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Glendon Capital Management’s Affirm AFRM Stock Holding History

Glendon 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
2025
Q2 		– Sell
-197,500
Closed -$8.93M – 25
2025
Q1 		$8.93M Buy
+197,500
New +$11.7M 0.51% 14

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

Glendon Capital Management's AFRM Position: Q1 2026 in Review

Glendon Capital Management increased its Affirm (AFRM) stake by 23% in Q1 2026, buying an estimated $5.6M and bringing the position to 514,100 shares worth $23.6M. The position accounts for 2.93% of the portfolio, ranked #10.

Glendon Capital Management first reported a position in AFRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $31M in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Glendon Capital Management held 514,100 shares of Affirm worth $23.6M as of Q1 2026.
  • Glendon Capital Management bought 97,000 Affirm shares in Q1 2026, an estimated $5.6M.
  • Affirm made up 2.93% of Glendon Capital Management's portfolio in Q1 2026, its #10 holding.
  • Glendon Capital Management first reported a position in Affirm in Q3 2024 and has held it in 7 quarters since.
  • Glendon Capital Management's Affirm position peaked at $31M in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Glendon Capital Management's 13F filing for Q1 2026, filed 11 May 2026.