O'Shaughnessy Asset Management’s Affirm AFRM Stock Holding History

O'Shaughnessy Asset 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	$1.76M	Sell	21,548 -28	-0.1%	-$1.83K	0.01%	972
2026 Q1	$989K	Sell	21,576 -6,024	-22%	-$348K	﹤0.01%	1195
2025 Q4	$2.05M	Sell	27,600 -1,182	-4%	-$85.1K	0.01%	830
2025 Q3	$2.1M	Buy	28,782 +7,121	+33%	+$542K	0.01%	805
2025 Q2	$1.5M	Buy	21,661 +5,826	+37%	+$302K	0.01%	891
2025 Q1	$716K	Buy	15,835 +790	+5%	+$46.8K	0.01%	1148
2024 Q4	$916K	Buy	15,045 +8,107	+117%	+$451K	0.01%	996
2024 Q3	$342K	Buy	+6,938	New	+$230K	﹤0.01%	1409

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

O'Shaughnessy Asset Management's AFRM Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Affirm (AFRM) stake by 0.13% in Q2 2026, selling an estimated $1.83K and leaving 21,548 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #972.

O'Shaughnessy Asset Management first reported a position in AFRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.1M in Q3 2025. 661 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

O'Shaughnessy Asset Management held 21,548 shares of Affirm worth $1.76M as of Q2 2026.
O'Shaughnessy Asset Management sold 28 Affirm shares in Q2 2026, an estimated $1.83K.
Affirm made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #972 holding.
O'Shaughnessy Asset Management first reported a position in Affirm in Q3 2024 and has held it in 8 quarters since.
O'Shaughnessy Asset Management's Affirm position peaked at $2.1M in Q3 2025.
661 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.