Geode Capital Management’s Affirm AFRM Stock Holding History

Geode 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	$465M	Buy	5,712,491 +189,719	+3%	+$12.4M	0.02%	488
2026 Q1	$252M	Buy	5,522,772 +21,385	+0.4%	+$1.24M	0.02%	641
2025 Q4	$408M	Buy	5,501,387 +329,312	+6%	+$23.7M	0.03%	489
2025 Q3	$377M	Buy	5,172,075 +512,788	+11%	+$39M	0.02%	496
2025 Q2	$322M	Buy	4,659,287 +254,359	+6%	+$13.2M	0.02%	517
2025 Q1	$199M	Buy	4,404,928 +231,575	+6%	+$13.7M	0.02%	642
2024 Q4	$254M	Buy	4,173,353 +212,234	+5%	+$11.8M	0.02%	563
2024 Q3	$162M	Sell	3,961,119 -42,541	-1%	-$1.41M	0.01%	708
2024 Q2	$122M	Buy	4,003,660 +182,174	+5%	+$5.84M	0.01%	803
2024 Q1	$142M	Buy	3,821,486 +317,384	+9%	+$12.7M	0.01%	735
2023 Q4	$172M	Buy	3,504,102 +256,404	+8%	+$7.41M	0.02%	600
2023 Q3	$69.1M	Buy	3,247,698 +20,589	+0.6%	+$376K	0.01%	1008
2023 Q2	$49.5M	Buy	3,227,109 +111,555	+4%	+$1.48M	0.01%	1254
2023 Q1	$35.1M	Buy	3,115,554 +105,438	+4%	+$1.33M	﹤0.01%	1431
2022 Q4	$29.1M	Buy	3,010,116 +328,297	+12%	+$4.95M	﹤0.01%	1521
2022 Q3	$50.3M	Buy	2,681,819 +363,172	+16%	+$9.5M	0.01%	1087
2022 Q2	$41.8M	Buy	2,318,647 +661,660	+40%	+$18M	0.01%	1249
2022 Q1	$76.5M	Buy	1,656,987 +211,845	+15%	+$11.1M	0.01%	938
2021 Q4	$145M	Buy	1,445,142 +534,003	+59%	+$70.6M	0.02%	654
2021 Q3	$109M	Buy	911,139 +366,935	+67%	+$29.3M	0.01%	744
2021 Q2	$36.7M	Buy	544,204 +179,766	+49%	+$11.5M	0.01%	1565
2021 Q1	$25.8M	Buy	+364,438	New	+$35.4M	﹤0.01%	1710

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

Geode Capital Management's AFRM Position: Q2 2026 in Review

Geode Capital Management increased its Affirm (AFRM) stake by 3.4% in Q2 2026, buying an estimated $12.4M and bringing the position to 5,712,491 shares worth $465M. The position accounts for 0.02% of the portfolio, ranked #488.

Geode Capital Management first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Geode Capital Management held 5,712,491 shares of Affirm worth $465M as of Q2 2026.
Geode Capital Management bought 189,719 Affirm shares in Q2 2026, an estimated $12.4M.
Affirm made up 0.02% of Geode Capital Management's portfolio in Q2 2026, its #488 holding.
Geode Capital Management first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.