Baker Avenue Asset Management’s Affirm AFRM Stock Holding History

Baker Avenue 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	$773K	Sell	9,481 -4,099	-30%	-$268K	0.01%	366
2026 Q1	$622K	Sell	13,580 -76	-0.6%	-$4.39K	0.01%	371
2025 Q4	$1.02M	Sell	13,656 -41	-0.3%	-$2.95K	0.02%	261
2025 Q3	$1M	Buy	+13,697	New	+$1.04M	0.02%	256
2023 Q4	–	Sell	-51	Closed	-$1.08K	–	392
2023 Q3	$1.08K	Sell	51 -30	-37%	-$548	﹤0.01%	1256
2023 Q2	$1.24K	Sell	81 -68	-46%	-$902	﹤0.01%	1108
2023 Q1	$1.68K	Buy	149 +42	+39%	+$529	﹤0.01%	1034
2022 Q4	$1.03K	Buy	+107	New	+$1.61K	﹤0.01%	1090

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

Baker Avenue Asset Management's AFRM Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Affirm (AFRM) stake by 30% in Q2 2026, selling an estimated $268K and leaving 9,481 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #366.

Baker Avenue Asset Management first reported a position in AFRM in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Baker Avenue Asset Management held 9,481 shares of Affirm worth $773K as of Q2 2026.
Baker Avenue Asset Management sold 4,099 Affirm shares in Q2 2026, an estimated $268K.
Affirm made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #366 holding.
Baker Avenue Asset Management first reported a position in Affirm in Q4 2022 and has held it in 8 quarters since.
Baker Avenue Asset Management's Affirm position peaked at $1.02M in Q4 2025.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.