AFRM in the 13F filings
Affirm HLDGS Inc · CUSIP 00827B106
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 31 Jan 2025
- Managers listing it
- 21
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 12 listed it in both
- Shares listed
- 81,278,278
- combined, among listed positions
- Reported value
- $4.9bn
- combined, at the quarter end
Among the 94 comparable managers: 15 buyers (opened or added shares) and 6 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 Q4 2024
21 of 21 holders
Largest increases and reductions, by shares
Increases
- Durable Capital Partners LPexisting position · 5,858,283 shares now+2,888,827
- Coatue Management LLCnew position · 2,633,442 shares now+2,633,442
- Hudson Bay Capital Management LPnew position · 1,427,745 shares now+1,427,745
- Voloridge Investment Management LLCnew position · 1,260,067 shares now+1,260,067
- Two Sigma Advisers LPnew position · 654,600 shares now+654,600
Reductions
- D. E. Shaw & Co.existing position · 3,142,941 shares now-2,568,222
- Man Group PLCexisting position · 528,620 shares now-652,241
- Baillie Gifford & Coexisting position · 9,378,974 shares now-556,794
- Balyasny Asset Management LLCexisting position · 601,692 shares now-412,786
- Quantbot Technologies LPexisting position · 31,465 shares now-31,463
New positions and exits
New (8)
Exited (0)
No exit shown by a manager’s own filing.
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 →