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Lee Ainslie’s Affirm AFRM Stock Holding History

Lee Ainslie’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
-66,024
Closed -$4.91M – 246
2025
Q4 		$4.91M Buy
66,024
+17,914
+37% +$1.29M 0.05% 84
2025
Q3 		$3.52M Sell
48,110
-4,096
-8% -$312K 0.05% 103
2025
Q2 		$3.61M Buy
+52,206
New +$2.71M 0.05% 89
2024
Q3 		– Sell
-17,869
Closed -$540K – 234
2024
Q2 		$540K Sell
17,869
-2,017
-10% -$64.7K 0.01% 245
2024
Q1 		$741K Buy
+19,886
New +$794K 0.01% 163

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
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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Ainslie's AFRM Position: Q1 2026 in Review

Lee Ainslie sold out of Affirm (AFRM) in Q1 2026, closing a stake of 66,024 shares — an estimated $4.91M sold.

Lee Ainslie first reported a position in AFRM in Q1 2024 and held it in 5 quarters. The position peaked at $4.91M in Q4 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Lee Ainslie reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Lee Ainslie sold 66,024 Affirm shares in Q1 2026, an estimated $4.91M.
  • Lee Ainslie first reported a position in Affirm in Q1 2024 and held it in 5 quarters.
  • Lee Ainslie's Affirm position peaked at $4.91M in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

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