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
Q2 		$106K Buy
+1,300
New +$85K ﹤0.01% 2922
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 $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

Marshall Wace's AFRM Position: Q2 2026 in Review

Marshall Wace reduced its Affirm (AFRM) stake by 65% in Q2 2026, selling an estimated $115M and leaving 950,683 shares worth $77.5M. The position accounts for 0.06% of the portfolio, ranked #260.

Marshall Wace first reported a position in AFRM in Q1 2021 and has held it in 13 quarters since. The position peaked at $326M in Q3 2025. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Marshall Wace held 950,683 shares of Affirm worth $77.5M as of Q2 2026.
  • Marshall Wace sold 1,757,291 Affirm shares in Q2 2026, an estimated $115M.
  • Affirm made up 0.06% of Marshall Wace's portfolio in Q2 2026, its #260 holding.
  • Marshall Wace first reported a position in Affirm in Q1 2021 and has held it in 13 quarters since.
  • Marshall Wace's Affirm position peaked at $326M in Q3 2025.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.