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IEQ Capital’s Affirm AFRM Stock Holding History

IEQ Capital’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 		$415K Buy
9,061
+2,651
+41% +$153K ﹤0.01% 1381
2025
Q4 		$477K Sell
6,410
-55,645
-90% -$4M ﹤0.01% 1347
2025
Q3 		$4.53M Buy
62,055
+17,350
+39% +$1.32M 0.01% 511
2025
Q2 		$3.09M Buy
44,705
+9,831
+28% +$510K 0.02% 549
2025
Q1 		$1.58M Buy
34,874
+4,675
+15% +$277K 0.01% 640
2024
Q4 		$1.84M Sell
30,199
-246
-0.8% -$13.7K 0.02% 515
2024
Q3 		$1.24M Sell
30,445
-14,980
-33% -$497K 0.02% 478
2024
Q2 		$1.37M Buy
45,425
+22,807
+101% +$732K 0.02% 417
2024
Q1 		$843K Sell
22,618
-4,609
-17% -$184K 0.01% 500
2023
Q4 		$1.34M Buy
27,227
+5,639
+26% +$163K 0.02% 359
2023
Q3 		$459K Hold
21,588
– – 0.01% 592
2023
Q2 		$331K Sell
21,588
-7,158
-25% -$94.9K 0.01% 642
2023
Q1 		$324K Buy
28,746
+5,449
+23% +$68.6K 0.01% 694
2022
Q4 		$225K Sell
23,297
-11
-0% -$166 0.01% 711
2022
Q3 		$437K Buy
+23,308
New +$610K 0.01% 564
2022
Q2 		– Sell
-9,299
Closed -$430K – 796
2022
Q1 		$430K Buy
9,299
+560
+6% +$29.3K 0.01% 541
2021
Q4 		$879K Sell
8,739
-1,680
-16% -$222K 0.02% 333
2021
Q3 		$1.24M Buy
10,419
+3,616
+53% +$289K 0.03% 254
2021
Q2 		$458K Buy
6,803
+3,831
+129% +$244K 0.01% 380
2021
Q1 		$210K Buy
+2,972
New +$289K 0.01% 454

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

IEQ Capital's AFRM Position: Q1 2026 in Review

IEQ Capital increased its Affirm (AFRM) stake by 41% in Q1 2026, buying an estimated $153K and bringing the position to 9,061 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

IEQ Capital first reported a position in AFRM in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.53M in Q3 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • IEQ Capital held 9,061 shares of Affirm worth $415K as of Q1 2026.
  • IEQ Capital bought 2,651 Affirm shares in Q1 2026, an estimated $153K.
  • Affirm made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1381 holding.
  • IEQ Capital first reported a position in Affirm in Q1 2021 and has held it in 20 quarters since.
  • IEQ Capital's Affirm position peaked at $4.53M in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.