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Plato Investment Management’s Affirm AFRM Stock Holding History

Plato Investment 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
Q1 		$249K Hold
5,440
– – 0.02% 394
2025
Q4 		$407K Hold
5,440
– – 0.03% 358
2025
Q3 		$395K Buy
5,440
+5,393
+11,474% +$410K 0.03% 356
2025
Q2 		$3.24K Buy
47
+4
+9% +$207 ﹤0.01% 496
2025
Q1 		$1.96K Sell
43
-7,631
-99% -$452K ﹤0.01% 512
2024
Q4 		$469K Buy
7,674
+4,571
+147% +$254K 0.03% 342
2024
Q3 		$127K Buy
3,103
+836
+37% +$27.7K 0.01% 411
2024
Q2 		$68.5K Buy
2,267
+939
+71% +$30.1K 0.01% 386
2024
Q1 		$49.5K Buy
1,328
+954
+255% +$38.1K 0.01% 381
2023
Q4 		$18.4K Buy
+374
New +$10.8K 0.02% 322

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

Plato Investment Management's AFRM Position: Q1 2026 in Review

Plato Investment Management held its Affirm (AFRM) position steady in Q1 2026 at 5,440 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #394.

Plato Investment Management first reported a position in AFRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $469K in Q4 2024. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Plato Investment Management held 5,440 shares of Affirm worth $249K as of Q1 2026.
  • Plato Investment Management left its Affirm share count unchanged in Q1 2026.
  • Affirm made up 0.02% of Plato Investment Management's portfolio in Q1 2026, its #394 holding.
  • Plato Investment Management first reported a position in Affirm in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Affirm position peaked at $469K in Q4 2024.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.