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Osterweis Capital Management’s Affirm AFRM Stock Holding History

Osterweis 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 		$12.9M Buy
157,605
+96,845
+159% +$6.33M 0.61% 60
2026
Q1 		$2.78M Buy
60,760
+14,551
+31% +$841K 0.14% 88
2025
Q4 		$3.44M Sell
46,209
-17,310
-27% -$1.25M 0.15% 91
2025
Q3 		$4.64M Sell
63,519
-65,326
-51% -$4.97M 0.21% 80
2025
Q2 		$8.91M Buy
+128,845
New +$6.68M 0.43% 60

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

Osterweis Capital Management's AFRM Position: Q2 2026 in Review

Osterweis Capital Management increased its Affirm (AFRM) stake by 159% in Q2 2026, buying an estimated $6.33M and bringing the position to 157,605 shares worth $12.9M. The position accounts for 0.61% of the portfolio, ranked #60.

Osterweis Capital Management first reported a position in AFRM in Q2 2025 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Osterweis Capital Management held 157,605 shares of Affirm worth $12.9M as of Q2 2026.
  • Osterweis Capital Management bought 96,845 Affirm shares in Q2 2026, an estimated $6.33M.
  • Affirm made up 0.61% of Osterweis Capital Management's portfolio in Q2 2026, its #60 holding.
  • Osterweis Capital Management first reported a position in Affirm in Q2 2025 and has held it in 5 quarters since.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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