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O'Neil Global Advisors’s Affirm AFRM Stock Holding History

O'Neil Global Advisors’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 		$2.17M Buy
+26,576
New +$1.74M 0.48% 36
2025
Q1 		– Sell
-11,193
Closed -$682K – 21
2024
Q4 		$682K Sell
11,193
-369,202
-97% -$20.5M 0.2% 31
2024
Q3 		$15.5M Buy
+380,395
New +$12.6M 3.96% 5
2024
Q1 		– Sell
-45,869
Closed -$2.25M – 37
2023
Q4 		$2.25M Buy
+45,869
New +$1.33M 1.31% 11

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

O'Neil Global Advisors's AFRM Position: Q2 2026 in Review

O'Neil Global Advisors opened a new position in Affirm (AFRM) in Q2 2026: 26,576 shares worth $2.17M. The stake represents 0.48% of the portfolio and ranks #36 among its holdings. This is a return to the name: O'Neil Global Advisors previously reported a position in AFRM as recently as Q4 2024.

O'Neil Global Advisors first reported a position in AFRM in Q4 2023 and has held it in 4 quarters since. The position peaked at $15.5M in Q3 2024. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • O'Neil Global Advisors held 26,576 shares of Affirm worth $2.17M as of Q2 2026.
  • Affirm was a new O'Neil Global Advisors position in Q2 2026.
  • Affirm made up 0.48% of O'Neil Global Advisors's portfolio in Q2 2026, its #36 holding.
  • O'Neil Global Advisors first reported a position in Affirm in Q4 2023 and has held it in 4 quarters since.
  • O'Neil Global Advisors's Affirm position peaked at $15.5M in Q3 2024.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on O'Neil Global Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.