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 Q3	$49.9M	Hold	721,382	–	–	5.16%	5
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Allen Operations's AFRM Position: Q3 2026 in Review

Allen Operations held its Affirm (AFRM) position steady in Q3 2026 at 721,382 shares worth $49.9M. The position accounts for 5.16% of the portfolio, ranked #5.

Allen Operations first reported a position in AFRM in Q1 2021 and has held it in 23 quarters since. The position peaked at $85.4M in Q3 2021. 263 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

Allen Operations held 721,382 shares of Affirm worth $49.9M as of Q3 2026.
Allen Operations left its Affirm share count unchanged in Q3 2026.
Affirm made up 5.16% of Allen Operations's portfolio in Q3 2026, its #5 holding.
Allen Operations first reported a position in Affirm in Q1 2021 and has held it in 23 quarters since.
Allen Operations's Affirm position peaked at $85.4M in Q3 2021.
263 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Allen Operations's 13F filing for Q3 2026, filed 3 Nov 2026.