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 Q2	$58.8M	Hold	721,382	–	–	8.15%	4
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 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 Operations's AFRM Position: Q2 2026 in Review

Allen Operations held its Affirm (AFRM) position steady in Q2 2026 at 721,382 shares worth $58.8M. The position accounts for 8.15% of the portfolio, ranked #4.

Allen Operations first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $85.4M in Q3 2021. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Allen Operations held 721,382 shares of Affirm worth $58.8M as of Q2 2026.
Allen Operations left its Affirm share count unchanged in Q2 2026.
Affirm made up 8.15% of Allen Operations's portfolio in Q2 2026, its #4 holding.
Allen Operations first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
Allen Operations's Affirm position peaked at $85.4M in Q3 2021.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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