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AFRM icon

InterCapital’s Affirm AFRM Stock Holding History

InterCapital’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 		$12.8M Sell
156,568
-76,800
-33% -$5.02M 3.19% 7
2026
Q1 		$10.7M Buy
233,368
+53,606
+30% +$3.1M 3.57% 6
2025
Q4 		$13.4M Buy
+179,762
New +$12.9M 4.71% 6

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

InterCapital's AFRM Position: Q2 2026 in Review

InterCapital reduced its Affirm (AFRM) stake by 33% in Q2 2026, selling an estimated $5.02M and leaving 156,568 shares worth $12.8M. The position accounts for 3.19% of the portfolio, ranked #7.

InterCapital first reported a position in AFRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.4M in Q4 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • InterCapital held 156,568 shares of Affirm worth $12.8M as of Q2 2026.
  • InterCapital sold 76,800 Affirm shares in Q2 2026, an estimated $5.02M.
  • Affirm made up 3.19% of InterCapital's portfolio in Q2 2026, its #7 holding.
  • InterCapital first reported a position in Affirm in Q4 2025 and has held it in 3 quarters since.
  • InterCapital's Affirm position peaked at $13.4M in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on InterCapital's 13F filing for Q2 2026, filed 14 Aug 2026.