Interval Partners’s Affirm AFRM Stock Holding History

Interval 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	$12.3M	Buy	150,581 +23,745	+19%	+$1.55M	0.32%	94
2026 Q1	$5.81M	Buy	+126,836	New	+$7.33M	0.15%	137
2025 Q4	–	Sell	-10,582	Closed	-$773K	–	314
2025 Q3	$773K	Buy	+10,582	New	+$805K	0.01%	359
2025 Q2	–	Sell	-84,146	Closed	-$3.8M	–	356
2025 Q1	$3.8M	Buy	+84,146	New	+$4.99M	0.08%	209
2024 Q2	–	Sell	-20,000	Closed	-$745K	–	358
2024 Q1	$745K	Buy	+20,000	New	+$798K	0.02%	277
2022 Q2	–	Sell	-10,455	Closed	-$484K	–	261
2022 Q1	$484K	Sell	10,455 -26,609	-72%	-$1.39M	0.02%	255
2021 Q4	$3.73M	Buy	37,064 +28,764	+347%	+$3.8M	0.16%	141
2021 Q3	$989K	Sell	8,300 -26,134	-76%	-$2.09M	0.04%	263
2021 Q2	$2.32M	Buy	+34,434	New	+$2.2M	0.1%	201

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Interval Partners's AFRM Position: Q2 2026 in Review

Interval Partners increased its Affirm (AFRM) stake by 19% in Q2 2026, buying an estimated $1.55M and bringing the position to 150,581 shares worth $12.3M. The position accounts for 0.32% of the portfolio, ranked #94.

Interval Partners first reported a position in AFRM in Q2 2021 and has held it in 9 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Interval Partners held 150,581 shares of Affirm worth $12.3M as of Q2 2026.
Interval Partners bought 23,745 Affirm shares in Q2 2026, an estimated $1.55M.
Affirm made up 0.32% of Interval Partners's portfolio in Q2 2026, its #94 holding.
Interval Partners first reported a position in Affirm in Q2 2021 and has held it in 9 quarters since.
659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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