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G2 Investment Partners Management’s Affirm AFRM Stock Holding History

G2 Investment Partners 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
Q1 		$1.47M Sell
32,000
-34,892
-52% -$2.02M 0.36% 64
2025
Q4 		$4.98M Sell
66,892
-53,567
-44% -$3.86M 1.18% 32
2025
Q3 		$8.8M Buy
120,459
+4,140
+4% +$315K 1.78% 24
2025
Q2 		$8.04M Sell
116,319
-23,681
-17% -$1.23M 1.76% 23
2025
Q1 		$6.33M Buy
+140,000
New +$8.3M 2.06% 18

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

G2 Investment Partners Management's AFRM Position: Q1 2026 in Review

G2 Investment Partners Management reduced its Affirm (AFRM) stake by 52% in Q1 2026, selling an estimated $2.02M and leaving 32,000 shares worth $1.47M. The position accounts for 0.36% of the portfolio, ranked #64.

G2 Investment Partners Management first reported a position in AFRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.8M in Q3 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • G2 Investment Partners Management held 32,000 shares of Affirm worth $1.47M as of Q1 2026.
  • G2 Investment Partners Management sold 34,892 Affirm shares in Q1 2026, an estimated $2.02M.
  • Affirm made up 0.36% of G2 Investment Partners Management's portfolio in Q1 2026, its #64 holding.
  • G2 Investment Partners Management first reported a position in Affirm in Q1 2025 and has held it in 5 quarters since.
  • G2 Investment Partners Management's Affirm position peaked at $8.8M in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on G2 Investment Partners Management's 13F filing for Q1 2026, filed 15 May 2026.