Divisadero Street Capital Management’s Affirm AFRM Stock Holding History

Divisadero Street Capital 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	$8.7M	Buy	106,735 +11,664	+12%	+$762K	0.2%	65
2026 Q1	$4.36M	Buy	+95,071	New	+$5.49M	0.18%	73
2025 Q4	–	Sell	-136,246	Closed	-$9.96M	–	93
2025 Q3	$9.96M	Buy	136,246 +70,880	+108%	+$5.39M	0.43%	52
2025 Q2	$4.52M	Buy	+65,366	New	+$3.39M	0.29%	59
2022 Q2	–	Sell	-86,000	Closed	-$3.98M	–	43
2022 Q1	$3.98M	Buy	+86,000	New	+$4.5M	3.35%	11

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Divisadero Street Capital Management's AFRM Position: Q2 2026 in Review

Divisadero Street Capital Management increased its Affirm (AFRM) stake by 12% in Q2 2026, buying an estimated $762K and bringing the position to 106,735 shares worth $8.7M. The position accounts for 0.2% of the portfolio, ranked #65.

Divisadero Street Capital Management first reported a position in AFRM in Q1 2022 and has held it in 5 quarters since. The position peaked at $9.96M in Q3 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Divisadero Street Capital Management held 106,735 shares of Affirm worth $8.7M as of Q2 2026.
Divisadero Street Capital Management bought 11,664 Affirm shares in Q2 2026, an estimated $762K.
Affirm made up 0.2% of Divisadero Street Capital Management's portfolio in Q2 2026, its #65 holding.
Divisadero Street Capital Management first reported a position in Affirm in Q1 2022 and has held it in 5 quarters since.
Divisadero Street Capital Management's Affirm position peaked at $9.96M in Q3 2025.
662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Divisadero Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.