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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
Q2 		$1.07M Buy
13,094
+884
+7% +$57.8K 0.02% 610
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 $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

Caprock Group's AFRM Position: Q2 2026 in Review

Caprock Group increased its Affirm (AFRM) stake by 7.2% in Q2 2026, buying an estimated $57.8K and bringing the position to 13,094 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #610.

Caprock Group first reported a position in AFRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Caprock Group held 13,094 shares of Affirm worth $1.07M as of Q2 2026.
  • Caprock Group bought 884 Affirm shares in Q2 2026, an estimated $57.8K.
  • Affirm made up 0.02% of Caprock Group's portfolio in Q2 2026, its #610 holding.
  • Caprock Group first reported a position in Affirm in Q4 2023 and has held it in 10 quarters since.
  • Caprock Group's Affirm position peaked at $1.13M in Q3 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.