Polen Capital Management
AFRM icon

Polen Capital Management’s Affirm AFRM Stock Holding History

Polen 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 		$731K Buy
8,958
+4,195
+88% +$274K 0.01% 176
2026
Q1 		$218K Sell
4,763
-28,206
-86% -$1.63M ﹤0.01% 214
2025
Q4 		$2.45M Sell
32,969
-127
-0.4% -$9.14K 0.01% 82
2025
Q3 		$2.42M Buy
33,096
+3,069
+10% +$234K 0.01% 90
2025
Q2 		$2.08M Buy
+30,027
New +$1.56M 0.01% 74

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

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

Polen Capital Management increased its Affirm (AFRM) stake by 88% in Q2 2026, buying an estimated $274K and bringing the position to 8,958 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #176.

Polen Capital Management first reported a position in AFRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.45M in Q4 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Polen Capital Management held 8,958 shares of Affirm worth $731K as of Q2 2026.
  • Polen Capital Management bought 4,195 Affirm shares in Q2 2026, an estimated $274K.
  • Affirm made up 0.01% of Polen Capital Management's portfolio in Q2 2026, its #176 holding.
  • Polen Capital Management first reported a position in Affirm in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Affirm position peaked at $2.45M in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.