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 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	–	44
2022 Q1	$3.98M	Buy	+86,000	New	+$4.5M	3.35%	11

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Divisadero Street Capital Management's AFRM Position: Q1 2026 in Review

Divisadero Street Capital Management opened a new position in Affirm (AFRM) in Q1 2026: 95,071 shares worth $4.36M. The stake represents 0.18% of the portfolio and ranks #73 among its holdings. This is a return to the name: Divisadero Street Capital Management previously reported a position in AFRM as recently as Q3 2025.

Divisadero Street Capital Management first reported a position in AFRM in Q1 2022 and has held it in 4 quarters since. The position peaked at $9.96M in Q3 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Divisadero Street Capital Management held 95,071 shares of Affirm worth $4.36M as of Q1 2026.
Affirm was a new Divisadero Street Capital Management position in Q1 2026.
Affirm made up 0.18% of Divisadero Street Capital Management's portfolio in Q1 2026, its #73 holding.
Divisadero Street Capital Management first reported a position in Affirm in Q1 2022 and has held it in 4 quarters since.
Divisadero Street Capital Management's Affirm position peaked at $9.96M in Q3 2025.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Divisadero Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.