Polar Capital Holdings’s Affirm AFRM Stock Holding History

Polar Capital Holdings’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	$33M	Buy	404,896 +26,212	+7%	+$1.71M	0.08%	148
2026 Q1	$17.4M	Sell	378,684 -33,092	-8%	-$1.91M	0.06%	155
2025 Q4	$30.6M	Buy	411,776 +10,195	+3%	+$734K	0.12%	126
2025 Q3	$29.3M	Sell	401,581 -74,579	-16%	-$5.68M	0.14%	122
2025 Q2	$32.9M	Buy	476,160 +418,432	+725%	+$21.7M	0.17%	111
2025 Q1	$2.61M	Sell	57,728 -78,478	-58%	-$4.65M	0.02%	252
2024 Q4	$8.29M	Buy	+136,206	New	+$7.57M	0.05%	219
2021 Q4	–	Sell	-83,315	Closed	-$9.93M	–	447
2021 Q3	$9.93M	Buy	+83,315	New	+$6.66M	0.04%	232

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 $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Polar Capital Holdings's AFRM Position: Q2 2026 in Review

Polar Capital Holdings increased its Affirm (AFRM) stake by 6.9% in Q2 2026, buying an estimated $1.71M and bringing the position to 404,896 shares worth $33M. The position accounts for 0.08% of the portfolio, ranked #148.

Polar Capital Holdings first reported a position in AFRM in Q3 2021 and has held it in 8 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Polar Capital Holdings held 404,896 shares of Affirm worth $33M as of Q2 2026.
Polar Capital Holdings bought 26,212 Affirm shares in Q2 2026, an estimated $1.71M.
Affirm made up 0.08% of Polar Capital Holdings's portfolio in Q2 2026, its #148 holding.
Polar Capital Holdings first reported a position in Affirm in Q3 2021 and has held it in 8 quarters since.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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