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Capelight Capital Asset Management’s Affirm AFRM Stock Holding History

Capelight Capital Asset 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
-50,000
Closed -$2.29M – 40
2026
Q1 		$2.29M Sell
50,000
-16,000
-24% -$924K 1.71% 21
2025
Q4 		$4.91M Buy
+66,000
New +$4.75M 3.9% 6

Other funds holding AFRM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AO
Allen Operations New York $722M AUM 20.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Capelight Capital Asset Management's AFRM Position: Q2 2026 in Review

Capelight Capital Asset Management sold out of Affirm (AFRM) in Q2 2026, closing a stake of 50,000 shares — an estimated $2.29M sold.

Capelight Capital Asset Management first reported a position in AFRM in Q4 2025 and held it in 2 quarters. The position peaked at $4.91M in Q4 2025. 289 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Capelight Capital Asset Management reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Capelight Capital Asset Management sold 50,000 Affirm shares in Q2 2026, an estimated $2.29M.
  • Capelight Capital Asset Management first reported a position in Affirm in Q4 2025 and held it in 2 quarters.
  • Capelight Capital Asset Management's Affirm position peaked at $4.91M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Capelight Capital Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.