D1 Capital Partners L.P. 13F: Adds $91M to Affirm (AFRM) Stake

D1 Capital Partners Boosts Stake in Affirm Holdings, Inc.

D1 Capital Partners L.P. lifted its investment in Affirm Holdings, Inc. (NasdaqGS: AFRM) during the period ending May 15, 2026, according to its latest Form 13F filing with the SEC. The filing reflects holdings as of that date and may not represent the investor's current position.

Inside D1 Capital's 136.2% Share Increase

D1 Capital Partners grew its position by adding 1,116,900 shares during the period. The fund previously held 820,000 shares and finished the period with 1,936,900 shares. The reported value of the stake reached approximately $158.3 million.

Affirm Stock Performance and Market Position

Affirm shares trade around $81.74, sitting above its 50-day moving average of $73.81 and its 200-day moving average of $66.81. The stock has traded in a 52-week range between $42.10 and $90.44. The company carries a market capitalization of $25.62 billion and a forward P/E ratio of 15.14.

Insider Buying and Selling at Affirm Holdings, Inc.

Chief Operating Officer Michael Linford transacted in company shares on June 26, 2026. He acquired 100,000 shares at a price of $5.39 for a total value of $539,000, and separately disposed of 100,000 shares valued at $0.

Analysts Set New Price Targets

Wall Street firms continue to update their views on the payment network. On October 13, 2026, Goldman Sachs maintains a Buy rating with a $103 price target, down from its prior target of $115. On October 6, 2026, TD Cowen maintains a Buy rating with a $110 price target, lowered from $124. On October 1, 2026, Freedom Capital Markets maintains a Buy rating with a $105 price target. Citizens reiterated a Market Outperform rating with an $85 target on September 16, 2026. Wolfe Research upgraded the stock to Outperform with a $90 target on September 14, 2026. Loop Capital initiated coverage with a Buy rating and a $105 target on September 9, 2026. Truist Securities maintains a Buy rating with an $85 target on September 3, 2026. Scotiabank initiated coverage with a Sector Outperform rating and a $95 target on September 2, 2026. The stock carries a consensus buy recommendation from 32 analysts with a mean price target of $98.59.

About Affirm Holdings, Inc.

Affirm Holdings operates consumer payment networks providing pay-over-time solutions at checkout across the United States, Canada, and internationally. The platform connects consumers with merchants across various retail categories through agreements with originating banks and capital markets partners.

What to Watch at Affirm Holdings, Inc.

Investors will look toward Affirm's next earnings report scheduled for November 5, 2026, for further financial updates. Because 13F filings are backward-looking documents, they show past snapshots and do not guarantee current holdings.