InceptionR’s Affirm AFRM Stock Holding History

InceptionR’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	$1.36M	Buy	16,695 +7,851	+89%	+$513K	0.33%	62
2026 Q1	$405K	Buy	+8,844	New	+$511K	0.1%	383
2025 Q4	–	Sell	-3,505	Closed	-$256K	–	586
2025 Q3	$256K	Buy	+3,505	New	+$267K	0.06%	515

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

InceptionR's AFRM Position: Q2 2026 in Review

InceptionR increased its Affirm (AFRM) stake by 89% in Q2 2026, buying an estimated $513K and bringing the position to 16,695 shares worth $1.36M. The position accounts for 0.33% of the portfolio, ranked #62.

InceptionR first reported a position in AFRM in Q3 2025 and has held it in 3 quarters since. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

InceptionR held 16,695 shares of Affirm worth $1.36M as of Q2 2026.
InceptionR bought 7,851 Affirm shares in Q2 2026, an estimated $513K.
Affirm made up 0.33% of InceptionR's portfolio in Q2 2026, its #62 holding.
InceptionR first reported a position in Affirm in Q3 2025 and has held it in 3 quarters since.
662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.