Marshall Wace
AFRM icon

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 		– Sell
-100
Closed -$7.44K – 3143
2025
Q4 		$7.44K Hold
100
– – ﹤0.01% 2873
2025
Q3 		$7.31K Buy
+100
New +$7.61K ﹤0.01% 2817

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
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.