Which hedge funds own AFRM? AFFIRM HLDGS INC, Q2 2026 13F holders

Financial ServicesCredit Services

73 tracked hedge funds disclosed a position in AFRM (AFFIRM HLDGS INC) in their Q2 2026 13F filings, worth $2.3bn in total. The largest holder by portfolio weight is Abdiel Capital Advisors, LP at 21.2% of its book. 19 opened a new position this quarter: Lotus Technology Management, LP, Maytus Capital Management, LLC, Meridiem Capital Partners LP, KR Capital LP. 25 exited: Q Fund Management (Hong Kong) Ltd, Dilation Capital Management LP, Capelight Capital Asset Management LP.

73
Holders: 19
New this quarter: 25
Exited this quarter: $59.6m
Inflow, new holders: $242m
Outflow, exits: $2.3bn
Combined value: 5.9%
Share of managers holding

Holders, Q2 2026

73 rows


Abdiel Capital Advisors, LP Hedge fund	21.2%	$11.0m	134,741	0.0%	held
12 West Capital Management LP Hedge fund	7.0%	$37.5m	460,000	−14%	reduced
ThornTree Capital Partners LP Hedge fund	6.3%	$46.4m	568,524	−32%	reduced
RJA Asset Management LLC Hedge fund	6.1%	$19.7m	241,600	−1.6%	reduced
Intercapital, LLC Hedge fund	5.6%	$12.8m	156,568	−33%	reduced
Glendon Capital Management LP Hedge fund	5.6%	$43.0m	1.59m	0.0%	held
Durable Capital Partners LP Hedge fund	3.5%	$361m	4.43m	−22%	reduced
Tremblant Capital Group Hedge fund	3.4%	$119m	1.46m	+4.8%	added
Foxhaven Asset Management, LP Hedge fund	3.4%	$125m	1.53m	−30%	reduced
Lotus Technology Management, LP Hedge fund	3.3%	$2.7m	31,909	–	new
Karl Kapital LLC Hedge fund	2.7%	$4.6m	56,496	−60%	reduced
Steadview Capital Management LLC Hedge fund	2.4%	$8.1m	98,730	−32%	reduced
Maytus Capital Management, LLC Hedge fund	1.4%	$9.1m	111,847	–	new
Militia Capital Management LLC Hedge fund	1.4%	$7.5m	92,502	+1.8%	added
Atreides Management, LP Hedge fund	0.9%	$104m	1.27m	+6.6%	added
Gillson Capital LP Hedge fund	0.9%	$14.7m	180,609	−45%	reduced
Aristeia Capital, L.L.C. Hedge fund	0.8%	$52.0m	52.81m	+50%	added
Meridiem Capital Partners LP Hedge fund	0.8%	$16.4m	201,047	–	new
Oaktree Capital Management LP Hedge fund	0.6%	$34.3m	34.81m	+202%	added
KR Capital LP Hedge fund	0.5%	$5.0m	61,132	–	new
D1 Capital Partners L.P. Hedge fund	0.4%	$156m	1.91m	−1.5%	reduced
Baillie Gifford Long-only investor	0.4%	$478m	5.86m	+10%	added
Interval Partners, LP Hedge fund	0.4%	$12.3m	150,581	+19%	added
Dymon Asia Capital (Singapore) Pte. Ltd. Hedge fund	0.4%	$2.4m	30,000	–	new
Catalyst Funds Management Pty Ltd Hedge fund	0.4%	$6.6m	80,973	+99%	added
BloombergSen Inc. Hedge fund	0.3%	$3.0m	36,889	0.0%	held
Dockside LLC Hedge fund	0.3%	$1.4m	16,934	−32%	reduced
Parallax Volatility Advisers, L.P. Hedge fund	0.3%	$7.9m	8.00m	−0.2%	held
Oak Thistle LLC Hedge fund	0.3%	$2.9m	35,988	+320%	added
Schonfeld Strategic Advisors LLC Hedge fund	0.2%	$46.4m	569,152	+79%	added
Readystate Asset Management LP Hedge fund	0.2%	$5.5m	67,315	+4.6%	added
Capital Fund Management S.A. Hedge fund	0.2%	$28.4m	348,607	+48%	added
Divisadero Street Capital Management, LP Hedge fund	0.2%	$8.7m	106,735	+12%	added
Oxford Asset Management LLP Hedge fund	0.1%	$301k	3,689	–	new
Quantbot Technologies LP Hedge fund	0.1%	$3.5m	42,638	–	new
Holocene Advisors, LP Hedge fund	0.1%	$57.4m	703,463	+314%	added
Prelude Capital Management, LLC Hedge fund	0.1%	$1.5m	18,821	−47%	reduced
FJ Capital Management LLC Hedge fund	0.1%	$846k	10,378	–	new
Entropy Technologies, LP Hedge fund	0.1%	$2.6m	31,898	–	new
Dark Forest Capital Management LP Hedge fund	0.10%	$1.5m	18,568	−88%	reduced
Polar Capital Holdings Plc Hedge fund	0.09%	$33.0m	404,896	+6.9%	added
Ardmore Road Asset Management LP Hedge fund	0.09%	$1.6m	19,100	−97%	reduced
Millennium Management LLC Hedge fund	0.08%	$120m	1.47m	+6.6%	added
Landscape Capital Management, L.L.C. Hedge fund	0.08%	$1.2m	15,325	−91%	reduced
Marshall Wace, LLP Hedge fund	0.07%	$77.5m	950,683	−65%	reduced
Citadel Advisors LLC Hedge fund	0.06%	$102m	1.25m	−69%	reduced
ExodusPoint Capital Management, LP Hedge fund	0.05%	$5.9m	72,795	–	new
111 Capital Hedge fund	0.04%	$217k	2,660	–	new
IFM Investors Pty Ltd Hedge fund	0.03%	$5.2m	63,449	+17%	added
Gsa Capital Partners LLP Hedge fund	0.03%	$499k	6,114	+26%	added
J. Goldman & Co LP Hedge fund	0.03%	$873k	10,708	–	new
Walleye Capital LLC Hedge fund	0.03%	$6.5m	79,174	−2.9%	reduced
Centiva Capital, LP Hedge fund	0.03%	$840k	10,306	−84%	reduced
Quarry LP Hedge fund	0.02%	$103k	1,261	−57%	reduced
Hudson Bay Capital Management LP Hedge fund	0.01%	$3.0m	36,866	+76%	added
Voleon Capital Management LP Hedge fund	0.01%	$695k	8,519	–	new
Trexquant Investment LP Hedge fund	0.01%	$1.9m	23,308	–	new
Capstone Investment Advisors, LLC Hedge fund	0.01%	$1.4m	1.40m	0.0%	held
Boothbay Fund Management, LLC Hedge fund	0.01%	$507k	6,214	−34%	reduced
Renaissance Technologies LLC Hedge fund	0.01%	$6.1m	74,800	+1168%	added
Par Capital Management Inc Hedge fund	0.01%	$326k	4,000	–	new
Y-Intercept (Hong Kong) Ltd Hedge fund	0.01%	$377k	4,621	–	new
Candriam S.C.A. Hedge fund	0.01%	$1.6m	19,124	+3.2%	added
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd Hedge fund	0.01%	$4.1k	50	0.0%	held
AQR Capital Management LLC Hedge fund	0.01%	$19.3m	237,138	−46%	reduced
Polen Capital Long-only investor	0.01%	$731k	8,958	+88%	added
Woodline Partners LP Hedge fund	0.0%	$1.3m	15,856	+47%	added
Squarepoint Ops LLC Hedge fund	0.0%	$1.9m	23,908	–	new
CVA Family Office, LLC Family office	0.0%	$41.5k	509	+38%	added
Two Sigma Investments, LP Hedge fund	0.0%	$4.2m	51,322	–	new
D. E. Shaw & Co., Inc. Hedge fund	0.0%	$2.9m	35,333	−81%	reduced
AQR Arbitrage LLC Hedge fund	0.0%	$49.3k	50,000	0.0%	held
Alyeska Investment Group, L.P. Hedge fund	0.0%	$268k	3,292	–	new

Exited since the previous filing

25 rows


Q Fund Management (Hong Kong) Ltd	5.0%	$6.4m
Dilation Capital Management LP	2.6%	$5.1m
Capelight Capital Asset Management LP	1.9%	$2.3m
OCO Capital Partners, L.P.	1.8%	$6.9m
General Equity Holdings LP	1.3%	$1.8m
DeepCurrents Investment Group LLC	1.1%	$27.3m
Paloma Partners Management Co	0.7%	$1.3m
NZS Capital, LLC	0.6%	$16.8m
Ilex Capital Partners (UK) LLP	0.5%	$20.8m
G2 Investment Partners Management LLC	0.4%	$1.5m
Prana Capital Management, LP	0.2%	$6.6m
Ares Systematic Credit Ltd	0.2%	$204k
Quantitative Investment Management, LLC	0.1%	$1.4m
Balyasny Asset Management L.P.	0.1%	$52.7m
Qube Research & Technologies Ltd	0.1%	$72.2m
Weiss Asset Management LP	0.07%	$3.7m
Atom Investors LP	0.04%	$583k
Farallon Capital Management, L.L.C.	0.03%	$4.9m
Jain Global LLC	0.03%	$2.2m
Campbell & CO Investment Adviser LLC	0.02%	$403k
Freestone Grove Partners LP	0.01%	$1.8m
Caxton Associates LLP	0.01%	$550k
Graham Capital Management, L.P.	0.01%	$323k
Point72 Asset Management, L.P.	0.01%	$4.1m
Elequin Capital, LP	0.0%	$2.7k

Who discovered AFRM first? Beta

The run: Q4 2022 → Q2 2026, +743%

Weight in book of

8 rows


King Street Capital Management, L.P. high conviction	Bought before the run	Q4 2022	11.6%	11.6%	46.9%	+408%	+120%	+26.2 pts	Exited by Q4 2023
Glendon Capital Management LP high conviction	Bought before the run	Q4 2022	4.9%	4.9%	9.1%	+408%	+743%	+19.5 pts	Held at last filing, Q2 2026
Aristeia Capital, L.L.C. high conviction	Bought before the run	Q4 2022	3.4%	3.4%	9.1%	+408%	+743%	+19.1 pts	Held at last filing, Q2 2026
Ewing Morris & Co. Investment Partners Ltd. high conviction	Bought before the run	Q1 2023	5.1%	–	6.1%	+231%	+301%	+13.2 pts	Exited by Q2 2025
Soros Fund Management	Bought before the run	Q4 2022	1.1%	1.1%	1.4%	+408%	+367%	+0.7 pts	Exited by Q2 2025
Brevan Howard Capital Management LP	Bought before the run	Q4 2022	1.4%	1.4%	1.4%	+408%	+670%	+0.6 pts	Exited by Q1 2026
Ares Management LLC	Bought before the run	Q4 2022	2.0%	2.0%	2.0%	+408%	+17%	+0.3 pts	Exited by Q2 2023
Once Capital Management, LLC	Bought before the run	Q1 2022	3.0%	1.0%	3.0%	−76%	−35%	−0.9 pts	Exited by Q3 2024

Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.

Which hedge funds own AFRM? AFFIRM HLDGS INC, Q2 2026 13F holders

Holders, Q2 2026

Exited since the previous filing

Ownership over time

Who discovered AFRM first? Beta