Envestnet Asset Management
AFRM icon

Envestnet Asset Management’s Affirm AFRM Stock Holding History

Envestnet Asset 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 		$33.5M Buy
410,775
+69,004
+20% +$4.51M 0.01% 1098
2026
Q1 		$15.7M Buy
341,771
+104,595
+44% +$6.04M ﹤0.01% 1514
2025
Q4 		$17.7M Buy
237,176
+2,024
+0.9% +$146K 0.01% 1290
2025
Q3 		$17.2M Buy
235,152
+48,734
+26% +$3.71M ﹤0.01% 1383
2025
Q2 		$12.9M Buy
186,418
+1,986
+1% +$103K ﹤0.01% 1568
2025
Q1 		$8.33M Buy
184,432
+165,863
+893% +$9.83M ﹤0.01% 1786
2024
Q4 		$1.13M Sell
18,569
-70,955
-79% -$3.94M ﹤0.01% 3092
2024
Q3 		$3.65M Sell
89,524
-12,186
-12% -$404K ﹤0.01% 2306
2024
Q2 		$3.07M Sell
101,710
-3,548
-3% -$114K ﹤0.01% 2349
2024
Q1 		$3.92M Sell
105,258
-10,018
-9% -$400K ﹤0.01% 2144
2023
Q4 		$5.66M Sell
115,276
-12,931
-10% -$374K ﹤0.01% 1808
2023
Q3 		$2.73M Sell
128,207
-135,232
-51% -$2.47M ﹤0.01% 2194
2023
Q2 		$4.04M Buy
263,439
+158,114
+150% +$2.1M ﹤0.01% 1834
2023
Q1 		$1.19M Sell
105,325
-15,824
-13% -$199K ﹤0.01% 2560
2022
Q4 		$1.17M Buy
121,149
+85,579
+241% +$1.29M ﹤0.01% 2516
2022
Q3 		$667K Buy
35,570
+141
+0.4% +$3.69K ﹤0.01% 2844
2022
Q2 		$640K Buy
35,429
+9,599
+37% +$261K ﹤0.01% 2917
2022
Q1 		$1.2M Buy
25,830
+3,376
+15% +$177K ﹤0.01% 2545
2021
Q4 		$2.26M Buy
22,454
+12,360
+122% +$1.63M ﹤0.01% 2083
2021
Q3 		$1.2M Buy
+10,094
New +$807K ﹤0.01% 2415

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

Envestnet Asset Management's AFRM Position: Q2 2026 in Review

Envestnet Asset Management increased its Affirm (AFRM) stake by 20% in Q2 2026, buying an estimated $4.51M and bringing the position to 410,775 shares worth $33.5M. The position accounts for 0.01% of the portfolio, ranked #1098.

Envestnet Asset Management first reported a position in AFRM in Q3 2021 and has held it in 20 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Envestnet Asset Management held 410,775 shares of Affirm worth $33.5M as of Q2 2026.
  • Envestnet Asset Management bought 69,004 Affirm shares in Q2 2026, an estimated $4.51M.
  • Affirm made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1098 holding.
  • Envestnet Asset Management first reported a position in Affirm in Q3 2021 and has held it in 20 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.