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Affirm Holdings, Inc. hedge fund holdings

AFRMNASDAQ
$70.77+0.34 (+0.48% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

AFRM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-8.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025262159$2.01B$1.45B524Aug 14, 2025
Q3 2025284202$2.29B$1.91B584Nov 14, 2025
Q4 2025245196$1.68B$1.33B606Feb 14, 2026
Q1 2026249251$1.53B$1.19B568May 15, 2026
Q2 2026300174$2.98B$1.61B617Aug 14, 2026

Quarterly action breakdown

Q2 2026
617 filers
New position
108
$714M+8.75M sh
Increased
192
$2.27B+27.8M sh
Reduced
117
-$1.11B-13.6M sh
Out / sold
57
-$501M-6.15M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Winslow Capital Management, LLCNew Buy+$373M$373M1.28%Aug 13, 2026
Wellington Management Group LLPReduce 54.65%-$122M$101M0.02%Aug 14, 2026
Durable Capital Partners LPReduce 21.67%-$99.8M$361M3.51%Aug 14, 2026
Foxhaven Asset Management, LPReduce 30.44%-$54.8M$125M3.35%Aug 14, 2026
Worldquant Millennium Advisors LLCNew Buy+$54.7M$54.7M0.19%Aug 14, 2026
Capital World InvestorsAdded 2.67%+$49.1M$1.89B0.22%Aug 12, 2026
Capital Impact Advisors, LLCAdded 540.54%+$48.5M$57.4M3.22%Aug 7, 2026
Ardmore Road Asset Management LPReduce 96.82%-$47.4M$1.56M0.09%Aug 14, 2026
Baillie Gifford & CoAdded 10.45%+$45.2M$478M0.43%Aug 6, 2026
Driehaus Capital Management LLCNew Buy+$43.8M$43.8M0.25%Aug 14, 2026
Holocene Advisors, LPAdded 313.74%+$43.5M$57.4M0.13%Aug 14, 2026
Daiwa Securities Group Inc.Added 2049.60%+$41.2M$43.2M0.08%Jul 31, 2026
Congress Asset Management CoAdded 4638.56%+$34M$34.8M0.21%Jul 7, 2026
AustralianSuper Pty LtdSell 100%-$28.1M$00.00%Aug 12, 2026
Healthcare of Ontario Pension Plan Trust FundNew Buy+$27.2M$27.2M0.04%Aug 13, 2026
BIT Capital GmbHAdded 534.52%+$22.8M$27M0.80%Aug 12, 2026
Capital International InvestorsSell 100%-$22.6M$00.00%Aug 12, 2026
Artemis Investment Management LLPAdded 40.17%+$22.5M$78.4M0.70%Jul 23, 2026
Westfield Capital Management Co LPAdded 25.13%+$22.1M$110M0.36%Aug 12, 2026
Gotham Asset Management, LLCAdded 142.78%+$21.8M$37.1M0.09%Aug 14, 2026
ThornTree Capital Partners LPReduce 31.86%-$21.7M$46.4M6.34%Aug 14, 2026
Ilex Capital Partners (UK) LLPSell 100%-$20.8M$00.00%Aug 14, 2026
Susquehanna Fundamental Investments, LLCNew Buy+$20.2M$20.2M0.38%Aug 14, 2026
NZS Capital, LLCSell 100%-$16.8M$00.00%Aug 14, 2026
Meridiem Capital Partners LPNew Buy+$16.4M$16.4M0.73%Aug 14, 2026
Signature Estate & Investment Advisors LLCNew Buy+$15M$15M0.27%Jul 14, 2026
Bienville Capital Management, LLCSell 100%-$15M$00.00%Aug 13, 2026
Militia Capital Management LLCReduce 66.08%-$14.7M$7.54M0.22%Aug 12, 2026
Longaeva Partners L.P.Sell 100%-$13.1M$00.00%Aug 14, 2026
Gilder Gagnon Howe & Co LLCAdded 15.67%+$12.2M$90.4M0.93%Aug 14, 2026
Gillson Capital LPReduce 45.24%-$12.2M$14.7M0.87%Aug 14, 2026
Nomura Holdings IncAdded 1257.54%+$12.1M$13M0.02%Aug 14, 2026
First Trust Advisors LPReduce 94.32%-$11.7M$704K0.00%Aug 11, 2026
Sora Investors LLCNew Buy+$10.4M$10.4M0.80%Aug 14, 2026
Spyglass Capital Management LLCReduce 7.49%-$10.2M$125M6.79%Aug 14, 2026
FIL LtdReduce 64.93%-$9.42M$5.09M0.00%Aug 13, 2026
Capital Fund Management S.A.Added 48.27%+$9.26M$28.4M0.13%Aug 13, 2026
Maytus Capital Management, LLCNew Buy+$9.12M$9.12M1.43%Aug 14, 2026
Vontobel Holding Ltd.Reduce 91.87%-$8.06M$714K0.00%Aug 3, 2026
Osterweis Capital Management IncAdded 159.39%+$7.9M$12.9M0.61%Aug 14, 2026
Mane Global Capital Management LPReduce 36.09%-$7.82M$13.8M1.14%Aug 14, 2026
OCO Capital Partners, L.P.Sell 100%-$6.87M$00.00%Jul 27, 2026
Karl Kapital LLCReduce 59.73%-$6.83M$4.61M2.74%Aug 14, 2026
Prana Capital Management, LPSell 100%-$6.63M$00.00%Aug 14, 2026
Mn Services Vermogensbeheer B.V.New Buy+$6.6M$6.6M0.05%Jul 31, 2026
Atreides Management, LPAdded 6.56%+$6.39M$104M0.72%Aug 14, 2026
Intercapital, LLCReduce 32.91%-$6.26M$12.8M3.19%Aug 14, 2026
Agf Management LtdSell 100%-$6.17M$00.00%Aug 10, 2026
12 West Capital Management LPReduce 14.02%-$6.12M$37.5M7.02%Aug 14, 2026
Diversify Advisory Services, LLCAdded 26.78%+$5.49M$26M0.43%Aug 10, 2026
Tremblant Capital GroupAdded 4.79%+$5.45M$119M3.43%Aug 14, 2026
Dilation Capital Management LPSell 100%-$5.12M$00.00%Jul 27, 2026
KR Capital LPNew Buy+$4.99M$4.99M0.49%Aug 14, 2026
Farallon Capital Management, L.L.C.Sell 100%-$4.95M$00.00%Aug 14, 2026
PFA Pension, ForsikringsaktieselskabSell 100%-$4.9M$00.00%Aug 12, 2026
Leonteq Securities AGReduce 94.33%-$4.39M$264K0.01%Jul 27, 2026
BI Asset Management Fondsmaeglerselskab A/SAdded 951.38%+$4.27M$4.72M0.04%Aug 10, 2026
Tredje AP-fondenAdded 51.38%+$3.92M$11.5M0.05%Aug 10, 2026
Donoghue Forlines LLCNew Buy+$3.92M$3.92M1.01%Aug 7, 2026
Quantinno Capital Management LPReduce 8.94%-$3.8M$38.7M0.05%Aug 13, 2026
Steadview Capital Management LLCReduce 31.82%-$3.76M$8.05M2.42%Aug 4, 2026
Eurizon Capital SGR S.p.A.Added 24.69%+$3.61M$18.2M0.05%Jul 29, 2026
Galaxy Digital Capital Management GP LLCNew Buy+$3.51M$3.51M1.70%Aug 14, 2026
Islander Capital Partners, L.P.Reduce 7.18%-$3.34M$43.1M15.65%Aug 14, 2026
Catalyst Funds Management Pty LtdAdded 99.44%+$3.29M$6.6M0.37%Aug 10, 2026
Institute for Wealth Management, LLC.Reduce 97.84%-$3.17M$70.1K0.01%Jul 28, 2026
Blueshift Asset Management, LLCReduce 69.64%-$3.06M$1.33M0.31%Aug 14, 2026
Lotus Technology Management, LPNew Buy+$2.66M$2.66M3.26%Aug 14, 2026
Empowered Funds, LLCReduce 68.63%-$2.58M$1.18M0.01%Aug 17, 2026
Atlantic Edge Private Wealth Management, LLCNew Buy+$2.51M$2.51M0.51%Jul 23, 2026
Dymon Asia Capital (Singapore) Pte. Ltd.New Buy+$2.45M$2.45M0.10%Jul 23, 2026
Royal Fund Management, LLCReduce 88.51%-$2.41M$313K0.03%Jul 20, 2026
Diversify Wealth Management, LLCAdded 10.18%+$2.4M$26M0.43%Jul 30, 2026
D1 Capital Partners L.P.Reduce 1.47%-$2.32M$156M0.45%Aug 14, 2026
Capelight Capital Asset Management LPSell 100%-$2.29M$00.00%Jul 15, 2026
Oak Thistle LLCAdded 319.93%+$2.24M$2.93M0.28%Jul 21, 2026
Jain Global LLCSell 100%-$2.22M$00.00%Aug 14, 2026
O'Neil Global Advisors, Inc.New Buy+$2.17M$2.17M0.48%Aug 10, 2026
Polar Capital Holdings PlcAdded 6.92%+$2.14M$33M0.08%Aug 14, 2026
Odyssean, LLCAdded 139.10%+$2.09M$3.59M0.58%Aug 14, 2026
Pacific Heights Asset Management LLCReduce 3.70%-$2.04M$53M1.68%Aug 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd.Added 5.45%+$2.03M$39.2M0.02%Aug 7, 2026
Interval Partners, LPAdded 18.72%+$1.94M$12.3M0.32%Aug 14, 2026
Consolidated Investment Group LLCNew Buy+$1.91M$1.91M0.17%Jul 22, 2026
General Equity Holdings LPSell 100%-$1.8M$00.00%Aug 14, 2026
Freestone Grove Partners LPSell 100%-$1.77M$00.00%Aug 14, 2026
NVWM, LLCAdded 1004.25%+$1.75M$1.93M0.39%Jul 29, 2026
IMC-Chicago, LLCReduce 18.46%-$1.7M$7.49M0.00%Aug 6, 2026
Inspire Investing, LLCNew Buy+$1.64M$1.64M0.07%Aug 12, 2026
Jefferies Financial Group Inc.Reduce 36.43%-$1.62M$2.83M0.02%Aug 17, 2026
Vestmark Advisory Solutions, Inc.New Buy+$1.59M$1.59M0.01%Aug 14, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 12.69%-$1.57M$10.8M0.01%Aug 13, 2026
ASR Vermogensbeheer N.V.Added 369.72%+$1.56M$1.98M0.02%Jul 20, 2026
Fideuram - Intesa Sanpaolo Private Banking S.P.A.Added 2488.31%+$1.51M$1.57M0.05%Jul 23, 2026
Financiere des Professionnels - Fonds d'investissement inc.Reduce 82.34%-$1.5M$322K0.02%Aug 5, 2026
G2 Investment Partners Management LLCSell 100%-$1.47M$00.00%Aug 14, 2026
Mediolanum International Funds LtdNew Buy+$1.46M$1.46M0.01%Jul 23, 2026
Dockside LLCNew Buy+$1.38M$1.38M0.32%Aug 3, 2026
Quantitative Investment Management, LLCSell 100%-$1.37M$00.00%Aug 14, 2026
Polymer Capital Management (US) LLCReduce 60.02%-$1.36M$903K0.12%Aug 14, 2026

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