Baillie Gifford & Co
AFRM icon

Baillie Gifford & Co’s Affirm AFRM Stock Holding History

Baillie Gifford & Co’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 		$243M Sell
5,302,297
-180,646
-3% -$10.4M 0.25% 81
2025
Q4 		$408M Sell
5,482,943
-412,419
-7% -$29.7M 0.34% 59
2025
Q3 		$431M Sell
5,895,362
-1,637,048
-22% -$125M 0.32% 54
2025
Q2 		$521M Sell
7,532,410
-1,471,061
-16% -$76.3M 0.39% 49
2025
Q1 		$407M Sell
9,003,471
-375,503
-4% -$22.2M 0.36% 56
2024
Q4 		$571M Sell
9,378,974
-556,794
-6% -$30.9M 0.44% 47
2024
Q3 		$406M Sell
9,935,768
-3,464,658
-26% -$115M 0.3% 65
2024
Q2 		$405M Sell
13,400,426
-5,331,981
-28% -$171M 0.32% 65
2024
Q1 		$698M Buy
18,732,407
+749,368
+4% +$29.9M 0.54% 43
2023
Q4 		$884M Sell
17,983,039
-1,042,254
-5% -$30.1M 0.7% 37
2023
Q3 		$405M Sell
19,025,293
-384,076
-2% -$7.02M 0.37% 60
2023
Q2 		$298M Sell
19,409,369
-576,290
-3% -$7.64M 0.25% 80
2023
Q1 		$225M Sell
19,985,659
-233,475
-1% -$2.94M 0.2% 89
2022
Q4 		$196M Sell
20,219,134
-290,969
-1% -$4.38M 0.2% 91
2022
Q3 		$385M Buy
20,510,103
+1,823,411
+10% +$47.7M 0.4% 65
2022
Q2 		$337M Sell
18,686,692
-1,796,163
-9% -$48.9M 0.35% 73
2022
Q1 		$948M Buy
20,482,855
+4,168,342
+26% +$218M 0.66% 38
2021
Q4 		$1.64B Buy
16,314,513
+5,530,698
+51% +$731M 0.9% 31
2021
Q3 		$1.28B Sell
10,783,815
-29,166
-0.3% -$2.33M 0.67% 37
2021
Q2 		$728M Buy
10,812,981
+2,633,037
+32% +$168M 0.35% 74
2021
Q1 		$578M Buy
+8,179,944
New +$795M 0.32% 78

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

Baillie Gifford & Co's AFRM Position: Q1 2026 in Review

Baillie Gifford & Co reduced its Affirm (AFRM) stake by 3.3% in Q1 2026, selling an estimated $10.4M and leaving 5,302,297 shares worth $243M. The position accounts for 0.25% of the portfolio, ranked #81.

Baillie Gifford & Co first reported a position in AFRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.64B in Q4 2021. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Baillie Gifford & Co held 5,302,297 shares of Affirm worth $243M as of Q1 2026.
  • Baillie Gifford & Co sold 180,646 Affirm shares in Q1 2026, an estimated $10.4M.
  • Affirm made up 0.25% of Baillie Gifford & Co's portfolio in Q1 2026, its #81 holding.
  • Baillie Gifford & Co first reported a position in Affirm in Q1 2021 and has held it in 21 quarters since.
  • Baillie Gifford & Co's Affirm position peaked at $1.64B in Q4 2021.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Baillie Gifford & Co's 13F filing for Q1 2026, filed 8 May 2026.