NZS Capital’s Affirm AFRM Stock Holding History

NZS Capital’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	$16.8M	Buy	366,379 +6,288	+2%	+$363K	0.56%	48
2025 Q4	$26.8M	Buy	360,091 +3,165	+0.9%	+$228K	0.82%	45
2025 Q3	$26.1M	Sell	356,926 -21,404	-6%	-$1.63M	0.8%	45
2025 Q2	$26.2M	Buy	378,330 +100,735	+36%	+$5.22M	0.89%	40
2025 Q1	$12.5M	Sell	277,595 -3,793	-1%	-$225K	0.57%	49
2024 Q4	$17.1M	Buy	281,388 +22,167	+9%	+$1.23M	0.73%	47
2024 Q3	$10.6M	Buy	259,221 +7,059	+3%	+$234K	0.41%	56
2024 Q2	$7.62M	Buy	+252,162	New	+$8.09M	0.31%	56
2022 Q4	–	Sell	-113,692	Closed	-$2.13M	–	65
2022 Q3	$2.13M	Buy	113,692 +20,848	+22%	+$545K	0.2%	62
2022 Q2	$1.68M	Buy	92,844 +20,429	+28%	+$556K	0.18%	58
2022 Q1	$3.35M	Buy	72,415 +42,170	+139%	+$2.21M	0.34%	52
2021 Q4	$3.04M	Sell	30,245 -4,361	-13%	-$576K	0.27%	58
2021 Q3	$4.12M	Sell	34,606 -14,232	-29%	-$1.14M	0.41%	57
2021 Q2	$3.29M	Buy	+48,838	New	+$3.12M	0.3%	58

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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