Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-12,000
Closed -$550K 5027
2026
Q1
$550K Buy
+12,000
New +$693K ﹤0.01% 3679
2022
Q1
Sell
-98,700
Closed -$9.93M 2589
2021
Q4
$9.93M Buy
98,700
+23,800
+32% +$3.14M 0.02% 783
2021
Q3
$8.92M Buy
+74,900
New +$5.99M 0.02% 828

Other funds holding AFRM

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.