Daniel Sundheim’s Affirm AFRM Stock Holding History

Daniel Sundheim’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	$156M	Sell	1,908,511 -28,389	-1%	-$1.86M	0.45%	35
2026 Q1	$88.7M	Buy	1,936,900 +1,116,900	+136%	+$64.5M	0.79%	38
2025 Q4	$61M	Hold	820,000	–	–	0.57%	38
2025 Q3	$59.9M	Hold	820,000	–	–	0.69%	36
2025 Q2	$56.7M	Hold	820,000	–	–	0.79%	31
2025 Q1	$37.1M	Buy	+820,000	New	+$48.6M	0.57%	35

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Daniel Sundheim's AFRM Position: Q2 2026 in Review

Daniel Sundheim reduced its Affirm (AFRM) stake by 1.5% in Q2 2026, selling an estimated $1.86M and leaving 1,908,511 shares worth $156M. The position accounts for 0.45% of the portfolio, ranked #35.

Daniel Sundheim first reported a position in AFRM in Q1 2025 and has held it in 6 quarters since. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Daniel Sundheim held 1,908,511 shares of Affirm worth $156M as of Q2 2026.
Daniel Sundheim sold 28,389 Affirm shares in Q2 2026, an estimated $1.86M.
Affirm made up 0.45% of Daniel Sundheim's portfolio in Q2 2026, its #35 holding.
Daniel Sundheim first reported a position in Affirm in Q1 2025 and has held it in 6 quarters since.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on D1 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.