AFRM in the 13F filings
Affirm HLDGS Inc · CUSIP 00827B106
- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 15 May 2024
- latest of these filings; the earliest 1 May 2024
- Managers listing it
- 12
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 10 listed it in both
- Shares listed
- 76,283,550
- combined, among listed positions
- Reported value
- $2.8bn
- combined, at the quarter end
Among the 93 comparable managers: 6 buyers (opened or added shares) and 8 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 2024
12 of 12 holders
Largest increases and reductions, by shares
Increases
- Baillie Gifford & Coexisting position · 18,732,407 shares now+749,368
- Tudor Investment Corpnew position · 296,509 shares now+296,509
- Man Group PLCexisting position · 789,436 shares now+137,605
- Holocene Advisors LPexisting position · 1,145,929 shares now+121,486
- Capital World Investorsexisting position · 19,079,071 shares now+77,050
Reductions
- Voloridge Investment Management LLCexisting position · 598,836 shares now-2,404,487
- Two Sigma Advisers LPexisting position · 3,556,500 shares now-1,151,200
- Two Sigma Investments LPexisting position · 3,536,029 shares now-962,400
- Capital Research Global Investorsexisting position · 19,419,985 shares now-831,059
- D. E. Shaw & Co.existing position · 9,071,991 shares now-312,856
New positions and exits
New (2)
Exited (2)
- Renaissance Technologies LLCwas $57m
- Coatue Management LLCwas $15m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2021 | 14 | $1.9bn | n.a. | n.a. |
| Q2 2021 | 11 | $2.5bn | n.a. | n.a. |
| Q3 2021 | 14 | $6.1bn | n.a. | n.a. |
| Q4 2021 | 13 | $5.4bn | n.a. | n.a. |
| Q1 2022 | 5 | $2.9bn | n.a. | n.a. |
| Q2 2022 | 7 | $1.0bn | n.a. | n.a. |
| Q3 2022 | 5 | $1.1bn | n.a. | n.a. |
| Q4 2022 | 3 | $545m | n.a. | n.a. |
| Q1 2023 | 4 | $747m | n.a. | n.a. |
| Q2 2023 | 5 | $1.0bn | n.a. | n.a. |
| Q3 2023 | 9 | $1.7bn | n.a. | n.a. |
| Q4 2023 | 16 | $4.4bn | 12 | 4 |
| Q1 2024 | 12 | $2.8bn | 6 | 8 |
| Q2 2024 | 13 | $2.2bn | 7 | 6 |
| Q3 2024 | 15 | $2.8bn | 9 | 9 |
| Q4 2024 | 21 | $4.9bn | 15 | 6 |
| Q1 2025 | 18 | $3.3bn | 11 | 9 |
| Q2 2025 | 23 | $5.8bn | 14 | 9 |
| Q3 2025 | 20 | $6.0bn | 11 | 9 |
| Q4 2025 | 18 | $6.3bn | 19 | 21 |
| Q1 2026 | 17 | $4.1bn | 23 | 18 |
| Q2 2026 | 14 | $6.8bn | 18 | 19 |
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 →