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AFRM — AFFIRM HLDGS INC

Reported value held$15.98B
Funds holding (latest)62
SectorFinancials
Funds holding (Q2 2026)41
Institutional value$13.47B · 166.59M sh
New / Add / Cut / Exit2 / 21 / 17 / 3
Top-5 / Top-10 concentration66.2% / 88.0%
Institutional holdings change Accumulating +11.3% (+16.97M sh)
Institutional value change Up +98.8%

As of Q2 2026, 41 SEC-registered investment managers reported holding AFRM (AFFIRM HLDGS INC) in their latest 13F filings, with a combined reported value of $13.47B across 166.59M shares. That is +11.3% by share count (+16.97M shares) versus the previous quarter, while reported value moved +98.8%. Ownership is concentrated: the five largest holders account for 66.2% of reported value and the top ten for 88.0%.

Compared with the prior quarter, 2 opened new positions, 21 added to existing stakes, 17 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

AFRM is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Capital Research Global Investors history Q2 2026 26.00M $2.12B 0.31% Add
Capital World Investors history Q2 2026 23.12M $1.89B 0.24% Add
Morgan Stanley history Q2 2026 23.00M $1.88B 0.10% Add
Vanguard Group history Q4 2025 24.85M $1.85B 0.03% Add
BlackRock Inc history Q2 2026 19.61M $1.60B 0.03% Add
Fidelity Management & Research (FMR) history Q2 2026 17.58M $1.43B 0.07% Add
JPMorgan Chase & Co history Q2 2026 16.72M $1.37B 0.16% New
Baillie Gifford & Co history Q2 2026 5.86M $477.60M 0.43% Add
Geode Capital Management history Q2 2026 5.71M $464.66M 0.03% Add
Citadel Advisors history Q2 2026 4.04M $329.38M 0.04% Reduce
Norges Bank Investment Management history Q2 2026 3.68M $300.20M 0.03% Reduce
Lone Pine Capital history Q4 2025 3.82M $284.11M 2.09% New
Bank of America Corp history Q2 2026 2.84M $231.62M 0.01% Add
UBS Group AG history Q2 2026 2.54M $206.74M 0.03% Add
Coatue Management history Q4 2024 2.63M $160.38M 0.54% New
Northern Trust Corp history Q2 2026 1.81M $147.97M 0.02% Add
Charles Schwab Investment Management history Q2 2026 1.66M $135.13M 0.02% Add
Millennium Management history Q2 2026 1.49M $121.91M 0.05% Reduce
Goldman Sachs Group history Q2 2026 1.39M $113.66M 0.01% Reduce
Wellington Management Group history Q2 2026 1.24M $101.44M 0.02% Reduce

View all 62 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Capital Research Global Investors 14.46M 19.36M 30.87M 24.79M 27.43M 25.66M 21.01M 22.02M 21.77M 20.25M 19.42M 23.76M 23.79M 24.26M 23.12M 23.70M 23.04M 23.15M 24.59M 26.00M
Capital World Investors 225.00K 225.00K — — — — 15.33M 16.78M 18.78M 19.00M 19.08M 18.81M 18.27M 18.34M 20.22M 21.19M 21.20M 21.71M 22.51M 23.12M
Morgan Stanley 5.42M 8.12M 10.51M 16.66M 21.32M 18.19M 25.13M 26.68M 34.04M 28.37M 30.57M 30.55M 30.19M 23.28M 21.20M 22.17M 22.97M 23.01M 21.72M 23.00M
BlackRock Inc — — — — — — — — — — — — 9.93M 13.54M 13.22M 15.64M 17.71M 18.87M 18.73M 19.61M
Fidelity Management & Research (FMR) 4.59M 3.64M 1.55M 973.34K 1.77M 1.07M 12.47K 259.24K 24.00K 26.19K 186.51K 185.84K 20.78K 9.00M 8.42M 9.63M 12.24M 13.68M 17.29M 17.58M
JPMorgan Chase & Co 5.18M 5.16M 3.61M 3.27M 2.80M 1.68M 118.63K 324.40K 241.51K 286.32K 216.39K 773.18K 1.20M 1.71M 1.13M 771.73K 1.54M 1.86M — 16.72M
Baillie Gifford & Co 10.78M 16.31M 20.48M 18.69M 20.51M 20.22M 19.99M 19.41M 19.03M 17.98M 18.73M 13.40M 9.94M 9.38M 9.00M 7.53M 5.90M 5.48M 5.30M 5.86M
Geode Capital Management 911.14K 1.45M 1.66M 2.32M 2.68M 3.01M 3.12M 3.23M 3.25M 3.50M 3.82M 4.00M 3.96M 4.17M 4.40M 4.66M 5.17M 5.50M 5.52M 5.71M
Citadel Advisors 2.38M 4.08M 6.26M 5.41M 8.57M 6.75M 11.51M 6.50M 5.45M 6.17M 7.41M 8.80M 8.28M 6.44M 7.60M 4.73M 7.11M 4.85M 7.13M 4.04M
Norges Bank Investment Management — — — — — 2.12M — — — 1.37M — 712.74K — 2.30M — 2.65M — 3.79M — 3.68M
Bank of America Corp 293.07K 349.39K 227.89K 361.23K 939.12K 541.22K 2.83M 3.21M 1.97M 821.85K 1.80M 1.71M 2.18M 855.24K 1.26M 1.93M 2.27M 2.15M 2.77M 2.84M
UBS Group AG 162.03K 679.03K 1.13M 1.51M 1.11M 1.01M 447.83K 429.68K 489.99K 588.23K 2.20M 2.38M 1.42M 1.12M 2.47M 1.55M 2.41M 2.09M 2.52M 2.54M
Northern Trust Corp 166.55K 437.97K 715.87K 1.04M 1.05M 1.11M 871.09K 972.35K 1.00M 1.03M 1.02M 1.11M 1.11M 1.42M 1.43M 1.48M 1.63M 1.65M 1.76M 1.81M
Charles Schwab Investment Management 478.25K 768.66K 870.96K 922.43K 1.16M 1.23M 1.26M 1.28M 1.30M 1.37M 1.51M 1.53M 2.20M 2.27M 2.28M 2.36M 1.31M 1.40M 1.47M 1.66M
Millennium Management 210.67K 141.02K 236.46K 102.82K 895.62K 197.27K 381.35K 428.33K 798.53K 1.18M 1.38M 2.37M 2.29M 1.14M 1.12M 1.83M 791.47K 310.94K 1.63M 1.49M
Goldman Sachs Group 1.55M 4.02M 4.55M 1.21M 2.26M 2.42M 1.44M 654.54K 1.75M 2.33M 2.26M 1.76M 1.81M 2.13M 1.71M 1.86M 1.96M 1.50M 1.78M 1.39M
Wellington Management Group 3.86M 1.66M 143.37K — 1.08M 1.42M — 2.30M 848.97K 248.51K 686.77K 777.19K 1.98M 1.53M 1.65M 2.14M 919.35K 1.50M 2.74M 1.24M
Marshall Wace — — — — — 30.00M 7.50M 7.50M 8.11M 9.03M 7.65M 1.02M 1.89M 2.25M 2.31M 1.47M 4.47M 4.33M 2.71M 953.08K
BNY Mellon 645.77K 618.81K 633.65K 1.07M 925.84K 700.00K 744.98K 731.68K 754.95K 758.20K 690.27K 866.95K 879.93K 885.10K 872.19K 890.69K 1.04M 200.00K 1.02M 921.16K
Amundi US 26.07K 52.64K 142.20K 177.38K 57.04K 223.58K 251.07K 251.07K 363.85K 402.92K 269.96K 336 290.82K 603.44K 392.98K 579.59K 545.38K 895.70K 735.30K 846.99K

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