Durable Capital Partners’s Affirm AFRM Stock Holding History

Durable Capital Partners’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	$259M	Buy	5,649,434 +1,968,261	+53%	+$114M	2.66%	15
2025 Q4	$274M	Sell	3,681,173 -2,587,342	-41%	-$186M	2.59%	17
2025 Q3	$458M	Sell	6,268,515 -1,120,822	-15%	-$85.3M	3.39%	9
2025 Q2	$511M	Buy	7,389,337 +808,455	+12%	+$41.9M	3.87%	8
2025 Q1	$297M	Buy	6,580,882 +722,599	+12%	+$42.8M	2.66%	16
2024 Q4	$357M	Buy	5,858,283 +2,888,827	+97%	+$161M	2.91%	14
2024 Q3	$121M	Buy	+2,969,456	New	+$98.5M	0.89%	35
2022 Q2	–	Sell	-181,240	Closed	-$8.39M	–	54
2022 Q1	$8.39M	Sell	181,240 -1,260,336	-87%	-$65.9M	0.07%	58
2021 Q4	$145M	Sell	1,441,576 -972,087	-40%	-$128M	1.13%	29
2021 Q3	$288M	Sell	2,413,663 -2,250,205	-48%	-$180M	2.18%	20
2021 Q2	$314M	Hold	4,663,868	–	–	2.32%	17
2021 Q1	$318M	Buy	+4,663,868	New	+$453M	2.69%	16

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Durable Capital Partners's AFRM Position: Q1 2026 in Review

Durable Capital Partners increased its Affirm (AFRM) stake by 53% in Q1 2026, buying an estimated $114M and bringing the position to 5,649,434 shares worth $259M. The position accounts for 2.66% of the portfolio, ranked #15.

Durable Capital Partners first reported a position in AFRM in Q1 2021 and has held it in 12 quarters since. The position peaked at $511M in Q2 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Durable Capital Partners held 5,649,434 shares of Affirm worth $259M as of Q1 2026.
Durable Capital Partners bought 1,968,261 Affirm shares in Q1 2026, an estimated $114M.
Affirm made up 2.66% of Durable Capital Partners's portfolio in Q1 2026, its #15 holding.
Durable Capital Partners first reported a position in Affirm in Q1 2021 and has held it in 12 quarters since.
Durable Capital Partners's Affirm position peaked at $511M in Q2 2025.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Durable Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.