Affirm HoldingsAFRM
13F holders, Q1 2026 (March 31)593holders −47
76new positions
126sold out
10famous investors
$45.80avg. 13F price*
At the end of Q1 2026, 593 institutions reported holding Affirm Holdings Inc. (AFRM) in their 13F filings, down 47 from Q4 2025. 76 opened new positions and 126 sold out. The largest holders were Capital Research Global Investors ($1.1B), Capital World Investors ($1.0B) and Morgan Stanley ($995.0M). 10 famous investors held it, including Gavin Baker (1.3% of Atreides Management's portfolio), Daniel Sundheim (0.8% of D1 Capital Partners'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $162.9M |
| Exits | 126 | $929.9M |
All 13F filers, Q4 2025 → Q1 2026: 34,162,919 shares bought and 30,543,976 shares sold, net +3,618,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 593 holders
| Capital Research Global Investors | 0.18% | Add +6.3% | 24,592,033 | $1.1B |
| Capital World Investors | 0.14% | Add +3.7% | 22,512,923 | $1.0B |
| Morgan Stanley | 0.06% | Reduce -5.6% | 21,715,982 | $995.0M |
| BlackRock, Inc. | 0.02% | Reduce -0.8% | 18,732,493 | $858.3M |
| FMR LLC | 0.04% | Add +26.5% | 17,294,381 | $792.4M |
| Vanguard Capital Management LLC | 0.01% | — | 12,152,375 | $556.8M |
| Vanguard Portfolio Management LLC | 0.03% | — | 11,599,993 | $531.5M |
| State Street Corp. | 0.01% | Add +3.1% | 6,031,141 | $276.3M |
| Durable Capital Partners LP | 2.66% | Add +53.5% | 5,649,434 | $258.9M |
| Geode Capital Management, LLC | 0.02% | Add +0.4% | 5,522,772 | $252.4M |
| Baillie Gifford & Co. | 0.25% | Reduce -3.3% | 5,302,297 | $243.0M |
| JPMorgan Chase & Co. | 0.02% | Add +185.4% | 5,297,016 | $227.9M |
| Citadel Advisors | 0.13% | Add +874.0% | 4,071,115 | $186.5M |
| Bank of America Corp. | 0.01% | Add +28.8% | 2,774,298 | $127.1M |
| Wellington Management Group LLP | 0.02% | Add +82.3% | 2,742,715 | $125.7M |
| Marshall Wace, LLP | 0.13% | Reduce -37.5% | 2,707,974 | $124.1M |
| UBS Group AG | 0.02% | Add +34.4% | 2,302,217 | $105.5M |
| Foxhaven Asset Management, LP | 3.17% | Add +15.7% | 2,205,556 | $101.1M |
| D1 Capital Partners | 0.79% | Add +136.2% | 1,936,900 | $88.7M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 1,813,121 | $83.1M |
| Northern Trust Corp. | 0.01% | Add +7.0% | 1,762,385 | $80.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.5% | 1,722,380 | $78.9M |
| Spyglass Capital Management LLC | 5.39% | Add +15.2% | 1,662,325 | $76.2M |
| Qube Research & Technologies Ltd | 0.10% | Add +21.6% | 1,575,982 | $72.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +11.8% | 1,574,660 | $72.1M |
| Allspring Global Investments Holdings, LLC | 0.12% | Add +23.8% | 1,577,264 | $71.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +26.5% | 1,557,610 | $71.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.1% | 1,468,593 | $67.3M |
| Tremblant Capital Group | 2.06% | Add +31.8% | 1,397,248 | $64.0M |
| Millennium Management | 0.05% | Add +2735.6% | 1,381,914 | $63.3M |
| Atreides Management | 1.33% | Reduce -13.7% | 1,194,711 | $54.7M |
| Balyasny Asset Management L.P. | 0.11% | Add +406.1% | 1,149,661 | $52.7M |
| Westfield Capital Management Co. LP | 0.21% | Add +26.9% | 1,080,636 | $49.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.4% | 1,064,236 | $48.8M |
| Susquehanna International Group, LLP | 0.06% | Add +149.7% | 1,040,114 | $47.7M |
| Jane Street Group, LLC | 0.05% | Add +2507.1% | 1,036,975 | $47.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.2% | 1,023,643 | $46.9M |
| Gilder Gagnon Howe & Co. LLC | 0.53% | Add +0.5% | 958,005 | $43.9M |
| Leo Wealth, LLC | 3.08% | Reduce -0.0% | 924,622 | $42.4M |
| American Century Companies Inc. | 0.02% | Reduce -0.5% | 903,899 | $41.4M |
| ThornTree Capital Partners LP | 6.78% | Add +8.7% | 834,289 | $38.2M |
| Swiss National Bank | 0.02% | Add +8.8% | 806,800 | $37.0M |
| Amundi | 0.01% | Reduce -17.9% | 735,302 | $33.7M |
| Allen Operations LLC | 4.94% | No change | 721,382 | $33.1M |
| Citigroup Inc. | 0.02% | Add +23.4% | 713,211 | $32.7M |
| Artemis Investment Management LLP | 0.33% | Reduce -13.6% | 685,608 | $31.4M |
| Pacific Heights Asset Management LLC | 1.03% | Add +28.6% | 675,000 | $30.9M |
| Nuveen, LLC | 0.01% | Add +1.4% | 637,280 | $29.2M |
| Legal & General Group Plc | 0.01% | Add +1.6% | 615,540 | $28.2M |
| AustralianSuper Pty Ltd | 0.15% | Reduce -1.4% | 614,323 | $28.1M |
| Ardmore Road Asset Management LP | 1.81% | Add +849.6% | 600,000 | $27.5M |
| Islander Capital Partners, L.P. | 10.29% | Add +74.7% | 570,000 | $26.1M |
| 12 West Capital Management LP | 4.14% | Add +52.9% | 535,000 | $24.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +0.0% | 528,358 | $24.2M |
| Quantinno Capital Management LP | 0.04% | Reduce -11.9% | 520,839 | $23.9M |
| Glendon Capital Management LP | 2.93% | Add +23.3% | 514,100 | $23.6M |
| Invesco Ltd. | 0.00% | Reduce -87.8% | 497,346 | $22.8M |
| Los Angeles Capital Management LLC | 0.09% | Add +2217.5% | 496,394 | $22.7M |
| Capital International Investors | 0.01% | Add +0.7% | 492,821 | $22.6M |
| California Public Employees Retirement System | 0.01% | Reduce -0.8% | 491,055 | $22.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +10.7% | 455,837 | $20.9M |
| Ilex Capital Partners (UK) LLP | 0.51% | Add +252.7% | 453,767 | $20.8M |
| Neuberger Berman Group LLC | 0.02% | Reduce -59.5% | 447,622 | $20.5M |
| Diversify Wealth Management, LLC | 0.37% | New | 322,961 | $20.5M |
| AQR Capital Management | 0.01% | Add +278.9% | 438,220 | $19.5M |
| Deutsche Bank AG | 0.01% | Add +2.2% | 417,484 | $19.1M |
| SG Americas Securities, LLC | 0.02% | Reduce -1.0% | 470,444 | $18.9M |
| Diversify Advisory Services, LLC | 2.73% | Add +26.9% | 280,693 | $17.8M |
| California State Teachers Retirement System | 0.02% | Add +0.8% | 382,998 | $17.5M |
| Polar Capital Holdings Plc | 0.08% | Reduce -8.0% | 378,684 | $17.4M |
| NZS Capital, LLC | 0.56% | Add +1.8% | 366,379 | $16.8M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Add +381791.4% | 355,159 | $16.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +44.1% | 341,771 | $15.7M |
| Gillson Capital LP | 1.24% | Add +24.4% | 329,810 | $15.1M |
| Bienville Capital Management, LLC | 2.84% | New | 326,395 | $15.0M |
| Royal Bank of Canada | 0.00% | Add +8.4% | 318,783 | $14.6M |
| Schonfeld Strategic Advisors LLC | 0.12% | Reduce -17.1% | 317,723 | $14.6M |
| Rhumbline Advisers | 0.01% | Reduce -0.1% | 315,711 | $14.5M |
| Longaeva Partners L.P. | 0.63% | New | 285,099 | $13.1M |
| PEAK6 LLC | 0.37% | New | 277,468 | $12.7M |
| Nordea Investment Management AB | 0.01% | Add +927.0% | 282,114 | $12.4M |
| Mane Global Capital Management LP | 1.25% | Reduce -50.4% | 265,628 | $12.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -46.2% | 253,569 | $11.6M |
| Walleye Trading LLC | 0.23% | New | 246,078 | $11.3M |
| RJA Asset Management LLC | 4.14% | Add +187.1% | 245,500 | $11.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.0% | 243,893 | $11.2M |
| Capital Fund Management S.A. | 0.10% | Reduce -24.6% | 235,113 | $10.8M |
| LPL Financial LLC | 0.00% | Add +48.6% | 233,932 | $10.7M |
| Intercapital, LLC | 5.92% | Add +29.8% | 233,368 | $10.7M |
| Allen Holding Inc. | 1.05% | No change | 230,000 | $10.5M |
| Sei Investments Co. | 0.01% | Reduce -42.1% | 220,818 | $10.1M |
| Barclays PLC | 0.00% | Reduce -18.0% | 219,459 | $10.1M |
| Raymond James Financial Inc. | 0.00% | Add +19.4% | 210,907 | $9.7M |
| Aviva PLC | 0.02% | Add +4.8% | 206,262 | $9.5M |
| Penserra Capital Management LLC | 0.11% | Add +1.2% | 197,337 | $9.0M |
| Wells Fargo & Company | 0.00% | Reduce -8.6% | 195,462 | $9.0M |
| Gotham Asset Management | 0.03% | Add +52.3% | 187,216 | $8.6M |
| D. E. Shaw & Co. | 0.01% | Add +19.2% | 185,347 | $8.5M |
| Voya Investment Management LLC | 0.01% | Reduce -8.4% | 181,292 | $8.3M |
| Landscape Capital Management, L.L.C. | 0.52% | Add +33.8% | 179,831 | $8.2M |
"% of holder's portfolio" is AFRM's weight in each manager's 13F, not the share of Affirm Holdings Inc. the manager owns.