PCM
AFRM icon

Polymer Capital Management’s Affirm AFRM Stock Holding History

Polymer 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 		$903K Sell
11,079
-16,635
-60% -$1.09M 0.12% 201
2026
Q1 		$1.27M Buy
+27,714
New +$1.6M 0.13% 174

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

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

Polymer Capital Management reduced its Affirm (AFRM) stake by 60% in Q2 2026, selling an estimated $1.09M and leaving 11,079 shares worth $903K. The position accounts for 0.12% of the portfolio, ranked #201.

Polymer Capital Management first reported a position in AFRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.27M in Q1 2026. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Polymer Capital Management held 11,079 shares of Affirm worth $903K as of Q2 2026.
  • Polymer Capital Management sold 16,635 Affirm shares in Q2 2026, an estimated $1.09M.
  • Affirm made up 0.12% of Polymer Capital Management's portfolio in Q2 2026, its #201 holding.
  • Polymer Capital Management first reported a position in Affirm in Q1 2026 and has held it in 2 quarters since.
  • Polymer Capital Management's Affirm position peaked at $1.27M in Q1 2026.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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