Affirm (AFRM) Superinvestor holders
18 of the superinvestors we track hold Affirm (AFRM) in their latest 13F filings, $1.4B in total.
Summary
The largest holder is Baillie Gifford (Baillie Gifford & Co), with $361M, 0.3% of the portfolio.
In their latest quarter: 1 opened a new position, 7 added, 8 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Baillie Gifford Baillie Gifford & Co |
Trimmed | 5,216,768 | $361M | 0.3% | Q3 2026 |
| Henry Ellenbogen Durable Capital Partners |
Trimmed | 4,425,406 | $361M | 3.5% | Q2 2026 |
| Dan Sundheim D1 Capital Partners |
Trimmed | 1,908,511 | $156M | 0.4% | Q2 2026 |
| James Robillard Spyglass Capital Management |
Trimmed | 1,537,840 | $125M | 6.8% | Q2 2026 |
| Brett Barakett Tremblant Capital Group |
Added | 1,464,129 | $119M | 3.4% | Q2 2026 |
| Gavin Baker Atreides Management |
Added | 1,273,050 | $104M | 0.9% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 950,683 | $78M | 0.1% | Q2 2026 |
| Brandon Haley Holocene Advisors |
Added | 703,463 | $57M | 0.1% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | 454,524 | $37M | 0.1% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | 237,138 | $19M | 0.0% | Q2 2026 |
| Colin Moran Abdiel Capital Advisors |
Held | 134,741 | $11M | 21.2% | Q2 2026 |
| Jim Simons Renaissance Technologies |
Added | 74,800 | $6M | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Added | 54,549 | $4M | 0.0% | Q2 2026 |
| Two Sigma Two Sigma Investments |
New position | 51,322 | $4M | 0.0% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 35,333 | $3M | 0.0% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 17,834 | $1M | 0.0% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Held | 12,000 | $978,600 | 0.0% | Q2 2026 |
| Dan Davidowitz Polen Capital Management |
Added | 8,958 | $730,525 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 18 |
| Q1 2026 | 20 |
| Q4 2025 | 24 |
| Q3 2025 | 25 |
| Q2 2025 | 26 |
| Q1 2025 | 25 |
| Q4 2024 | 22 |
| Q3 2024 | 18 |
Questions about Affirm
Which superinvestors own Affirm?
18 of the superinvestors we track hold Affirm (AFRM) in their latest 13F filings, $1.4B in total. Baillie Gifford, Henry Ellenbogen, Dan Sundheim, James Robillard, Brett Barakett, Gavin Baker.
Who is the largest superinvestor holder of AFRM?
The largest holder is Baillie Gifford (Baillie Gifford & Co), with $361M, 0.3% of the portfolio.
From Affirm's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.