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Dmitry Balyasny’s Affirm AFRM Stock Holding History

Dmitry Balyasny’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 		$4.82M Sell
59,100
-2,200
-4% -$144K 0.01% 1386
2026
Q1 		$2.81M Sell
61,300
-25,900
-30% -$1.5M ﹤0.01% 1627
2025
Q4 		$6.49M Sell
87,200
-96,900
-53% -$6.97M 0.01% 1258
2025
Q3 		$13.5M Buy
184,100
+1,400
+0.8% +$107K 0.02% 906
2025
Q2 		$12.6M Sell
182,700
-130,200
-42% -$6.75M 0.02% 861
2025
Q1 		$14.1M Buy
312,900
+61,800
+25% +$3.66M 0.02% 744
2024
Q4 		$15.3M Buy
251,100
+110,000
+78% +$6.11M 0.02% 781
2024
Q3 		$5.76M Sell
141,100
-38,900
-22% -$1.29M 0.01% 1196
2024
Q2 		$5.44M Buy
+180,000
New +$5.77M 0.01% 1131
2023
Q2 		– Sell
-500,000
Closed -$5.64M – 2227
2023
Q1 		$5.64M Buy
+500,000
New +$6.3M 0.01% 1027
2022
Q2 		– Sell
-128,700
Closed -$5.96M – 2704
2022
Q1 		$5.96M Sell
128,700
-81,300
-39% -$4.25M 0.02% 885
2021
Q4 		$21.1M Buy
+210,000
New +$27.7M 0.07% 386

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

Dmitry Balyasny's AFRM Position: Q2 2026 in Review

Dmitry Balyasny sold out of Affirm (AFRM) in Q2 2026, closing a stake of 1,149,661 shares — an estimated $75.1M sold.

Dmitry Balyasny first reported a position in AFRM in Q1 2021 and held it in 15 quarters. The position peaked at $52.7M in Q1 2026. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Dmitry Balyasny reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 1,149,661 Affirm shares in Q2 2026, an estimated $75.1M.
  • Dmitry Balyasny first reported a position in Affirm in Q1 2021 and held it in 15 quarters.
  • Dmitry Balyasny's Affirm position peaked at $52.7M in Q1 2026.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.