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Capital Impact Advisors’s Affirm AFRM Stock Holding History

Capital Impact 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
Q1 		$5.04M Sell
109,917
-621,335
-85% -$35.9M 2.04% 29
2025
Q4 		$54.4M Buy
731,252
+568,827
+350% +$40.9M 4.26% 4
2025
Q3 		$11.9M Buy
+162,425
New +$12.4M 2.65% 18
2024
Q2 		– Sell
-18,387
Closed -$685K – 55
2024
Q1 		$685K Sell
18,387
-28,582
-61% -$1.14M 0.89% 47
2023
Q4 		$2.31M Buy
+46,969
New +$1.36M 3.03% 1

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Impact Advisors's AFRM Position: Q1 2026 in Review

Capital Impact Advisors reduced its Affirm (AFRM) stake by 85% in Q1 2026, selling an estimated $35.9M and leaving 109,917 shares worth $5.04M. The position accounts for 2.04% of the portfolio, ranked #29.

Capital Impact Advisors first reported a position in AFRM in Q4 2023 and has held it in 5 quarters since. The position peaked at $54.4M in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Capital Impact Advisors held 109,917 shares of Affirm worth $5.04M as of Q1 2026.
  • Capital Impact Advisors sold 621,335 Affirm shares in Q1 2026, an estimated $35.9M.
  • Affirm made up 2.04% of Capital Impact Advisors's portfolio in Q1 2026, its #29 holding.
  • Capital Impact Advisors first reported a position in Affirm in Q4 2023 and has held it in 5 quarters since.
  • Capital Impact Advisors's Affirm position peaked at $54.4M in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Capital Impact Advisors's 13F filing for Q1 2026, filed 15 May 2026.