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
Q2 		$11M Hold
134,741
– – 21.21% 2
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 $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Abdiel Capital Advisors's AFRM Position: Q2 2026 in Review

Abdiel Capital Advisors held its Affirm (AFRM) position steady in Q2 2026 at 134,741 shares worth $11M. The position accounts for 21.21% of the portfolio, ranked #2.

Abdiel Capital Advisors first reported a position in AFRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $201M in Q3 2021. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Abdiel Capital Advisors held 134,741 shares of Affirm worth $11M as of Q2 2026.
  • Abdiel Capital Advisors left its Affirm share count unchanged in Q2 2026.
  • Affirm made up 21.21% of Abdiel Capital Advisors's portfolio in Q2 2026, its #2 holding.
  • Abdiel Capital Advisors first reported a position in Affirm in Q2 2021 and has held it in 21 quarters since.
  • Abdiel Capital Advisors's Affirm position peaked at $201M in Q3 2021.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Abdiel Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.