alliancebernstein L.P. | 0.03% | Add +10.1% | 1,284,313 | $95.6M |
| Allspring Global Investments Holdings, LLC | 0.15% | Add +1.0% | 1,274,227 | $94.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -28.6% | 1,231,231 | $91.6M |
| Neuberger Berman Group LLC | 0.06% | Add +153.0% | 1,104,068 | $82.2M |
| Tremblant Capital Group | 2.01% | New | 1,060,440 | $78.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +11.7% | 1,049,886 | $78.1M |
| Bank of New York Mellon Corp | 0.01% | Add +1.0% | 1,047,132 | $77.9M |
| Gilder Gagnon Howe & Co. LLC | 0.75% | Reduce -2.2% | 952,909 | $70.9M |
| Leo Wealth, LLC | 4.99% | Reduce -0.0% | 924,705 | $68.8M |
| American Century Companies Inc. | 0.03% | Add +87.1% | 908,435 | $67.6M |
| Amundi | 0.02% | Add +64.2% | 895,703 | $66.7M |
| Westfield Capital Management Co. LP | 0.26% | Add +21.4% | 851,834 | $63.4M |
| D1 Capital Partners | 0.57% | No change | 820,000 | $61.0M |
| Artemis Investment Management LLP | 0.71% | Add +75.9% | 793,941 | $59.1M |
| ThornTree Capital Partners LP | 9.56% | Add +84.7% | 767,754 | $57.1M |
| Swiss National Bank | 0.03% | Reduce -3.9% | 741,800 | $55.2M |
| Capital Impact Advisors, LLC | 4.26% | Add +350.2% | 731,252 | $54.4M |
| Allen Operations LLC | 6.72% | No change | 721,382 | $53.7M |
| Ameriprise Financial Inc. | 0.01% | Add +334.8% | 649,584 | $48.3M |
| Nuveen, LLC | 0.01% | Reduce -29.6% | 628,194 | $46.8M |
| AustralianSuper Pty Ltd | 0.22% | New | 622,756 | $46.4M |
| Legal & General Group Plc | 0.01% | Add +25.4% | 605,521 | $45.1M |
| Quantinno Capital Management LP | 0.09% | Add +3.9% | 590,954 | $44.0M |
| Citigroup Inc. | 0.03% | Add +14.5% | 578,081 | $43.0M |
| Mane Global Capital Management LP | 2.18% | Add +7.0% | 535,577 | $39.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -0.1% | 528,220 | $39.3M |
| Pacific Heights Asset Management LLC | 1.47% | Add +19.3% | 525,000 | $39.1M |
| California Public Employees Retirement System | 0.02% | Add +5.5% | 494,911 | $36.8M |
| Capital International Investors | 0.01% | Reduce -0.3% | 489,264 | $36.4M |
| SG Americas Securities, LLC | 0.05% | Add +121.7% | 475,141 | $35.4M |
| BNP Paribas Financial Markets | 0.02% | Reduce -8.1% | 471,683 | $35.1M |
| Citadel Advisors | 0.02% | Reduce -41.2% | 417,982 | $31.1M |
| Glendon Capital Management LP | 1.85% | No change | 417,100 | $31.0M |
| Susquehanna International Group, LLP | 0.04% | Reduce -14.5% | 416,612 | $31.0M |
| Polar Capital Holdings Plc | 0.14% | Add +2.5% | 411,776 | $30.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +10.2% | 411,681 | $30.5M |
| Deutsche Bank AG | 0.01% | Add +8.5% | 408,584 | $30.4M |
| Schonfeld Strategic Advisors LLC | 0.14% | Add +212.3% | 383,433 | $28.5M |
| Sei Investments Co. | 0.03% | Add +108.5% | 381,596 | $28.4M |
| California State Teachers Retirement System | 0.03% | Reduce -1.5% | 379,803 | $28.3M |
| NZS Capital, LLC | 0.82% | Add +0.9% | 360,091 | $26.8M |
| 12 West Capital Management LP | 3.10% | No change | 350,000 | $26.1M |
| First Trust Advisors LP | 0.02% | Reduce -41.4% | 338,771 | $25.2M |
| Islander Capital Partners, L.P. | 10.95% | — | 326,355 | $24.3M |
| Moore Capital Management, LP | 0.51% | Add +662.0% | 323,872 | $24.1M |
| Blair William & Co. | 0.06% | Reduce -0.1% | 320,683 | $23.9M |
| Rhumbline Advisers | 0.02% | Reduce -2.8% | 315,881 | $23.5M |
| Capital Fund Management S.A. | 0.22% | Add +174.1% | 311,780 | $23.2M |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 294,200 | $21.9M |
| Barclays PLC | 0.01% | Reduce -12.1% | 267,628 | $19.9M |
| Gillson Capital LP | 1.29% | Add +117.1% | 265,072 | $19.7M |
| Hudson Bay Capital Management LP | 0.12% | New | 252,500 | $18.8M |
| Bank of Montreal | 0.01% | Add +1089.9% | 246,485 | $18.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -1.6% | 243,943 | $18.2M |
| Allianz Asset Management GmbH | 0.02% | Reduce -1.6% | 242,948 | $18.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.9% | 237,176 | $17.7M |
| Trexquant Investment LP | 0.16% | Add +71.7% | 235,524 | $17.5M |
| Allen Holding Inc. | 1.63% | No change | 230,000 | $17.1M |
| Steadview Capital Management LLC | 3.19% | Add +1612.1% | 227,705 | $16.9M |
| Balyasny Asset Management L.P. | 0.03% | Add +138.1% | 227,143 | $16.9M |
| Diversify Advisory Services, LLC | 0.52% | Add +0.6% | 221,156 | $16.5M |
| Driehaus Capital Management LLC | 0.11% | Reduce -31.1% | 217,252 | $16.2M |
| Dilation Capital Management LP | 7.38% | Add +20.2% | 215,688 | $16.1M |
| Wells Fargo & Company | 0.00% | Reduce -54.6% | 213,905 | $15.9M |
| Voya Investment Management LLC | 0.02% | Add +593.7% | 197,904 | $14.7M |
| Aviva PLC | 0.02% | Add +6.2% | 196,808 | $14.6M |
| Penserra Capital Management LLC | 0.17% | Reduce -14.6% | 195,031 | $14.5M |
| KBC Group NV | 0.03% | Add +979.6% | 194,406 | $14.5M |
| Science & Technology Partners, L.P. | 3.91% | New | 188,100 | $14.0M |
| Picton Mahoney Asset Management | 0.15% | Add +39.4% | 185,978 | $13.8M |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.