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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
Q2 		$57.4M Buy
704,065
+594,148
+541% +$38.8M 3.22% 10
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 $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Impact Advisors's AFRM Position: Q2 2026 in Review

Capital Impact Advisors increased its Affirm (AFRM) stake by 541% in Q2 2026, buying an estimated $38.8M and bringing the position to 704,065 shares worth $57.4M. The position accounts for 3.22% of the portfolio, ranked #10.

Capital Impact Advisors first reported a position in AFRM in Q4 2023 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Capital Impact Advisors held 704,065 shares of Affirm worth $57.4M as of Q2 2026.
  • Capital Impact Advisors bought 594,148 Affirm shares in Q2 2026, an estimated $38.8M.
  • Affirm made up 3.22% of Capital Impact Advisors's portfolio in Q2 2026, its #10 holding.
  • Capital Impact Advisors first reported a position in Affirm in Q4 2023 and has held it in 6 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Capital Impact Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.