JY
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Jeff Yass’s Affirm AFRM Stock Holding History

Jeff Yass’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 		$60.5M Sell
742,283
-297,831
-29% -$19.5M ﹤0.01% 1353
2026
Q1 		$47.7M Buy
1,040,114
+623,502
+150% +$36M 0.01% 1335
2025
Q4 		$31M Sell
416,612
-70,534
-14% -$5.08M ﹤0.01% 1789
2025
Q3 		$35.6M Sell
487,146
-192,213
-28% -$14.6M ﹤0.01% 1634
2025
Q2 		$47M Sell
679,359
-320,572
-32% -$16.6M 0.01% 1216
2025
Q1 		$45.2M Buy
999,931
+887,519
+790% +$52.6M 0.01% 1086
2024
Q4 		$6.85M Sell
112,412
-2,092,455
-95% -$116M ﹤0.01% 3137
2024
Q3 		$90M Buy
2,204,867
+1,729,501
+364% +$57.4M 0.02% 698
2024
Q2 		$14.4M Sell
475,366
-217,859
-31% -$6.99M ﹤0.01% 2078
2024
Q1 		$25.8M Buy
693,225
+636,211
+1,116% +$25.4M ﹤0.01% 1532
2023
Q4 		$2.8M Sell
57,014
-277,135
-83% -$8.01M ﹤0.01% 4690
2023
Q3 		$7.11M Sell
334,149
-122,888
-27% -$2.25M ﹤0.01% 2993
2023
Q2 		$7.01M Sell
457,037
-17,057
-4% -$226K ﹤0.01% 3006
2023
Q1 		$5.34M Buy
474,094
+432,276
+1,034% +$5.45M ﹤0.01% 3372
2022
Q4 		$404K Buy
+41,818
New +$630K ﹤0.01% 8371
2022
Q3 		– Sell
-254,404
Closed -$6.65M – 13076
2022
Q2 		$4.59M Sell
254,404
-402,776
-61% -$11M ﹤0.01% 3321
2022
Q1 		$30.4M Sell
657,180
-21,230
-3% -$1.11M 0.01% 1333
2021
Q4 		$68.2M Sell
678,410
-800,808
-54% -$106M 0.01% 916
2021
Q3 		$176M Buy
1,479,218
+1,080,407
+271% +$86.3M 0.02% 569
2021
Q2 		$26.9M Buy
398,811
+82,258
+26% +$5.25M ﹤0.01% 1717
2021
Q1 		$22.4M Buy
+316,553
New +$30.8M ﹤0.01% 1748

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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Jeff Yass's AFRM Position: Q2 2026 in Review

Jeff Yass reduced its Affirm (AFRM) stake by 29% in Q2 2026, selling an estimated $19.5M and leaving 742,283 shares worth $60.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Jeff Yass first reported a position in AFRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $176M in Q3 2021. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Jeff Yass held 742,283 shares of Affirm worth $60.5M as of Q2 2026.
  • Jeff Yass sold 297,831 Affirm shares in Q2 2026, an estimated $19.5M.
  • Affirm made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #1353 holding.
  • Jeff Yass first reported a position in Affirm in Q1 2021 and has held it in 21 quarters since.
  • Jeff Yass's Affirm position peaked at $176M in Q3 2021.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.