Holders over time
- AFRM
- V
| Quarter | AFRM | V |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 55 holders, $62.2bn |
| Q4 2020 | none listed holders, n.a. | 52 holders, $67.1bn |
| Q1 2021 | 14 holders, $1.9bn | 58 holders, $64.5bn |
| Q2 2021 | 11 holders, $2.5bn | 52 holders, $69.3bn |
| Q3 2021 | 14 holders, $6.1bn | 56 holders, $63.6bn |
| Q4 2021 | 13 holders, $5.4bn | 47 holders, $58.0bn |
| Q1 2022 | 5 holders, $2.9bn | 59 holders, $61.8bn |
| Q2 2022 | 7 holders, $1.0bn | 57 holders, $55.2bn |
| Q3 2022 | 5 holders, $1.1bn | 57 holders, $50.7bn |
| Q4 2022 | 3 holders, $545m | 54 holders, $59.4bn |
| Q1 2023 | 4 holders, $747m | 55 holders, $64.0bn |
| Q2 2023 | 5 holders, $1.0bn | 54 holders, $65.2bn |
| Q3 2023 | 9 holders, $1.7bn | 55 holders, $61.5bn |
| Q4 2023 | 16 holders, $4.4bn | 48 holders, $68.6bn |
| Q1 2024 | 12 holders, $2.8bn | 50 holders, $73.1bn |
| Q2 2024 | 13 holders, $2.2bn | 45 holders, $69.5bn |
| Q3 2024 | 15 holders, $2.8bn | 47 holders, $70.5bn |
| Q4 2024 | 21 holders, $4.9bn | 48 holders, $77.6bn |
| Q1 2025 | 18 holders, $3.3bn | 43 holders, $83.5bn |
| Q2 2025 | 23 holders, $5.8bn | 45 holders, $83.4bn |
| Q3 2025 | 20 holders, $6.0bn | 48 holders, $82.8bn |
| Q4 2025 | 18 holders, $6.3bn | 49 holders, $86.0bn |
| Q1 2026 | 17 holders, $4.1bn | 49 holders, $73.3bn |
| Q2 2026 | 14 holders, $6.8bn | 52 holders, $81.9bn |
Affirm HLDGS Inc
- Holders
- 15
- Reported value
- $2.8bn
- Buyers
- 9
- Sellers
- 9
Breadth 0 among 94 comparable managers.
Visa Inc
- Holders
- 47
- Reported value
- $70.5bn
- Buyers
- 15
- Sellers
- 29
Breadth -14 among 94 comparable managers.
Who holds both, Q3 2024
Both (11)
Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Winton Group Ltd
Only AFRM (4)
Baillie Gifford & Co, Balyasny Asset Management LLC, Durable Capital Partners LP, Verition Fund Management LLC
Only V (36)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, and 11 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.