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 		$119M Buy
2,594,400
+1,053,700
+68% +$60.9M 0.02% 568
2025
Q4 		$115M Buy
1,540,700
+11,800
+0.8% +$849K 0.02% 525
2025
Q3 		$112M Buy
1,528,900
+670,600
+78% +$51M 0.02% 535
2025
Q2 		$59.3M Buy
858,300
+190,200
+28% +$9.86M 0.01% 672
2025
Q1 		$30.2M Sell
668,100
-564,700
-46% -$33.5M 0.01% 990
2024
Q4 		$75.1M Sell
1,232,800
-269,700
-18% -$15M 0.02% 533
2024
Q3 		$61.3M Buy
1,502,500
+633,600
+73% +$21M 0.01% 593
2024
Q2 		$26.2M Sell
868,900
-30,900
-3% -$991K 0.01% 1091
2024
Q1 		$33.5M Sell
899,800
-1,158,100
-56% -$46.2M 0.01% 843
2023
Q4 		$101M Buy
2,057,900
+159,100
+8% +$4.6M 0.03% 383
2023
Q3 		$40.4M Buy
1,898,800
+1,395,300
+277% +$25.5M 0.01% 658
2023
Q2 		$7.72M Sell
503,500
-278,200
-36% -$3.69M ﹤0.01% 2199
2023
Q1 		$8.81M Buy
781,700
+118,300
+18% +$1.49M ﹤0.01% 1773
2022
Q4 		$6.42M Sell
663,400
-661,400
-50% -$9.96M ﹤0.01% 2150
2022
Q3 		$24.9M Sell
1,324,800
-1,891,600
-59% -$49.5M 0.01% 900
2022
Q2 		$58.1M Buy
3,216,400
+480,100
+18% +$13.1M 0.02% 489
2022
Q1 		$127M Buy
2,736,300
+1,341,600
+96% +$70.2M 0.04% 295
2021
Q4 		$140M Buy
1,394,700
+91,000
+7% +$12M 0.05% 264
2021
Q3 		$155M Buy
1,303,700
+1,103,100
+550% +$88.2M 0.05% 236
2021
Q2 		$13.5M Sell
200,600
-11,400
-5% -$727K 0.01% 1410
2021
Q1 		$15M Buy
+212,000
New +$20.6M 0.01% 1207

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.