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 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 $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

InceptionR's AFRM Position: Q1 2026 in Review

InceptionR opened a new position in Affirm (AFRM) in Q1 2026: 8,844 shares worth $405K. The stake represents 0.1% of the portfolio and ranks #383 among its holdings. This is a return to the name: InceptionR previously reported a position in AFRM as recently as Q3 2025.

InceptionR first reported a position in AFRM in Q3 2025 and has held it in 2 quarters since. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

InceptionR held 8,844 shares of Affirm worth $405K as of Q1 2026.
Affirm was a new InceptionR position in Q1 2026.
Affirm made up 0.1% of InceptionR's portfolio in Q1 2026, its #383 holding.
InceptionR first reported a position in Affirm in Q3 2025 and has held it in 2 quarters since.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.