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John Overdeck’s Affirm AFRM Stock Holding History

John Overdeck’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 		$4.19M Buy
+51,322
New +$3.35M ﹤0.01% 2303
2026
Q1 		– Sell
-62,069
Closed -$3.59M – 4560
2025
Q4 		$4.62M Hold
62,069
– – 0.01% 1784
2025
Q3 		$4.54M Buy
62,069
+24,900
+67% +$1.89M 0.01% 1543
2025
Q2 		$2.57M Sell
37,169
-1,400
-4% -$72.6K ﹤0.01% 1658
2025
Q1 		$1.74M Sell
38,569
-783,764
-95% -$46.4M ﹤0.01% 1829
2024
Q4 		$50.1M Buy
822,333
+267,539
+48% +$14.9M 0.11% 226
2024
Q3 		$22.6M Sell
554,794
-1,070,150
-66% -$35.5M 0.05% 442
2024
Q2 		$49.1M Sell
1,624,944
-1,911,085
-54% -$61.3M 0.11% 214
2024
Q1 		$132M Sell
3,536,029
-962,400
-21% -$38.4M 0.31% 72
2023
Q4 		$221M Buy
4,498,429
+75,606
+2% +$2.19M 0.51% 26
2023
Q3 		$94.1M Buy
+4,422,823
New +$80.8M 0.25% 104
2023
Q1 		– Sell
-762,176
Closed -$7.37M – 2930
2022
Q4 		$7.37M Buy
+762,176
New +$11.5M 0.02% 670
2022
Q1 		– Sell
-507,101
Closed -$51M – 2590
2021
Q4 		$51M Buy
507,101
+458,500
+943% +$60.6M 0.11% 221
2021
Q3 		$5.79M Buy
+48,601
New +$3.88M 0.01% 1130

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

John Overdeck's AFRM Position: Q2 2026 in Review

John Overdeck opened a new position in Affirm (AFRM) in Q2 2026: 51,322 shares worth $4.19M. The stake represents ﹤0.01% of the portfolio and ranks #2303 among its holdings. This is a return to the name: John Overdeck previously reported a position in AFRM as recently as Q4 2025.

John Overdeck first reported a position in AFRM in Q3 2021 and has held it in 14 quarters since. The position peaked at $221M in Q4 2023. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • John Overdeck held 51,322 shares of Affirm worth $4.19M as of Q2 2026.
  • Affirm was a new John Overdeck position in Q2 2026.
  • Affirm made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2303 holding.
  • John Overdeck first reported a position in Affirm in Q3 2021 and has held it in 14 quarters since.
  • John Overdeck's Affirm position peaked at $221M in Q4 2023.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.