Cambridge Investment Research Advisors’s Affirm AFRM Stock Holding History

Cambridge Investment Research Advisors’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	$808K	Buy	9,913 +870	+10%	+$56.9K	﹤0.01%	2502
2026 Q1	$414K	Sell	9,043 -2,278	-20%	-$132K	﹤0.01%	2980
2025 Q4	$843K	Buy	11,321 +2,879	+34%	+$207K	﹤0.01%	2237
2025 Q3	$617K	Buy	8,442 +2,316	+38%	+$176K	﹤0.01%	2472
2025 Q2	$424K	Buy	+6,126	New	+$318K	﹤0.01%	2687
2025 Q1	–	Sell	-10,627	Closed	-$647K	–	3501
2024 Q4	$647K	Buy	+10,627	New	+$591K	﹤0.01%	2219
2024 Q1	–	Sell	-5,017	Closed	-$247K	–	3304
2023 Q4	$247K	Buy	+5,017	New	+$145K	﹤0.01%	2749
2022 Q2	–	Sell	-8,309	Closed	-$385K	–	3046
2022 Q1	$385K	Sell	8,309 -31,420	-79%	-$1.64M	﹤0.01%	2329
2021 Q4	$4M	Buy	39,729 +18,989	+92%	+$2.51M	0.02%	757
2021 Q3	$2.47M	Buy	+20,740	New	+$1.66M	0.01%	981

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

Cambridge Investment Research Advisors's AFRM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Affirm (AFRM) stake by 9.6% in Q2 2026, buying an estimated $56.9K and bringing the position to 9,913 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Cambridge Investment Research Advisors first reported a position in AFRM in Q3 2021 and has held it in 10 quarters since. The position peaked at $4M in Q4 2021. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Cambridge Investment Research Advisors held 9,913 shares of Affirm worth $808K as of Q2 2026.
Cambridge Investment Research Advisors bought 870 Affirm shares in Q2 2026, an estimated $56.9K.
Affirm made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2502 holding.
Cambridge Investment Research Advisors first reported a position in Affirm in Q3 2021 and has held it in 10 quarters since.
Cambridge Investment Research Advisors's Affirm position peaked at $4M in Q4 2021.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.