Berkshire Capital Holdings’s Affirm AFRM Stock Holding History

Berkshire Capital Holdings’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	$458	Hold	10	–	–	﹤0.01%	91
2025 Q4	$744	Hold	10	–	–	﹤0.01%	84
2025 Q3	$731	Sell	10 -203,590	-100%	-$15.5M	﹤0.01%	87
2025 Q2	$14.1M	Buy	203,600 +64,080	+46%	+$3.32M	4.92%	9
2025 Q1	$6.3M	Sell	139,520 -37,850	-21%	-$2.24M	3.01%	18
2024 Q4	$10.8M	Buy	177,370 +32,540	+22%	+$1.81M	3.9%	10
2024 Q3	$5.91M	Buy	144,830 +144,820	+1,448,200%	+$4.81M	2.51%	18
2024 Q2	$302	Hold	10	–	–	﹤0.01%	79
2024 Q1	$373	Sell	10 -224,460	-100%	-$8.96M	﹤0.01%	76
2023 Q4	$11M	Buy	+224,470	New	+$6.49M	4.98%	6
2023 Q1	–	Sell	-10	Closed	-$97	–	95
2022 Q4	$97	Hold	10	–	–	﹤0.01%	83
2022 Q3	$0	Hold	10	–	–	﹤0.01%	69
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	44
2022 Q1	$0	Buy	+10	New	+$523	﹤0.01%	77

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 $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Capital Holdings's AFRM Position: Q1 2026 in Review

Berkshire Capital Holdings held its Affirm (AFRM) position steady in Q1 2026 at 10 shares worth $458. The position accounts for ﹤0.01% of the portfolio, ranked #91.

Berkshire Capital Holdings first reported a position in AFRM in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.1M in Q2 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Berkshire Capital Holdings held 10 shares of Affirm worth $458 as of Q1 2026.
Berkshire Capital Holdings left its Affirm share count unchanged in Q1 2026.
Affirm made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q1 2026, its #91 holding.
Berkshire Capital Holdings first reported a position in Affirm in Q1 2022 and has held it in 14 quarters since.
Berkshire Capital Holdings's Affirm position peaked at $14.1M in Q2 2025.
592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.