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AFRM icon

Caprock Group’s Affirm AFRM Stock Holding History

Caprock Group’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 		$560K Sell
12,210
-536
-4% -$31K 0.01% 712
2025
Q4 		$949K Sell
12,746
-79
-0.6% -$5.69K 0.02% 616
2025
Q3 		$1.13M Buy
+12,825
New +$976K 0.03% 531
2025
Q1 		$453K Buy
10,032
+792
+9% +$46.9K 0.01% 761
2024
Q4 		$563K Buy
9,240
+770
+9% +$42.8K 0.02% 584
2024
Q3 		$346K Buy
8,470
+680
+9% +$22.6K 0.01% 683
2024
Q2 		$235K Sell
7,790
-62
-0.8% -$1.99K 0.01% 755
2024
Q1 		$293K Buy
7,852
+34
+0.4% +$1.36K 0.02% 568
2023
Q4 		$384K Buy
+7,818
New +$226K 0.02% 469

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

Caprock Group's AFRM Position: Q1 2026 in Review

Caprock Group reduced its Affirm (AFRM) stake by 4.2% in Q1 2026, selling an estimated $31K and leaving 12,210 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #712.

Caprock Group first reported a position in AFRM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.13M in Q3 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Caprock Group held 12,210 shares of Affirm worth $560K as of Q1 2026.
  • Caprock Group sold 536 Affirm shares in Q1 2026, an estimated $31K.
  • Affirm made up 0.01% of Caprock Group's portfolio in Q1 2026, its #712 holding.
  • Caprock Group first reported a position in Affirm in Q4 2023 and has held it in 9 quarters since.
  • Caprock Group's Affirm position peaked at $1.13M in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.