Ilex Capital Partners’s Affirm AFRM Stock Holding History

Ilex Capital Partners’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	–	Sell	-453,767	Closed	-$20.8M	–	149
2026 Q1	$20.8M	Buy	453,767 +325,092	+253%	+$18.8M	0.51%	46
2025 Q4	$9.58M	Buy	+128,675	New	+$9.26M	0.27%	47

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 $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ilex Capital Partners's AFRM Position: Q2 2026 in Review

Ilex Capital Partners sold out of Affirm (AFRM) in Q2 2026, closing a stake of 453,767 shares — an estimated $20.8M sold.

Ilex Capital Partners first reported a position in AFRM in Q4 2025 and held it in 2 quarters. The position peaked at $20.8M in Q1 2026. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Ilex Capital Partners reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
Ilex Capital Partners sold 453,767 Affirm shares in Q2 2026, an estimated $20.8M.
Ilex Capital Partners first reported a position in Affirm in Q4 2025 and held it in 2 quarters.
Ilex Capital Partners's Affirm position peaked at $20.8M in Q1 2026.
662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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