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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 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
34
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 14 listed it in both
Shares listed
95,856,095
combined, among listed positions
Reported value
$4.4bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 23 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +6,580,231.

Managers listing AFRM in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

34 of 34 holders

ActionFiling
Capital Research Global Investors24,592,033$1.1bn0.17%Added+1,446,09113 May 2026 (the filing on sec.gov)
Capital World Investors22,512,923$1.0bn0.14%Added+802,00913 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)17,294,381$792munder 0.1%Added+3,618,54315 May 2026 (the filing on sec.gov)
Durable Capital Partners LP5,649,434$259m2.66%Added+1,968,26115 May 2026 (the filing on sec.gov)
Baillie Gifford & Co5,302,297$243m0.25%Trimmed-180,6468 May 2026 (the filing on sec.gov)
Citadel Advisors LLC4,071,115$187munder 0.1%Added+3,653,13315 May 2026 (the filing on sec.gov)
Wellington Management Group LLP2,742,715$126munder 0.1%Added+1,238,00615 May 2026 (the filing on sec.gov)
Marshall Wace LLP2,707,974$124m0.12%Trimmed-1,625,77815 May 2026 (the filing on sec.gov)
D1 Capital Partners LP1,936,900$89m0.79%Added+1,116,90015 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,722,380$79munder 0.1%Added+24,88015 May 2026 (the filing on sec.gov)
Millennium Management LLC1,381,914$63munder 0.1%Added+1,333,17915 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,149,661$53m0.07%Added+922,51815 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP1,040,114$48munder 0.1%Added+623,50215 May 2026 (the filing on sec.gov)
Jane Street Group LLC1,036,975$48munder 0.1%Added+997,20012 May 2026 (the filing on sec.gov)
Invesco Ltd497,346$23munder 0.1%Trimmed-3,574,22512 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC447,622$21munder 0.1%Trimmed-656,44627 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC438,220$19munder 0.1%Added+322,55015 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC317,723$15m0.10%Trimmed-65,71015 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.185,347$8.5munder 0.1%Added+29,80715 May 2026 (the filing on sec.gov)
Holocene Advisors LP170,026$7.8munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
AllianceBernstein LP100,805$7.5munder 0.1%Trimmed-1,183,50815 May 2026 (the filing on sec.gov)
Winton Group Ltd128,453$5.9m0.21%Added+46,14912 May 2026 (the filing on sec.gov)
Farallon Capital Management LLC108,000$4.9munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP89,686$4.1munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Walleye Capital LLC81,542$3.7munder 0.1%Trimmed-32,54813 May 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (6)

Exited (9)

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 →