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Catalyst Funds Management’s Affirm AFRM Stock Holding History

Catalyst Funds Management’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 		$6.6M Buy
80,973
+40,373
+99% +$2.64M 0.37% 70
2026
Q1 		$1.86M Buy
40,600
+13,500
+50% +$780K 0.32% 84
2025
Q4 		$2.02M Hold
27,100
– – 0.47% 46
2025
Q3 		$1.98M Buy
27,100
+16,300
+151% +$1.24M 0.3% 76
2025
Q2 		$747K Sell
10,800
-16,800
-61% -$871K 0.21% 143
2025
Q1 		$1.25M Buy
27,600
+19,300
+233% +$1.14M 0.33% 88
2024
Q4 		$505K Buy
8,300
+1,300
+19% +$72.3K 0.12% 156
2024
Q3 		$286K Buy
+7,000
New +$232K 0.06% 210

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

Catalyst Funds Management's AFRM Position: Q2 2026 in Review

Catalyst Funds Management increased its Affirm (AFRM) stake by 99% in Q2 2026, buying an estimated $2.64M and bringing the position to 80,973 shares worth $6.6M. The position accounts for 0.37% of the portfolio, ranked #70.

Catalyst Funds Management first reported a position in AFRM in Q3 2024 and has held it in 8 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Catalyst Funds Management held 80,973 shares of Affirm worth $6.6M as of Q2 2026.
  • Catalyst Funds Management bought 40,373 Affirm shares in Q2 2026, an estimated $2.64M.
  • Affirm made up 0.37% of Catalyst Funds Management's portfolio in Q2 2026, its #70 holding.
  • Catalyst Funds Management first reported a position in Affirm in Q3 2024 and has held it in 8 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.