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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
Q2 		– Sell
-5,440
Closed -$249K – 499
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Plato Investment Management's AFRM Position: Q2 2026 in Review

Plato Investment Management sold out of Affirm (AFRM) in Q2 2026, closing a stake of 5,440 shares — an estimated $249K sold.

Plato Investment Management first reported a position in AFRM in Q4 2023 and held it in 10 quarters. The position peaked at $469K in Q4 2024. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Plato Investment Management reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Plato Investment Management sold 5,440 Affirm shares in Q2 2026, an estimated $249K.
  • Plato Investment Management first reported a position in Affirm in Q4 2023 and held it in 10 quarters.
  • Plato Investment Management's Affirm position peaked at $469K in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.