Foxhaven Asset Management’s Affirm AFRM Stock Holding History

Foxhaven 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	$125M	Sell	1,534,155 -671,401	-30%	-$43.9M	3.35%	12
2026 Q1	$101M	Buy	2,205,556 +298,674	+16%	+$17.3M	3.17%	13
2025 Q4	$142M	Sell	1,906,882 -25,599	-1%	-$1.84M	3.5%	11
2025 Q3	$141M	Sell	1,932,481 -964,427	-33%	-$73.4M	3.25%	14
2025 Q2	$200M	Buy	2,896,908 +814,951	+39%	+$42.3M	4.83%	9
2025 Q1	$94.1M	Buy	2,081,957 +753,273	+57%	+$44.6M	2.86%	15
2024 Q4	$80.9M	Buy	+1,328,684	New	+$73.9M	2.17%	15
2023 Q2	–	Sell	-200,000	Closed	-$2.25M	–	24
2023 Q1	$2.25M	Hold	200,000	–	–	0.08%	25
2022 Q4	$1.93M	Hold	200,000	–	–	0.08%	25
2022 Q3	$3.75M	Hold	200,000	–	–	0.17%	24
2022 Q2	$3.61M	Hold	200,000	–	–	0.16%	20
2022 Q1	$9.26M	Hold	200,000	–	–	0.34%	18
2021 Q4	$20.1M	Hold	200,000	–	–	0.58%	19
2021 Q3	$23.8M	Hold	200,000	–	–	0.69%	19
2021 Q2	$13.5M	Hold	200,000	–	–	0.37%	21
2021 Q1	$14.1M	Buy	+200,000	New	+$19.4M	0.41%	22

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

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

Foxhaven Asset Management reduced its Affirm (AFRM) stake by 30% in Q2 2026, selling an estimated $43.9M and leaving 1,534,155 shares worth $125M. The position accounts for 3.35% of the portfolio, ranked #12.

Foxhaven Asset Management first reported a position in AFRM in Q1 2021 and has held it in 16 quarters since. The position peaked at $200M in Q2 2025. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Foxhaven Asset Management held 1,534,155 shares of Affirm worth $125M as of Q2 2026.
Foxhaven Asset Management sold 671,401 Affirm shares in Q2 2026, an estimated $43.9M.
Affirm made up 3.35% of Foxhaven Asset Management's portfolio in Q2 2026, its #12 holding.
Foxhaven Asset Management first reported a position in Affirm in Q1 2021 and has held it in 16 quarters since.
Foxhaven Asset Management's Affirm position peaked at $200M in Q2 2025.
659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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