Henry Ellenbogen’s Affirm AFRM Stock Holding History

Henry Ellenbogen’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	$361M	Sell	4,425,406 -1,224,028	-22%	-$80M	3.51%	11
2026 Q1	$259M	Buy	5,649,434 +1,968,261	+53%	+$114M	2.66%	15
2025 Q4	$274M	Sell	3,681,173 -2,587,342	-41%	-$186M	2.59%	17
2025 Q3	$458M	Sell	6,268,515 -1,120,822	-15%	-$85.3M	3.39%	9
2025 Q2	$511M	Buy	7,389,337 +808,455	+12%	+$41.9M	3.87%	8
2025 Q1	$297M	Buy	6,580,882 +722,599	+12%	+$42.8M	2.66%	16
2024 Q4	$357M	Buy	5,858,283 +2,888,827	+97%	+$161M	2.91%	14
2024 Q3	$121M	Buy	+2,969,456	New	+$98.5M	0.89%	35
2022 Q2	–	Sell	-181,240	Closed	-$8.39M	–	54
2022 Q1	$8.39M	Sell	181,240 -1,260,336	-87%	-$65.9M	0.07%	58
2021 Q4	$145M	Sell	1,441,576 -972,087	-40%	-$128M	1.13%	29
2021 Q3	$288M	Sell	2,413,663 -2,250,205	-48%	-$180M	2.18%	20
2021 Q2	$314M	Hold	4,663,868	–	–	2.32%	17
2021 Q1	$318M	Buy	+4,663,868	New	+$453M	2.69%	16

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

Henry Ellenbogen's AFRM Position: Q2 2026 in Review

Henry Ellenbogen reduced its Affirm (AFRM) stake by 22% in Q2 2026, selling an estimated $80M and leaving 4,425,406 shares worth $361M. The position accounts for 3.51% of the portfolio, ranked #11.

Henry Ellenbogen first reported a position in AFRM in Q1 2021 and has held it in 13 quarters since. The position peaked at $511M in Q2 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Henry Ellenbogen held 4,425,406 shares of Affirm worth $361M as of Q2 2026.
Henry Ellenbogen sold 1,224,028 Affirm shares in Q2 2026, an estimated $80M.
Affirm made up 3.51% of Henry Ellenbogen's portfolio in Q2 2026, its #11 holding.
Henry Ellenbogen first reported a position in Affirm in Q1 2021 and has held it in 13 quarters since.
Henry Ellenbogen's Affirm position peaked at $511M in Q2 2025.
656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.