Fox Run Management’s Affirm AFRM Stock Holding History

Fox Run 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 Q3	$516K	Buy	+7,449	New	+$560K	0.06%	565
2025 Q4	–	Sell	-9,312	Closed	-$681K	–	875
2025 Q3	$681K	Buy	+9,312	New	+$709K	0.11%	364
2025 Q2	–	Sell	-9,964	Closed	-$450K	–	827
2025 Q1	$450K	Buy	9,964 +3,457	+53%	+$205K	0.07%	529
2024 Q4	$396K	Sell	6,507 -701	-10%	-$39K	0.07%	520
2024 Q3	$294K	Sell	7,208 -53,982	-88%	-$1.79M	0.07%	550
2024 Q2	$1.85M	Buy	+61,190	New	+$1.96M	0.35%	38
2023 Q3	–	Sell	-33,376	Closed	-$512K	–	677
2023 Q2	$512K	Buy	+33,376	New	+$443K	0.14%	279

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fox Run Management's AFRM Position: Q3 2026 in Review

Fox Run Management opened a new position in Affirm (AFRM) in Q3 2026: 7,449 shares worth $516K. The stake represents 0.06% of the portfolio and ranks #565 among its holdings. This is a return to the name: Fox Run Management previously reported a position in AFRM as recently as Q3 2025.

Fox Run Management first reported a position in AFRM in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.85M in Q2 2024. 435 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

Fox Run Management held 7,449 shares of Affirm worth $516K as of Q3 2026.
Affirm was a new Fox Run Management position in Q3 2026.
Affirm made up 0.06% of Fox Run Management's portfolio in Q3 2026, its #565 holding.
Fox Run Management first reported a position in Affirm in Q2 2023 and has held it in 7 quarters since.
Fox Run Management's Affirm position peaked at $1.85M in Q2 2024.
435 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Fox Run Management's 13F filing for Q3 2026, filed 12 Nov 2026.