Jane Street
AFRM icon

Jane Street’s Affirm AFRM Stock Holding History

Jane Street’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 		$56.6M Sell
694,088
-342,887
-33% -$22.4M ﹤0.01% 1325
2026
Q1 		$47.5M Buy
1,036,975
+997,200
+2,507% +$57.6M 0.01% 1093
2025
Q4 		$2.96M Sell
39,775
-635,751
-94% -$45.8M ﹤0.01% 4059
2025
Q3 		$49.4M Buy
675,526
+75,238
+13% +$5.73M 0.01% 969
2025
Q2 		$41.5M Buy
600,288
+523,886
+686% +$27.2M 0.01% 886
2025
Q1 		$3.45M Sell
76,402
-314,611
-80% -$18.6M ﹤0.01% 3504
2024
Q4 		$23.8M Sell
391,013
-582,995
-60% -$32.4M 0.01% 1143
2024
Q3 		$39.8M Buy
974,008
+653,523
+204% +$21.7M 0.01% 796
2024
Q2 		$9.68M Buy
320,485
+49,083
+18% +$1.57M ﹤0.01% 2095
2024
Q1 		$10.1M Sell
271,402
-1,472,409
-84% -$58.8M ﹤0.01% 1806
2023
Q4 		$85.7M Buy
1,743,811
+660,514
+61% +$19.1M 0.02% 445
2023
Q3 		$23M Buy
1,083,297
+850,800
+366% +$15.5M 0.01% 995
2023
Q2 		$3.56M Buy
232,497
+48,954
+27% +$649K ﹤0.01% 3231
2023
Q1 		$2.07M Sell
183,543
-181,785
-50% -$2.29M ﹤0.01% 3758
2022
Q4 		$3.53M Buy
365,328
+261,506
+252% +$3.94M ﹤0.01% 2981
2022
Q3 		$1.95M Buy
103,822
+22,030
+27% +$576K ﹤0.01% 4247
2022
Q2 		$1.48M Sell
81,792
-1,030,289
-93% -$28M ﹤0.01% 4736
2022
Q1 		$51.5M Buy
1,112,081
+239,242
+27% +$12.5M 0.02% 674
2021
Q4 		$87.8M Sell
872,839
-54,473
-6% -$7.2M 0.03% 412
2021
Q3 		$110M Buy
927,312
+690,391
+291% +$55.2M 0.04% 313
2021
Q2 		$16M Buy
236,921
+117,753
+99% +$7.51M 0.01% 1277
2021
Q1 		$8.43M Buy
+119,168
New +$11.6M ﹤0.01% 1724

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street's AFRM Position: Q2 2026 in Review

Jane Street reduced its Affirm (AFRM) stake by 33% in Q2 2026, selling an estimated $22.4M and leaving 694,088 shares worth $56.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Jane Street first reported a position in AFRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $110M in Q3 2021. 616 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Jane Street held 694,088 shares of Affirm worth $56.6M as of Q2 2026.
  • Jane Street sold 342,887 Affirm shares in Q2 2026, an estimated $22.4M.
  • Affirm made up ﹤0.01% of Jane Street's portfolio in Q2 2026, its #1325 holding.
  • Jane Street first reported a position in Affirm in Q1 2021 and has held it in 22 quarters since.
  • Jane Street's Affirm position peaked at $110M in Q3 2021.
  • 616 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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