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AFRM icon

Allen Operations’s Affirm AFRM Stock Holding History

Allen Operations’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 		$33.1M Hold
721,382
– – 4.94% 5
2025
Q4 		$53.7M Hold
721,382
– – 6.72% 3
2025
Q3 		$52.7M Hold
721,382
– – 6.29% 4
2025
Q2 		$49.9M Hold
721,382
– – 6.86% 4
2025
Q1 		$32.6M Hold
721,382
– – 5.36% 8
2024
Q4 		$43.9M Hold
721,382
– – 6.97% 4
2024
Q3 		$29.4M Hold
721,382
– – 4.96% 8
2024
Q2 		$21.8M Hold
721,382
– – 4.26% 11
2024
Q1 		$26.9M Hold
721,382
– – 5.1% 9
2023
Q4 		$35.4M Hold
721,382
– – 7.04% 4
2023
Q3 		$15.3M Hold
721,382
– – 3.39% 14
2023
Q2 		$11.1M Hold
721,382
– – 2.45% 15
2023
Q1 		$8.13M Hold
721,382
– – 2.06% 15
2022
Q4 		$6.98M Hold
721,382
– – 1.86% 15
2022
Q3 		$13.5M Hold
721,382
– – 3.61% 13
2022
Q2 		$13M Hold
721,382
– – 3.27% 14
2022
Q1 		$33.4M Hold
721,382
– – 5.88% 5
2021
Q4 		$72.5M Buy
721,382
+4,600
+0.6% +$608K 10.08% 3
2021
Q3 		$85.4M Buy
716,782
+4,847
+0.7% +$387K 13.22% 1
2021
Q2 		$47.9M Buy
711,935
+416
+0.1% +$26.5K 8.23% 4
2021
Q1 		$50.3M Buy
+711,519
New +$69.1M 10.22% 3

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

Allen Operations's AFRM Position: Q1 2026 in Review

Allen Operations held its Affirm (AFRM) position steady in Q1 2026 at 721,382 shares worth $33.1M. The position accounts for 4.94% of the portfolio, ranked #5.

Allen Operations first reported a position in AFRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $85.4M in Q3 2021. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Allen Operations held 721,382 shares of Affirm worth $33.1M as of Q1 2026.
  • Allen Operations left its Affirm share count unchanged in Q1 2026.
  • Affirm made up 4.94% of Allen Operations's portfolio in Q1 2026, its #5 holding.
  • Allen Operations first reported a position in Affirm in Q1 2021 and has held it in 21 quarters since.
  • Allen Operations's Affirm position peaked at $85.4M in Q3 2021.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Allen Operations's 13F filing for Q1 2026, filed 7 May 2026.