a16z Perennial Management’s Affirm AFRM Stock Holding History

a16z Perennial 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	$7.99M	Sell	98,020 -5,200	-5%	-$340K	0.65%	21
2026 Q1	$4.73M	Hold	103,220	–	–	0.39%	23
2025 Q4	$7.68M	Buy	103,220 +89,960	+678%	+$6.47M	0.58%	24
2025 Q3	$969K	Sell	13,260 -73,260	-85%	-$5.58M	0.07%	41
2025 Q2	$5.98M	Sell	86,520 -17,700	-17%	-$918K	0.46%	16
2025 Q1	$4.71M	Sell	104,220 -23,300	-18%	-$1.38M	0.54%	16
2024 Q4	$7.77M	Sell	127,520 -9,000	-7%	-$500K	0.87%	13
2024 Q3	$5.57M	Sell	136,520 -38,600	-22%	-$1.28M	0.65%	16
2024 Q2	$5.29M	Sell	175,120 -17,415	-9%	-$559K	0.48%	12
2024 Q1	$7.17M	Buy	192,535 +170,000	+754%	+$6.79M	0.66%	12
2023 Q4	$1.11M	Buy	+22,535	New	+$651K	0.17%	20

Other funds holding AFRM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

RAM

RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

a16z Perennial Management's AFRM Position: Q2 2026 in Review

a16z Perennial Management reduced its Affirm (AFRM) stake by 5% in Q2 2026, selling an estimated $340K and leaving 98,020 shares worth $7.99M. The position accounts for 0.65% of the portfolio, ranked #21.

a16z Perennial Management first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. 219 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

a16z Perennial Management held 98,020 shares of Affirm worth $7.99M as of Q2 2026.
a16z Perennial Management sold 5,200 Affirm shares in Q2 2026, an estimated $340K.
Affirm made up 0.65% of a16z Perennial Management's portfolio in Q2 2026, its #21 holding.
a16z Perennial Management first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
219 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on a16z Perennial Management's 13F filing for Q2 2026, filed 24 Jul 2026.