Affirm Holdings, Inc. (AFRM) — Institutional Holders, Q2 2026

695 institutional investment managers reported a AFRM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $22.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← AFRM stock profile

AFRM in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

140

Added to

260

Trimmed

172

Sold out

Biggest buyers

JPMORGAN CHASEAdded · +11,425,906 sh+$931.8M
Winslow Capital ManagementNew · +4,577,562 sh+$373.3M
1832 Asset Management L.P.New · +1,534,400 sh+$125.1M
SEI INVESTMENTSAdded · +1,484,689 sh+$121.1M
Capital Research Global InvestorsAdded · +1,408,539 sh+$114.9M

Biggest sellers

CITADEL ADVISORSTrimmed · -2,822,741 sh-$230.2M
MARSHALL WACE, LLPTrimmed · -1,757,291 sh-$143.3M
Qube Research & Technologies LtdSold out · -1,575,982 sh-$128.5M
WELLINGTON MANAGEMENT GROUP LLPTrimmed · -1,498,807 sh-$122.2M
Durable Capital PartnersTrimmed · -1,224,028 sh-$99.8M

AFRM 13F holders ranked 1–100 of 695

Institutional investors reporting a position in Affirm Holdings, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	Capital Research Global Investors#1 · 26,000,572 sh	26,000,572	$2.1B	0.30%	+5.7%
2	MORGAN STANLEY#2 · 53,707,269 sh	53,707,269	$1.9B	0.10%	+17.5%
3	Capital World Investors#3 · 23,115,136 sh	23,115,136	$1.9B	0.22%	+2.7%
4	BlackRock#4 · 37,933,537 sh	37,933,537	$1.6B	0.02%	+13.5%
5	FMR#5 · 52,747,656 sh	52,747,656	$1.5B	0.06%	+88.2%
6	JPMORGAN CHASE#6 · 39,440,922 sh	39,440,922	$1.4B	0.08%	+30.5%
7	VANGUARD CAPITAL MANAGEMENT#7 · 12,320,890 sh	12,320,890	$1.0B	0.02%	+1.4%
8	VANGUARD PORTFOLIO MANAGEMENT#8 · 11,886,405 sh	11,886,405	$969.3M	0.04%	+2.5%
9	STATE STREET#9 · 29,999,214 sh	29,999,214	$545.4M	0.02%	+13.7%
10	BAILLIE GIFFORD#10 · 5,856,569 sh	5,856,569	$477.6M	0.43%	+10.5%
11	GEODE CAPITAL MANAGEMENT#11 · 5,712,491 sh	5,712,491	$464.7M	0.02%	+3.4%
12	Winslow Capital Management#12 · 4,577,562 sh	4,577,562	$373.3M	1.28%	New
13	Durable Capital Partners#13 · 4,425,406 sh	4,425,406	$360.9M	3.51%	-21.7%
14	NORGES BANK#14 · 3,681,211 sh	3,681,211	$300.2M	0.03%	—
15	VOYA INVESTMENT MANAGEMENT#15 · 205,430,856 sh	205,430,856	$268.5M	0.23%	+22.1%
16	LINDEN ADVISORS#16 · 210,913,000 sh	210,913,000	$246.2M	1.28%	-18.8%
17	BANK OF AMERICA#17 · 4,626,260 sh	4,626,260	$233.7M	0.02%	+66.8%
18	UBS Group AG#18 · 2,511,220 sh	2,511,220	$204.8M	0.03%	+9.1%
19	NORTHERN#19 · 2,048,431 sh	2,048,431	$171.0M	0.02%	+16.2%
20	D1 Capital Partners L.P.#20 · 1,908,511 sh	1,908,511	$155.6M	0.45%	-1.5%
21	VANGUARD FIDUCIARY#21 · 1,875,338 sh	1,875,338	$152.9M	0.03%	+3.4%
22	SEI INVESTMENTS#22 · 1,918,507 sh	1,918,507	$139.3M	0.12%	+342.2%
23	CHARLES SCHWAB INVESTMENT MANAGEMENT#23 · 1,656,971 sh	1,656,971	$135.1M	0.02%	+12.8%
24	DIMENSIONAL FUND ADVISORS#24 · 1,601,389 sh	1,601,389	$130.6M	0.02%	+1.7%
25	Allspring Global Investments#25 · 1,520,255 sh	1,520,255	$127.5M	0.20%	-3.6%
26	Spyglass Capital Management#26 · 1,537,840 sh	1,537,840	$125.4M	6.79%	-7.5%
27	1832 Asset Management L.P.#27 · 1,534,400 sh	1,534,400	$125.1M	0.06%	New
28	Foxhaven Asset Management#28 · 1,534,155 sh	1,534,155	$125.1M	3.35%	-30.4%
29	PRICE T ROWE ASSOCIATES#29 · 1,496,735 sh	1,496,735	$122.1M	0.01%	-13.1%
30	MILLENNIUM MANAGEMENT#30 · 2,273,364 sh	2,273,364	$121.1M	0.04%	+4.2%
31	TREMBLANT CAPITAL GROUP#31 · 1,464,129 sh	1,464,129	$119.4M	3.43%	+4.8%
32	WESTFIELD CAPITAL MANAGEMENT#32 · 1,352,200 sh	1,352,200	$110.3M	0.36%	+25.1%
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#33 · 4,185,563 sh	4,185,563	$104.5M	0.02%	-7.1%
34	GOLDMAN SACHS GROUP#34 · 1,273,728 sh	1,273,728	$103.9M	<0.01%	-18.2%
35	Atreides Management#35 · 1,273,050 sh	1,273,050	$103.8M	0.72%	+6.6%
36	WELLINGTON MANAGEMENT GROUP LLP#36 · 1,982,908 sh	1,982,908	$102.3M	0.02%	-44.8%
37	CITADEL ADVISORS#37 · 1,248,374 sh	1,248,374	$101.8M	0.01%	-69.3%
38	AQR Arbitrage#38 · 80,748,000 sh	80,748,000	$94.4M	1.35%	+7.5%
39	GILDER GAGNON HOWE#39 · 1,108,083 sh	1,108,083	$90.4M	0.93%	+15.7%
40	AMERICAN CENTURY COMPANIES#40 · 1,076,745 sh	1,076,745	$87.8M	0.04%	+19.1%
41	Artemis Investment Management LLP#41 · 961,002 sh	961,002	$78.4M	—	+40.2%
42	MARSHALL WACE, LLP#42 · 950,683 sh	950,683	$77.5M	0.06%	-64.9%
43	Bank of New York Mellon#43 · 921,164 sh	921,164	$75.1M	0.01%	-10.0%
44	Amundi#44 · 4,846,986 sh	4,846,986	$73.7M	0.02%	+2.4%
45	OSTERWEIS CAPITAL MANAGEMENT#45 · 57,657,605 sh	57,657,605	$69.5M	3.28%	+0.2%
46	Nuveen#46 · 785,978 sh	785,978	$64.1M	0.02%	-89.0%
47	Swiss National Bank#47 · 785,200 sh	785,200	$64.0M	0.03%	-2.7%
48	FEDERATED HERMES#48 · 772,078 sh	772,078	$63.0M	0.09%	New
49	SUSQUEHANNA INTERNATIONAL GROUP, LLP#49 · 742,283 sh	742,283	$60.5M	<0.01%	-28.6%
50	AMERIPRISE FINANCIAL#50 · 723,193 sh	723,193	$59.0M	0.01%	+336.9%
51	ALLEN OPERATIONS#51 · 721,382 sh	721,382	$58.8M	8.15%	0.0%
52	Capital Impact Advisors#52 · 704,065 sh	704,065	$57.4M	3.22%	+540.5%
53	Holocene Advisors#53 · 703,463 sh	703,463	$57.4M	0.13%	+313.7%
54	ARISTEIA CAPITAL, L.L.C.#54 · 57,109,000 sh	57,109,000	$57.0M	0.74%	-17.0%
55	JANE STREET GROUP#55 · 694,088 sh	694,088	$56.6M	<0.01%	-33.1%
56	Neuberger Berman Group#56 · 691,879 sh	691,879	$56.4M	0.04%	+54.6%
57	CITIGROUP#57 · 992,535 sh	992,535	$56.2M	0.02%	-1.4%
58	WORLDQUANT MILLENNIUM ADVISORS#58 · 670,803 sh	670,803	$54.7M	0.19%	New
59	PACIFIC HEIGHTS ASSET MANAGEMENT#59 · 650,000 sh	650,000	$53.0M	1.68%	-3.7%
60	BANK OF MONTREAL#60 · 36,333,189 sh	36,333,189	$51.6M	0.02%	+0.3%
61	Invesco Ltd.#61 · 4,024,934 sh	4,024,934	$46.9M	<0.01%	+709.3%
62	Schonfeld Strategic Advisors#62 · 569,152 sh	569,152	$46.4M	0.17%	+79.1%
63	ThornTree Capital Partners#63 · 568,524 sh	568,524	$46.4M	6.34%	-31.9%
64	Legal & General Group Plc#64 · 550,499 sh	550,499	$44.9M	<0.01%	-10.6%
65	Verition Fund Management#65 · 37,500,000 sh	37,500,000	$43.9M	0.06%	-6.2%
66	DRIEHAUS CAPITAL MANAGEMENT#66 · 537,519 sh	537,519	$43.8M	0.25%	New
67	Daiwa Securities Group#67 · 529,318 sh	529,318	$43.2M	0.08%	+2049.6%
68	Islander Capital Partners, L.P.#68 · 529,097 sh	529,097	$43.1M	15.65%	-7.2%
69	Glendon Capital Management#69 · 1,588,100 sh	1,588,100	$43.0M	5.56%	0.0%
70	Sumitomo Mitsui#70 · 515,298 sh	515,298	$42.0M	0.02%	-2.5%
71	ADVENT CAPITAL MANAGEMENT#71 · 35,372,000 sh	35,372,000	$41.4M	0.93%	-46.7%
72	RAYMOND JAMES FINANCIAL#72 · 498,168 sh	498,168	$40.6M	0.01%	+136.2%
73	Mitsubishi UFJ Asset Management , Ltd.#73 · 480,680 sh	480,680	$39.2M	0.02%	+5.4%
74	Quantinno Capital Management#74 · 474,279 sh	474,279	$38.7M	0.05%	-8.9%
75	BNP PARIBAS FINANCIAL MARKETS#75 · 23,522,112 sh	23,522,112	$38.3M	0.01%	-19.3%
76	LORD, ABBETT#76 · 23,835,006 sh	23,835,006	$38.2M	0.11%	New
77	D. E. Shaw#77 · 30,035,333 sh	30,035,333	$37.9M	0.02%	New
78	12 West Capital Management#78 · 460,000 sh	460,000	$37.5M	7.02%	-14.0%
79	DEUTSCHE BANK AG\#79 · 456,911 sh	456,911	$37.3M	0.01%	-62.0%
80	Gotham Asset Management#80 · 454,524 sh	454,524	$37.1M	0.09%	+142.8%
81	CONGRESS ASSET MANAGEMENT#81 · 426,470 sh	426,470	$34.8M	—	+4638.6%
82	OAKTREE CAPITAL MANAGEMENT#82 · 34,815,000 sh	34,815,000	$34.3M	0.48%	+201.8%
83	Polar Capital Plc#83 · 1,404,896 sh	1,404,896	$34.2M	0.08%	+271.0%
84	WELLS FARGO & COMPANY#84 · 2,039,630 sh	2,039,630	$33.7M	<0.01%	-74.0%
85	ENVESTNET ASSET MANAGEMENT#85 · 410,775 sh	410,775	$33.5M	<0.01%	+20.2%
86	ROYAL BANK OF CANADA#86 · 4,103,664 sh	4,103,664	$33.2M	<0.01%	+1187.3%
87	MACKAY SHIELDS#87 · 27,113,000 sh	27,113,000	$31.7M	—	-0.1%
88	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#88 · 368,905 sh	368,905	$30.1M	0.02%	-24.9%
89	T. Rowe Price Investment Management#89 · 363,770 sh	363,770	$29.7M	0.02%	+2.4%
90	CAPITAL FUND MANAGEMENT S.A.#90 · 348,607 sh	348,607	$28.4M	0.13%	+48.3%
91	SG Americas Securities#91 · 325,306 sh	325,306	$28.3M	0.02%	-42.4%
92	RHUMBLINE ADVISERS#92 · 341,313 sh	341,313	$27.8M	0.02%	+8.1%
93	HEALTHCARE OF ONTARIO PENSION PLAN FUND#93 · 334,000 sh	334,000	$27.2M	0.04%	New
94	BIT Capital GmbH#94 · 331,200 sh	331,200	$27.0M	0.80%	+534.5%
95	Diversify Advisory Services#95 · 355,854 sh	355,854	$26.0M	—	+26.8%
96	DIVERSIFY WEALTH MANAGEMENT#96 · 355,854 sh	355,854	$26.0M	—	+10.2%
97	Universal- Beteiligungs- und Servicegesellschaft mbH#97 · 3,631,644 sh	3,631,644	$25.9M	0.04%	+14.5%
98	Russell Investments Group, Ltd.#98 · 7,224,644 sh	7,224,644	$25.1M	0.02%	+32.8%
99	Squarepoint Ops#99 · 41,408 sh	41,408	$22.4M	0.02%	+231.3%
100	NORDEA INVESTMENT MANAGEMENT AB#100 · 273,694 sh	273,694	$22.3M	0.02%	-3.0%

Funds that sold out of AFRM in Q2 2026 (74)

Held AFRM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AFRM in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Qube Research & Technologies Ltd1,575,982 sh	1,575,982	$72.2M
BALYASNY ASSET MANAGEMENT L.P.1,149,661 sh	1,149,661	$52.7M
AustralianSuper Pty Ltd614,323 sh	614,323	$28.1M
Capital International Investors492,821 sh	492,821	$22.6M
Ilex Capital Partners (UK) LLP453,767 sh	453,767	$20.8M
NZS Capital366,379 sh	366,379	$16.8M
Bienville Capital Management326,395 sh	326,395	$15.0M
Longaeva Partners L.P.285,099 sh	285,099	$13.1M
PEAK6277,468 sh	277,468	$12.7M
Walleye Trading246,078 sh	246,078	$11.3M
OCO Capital Partners, L.P.150,000 sh	150,000	$6.9M
Prana Capital Management144,592 sh	144,592	$6.6M
Q Fund Management (Hong Kong) Ltd86,200 sh	86,200	$6.4M
AGF MANAGEMENT LTD134,716 sh	134,716	$6.2M
WINTON GROUP Ltd128,453 sh	128,453	$5.9M
Dilation Capital Management111,717 sh	111,717	$5.1M
FARALLON CAPITAL MANAGEMENT108,000 sh	108,000	$4.9M
PFA Pension, Forsikringsaktieselskab106,844 sh	106,844	$4.9M
Point72 Asset Management, L.P.89,686 sh	89,686	$4.1M
Liontrust Investment Partners LLP54,743 sh	54,743	$4.1M
Weiss Asset Management80,254 sh	80,254	$3.7M
SUMITOMO LIFE INSURANCE71,600 sh	71,600	$3.3M
Optiver Holding B.V.68,026 sh	68,026	$3.1M
Mariner53,394 sh	53,394	$2.4M
Capelight Capital Asset Management50,000 sh	50,000	$2.3M
Jain Global48,558 sh	48,558	$2.2M
General Equity39,301 sh	39,301	$1.8M
Freestone Grove Partners38,692 sh	38,692	$1.8M
Moran Wealth Management35,948 sh	35,948	$1.6M
G2 Investment Partners Management32,000 sh	32,000	$1.5M
Quantitative Investment Management29,839 sh	29,839	$1.4M
Paloma Partners Management28,029 sh	28,029	$1.3M
Parallax Volatility Advisers, L.P.16,907 sh	16,907	$1.1M
Fieldview Capital Management18,386 sh	18,386	$842.4K
NEW YORK STATE TEACHERS RETIREMENT SYSTEM16,877 sh	16,877	$773.0K
REX Advisers16,700 sh	16,700	$765.2K
Atom Investors12,726 sh	12,726	$583.1K
GROUP ONE TRADING, L.P.12,659 sh	12,659	$580.0K
CAXTON ASSOCIATES LLP12,000 sh	12,000	$549.8K
Focus Partners Wealth11,235 sh	11,235	$514.8K
PRINCIPAL FINANCIAL GROUP10,841 sh	10,841	$496.7K
Campbell & Investment Adviser8,794 sh	8,794	$402.9K
GraniteShares Advisors8,442 sh	8,442	$386.8K
Graham Capital Management, L.P.7,052 sh	7,052	$323.1K
GC Wealth Management RIA6,819 sh	6,819	$312.4K
DRW Securities6,608 sh	6,608	$302.8K
Focus Partners Advisor Solutions5,570 sh	5,570	$254.0K
Plato Investment Management Ltd5,440 sh	5,440	$249.4K
Holistic Financial Partners4,801 sh	4,801	$220.0K
Andina Capital Management4,776 sh	4,776	$218.8K
Bayesian Capital Management4,500 sh	4,500	$206.2K
State of Wyoming4,469 sh	4,469	$204.8K
Ares Systematic Credit Ltd4,752 sh	4,752	$204.5K
PARADIGM ASSET MANAGEMENT2,700 sh	2,700	$123.7K
QUADRANT CAPITAL GROUP2,032 sh	2,032	$95.5K
Steward Partners Investment Advisory1,740 sh	1,740	$79.7K
Golden State Equity Partners902 sh	902	$41.3K
Sound Income Strategies853 sh	853	$38.8K
Root Financial Partners344 sh	344	$15.8K
Western Wealth Management300 sh	300	$13.7K
CENTRAL187 sh	187	$8.6K
Rachor Investment Advisory Services88 sh	88	$4.0K
TWIN PEAKS WEALTH ADVISORS64 sh	64	$2.9K
Intentional Wealth Strategies31 sh	31	$1.4K
MCF Advisors19 sh	19	$871.00
Vermillion Wealth Management17 sh	17	$779.00
Whipplewood Advisors17 sh	17	$779.00
Heritage Wealth Advisors15 sh	15	$687.00
Team Financial Group12 sh	12	$550.00
Cheviot Value Management5 sh	5	$229.00
GILL CAPITAL PARTNERS3 sh	3	$137.00
Strategic Wealth Partners, Ltd.2 sh	2	$93.00
CURIO WEALTH2 sh	2	$92.00
Elequin Securities58 sh	58	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.