Affirm Holdings, Inc.: which funds bought and sold
Institutions that bought and sold Affirm Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 392 institutions that filed 13F reports for both quarters added to or opened positions in Affirm Holdings, and 237 cut or closed them. Together they added a net 17.3M shares, +7.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 743K shares (−0.7%); index fund managers were net buyers of 2.2M shares (+3.7%). 133 opened a new position and 70 sold out entirely.
Bought, Q2 2026 392 institutions, 133 of them new holders Sold, Q2 2026 237 institutions, 70 of them sold out
Net change, all compared +17.3M shares (+7.2%)
Net change, active managers −743K shares (−0.7%), 44 bought, 33 sold
Buyers versus sellers
392 bought 83 237 sold
Active managers and hedge funds 44 bought · 33 sold · −743K
Index fund managers 10 bought · 0 sold · +2.2M
Other institutions 338 bought · 204 sold · +15.9M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jpmorgan Chase & Co | +11.4M +215.7% | 16.7M | $1.4B |
| Winslow Capital Management, LLC Active manager | +4.6M New position | 4.6M | $373M |
| 1832 Asset Management L.P. | +1.5M New position | 1.5M | $125M |
| Sei Investments Co | +1.5M +672.4% | 1.7M | $139M |
| Capital Research Global Investors Active manager | +1.4M +5.7% | 26.0M | $2.1B |
| Morgan Stanley | +1.3M +5.9% | 23.0M | $1.9B |
| Blackrock, Inc. Index funds | +881K +4.7% | 19.6M | $1.6B |
| Federated Hermes, Inc. Active manager | +772K New position | 772K | $63M |
| Worldquant Millennium Advisors LLC Hedge fund | +671K New position | 671K | $54.7M |
| Capital World Investors Active manager | +602K +2.7% | 23.1M | $1.9B |
| Capital Impact Advisors, LLC | +594K +540.5% | 704K | $57.4M |
| Ameriprise Financial Inc | +558K +336.9% | 723K | $59M |
| Baillie Gifford & Co Active manager | +554K +10.5% | 5.9M | $478M |
| Driehaus Capital Management LLC Active manager | +538K New position | 538K | $43.8M |
| Holocene Advisors, LP Hedge fund | +533K +313.7% | 703K | $57.4M |
| Daiwa Securities Group Inc. | +505K +2049.6% | 529K | $43.2M |
| Congress Asset Management Co Active manager | +417K +4638.6% | 426K | $34.8M |
| Healthcare Of Ontario Pension Plan Trust Fund | +334K New position | 334K | $27.2M |
| State Street Corp Index funds | +318K +5.3% | 6.3M | $518M |
| FMR LLC Active manager | +287K +1.7% | 17.6M | $1.4B |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Winslow Capital Management, LLC Active manager | +4.6M New position | 4.6M | $373M |
| Capital Research Global Investors Active manager | +1.4M +5.7% | 26.0M | $2.1B |
| Federated Hermes, Inc. Active manager | +772K New position | 772K | $63M |
| Worldquant Millennium Advisors LLC Hedge fund | +671K New position | 671K | $54.7M |
| Capital World Investors Active manager | +602K +2.7% | 23.1M | $1.9B |
| Baillie Gifford & Co Active manager | +554K +10.5% | 5.9M | $478M |
| Driehaus Capital Management LLC Active manager | +538K New position | 538K | $43.8M |
| Holocene Advisors, LP Hedge fund | +533K +313.7% | 703K | $57.4M |
| Congress Asset Management Co Active manager | +417K +4638.6% | 426K | $34.8M |
| FMR LLC Active manager | +287K +1.7% | 17.6M | $1.4B |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | −2.8M −69.3% | 1.2M | $102M |
| Marshall Wace, LLP Hedge fund | −1.8M −64.9% | 951K | $77.5M |
| Qube Research & Technologies Ltd Hedge fund | −1.6M Sold out | 0 | — |
| Wellington Management Group LLP Active manager | −1.5M −54.6% | 1.2M | $101M |
| Durable Capital Partners LP Hedge fund | −1.2M −21.7% | 4.4M | $361M |
| Balyasny Asset Management L.P. Hedge fund | −1.1M Sold out | 0 | — |
| Foxhaven Asset Management, LP Hedge fund | −671K −30.4% | 1.5M | $125M |
| Australiansuper Pty Ltd | −614K Sold out | 0 | — |
| Ardmore Road Asset Management LP | −581K −96.8% | 19K | $1.6M |
| Capital International Investors Active manager | −493K Sold out | 0 | — |
| Ilex Capital Partners (UK) LLP | −454K Sold out | 0 | — |
| Los Angeles Capital Management LLC Active manager | −430K −86.6% | 67K | $5.4M |
| Nzs Capital, LLC Active manager | −366K Sold out | 0 | — |
| Jane Street Group, LLC | −343K −33.1% | 694K | $56.6M |
| Bienville Capital Management, LLC | −326K Sold out | 0 | — |
| Susquehanna International Group, LLP | −298K −28.6% | 742K | $60.5M |
| Longaeva Partners L.P. | −285K Sold out | 0 | — |
| Goldman Sachs Group Inc | −284K −18.2% | 1.3M | $104M |
| Peak6 LLC | −277K Sold out | 0 | — |
| Thorntree Capital Partners LP | −266K −31.9% | 569K | $46.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | −2.8M −69.3% | 1.2M | $102M |
| Marshall Wace, LLP Hedge fund | −1.8M −64.9% | 951K | $77.5M |
| Qube Research & Technologies Ltd Hedge fund | −1.6M Sold out | 0 | — |
| Wellington Management Group LLP Active manager | −1.5M −54.6% | 1.2M | $101M |
| Durable Capital Partners LP Hedge fund | −1.2M −21.7% | 4.4M | $361M |
| Balyasny Asset Management L.P. Hedge fund | −1.1M Sold out | 0 | — |
| Foxhaven Asset Management, LP Hedge fund | −671K −30.4% | 1.5M | $125M |
| Capital International Investors Active manager | −493K Sold out | 0 | — |
| Los Angeles Capital Management LLC Active manager | −430K −86.6% | 67K | $5.4M |
| Nzs Capital, LLC Active manager | −366K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Winslow Capital Management, LLCActive manager | 4.6M | $373M |
| 1832 Asset Management L.P. | 1.5M | $125M |
| Federated Hermes, Inc.Active manager | 772K | $63M |
| Worldquant Millennium Advisors LLCHedge fund | 671K | $54.7M |
| Driehaus Capital Management LLCActive manager | 538K | $43.8M |
| Healthcare Of Ontario Pension Plan Trust Fund | 334K | $27.2M |
| Susquehanna Fundamental Investments, LLC | 248K | $20.2M |
| Meridiem Capital Partners LP | 201K | $16.4M |
| Signature Estate & Investment Advisors LLC | 184K | $15M |
| Sora Investors LLC | 128K | $10.4M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Qube Research & Technologies LtdHedge fund | 1.6M | $72.2M |
| Balyasny Asset Management L.P.Hedge fund | 1.1M | $52.7M |
| Australiansuper Pty Ltd | 614K | $28.1M |
| Capital International InvestorsActive manager | 493K | $22.6M |
| Ilex Capital Partners (UK) LLP | 454K | $20.8M |
| Nzs Capital, LLCActive manager | 366K | $16.8M |
| Bienville Capital Management, LLC | 326K | $15M |
| Longaeva Partners L.P. | 285K | $13.1M |
| Peak6 LLC | 277K | $12.7M |
| Walleye Trading LLC | 246K | $11.3M |
Who holds the shares
- Institutions reporting
- 654
- Ten largest holders
- 62.4% of 13F-reported shares
- Index fund managers
- 23.7% of 13F-reported shares
- Active managers and hedge funds
- 41.3% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 44 | 33 | 16 | 13 | −743K | −0.7% |
| Index fund managers | 10 | 0 | 0 | 0 | +2.2M | +3.7% |
| Other institutions | 338 | 204 | 117 | 57 | +15.9M | +22.3% |