Capstone Investment Advisors
AFRM icon

Capstone Investment Advisors’s Affirm AFRM Stock Holding History

Capstone Investment 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 		$1.12M Buy
24,500
+11,300
+86% +$653K ﹤0.01% 826
2025
Q4 		$982K Buy
+13,200
New +$950K ﹤0.01% 871
2022
Q2 		– Sell
-19,100
Closed -$884K – 1792
2022
Q1 		$884K Buy
+19,100
New +$999K ﹤0.01% 1361

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Capstone Investment Advisors's AFRM Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Affirm (AFRM) in Q3 2025, closing a stake of 6,900 shares — an estimated $477K sold.

Capstone Investment Advisors first reported a position in AFRM in Q1 2022 and held it in 6 quarters. The position peaked at $536K in Q3 2023. 614 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,900 Affirm shares in Q3 2025, an estimated $477K.
  • Capstone Investment Advisors first reported a position in Affirm in Q1 2022 and held it in 6 quarters.
  • Capstone Investment Advisors's Affirm position peaked at $536K in Q3 2023.
  • 614 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.