12 West Capital Management’s Affirm AFRM Stock Holding History

12 West Capital Management’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.5M	Sell	460,000 -75,000	-14%	-$4.9M	7.02%	7
2026 Q1	$24.5M	Buy	535,000 +185,000	+53%	+$10.7M	4.14%	9
2025 Q4	$26.1M	Hold	350,000	–	–	3.1%	11
2025 Q3	$25.6M	Hold	350,000	–	–	2.65%	13
2025 Q2	$24.2M	Buy	350,000 +25,000	+8%	+$1.3M	2.56%	12
2025 Q1	$14.7M	Buy	+325,000	New	+$19.3M	2.17%	13
2022 Q3	–	Sell	-450,000	Closed	-$8.13M	–	21
2022 Q2	$8.13M	Buy	+450,000	New	+$12.2M	0.69%	21

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

12 West Capital Management's AFRM Position: Q2 2026 in Review

12 West Capital Management reduced its Affirm (AFRM) stake by 14% in Q2 2026, selling an estimated $4.9M and leaving 460,000 shares worth $37.5M. The position accounts for 7.02% of the portfolio, ranked #7.

12 West Capital Management first reported a position in AFRM in Q2 2022 and has held it in 7 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

12 West Capital Management held 460,000 shares of Affirm worth $37.5M as of Q2 2026.
12 West Capital Management sold 75,000 Affirm shares in Q2 2026, an estimated $4.9M.
Affirm made up 7.02% of 12 West Capital Management's portfolio in Q2 2026, its #7 holding.
12 West Capital Management first reported a position in Affirm in Q2 2022 and has held it in 7 quarters since.
659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on 12 West Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.