Neo Ivy Capital Management’s Affirm AFRM Stock Holding History

Neo Ivy Capital Management’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	$2.26M	Buy	27,755 +14,677	+112%	+$959K	0.52%	69
2026 Q1	$599K	Sell	13,078 -34,964	-73%	-$2.02M	0.16%	193
2025 Q4	$3.58M	Buy	48,042 +5,192	+12%	+$374K	0.56%	69
2025 Q3	$3.13M	Buy	+42,850	New	+$3.26M	0.76%	30
2024 Q3	–	Sell	-86,432	Closed	-$2.61M	–	266
2024 Q2	$2.61M	Buy	+86,432	New	+$2.77M	0.51%	107
2023 Q4	$0	Buy	+10	New	+$289	﹤0.01%	281
2023 Q3	–	Sell	-30,108	Closed	-$462K	–	315
2023 Q2	$462K	Buy	+30,108	New	+$399K	0.24%	135
2022 Q4	–	Sell	-223	Closed	-$4K	–	322
2022 Q3	$4K	Buy	+223	New	+$5.83K	0.01%	348

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Neo Ivy Capital Management's AFRM Position: Q2 2026 in Review

Neo Ivy Capital Management increased its Affirm (AFRM) stake by 112% in Q2 2026, buying an estimated $959K and bringing the position to 27,755 shares worth $2.26M. The position accounts for 0.52% of the portfolio, ranked #69.

Neo Ivy Capital Management first reported a position in AFRM in Q3 2022 and has held it in 8 quarters since. The position peaked at $3.58M in Q4 2025. 661 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Neo Ivy Capital Management held 27,755 shares of Affirm worth $2.26M as of Q2 2026.
Neo Ivy Capital Management bought 14,677 Affirm shares in Q2 2026, an estimated $959K.
Affirm made up 0.52% of Neo Ivy Capital Management's portfolio in Q2 2026, its #69 holding.
Neo Ivy Capital Management first reported a position in Affirm in Q3 2022 and has held it in 8 quarters since.
Neo Ivy Capital Management's Affirm position peaked at $3.58M in Q4 2025.
661 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.