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Paloma Partners’s Affirm AFRM Stock Holding History

Paloma Partners’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
2024
Q1 		– Sell
-23,900
Closed -$1.17M – 759
2023
Q4 		$1.17M Sell
23,900
-1,100
-4% -$31.8K 0.04% 381
2023
Q3 		$532K Buy
+25,000
New +$457K 0.02% 473

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
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

Paloma Partners's AFRM Position: Q1 2026 in Review

Paloma Partners reduced its Affirm (AFRM) stake by 75% in Q1 2026, selling an estimated $4.74M and leaving 28,029 shares worth $1.28M. The position accounts for 0.25% of the portfolio, ranked #48.

Paloma Partners first reported a position in AFRM in Q3 2021 and has held it in 10 quarters since. The position peaked at $8.19M in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Paloma Partners held 28,029 shares of Affirm worth $1.28M as of Q1 2026.
  • Paloma Partners sold 81,973 Affirm shares in Q1 2026, an estimated $4.74M.
  • Affirm made up 0.25% of Paloma Partners's portfolio in Q1 2026, its #48 holding.
  • Paloma Partners first reported a position in Affirm in Q3 2021 and has held it in 10 quarters since.
  • Paloma Partners's Affirm position peaked at $8.19M in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Paloma Partners's 13F filing for Q1 2026, filed 15 May 2026.