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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 		– Sell
-13,000
Closed -$596K – 5028
2026
Q1 		$596K Buy
+13,000
New +$751K ﹤0.01% 3619
2022
Q1 		– Sell
-147,200
Closed -$14.8M – 2591
2021
Q4 		$14.8M Buy
147,200
+27,600
+23% +$3.65M 0.03% 598
2021
Q3 		$14.2M Buy
+119,600
New +$9.56M 0.03% 608

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.