Jane Street
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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
Q1 		$40.3M Sell
878,500
-1,231,400
-58% -$71.1M 0.01% 1208
2025
Q4 		$157M Sell
2,109,900
-317,800
-13% -$22.9M 0.02% 422
2025
Q3 		$177M Buy
2,427,700
+1,080,400
+80% +$82.2M 0.03% 383
2025
Q2 		$93.2M Buy
1,347,300
+176,900
+15% +$9.17M 0.02% 491
2025
Q1 		$52.9M Sell
1,170,400
-683,100
-37% -$40.5M 0.01% 639
2024
Q4 		$113M Buy
1,853,500
+328,700
+22% +$18.3M 0.02% 395
2024
Q3 		$62.2M Buy
1,524,800
+102,700
+7% +$3.41M 0.01% 583
2024
Q2 		$43M Buy
1,422,100
+540,500
+61% +$17.3M 0.01% 780
2024
Q1 		$32.8M Sell
881,600
-624,700
-41% -$24.9M 0.01% 851
2023
Q4 		$74M Buy
1,506,300
+825,900
+121% +$23.9M 0.02% 511
2023
Q3 		$14.5M Sell
680,400
-248,700
-27% -$4.55M ﹤0.01% 1390
2023
Q2 		$14.2M Buy
929,100
+387,200
+71% +$5.14M ﹤0.01% 1539
2023
Q1 		$6.11M Sell
541,900
-905,100
-63% -$11.4M ﹤0.01% 2181
2022
Q4 		$14M Sell
1,447,000
-601,800
-29% -$9.07M 0.01% 1306
2022
Q3 		$38.4M Buy
2,048,800
+82,400
+4% +$2.16M 0.02% 642
2022
Q2 		$35.5M Sell
1,966,400
-318,600
-14% -$8.67M 0.02% 732
2022
Q1 		$106M Sell
2,285,000
-650,600
-22% -$34M 0.03% 364
2021
Q4 		$295M Sell
2,935,600
-981,600
-25% -$130M 0.1% 121
2021
Q3 		$467M Buy
3,917,200
+2,905,000
+287% +$232M 0.16% 54
2021
Q2 		$68.2M Buy
1,012,200
+720,100
+247% +$45.9M 0.03% 421
2021
Q1 		$20.7M Buy
+292,100
New +$28.4M 0.01% 938

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street's AFRM Position: Q1 2026 in Review

Jane Street increased its Affirm (AFRM) stake by 2,507% in Q1 2026, buying an estimated $57.6M and bringing the position to 1,036,975 shares worth $47.5M. The position accounts for 0.01% of the portfolio, ranked #1093.

Jane Street first reported a position in AFRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $110M in Q3 2021. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Jane Street held 1,036,975 shares of Affirm worth $47.5M as of Q1 2026.
  • Jane Street bought 997,200 Affirm shares in Q1 2026, an estimated $57.6M.
  • Affirm made up 0.01% of Jane Street's portfolio in Q1 2026, its #1093 holding.
  • Jane Street first reported a position in Affirm in Q1 2021 and has held it in 21 quarters since.
  • Jane Street's Affirm position peaked at $110M in Q3 2021.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.