Bayesian Capital Management’s Affirm AFRM Stock Holding History

Bayesian Capital 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	–	Sell	-4,500	Closed	-$206K	–	229
2026 Q1	$206K	Buy	+4,500	New	+$260K	0.25%	114
2025 Q2	–	Sell	-35,418	Closed	-$1.6M	–	520
2025 Q1	$1.6M	Buy	+35,418	New	+$2.1M	0.26%	110
2024 Q4	–	Sell	-88,200	Closed	-$3.6M	–	661
2024 Q3	$3.6M	Buy	+88,200	New	+$2.93M	0.42%	49
2024 Q2	–	Sell	-55,800	Closed	-$2.08M	–	698
2024 Q1	$2.08M	Buy	+55,800	New	+$2.23M	0.2%	149
2023 Q4	–	Sell	-315,579	Closed	-$6.71M	–	714
2023 Q3	$6.71M	Buy	+315,579	New	+$5.77M	0.77%	22
2022 Q4	–	Sell	-22,700	Closed	-$426K	–	750
2022 Q3	$426K	Buy	+22,700	New	+$594K	0.09%	321
2022 Q2	–	Sell	-27,749	Closed	-$1.28M	–	756
2022 Q1	$1.28M	Buy	+27,749	New	+$1.45M	0.19%	153

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

Bayesian Capital Management's AFRM Position: Q2 2026 in Review

Bayesian Capital Management sold out of Affirm (AFRM) in Q2 2026, closing a stake of 4,500 shares — an estimated $206K sold.

Bayesian Capital Management first reported a position in AFRM in Q1 2022 and held it in 7 quarters. The position peaked at $6.71M in Q3 2023. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Bayesian Capital Management reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
Bayesian Capital Management sold 4,500 Affirm shares in Q2 2026, an estimated $206K.
Bayesian Capital Management first reported a position in Affirm in Q1 2022 and held it in 7 quarters.
Bayesian Capital Management's Affirm position peaked at $6.71M in Q3 2023.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Bayesian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.