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AFRM in the 13F filings

Affirm HLDGS Inc · CUSIP 00827B106

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
12 Aug 2025
latest of these filings; the earliest 7 May 2025
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 12 listed it in both
Shares listed
72,917,346
combined, among listed positions
Reported value
$3.3bn
combined, at the quarter end

Among the 95 comparable managers: 11 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing AFRM in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Capital Research Global Investors23,124,260$1.0bn0.23%Trimmed-1,140,13612 May 2025 (the filing on sec.gov)
Capital World Investors20,218,782$914m0.15%Added+1,879,61712 May 2025 (the filing on sec.gov)
Baillie Gifford & Co9,003,471$407m0.36%Trimmed-375,5037 May 2025 (the filing on sec.gov)
Durable Capital Partners LP6,580,882$297m2.66%Added+722,59915 May 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc4,544,132$205munder 0.1%Addedn.a.14 May 2025 (the filing on sec.gov)
Holocene Advisors LP2,498,946$113m0.33%Newnew15 May 2025 (the filing on sec.gov)
Marshall Wace LLP2,309,158$104m0.13%Added+55,62815 May 2025 (the filing on sec.gov)
D. E. Shaw & Co.1,408,058$64m0.06%Trimmed-1,734,88315 May 2025 (the filing on sec.gov)
D1 Capital Partners LP820,000$37m0.57%Newnew15 May 2025 (the filing on sec.gov)
Renaissance Technologies LLC818,900$37m0.06%Newnew14 May 2025 (the filing on sec.gov)
Voloridge Investment Management LLC562,794$25m0.09%Trimmed-697,27315 May 2025 (the filing on sec.gov)
Verition Fund Management LLC225,383$10munder 0.1%Trimmed-31,23415 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC224,380$10m0.06%Added+74,10215 May 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP180,188$8.1munder 0.1%Trimmed-1,247,55714 May 2025 (the filing on sec.gov)
Eisler Capital Management Ltd175,826$7.9m0.06%Newnew14 May 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP99,076$4.5munder 0.1%Trimmed-17,41515 May 2025 (the filing on sec.gov)
Quantbot Technologies LP78,110$3.5m0.11%Added+46,64513 May 2025 (the filing on sec.gov)
Soros Fund Management LLC45,000$2.0munder 0.1%Newnew15 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
15 in Q3 2024 to 14 in Q2 2026

Tracked managers listing it, at least.

0102030202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AFRM by quarter
QuarterHoldersReported valueBuyersSellers
Q1 202114$1.9bnn.a.n.a.
Q2 202111$2.5bnn.a.n.a.
Q3 202114$6.1bnn.a.n.a.
Q4 202113$5.4bnn.a.n.a.
Q1 20225$2.9bnn.a.n.a.
Q2 20227$1.0bnn.a.n.a.
Q3 20225$1.1bnn.a.n.a.
Q4 20223$545mn.a.n.a.
Q1 20234$747mn.a.n.a.
Q2 20235$1.0bnn.a.n.a.
Q3 20239$1.7bnn.a.n.a.
Q4 202316$4.4bn124
Q1 202412$2.8bn68
Q2 202413$2.2bn76
Q3 202415$2.8bn99
Q4 202421$4.9bn156
Q1 202518$3.3bn119
Q2 202523$5.8bn149
Q3 202520$6.0bn119
Q4 202518$6.3bn1921
Q1 202617$4.1bn2318
Q2 202614$6.8bn1819

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AFRM and V →AFRM and AXP →AFRM and BAC →Choose a stock to compare with AFRM →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AFRM, latest filings →Back to the 13F Explorer →