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Rakuten Investment Management’s Affirm AFRM Stock Holding History

Rakuten 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 		$1.31M Buy
15,984
+2,260
+16% +$148K ﹤0.01% 419
2026
Q1 		$591K Buy
13,724
+2,258
+20% +$130K ﹤0.01% 449
2025
Q4 		$866K Sell
11,466
-84,390
-88% -$6.07M ﹤0.01% 524
2025
Q3 		$7.67M Buy
+95,856
New +$7.29M 0.03% 180

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

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

Rakuten Investment Management increased its Affirm (AFRM) stake by 16% in Q2 2026, buying an estimated $148K and bringing the position to 15,984 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Rakuten Investment Management first reported a position in AFRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.67M in Q3 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Rakuten Investment Management held 15,984 shares of Affirm worth $1.31M as of Q2 2026.
  • Rakuten Investment Management bought 2,260 Affirm shares in Q2 2026, an estimated $148K.
  • Affirm made up ﹤0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #419 holding.
  • Rakuten Investment Management first reported a position in Affirm in Q3 2025 and has held it in 4 quarters since.
  • Rakuten Investment Management's Affirm position peaked at $7.67M in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.