AFRM Affirm Holdings, Inc.

NASDAQ
$71.44

Affirm Holdings, Inc. (AFRM) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+6.12
26 buyers / 23 sellers
MIXED
Funds compared
49
funds with comparable AFRM positions
37 current holders · 37 prior-quarter holders
Net share change
-8.28M
+2.45M added, -10.73M cut
Position activity
12 new 14 increased 11 reduced 12 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Balyasny Asset Management L.P. Sold Out -1.15M -100.0% $93.8M 0.0% 64
Qube Research & Technologies Ltd Quant Sold Out -1.58M -100.0% $128.5M 0.0% 64
WORLDQUANT MILLENNIUM ADVISORS LLC Quant New +670.8K — $54.7M 0.2% 63
Farallon Capital Management Event Value Sold Out -108.0K -100.0% $8.8M 0.0% 62
Point72 Asset Management, L.P. Sold Out -89.7K -100.0% $7.3M 0.0% 61
Ilex Capital Partners Long/Short Sold Out -453.8K -100.0% $37.0M 0.0% 61
TWO SIGMA INVESTMENTS, LP Quant New +51.3K — $4.2M 0.0% 59
Prana Capital Management Long/Short Sold Out -144.6K -100.0% $11.8M 0.0% 58
Foxhaven Asset Management Long/Short Growth Reduced -671.4K -30.4% $54.8M 3.4% 58
Durable Capital Partners Growth Reduced -1.22M -21.7% $99.8M 3.5% 57

Most significant buyers

By move score, not size.

  • WORLDQUANT MILLENNIUM ADVISORS LLC New · +670.8K
  • TWO SIGMA INVESTMENTS, LP New · +51.3K
  • Squarepoint Ops LLC New · +23.9K
  • Alyeska Investment Group, L.P. New · +3.3K
  • PAR Capital Management New · +4.0K

Most significant sellers

By move score, not size.

  • Balyasny Asset Management L.P. Sold Out · -1.15M
  • Qube Research & Technologies Ltd Sold Out · -1.58M
  • Farallon Capital Management Sold Out · -108.0K
  • Point72 Asset Management, L.P. Sold Out · -89.7K
  • Ilex Capital Partners Sold Out · -453.8K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Balyasny Asset Management L.P. 2 0 1.1M -1.15M -100.0% 0.0% Sold Out 64
Qube Research & Technologies Ltd 2 0 1.6M -1.58M -100.0% 0.0% Sold Out 64
WORLDQUANT MILLENNIUM ADVISORS LLC 2 670.8K 0 +670.8K — 0.2% New 63
Farallon Capital Management 1 0 108.0K -108.0K -100.0% 0.0% Sold Out 62
Point72 Asset Management, L.P. 1 0 89.7K -89.7K -100.0% 0.0% Sold Out 61
Ilex Capital Partners 2 0 453.8K -453.8K -100.0% 0.0% Sold Out 61
TWO SIGMA INVESTMENTS, LP 2 51.3K 0 +51.3K — 0.0% New 59
Prana Capital Management 3 0 144.6K -144.6K -100.0% 0.0% Sold Out 58
Foxhaven Asset Management 1 1.5M 2.2M -671.4K -30.4% 3.4% Reduced 58
Durable Capital Partners 1 4.4M 5.6M -1.22M -21.7% 3.5% Reduced 57
Squarepoint Ops LLC 2 23.9K 0 +23.9K — 0.0% New 57
Weiss Asset Management 2 0 80.3K -80.3K -100.0% 0.0% Sold Out 56
Alyeska Investment Group, L.P. 2 3.3K 0 +3.3K — 0.0% New 56
PAR Capital Management 2 4.0K 0 +4.0K — 0.0% New 56
ExodusPoint Capital Management 3 72.8K 0 +72.8K — 0.1% New 54
RENAISSANCE TECHNOLOGIES LLC 1 74.8K 5.9K +68.9K +1167.8% 0.0% Increased 54
Holocene Advisors, LP 2 703.5K 170.0K +533.4K +313.7% 0.1% Increased 54
Jain Global 3 0 48.6K -48.6K -100.0% 0.0% Sold Out 54
Winton Group 4 0 128.5K -128.5K -100.0% 0.0% Sold Out 53
Caxton Associates 3 0 12.0K -12.0K -100.0% 0.0% Sold Out 53
Gotham Asset Management, LLC 2 454.5K 187.2K +267.3K +142.8% 0.1% Increased 53
CITADEL ADVISORS LLC 1 1.2M 4.1M -2.82M -69.3% 0.1% Reduced 53
Trexquant Investment 3 23.3K 0 +23.3K — 0.0% New 53
Quadrature Capital 3 3.2K 0 +3.2K — 0.0% New 52
Parallax Volatility Advisers 3 0 16.9K -16.9K -100.0% 0.0% Sold Out 52
D. E. Shaw & Co., Inc. 1 35.3K 185.3K -150.0K -80.9% 0.0% Reduced 51
Voleon Capital Management 3 8.5K 0 +8.5K — 0.0% New 51
J. Goldman & Co. 3 10.7K 0 +10.7K — 0.0% New 50
MARSHALL WACE, LLP 2 950.7K 2.7M -1.76M -64.9% 0.1% Reduced 50
Graham Capital Management 3 0 7.1K -7.1K -100.0% 0.0% Sold Out 49
Y-Intercept 4 4.6K 0 +4.6K — 0.0% New 48
Quantbot Technologies 4 42.6K 0 +42.6K — 0.1% New 48
Tremblant Capital Group 2 1.5M 1.4M +66.9K +4.8% 3.4% Increased 45
Schonfeld Strategic Advisors 3 569.2K 317.7K +251.4K +79.1% 0.3% Increased 45
Hudson Bay Capital Management 3 36.9K 21.0K +15.9K +75.6% 0.0% Increased 43
Centiva Capital 4 10.3K 64.5K -54.2K -84.0% 0.0% Reduced 41
Atreides Management 1 1.3M 1.2M +78.3K +6.6% 0.9% Increased 40
Capital Fund Management 3 348.6K 235.1K +113.5K +48.3% 0.2% Increased 37
D1 Capital Partners L.P. 1 1.9M 1.9M -28.4K -1.5% 0.4% Reduced 36
AQR Capital Management 3 237.1K 438.2K -201.1K -45.9% 0.0% Reduced 35
Woodline Partners LP 2 15.9K 10.8K +5.1K +47.4% 0.0% Increased 35
Interval Partners 3 150.6K 126.8K +23.7K +18.7% 0.4% Increased 30
MILLENNIUM MANAGEMENT LLC 2 1.5M 1.4M +91.5K +6.6% 0.1% Increased 30
Capula Management 2 27.3K 22.8K +4.6K +20.0% 0.0% Increased 30
Divisadero Street Capital Management 2 106.7K 95.1K +11.7K +12.3% 0.2% Increased 27
Boothbay Fund Management 4 6.2K 9.5K -3.3K -34.4% 0.0% Reduced 26
Man Group 3 17.8K 22.6K -4.8K -21.1% 0.0% Reduced 26
Readystate Asset Management 3 67.3K 64.3K +3.0K +4.6% 0.4% Increased 21
Walleye Capital 3 79.2K 81.5K -2.4K -2.9% 0.1% Reduced 21

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.