BloombergSen’s Affirm AFRM Stock Holding History

BloombergSen’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	$1.69M	Buy	36,889 +21,597	+141%	+$1.25M	0.13%	25
2025 Q4	$1.14M	Buy	+15,292	New	+$1.1M	0.08%	26

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BloombergSen's AFRM Position: Q1 2026 in Review

BloombergSen increased its Affirm (AFRM) stake by 141% in Q1 2026, buying an estimated $1.25M and bringing the position to 36,889 shares worth $1.69M. The position accounts for 0.13% of the portfolio, ranked #25.

BloombergSen first reported a position in AFRM in Q4 2025 and has held it in 2 quarters since. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

BloombergSen held 36,889 shares of Affirm worth $1.69M as of Q1 2026.
BloombergSen bought 21,597 Affirm shares in Q1 2026, an estimated $1.25M.
Affirm made up 0.13% of BloombergSen's portfolio in Q1 2026, its #25 holding.
BloombergSen first reported a position in Affirm in Q4 2025 and has held it in 2 quarters since.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on BloombergSen's 13F filing for Q1 2026, filed 8 May 2026.