Marshall Wace’s Affirm AFRM Stock Holding History

Marshall Wace’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	$124M	Sell	2,707,974 -1,625,778	-38%	-$93.9M	0.12%	130
2025 Q4	$323M	Sell	4,333,752 -132,772	-3%	-$9.56M	0.29%	47
2025 Q3	$326M	Buy	4,466,524 +2,993,490	+203%	+$228M	0.33%	34
2025 Q2	$102M	Sell	1,473,034 -836,124	-36%	-$43.4M	0.11%	167
2025 Q1	$104M	Buy	2,309,158 +55,628	+2%	+$3.3M	0.13%	132
2024 Q4	$137M	Buy	2,253,530 +359,753	+19%	+$20M	0.17%	96
2024 Q3	$77.3M	Buy	1,893,777 +873,524	+86%	+$29M	0.09%	191
2024 Q2	$30.8M	Buy	1,020,253 +869,192	+575%	+$27.9M	0.04%	372
2024 Q1	$5.63M	Sell	151,061 -1,376,381	-90%	-$54.9M	0.01%	956
2023 Q4	$75.1M	Buy	1,527,442 +913,806	+149%	+$26.4M	0.13%	160
2023 Q3	$13.1M	Buy	+613,636	New	+$11.2M	0.03%	559
2021 Q2	–	Sell	-25,203	Closed	-$1.78M	–	2606
2021 Q1	$1.78M	Buy	+25,203	New	+$2.45M	0.01%	1381

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's AFRM Position: Q1 2026 in Review

Marshall Wace reduced its Affirm (AFRM) stake by 38% in Q1 2026, selling an estimated $93.9M and leaving 2,707,974 shares worth $124M. The position accounts for 0.12% of the portfolio, ranked #130.

Marshall Wace first reported a position in AFRM in Q1 2021 and has held it in 12 quarters since. The position peaked at $326M in Q3 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Marshall Wace held 2,707,974 shares of Affirm worth $124M as of Q1 2026.
Marshall Wace sold 1,625,778 Affirm shares in Q1 2026, an estimated $93.9M.
Affirm made up 0.12% of Marshall Wace's portfolio in Q1 2026, its #130 holding.
Marshall Wace first reported a position in Affirm in Q1 2021 and has held it in 12 quarters since.
Marshall Wace's Affirm position peaked at $326M in Q3 2025.
591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.