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Gavin Baker’s Affirm AFRM Stock Holding History

Gavin Baker’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 		$104M Buy
1,273,050
+78,339
+7% +$5.12M 0.72% 21
2026
Q1 		$54.7M Sell
1,194,711
-190,230
-14% -$11M 1.09% 27
2025
Q4 		$103M Buy
1,384,941
+1,177,036
+566% +$84.7M 1.26% 19
2025
Q3 		$15.2M Sell
207,905
-1,769,977
-89% -$135M 0.3% 48
2025
Q2 		$137M Buy
1,977,882
+1,670,429
+543% +$86.6M 3.79% 9
2025
Q1 		$13.9M Buy
307,453
+163,247
+113% +$9.67M 0.42% 38
2024
Q4 		$8.78M Sell
144,206
-355,652
-71% -$19.8M 0.19% 40
2024
Q3 		$20.4M Buy
+499,858
New +$16.6M 0.52% 39

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

Gavin Baker's AFRM Position: Q2 2026 in Review

Gavin Baker increased its Affirm (AFRM) stake by 6.6% in Q2 2026, buying an estimated $5.12M and bringing the position to 1,273,050 shares worth $104M. The position accounts for 0.72% of the portfolio, ranked #21.

Gavin Baker first reported a position in AFRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $137M in Q2 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Gavin Baker held 1,273,050 shares of Affirm worth $104M as of Q2 2026.
  • Gavin Baker bought 78,339 Affirm shares in Q2 2026, an estimated $5.12M.
  • Affirm made up 0.72% of Gavin Baker's portfolio in Q2 2026, its #21 holding.
  • Gavin Baker first reported a position in Affirm in Q3 2024 and has held it in 8 quarters since.
  • Gavin Baker's Affirm position peaked at $137M in Q2 2025.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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