Ardmore Road Asset Management’s Affirm AFRM Stock Holding History

Ardmore Road Asset 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	$1.56M	Sell	19,100 -580,900	-97%	-$38M	0.09%	59
2026 Q1	$27.5M	Buy	600,000 +536,814	+850%	+$31M	1.81%	20
2025 Q4	$4.7M	Sell	63,186 -136,814	-68%	-$9.85M	0.36%	54
2025 Q3	$14.6M	Sell	200,000 -300,000	-60%	-$22.8M	0.94%	40
2025 Q2	$34.6M	Sell	500,000 -100,000	-17%	-$5.19M	2.86%	14
2025 Q1	$27.1M	Buy	600,000 +299,000	+99%	+$17.7M	2.78%	15
2024 Q4	$18.3M	Buy	301,000 +101,000	+51%	+$5.61M	2.67%	16
2024 Q3	$8.16M	Buy	+200,000	New	+$6.64M	1.05%	35
2023 Q3	–	Sell	-400,000	Closed	-$6.13M	–	32
2023 Q2	$6.13M	Buy	+400,000	New	+$5.31M	1.85%	19
2022 Q2	–	Sell	-200,000	Closed	-$9.26M	–	26
2022 Q1	$9.26M	Buy	200,000 +110,000	+122%	+$5.76M	5.54%	9
2021 Q4	$9.05M	Buy	+90,000	New	+$11.9M	4.77%	10

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

Ardmore Road Asset Management's AFRM Position: Q2 2026 in Review

Ardmore Road Asset Management reduced its Affirm (AFRM) stake by 97% in Q2 2026, selling an estimated $38M and leaving 19,100 shares worth $1.56M. The position accounts for 0.09% of the portfolio, ranked #59.

Ardmore Road Asset Management first reported a position in AFRM in Q4 2021 and has held it in 11 quarters since. The position peaked at $34.6M in Q2 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Ardmore Road Asset Management held 19,100 shares of Affirm worth $1.56M as of Q2 2026.
Ardmore Road Asset Management sold 580,900 Affirm shares in Q2 2026, an estimated $38M.
Affirm made up 0.09% of Ardmore Road Asset Management's portfolio in Q2 2026, its #59 holding.
Ardmore Road Asset Management first reported a position in Affirm in Q4 2021 and has held it in 11 quarters since.
Ardmore Road Asset Management's Affirm position peaked at $34.6M in Q2 2025.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.