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 		$143M Sell
1,748,100
-624,800
-26% -$40.8M 0.01% 757
2026
Q1 		$109M Sell
2,372,900
-2,441,300
-51% -$141M 0.01% 776
2025
Q4 		$358M Sell
4,814,200
-1,247,600
-21% -$89.8M 0.04% 346
2025
Q3 		$443M Buy
6,061,800
+2,707,300
+81% +$206M 0.05% 293
2025
Q2 		$232M Sell
3,354,500
-70,400
-2% -$3.65M 0.03% 415
2025
Q1 		$155M Buy
3,424,900
+1,165,800
+52% +$69.1M 0.03% 473
2024
Q4 		$138M Sell
2,259,100
-502,700
-18% -$27.9M 0.02% 571
2024
Q3 		$113M Sell
2,761,800
-527,100
-16% -$17.5M 0.02% 589
2024
Q2 		$99.4M Sell
3,288,900
-1,001,200
-23% -$32.1M 0.02% 607
2024
Q1 		$160M Buy
4,290,100
+424,500
+11% +$16.9M 0.03% 477
2023
Q4 		$190M Buy
3,865,600
+1,194,800
+45% +$34.5M 0.04% 415
2023
Q3 		$56.8M Sell
2,670,800
-520,700
-16% -$9.52M 0.01% 927
2023
Q2 		$48.9M Buy
3,191,500
+185,300
+6% +$2.46M 0.01% 1011
2023
Q1 		$33.9M Buy
3,006,200
+851,700
+40% +$10.7M 0.01% 1226
2022
Q4 		$20.8M Sell
2,154,500
-636,200
-23% -$9.58M 0.01% 1481
2022
Q3 		$52.4M Sell
2,790,700
-226,500
-8% -$5.92M 0.01% 777
2022
Q2 		$54.5M Buy
3,017,200
+114,000
+4% +$3.1M 0.01% 805
2022
Q1 		$134M Buy
2,903,200
+396,900
+16% +$20.8M 0.02% 538
2021
Q4 		$252M Sell
2,506,300
-1,311,500
-34% -$173M 0.04% 390
2021
Q3 		$455M Buy
3,817,800
+2,941,400
+336% +$235M 0.06% 262
2021
Q2 		$59M Buy
876,400
+290,500
+50% +$18.5M 0.01% 1085
2021
Q1 		$41.4M Buy
+585,900
New +$56.9M 0.01% 1246

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.