1832 Asset Management’s Affirm AFRM Stock Holding History

1832 Asset 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	$125M	Buy	+1,534,400	New	+$100M	0.06%	147
2026 Q1	–	Sell	-1,782,700	Closed	-$133M	–	650
2025 Q4	$133M	Sell	1,782,700 -555,700	-24%	-$40M	0.1%	137
2025 Q3	$171M	Buy	2,338,400 +915,000	+64%	+$69.6M	0.13%	89
2025 Q2	$98.4M	Buy	1,423,400 +266,500	+23%	+$13.8M	0.08%	134
2025 Q1	$52.3M	Sell	1,156,900 -58,600	-5%	-$3.47M	0.05%	193
2024 Q4	$74M	Sell	1,215,500 -821,900	-40%	-$45.7M	0.06%	147
2024 Q3	$83.2M	Buy	+2,037,400	New	+$67.6M	0.06%	155
2022 Q4	–	Sell	-92	Closed	-$2K	–	888
2022 Q3	$2K	Buy	+92	New	+$2.41K	﹤0.01%	855
2021 Q4	–	Sell	-913,200	Closed	-$102M	–	709
2021 Q3	$102M	Buy	+913,200	New	+$73M	0.19%	114

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

1832 Asset Management's AFRM Position: Q2 2026 in Review

1832 Asset Management opened a new position in Affirm (AFRM) in Q2 2026: 1,534,400 shares worth $125M. The stake represents 0.06% of the portfolio and ranks #147 among its holdings. This is a return to the name: 1832 Asset Management previously reported a position in AFRM as recently as Q4 2025.

1832 Asset Management first reported a position in AFRM in Q3 2021 and has held it in 9 quarters since. The position peaked at $171M in Q3 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

1832 Asset Management held 1,534,400 shares of Affirm worth $125M as of Q2 2026.
Affirm was a new 1832 Asset Management position in Q2 2026.
Affirm made up 0.06% of 1832 Asset Management's portfolio in Q2 2026, its #147 holding.
1832 Asset Management first reported a position in Affirm in Q3 2021 and has held it in 9 quarters since.
1832 Asset Management's Affirm position peaked at $171M in Q3 2025.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.