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Affirm Holdings, Inc. 13F holders

664 funds reported a position in Affirm Holdings, Inc. in their 13F for the quarter ended 30 June 2026, together 260.2 million shares worth $21.21 billion. Against the quarter before, 125 opened a position, 256 added, 172 trimmed and 70 sold out; together they bought a net 16.7 million shares. The largest holders: Capital Research Global Investors, Capital World Investors and Morgan Stanley.

Funds holding664+70 on Q1 2026
Shares they held260.2Mworth $21.21 billion
Net bought on the quarter16.7M sharesabout $1.36 billion at the funds' values
Funds buying to selling381 to 242opened or added, to cut or sold
Opened 125Added 256Held 105Trimmed 172Sold out 70
Opened: 125 fundsAdded: 256 fundsHeld: 105 fundsTrimmed: 172 fundsSold out: 70 funds

What each fund did in AFRM against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 426 funds, 199.0 million shares426Q3 2024Q4 2024: 501 funds, 207.6 million shares501Q4 2024Q1 2025: 490 funds, 216.5 million shares490Q1 2025Q2 2025: 561 funds, 224.5 million shares561Q2 2025Q3 2025: 616 funds, 228.6 million shares616Q3 2025Q4 2025: 641 funds, 239.6 million shares641Q4 2025Q1 2026: 594 funds, 240.5 million shares594Q1 2026Q2 2026: 664 funds, 260.2 million shares664Q2 2026

Funds reporting a position in AFRM in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 149 reported a position in Affirm Holdings, Inc.: 18 opened one, 46 added, 44 trimmed and 20 sold out, a net 481,952 shares sold.

FundChange in sharesShares nowStatusFiling
Artemis Investment Management LLP-585,468375,534trimmed13F
BI Asset Management Fondsmaeglerselskab A/S+122,943180,769added13F
Royal Fund Management, LLC+74,40078,244added13F
Diversify Advisory Services, LLC-48,120307,734trimmed13F
Diversify Wealth Management, LLC-48,120307,734trimmed13F
TD Waterhouse Canada Inc.-19,48032,364trimmed13F
ASR Vermogensbeheer N.V.+16,42640,715added13F
NLB Skladi, upravljanje premozenja, d.o.o.-15,49133,359trimmed13F
Oppenheimer & Co. Inc.+14,63314,633new13F
Congress Asset Management Co.+12,645439,115added13F
Signature Estate & Investment Advisors LLC+11,790196,210added13F
Cache Advisors, LLC+11,64011,640new13F
Fideuram - Intesa Sanpaolo Private Banking S.p.a.-10,5088,749trimmed13F
Vontobel Holding Ltd.+9,75618,506added13F
Mount Vernon Associates Inc.+9,25051,825added13F
Wespac Advisors, LLC+8,3108,310new13F
Advisory Resource Group-7,92724,242trimmed13F
Simplicity Wealth,LLC+7,83715,134added13F
Abn Amro Investment Solutions+7,47123,785added13F
AG2R La Mondiale Gestion D'actifs+5,7285,728new13F
KBC Group NV+5,61146,045added13F
Pictet North America Advisors SA+4,0924,092new13F
Cyndeo Wealth Partners, LLC+3,8793,879new13F
Axxcess Wealth Management, LLC+3,6023,602new13F
Wedbush Securities Inc.+3,5763,576new13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 11 reported a position in Affirm Holdings, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Capital Research Global Investors, 26.0 million shares worth $2.12 billion, 0.3% of its reported book. New this quarter: Two Sigma Investments, Alyeska. Sold out: Point72 Asset Management. In the quarter, 9 funds added or opened a position and 2 trimmed or sold out; together they sold a net 179,319 shares, about $14.6 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Capital Research Global Investors26,000,572$2.12 billion0.3%+1,408,539added30 June 202613F
FMR LLC17,581,656$1.43 billion0.1%+287,275added30 June 202613F
Baillie Gifford5,856,569$477.6 million0.4%+554,272added30 June 202613F
Geode Capital Management5,712,491$464.7 million0.0%+189,719added30 June 202613F
Norges Bank3,681,211$300.2 million0.0%held30 June 202613F
Millennium Management1,473,364$120.2 million0.1%+91,450added30 June 202613F
Atreides Management1,273,050$103.8 million0.9%+78,339added30 June 202613F
Citadel Advisors1,248,374$101.8 million0.1%-2,822,741trimmed30 June 202613F
Renaissance Technologies74,800$6.1 million0.0%+68,900added30 June 202613F
Two Sigma Investments51,322$4.2 million0.0%+51,322new30 June 202613F
Alyeska3,292$268,4630.0%+3,292new30 June 202613F
Point72 Asset Management0$00.0%-89,686exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Capital Research Global Investors26,000,5729.99%$2.12 billion0.30%+1,408,53913F
Capital World Investors23,115,1368.88%$1.89 billion0.22%+602,21313F
Morgan Stanley23,000,2698.84%$1.88 billion0.10%+1,284,28713F
BlackRock, Inc.19,613,5377.54%$1.60 billion0.02%+881,04413F
FMR LLC17,581,6566.76%$1.43 billion0.06%+287,27513F
JPMorgan Chase & Co.16,722,9226.43%$1.37 billion0.08%+11,425,90613F
Vanguard Capital Management LLC12,320,8904.74%$1.00 billion0.02%+168,51513F
Vanguard Portfolio Management LLC11,886,4054.57%$969.3 million0.04%+286,41213F
State Street Corp.6,349,2142.44%$517.8 million0.01%+318,07313F
Baillie Gifford & Co.5,856,5692.25%$477.6 million0.43%+554,27213F
Geode Capital Management, LLC5,712,4912.20%$464.7 million0.03%+189,71913F
Winslow Capital Management, LLC4,577,5621.76%$373.3 million1.28%new13F
Durable Capital Partners LP4,425,4061.70%$360.9 million3.51%-1,224,02813F
Norges Bank3,681,2111.41%$300.2 million0.03%13F
Bank of America Corp.2,840,2601.09%$231.6 million0.01%+65,96213F
UBS Group AG2,511,2200.97%$204.8 million0.03%+209,00313F
D1 Capital Partners L.P.1,908,5110.73%$155.6 million0.45%-28,38913F
Vanguard Fiduciary Trust Co.1,875,3380.72%$152.9 million0.03%+62,21713F
Northern Trust Corp.1,814,4310.70%$148.0 million0.02%+52,04613F
Sei Investments Co.1,705,5070.66%$139.1 million0.12%+1,484,68913F
Charles Schwab Investment Management Inc.1,656,9710.64%$135.1 million0.02%+188,37813F
Dimensional Fund Advisors LP1,601,3890.62%$130.6 million0.02%+26,72913F
Allspring Global Investments Holdings, LLC1,520,2550.58%$127.5 million0.20%-57,00913F
Spyglass Capital Management LLC1,537,8400.59%$125.4 million6.79%-124,48513F
1832 Asset Management L.P.1,534,4000.59%$125.1 million0.15%new13F
Foxhaven Asset Management, LP1,534,1550.59%$125.1 million3.35%-671,40113F
Price T Rowe Associates Inc.1,496,7350.58%$122.1 million0.01%-225,64513F
Millennium Management LLC1,473,3640.57%$120.2 million0.08%+91,45013F
Tremblant Capital Group1,464,1290.56%$119.4 million3.43%+66,88113F
Westfield Capital Management Co. LP1,352,2000.52%$110.3 million0.36%+271,56413F
Goldman Sachs Group Inc.1,273,7280.49%$103.9 million0.01%-283,88213F
Atreides Management, LP1,273,0500.49%$103.8 million0.93%+78,33913F
Citadel Advisors LLC1,248,3740.48%$101.8 million0.06%-2,822,74113F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC1,245,5630.48%$101.6 million0.02%+181,32713F
Wellington Management Group LLP1,243,9080.48%$101.4 million0.02%-1,498,80713F
Gilder Gagnon Howe & Co. LLC1,108,0830.43%$90.4 million0.93%+150,07813F
American Century Companies Inc.1,076,7450.41%$87.8 million0.04%+172,84613F
Artemis Investment Management LLP961,0020.37%$78.4 million0.70%+275,39413F
Marshall Wace, LLP950,6830.37%$77.5 million0.07%-1,757,29113F
Bank of New York Mellon Corp921,1640.35%$75.1 million0.01%-102,47913F
Amundi846,9860.33%$69.1 million0.02%+111,68413F
Nuveen, LLC785,9780.30%$64.1 million0.01%+148,69813F
Swiss National Bank785,2000.30%$64.0 million0.03%-21,60013F
Federated Hermes, Inc.772,0780.30%$63.0 million0.09%new13F
Susquehanna International Group, LLP742,2830.29%$60.5 million0.05%-297,83113F
Ameriprise Financial Inc.723,1930.28%$59.0 million0.01%+557,65613F
Allen Operations LLC721,3820.28%$58.8 million8.15%no change13F
Capital Impact Advisors, LLC704,0650.27%$57.4 million3.22%+594,14813F
Holocene Advisors, LP703,4630.27%$57.4 million0.13%+533,43713F
Jane Street Group, LLC694,0880.27%$56.6 million0.04%-342,88713F
The 50 largest of the 664 funds that reported a position in AFRM in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on AFRM

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls1,517,600$123.8 million30 June 202613F
Citadel AdvisorsPuts1,273,000$103.8 million30 June 202613F
Point72 Asset ManagementPuts262,700$21.4 million30 June 202613F
Point72 Asset ManagementCalls222,400$18.1 million30 June 202613F
Millennium ManagementCalls13,400$1.1 million30 June 202613F
Millennium ManagementPuts8,200$668,71030 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
12 August 202613G/ACapital World Investors and 1 other23.1 million7.9%30 June 2026passive, institutional (13d-1(b))EDGAR
16 July 202613GJpmorgan Chase & Co and 1 other16.8 million5.7%30 June 2026passive, institutional (13d-1(b))EDGAR
16 July 202613GJpmorgan Chase & Co. and 1 other16.8 million5.7%30 June 2026passive, institutional (13d-1(b))EDGAR
11 May 202613G/AMorgan Stanley and 3 others20.7 million7.1%31 March 2026passive, institutional (13d-1(b))EDGAR
6 May 202613GFMR LLC and 3 others17.7 million6.1%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
21 January 202613GBlackRock, Inc. and 1 other14.8 million5.1%31 December 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
21 September 2026168$71.21SEC
16 September 202617$72.09SEC
8 September 2026486$72.35SEC
4 September 2026200$74.30SEC
26 August 202610,838$77.95SEC
24 August 2026921$77.03SEC
21 August 202652,561$75.05SEC
20 August 20267,067$77.33SEC
19 August 2026404$73.56SEC
18 August 2026496$74.52SEC
17 August 20267,296$78.35SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 52,561 on 21 August 2026. A fail is an operational fact about settlement, not a position.