Allen Investment Management’s Affirm AFRM Stock Holding History

Allen Investment 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	$9.52M	Hold	116,683	–	–	0.11%	83
2026 Q1	$5.35M	Hold	116,683	–	–	0.07%	95
2025 Q4	$8.68M	Hold	116,683	–	–	0.1%	86
2025 Q3	$8.53M	Hold	116,683	–	–	0.09%	85
2025 Q2	$8.07M	Hold	116,683	–	–	0.09%	79
2025 Q1	$5.27M	Hold	116,683	–	–	0.06%	92
2024 Q4	$7.11M	Sell	116,683 -44,361	-28%	-$2.47M	0.08%	85
2024 Q3	$6.57M	Hold	161,044	–	–	0.08%	86
2024 Q2	$4.87M	Hold	161,044	–	–	0.06%	94
2024 Q1	$6M	Hold	161,044	–	–	0.08%	81
2023 Q4	$7.91M	Sell	161,044 -1,044	-0.6%	-$30.2K	0.11%	74
2023 Q3	$3.45M	Hold	162,088	–	–	0.05%	90
2023 Q2	$2.48M	Hold	162,088	–	–	0.04%	95
2023 Q1	$1.83M	Hold	162,088	–	–	0.03%	104
2022 Q4	$1.57M	Hold	162,088	–	–	0.03%	102
2022 Q3	$3.04M	Hold	162,088	–	–	0.05%	88
2022 Q2	$2.93M	Hold	162,088	–	–	0.05%	91
2022 Q1	$7.5M	Hold	162,088	–	–	0.1%	67
2021 Q4	$16.3M	Buy	+162,088	New	+$21.4M	0.2%	48

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

Allen Investment Management's AFRM Position: Q2 2026 in Review

Allen Investment Management held its Affirm (AFRM) position steady in Q2 2026 at 116,683 shares worth $9.52M. The position accounts for 0.11% of the portfolio, ranked #83.

Allen Investment Management first reported a position in AFRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.3M in Q4 2021. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Allen Investment Management held 116,683 shares of Affirm worth $9.52M as of Q2 2026.
Allen Investment Management left its Affirm share count unchanged in Q2 2026.
Affirm made up 0.11% of Allen Investment Management's portfolio in Q2 2026, its #83 holding.
Allen Investment Management first reported a position in Affirm in Q4 2021 and has held it in 19 quarters since.
Allen Investment Management's Affirm position peaked at $16.3M in Q4 2021.
659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.