Jericho Capital Asset Management’s Affirm AFRM Stock Holding History

Jericho Capital Asset Management’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	–	Sell	-3,601,248	Closed	-$268M	–	24
2025 Q4	$268M	Buy	3,601,248 +251,000	+7%	+$18.1M	3.05%	13
2025 Q3	$245M	Sell	3,350,248 -311,727	-9%	-$23.7M	2.55%	16
2025 Q2	$253M	Sell	3,661,975 -1,395,064	-28%	-$72.3M	3.37%	11
2025 Q1	$229M	Sell	5,057,039 -141,000	-3%	-$8.35M	4.16%	11
2024 Q4	$317M	Buy	5,198,039 +538,892	+12%	+$30M	4.52%	9
2024 Q3	$190M	Buy	+4,659,147	New	+$155M	4.59%	9
2022 Q1	–	Sell	-803,000	Closed	-$80.8M	–	22
2021 Q4	$80.8M	Sell	803,000 -143,000	-15%	-$18.9M	2.96%	16
2021 Q3	$113M	Buy	+946,000	New	+$75.6M	3.08%	13

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jericho Capital Asset Management's AFRM Position: Q1 2026 in Review

Jericho Capital Asset Management sold out of Affirm (AFRM) in Q1 2026, closing a stake of 3,601,248 shares — an estimated $268M sold.

Jericho Capital Asset Management first reported a position in AFRM in Q3 2021 and held it in 8 quarters. The position peaked at $317M in Q4 2024. 593 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Jericho Capital Asset Management reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
Jericho Capital Asset Management sold 3,601,248 Affirm shares in Q1 2026, an estimated $268M.
Jericho Capital Asset Management first reported a position in Affirm in Q3 2021 and held it in 8 quarters.
Jericho Capital Asset Management's Affirm position peaked at $317M in Q4 2024.
593 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Jericho Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.