BIT Capital’s Affirm AFRM Stock Holding History

BIT Capital’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
2023 Q1	–	Sell	-50,000	Closed	-$484K	–	148
2022 Q4	$484K	Buy	+50,000	New	+$753K	0.1%	84

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

BIT Capital's AFRM Position: Q2 2026 in Review

BIT Capital increased its Affirm (AFRM) stake by 535% in Q2 2026, buying an estimated $18.2M and bringing the position to 331,200 shares worth $27M. The position accounts for 0.8% of the portfolio, ranked #25.

BIT Capital first reported a position in AFRM in Q2 2021 and has held it in 16 quarters since. The position peaked at $45.5M in Q3 2023. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

BIT Capital held 331,200 shares of Affirm worth $27M as of Q2 2026.
BIT Capital bought 279,003 Affirm shares in Q2 2026, an estimated $18.2M.
Affirm made up 0.8% of BIT Capital's portfolio in Q2 2026, its #25 holding.
BIT Capital first reported a position in Affirm in Q2 2021 and has held it in 16 quarters since.
BIT Capital's Affirm position peaked at $45.5M in Q3 2023.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on BIT Capital's 13F filing for Q2 2026, filed 12 Aug 2026.