Evolutionary Tree Capital Management’s Affirm AFRM Stock Holding History

Evolutionary Tree 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	$776K	Sell	9,521 -15,053	-61%	-$984K	1.46%	28
2026 Q1	$1.13M	Sell	24,574 -8,739	-26%	-$505K	2.12%	24
2025 Q4	$2.48M	Sell	33,313 -860	-3%	-$61.9K	2.88%	21
2025 Q3	$2.5M	Sell	34,173 -6,322	-16%	-$481K	2.72%	18
2025 Q2	$2.8M	Sell	40,495 -3,705	-8%	-$192K	2.97%	16
2025 Q1	$2M	Buy	44,200 +7,237	+20%	+$429K	2.32%	21
2024 Q4	$2.25M	Buy	+36,963	New	+$2.05M	2.29%	21

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Evolutionary Tree Capital Management's AFRM Position: Q2 2026 in Review

Evolutionary Tree Capital Management reduced its Affirm (AFRM) stake by 61% in Q2 2026, selling an estimated $984K and leaving 9,521 shares worth $776K. The position accounts for 1.46% of the portfolio, ranked #28.

Evolutionary Tree Capital Management first reported a position in AFRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.8M in Q2 2025. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Evolutionary Tree Capital Management held 9,521 shares of Affirm worth $776K as of Q2 2026.
Evolutionary Tree Capital Management sold 15,053 Affirm shares in Q2 2026, an estimated $984K.
Affirm made up 1.46% of Evolutionary Tree Capital Management's portfolio in Q2 2026, its #28 holding.
Evolutionary Tree Capital Management first reported a position in Affirm in Q4 2024 and has held it in 7 quarters since.
Evolutionary Tree Capital Management's Affirm position peaked at $2.8M in Q2 2025.
659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Evolutionary Tree Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.