ACA
AFRM icon

Abdiel Capital Advisors’s Affirm AFRM Stock Holding History

Abdiel Capital Advisors’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
Q1 		$6.17M Sell
134,741
-9,305
-6% -$538K 11.86% 3
2025
Q4 		$10.7M Sell
144,046
-815,536
-85% -$58.7M 15.11% 3
2025
Q3 		$70.1M Hold
959,582
– – 21.22% 3
2025
Q2 		$66.3M Sell
959,582
-153,845
-14% -$7.98M 6.2% 8
2025
Q1 		$50.3M Sell
1,113,427
-946,310
-46% -$56.1M 5.19% 7
2024
Q4 		$125M Hold
2,059,737
– – 7.73% 7
2024
Q3 		$84.1M Hold
2,059,737
– – 5.08% 7
2024
Q2 		$62.2M Sell
2,059,737
-69,307
-3% -$2.22M 4.39% 7
2024
Q1 		$79.3M Sell
2,129,044
-104,680
-5% -$4.18M 4.96% 7
2023
Q4 		$110M Sell
2,233,724
-75,592
-3% -$2.19M 5.71% 7
2023
Q3 		$49.1M Buy
2,309,316
+2,469
+0.1% +$45.1K 2.15% 9
2023
Q2 		$35.4M Sell
2,306,847
-55,285
-2% -$733K 1.34% 9
2023
Q1 		$26.6M Hold
2,362,132
– – 1.17% 9
2022
Q4 		$22.8M Buy
2,362,132
+193,100
+9% +$2.91M 1.42% 9
2022
Q3 		$40.7M Buy
2,169,032
+35,240
+2% +$922K 2.23% 8
2022
Q2 		$38.5M Buy
2,133,792
+446,135
+26% +$12.1M 2.6% 7
2022
Q1 		$78.1M Buy
1,687,657
+9
+0% +$471 4.81% 7
2021
Q4 		$170M Hold
1,687,648
– – 5.2% 9
2021
Q3 		$201M Hold
1,687,648
– – 4.95% 9
2021
Q2 		$114M Buy
+1,687,648
New +$108M 3.28% 9

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abdiel Capital Advisors's AFRM Position: Q1 2026 in Review

Abdiel Capital Advisors reduced its Affirm (AFRM) stake by 6.5% in Q1 2026, selling an estimated $538K and leaving 134,741 shares worth $6.17M. The position accounts for 11.86% of the portfolio, ranked #3.

Abdiel Capital Advisors first reported a position in AFRM in Q2 2021 and has held it in 20 quarters since. The position peaked at $201M in Q3 2021. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Abdiel Capital Advisors held 134,741 shares of Affirm worth $6.17M as of Q1 2026.
  • Abdiel Capital Advisors sold 9,305 Affirm shares in Q1 2026, an estimated $538K.
  • Affirm made up 11.86% of Abdiel Capital Advisors's portfolio in Q1 2026, its #3 holding.
  • Abdiel Capital Advisors first reported a position in Affirm in Q2 2021 and has held it in 20 quarters since.
  • Abdiel Capital Advisors's Affirm position peaked at $201M in Q3 2021.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Abdiel Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.