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
- 18
- Reported value
- $6.3bn
- Buyers
- 19
- Sellers
- 21
Breadth -2 among 92 comparable managers.
Visa Inc
- Holders
- 49
- Reported value
- $86.0bn
- Buyers
- 29
- Sellers
- 26
Breadth +3 among 92 comparable managers.
Who holds both, Q4 2025
Both (12)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Lone Pine Capital LLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Winton Group Ltd
Only AFRM (6)
Baillie Gifford & Co, Brevan Howard Capital Management LP, D1 Capital Partners LP, Durable Capital Partners LP, Hudson Bay Capital Management LP, Schonfeld Strategic Advisors LLC
Only V (37)
Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, and 12 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.