SEI Investments’s Affirm AFRM Stock Holding History

SEI Investments’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	$139M	Buy	1,705,507 +1,484,689	+672%	+$97M	0.12%	162
2026 Q1	$10.1M	Sell	220,818 -160,778	-42%	-$9.29M	0.01%	1140
2025 Q4	$28.4M	Buy	381,596 +198,556	+108%	+$14.3M	0.03%	593
2025 Q3	$13.4M	Sell	183,040 -14,693	-7%	-$1.12M	0.01%	890
2025 Q2	$13.7M	Buy	197,733 +122,008	+161%	+$6.33M	0.02%	856
2025 Q1	$3.42M	Buy	75,725 +34,885	+85%	+$2.07M	﹤0.01%	1422
2024 Q4	$2.49M	Buy	40,840 +2,067	+5%	+$115K	﹤0.01%	1601
2024 Q3	$1.58M	Sell	38,773 -16,220	-29%	-$538K	﹤0.01%	1783
2024 Q2	$1.66M	Buy	54,993 +13,698	+33%	+$439K	﹤0.01%	1716
2024 Q1	$1.54M	Sell	41,295 -20,521	-33%	-$819K	﹤0.01%	1728
2023 Q4	$3.04M	Sell	61,816 -17,374	-22%	-$502K	﹤0.01%	1413
2023 Q3	$1.68M	Buy	79,190 +29,305	+59%	+$536K	﹤0.01%	1671
2023 Q2	$765K	Buy	49,885 +29	+0.1%	+$385	﹤0.01%	1974
2023 Q1	$562K	Buy	+49,856	New	+$628K	﹤0.01%	2085
2022 Q4	–	Sell	-54,169	Closed	-$1.02M	–	2515
2022 Q3	$1.02M	Sell	54,169 -16,274	-23%	-$426K	﹤0.01%	1791
2022 Q2	$1.27M	Buy	+70,443	New	+$1.92M	﹤0.01%	1737
2022 Q1	–	Sell	-30,255	Closed	-$2.99M	–	2568
2021 Q4	$2.99M	Buy	30,255 +12,472	+70%	+$1.65M	0.01%	1399
2021 Q3	$2.04M	Buy	+17,783	New	+$1.42M	﹤0.01%	1489

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

SEI Investments's AFRM Position: Q2 2026 in Review

SEI Investments increased its Affirm (AFRM) stake by 672% in Q2 2026, buying an estimated $97M and bringing the position to 1,705,507 shares worth $139M. The position accounts for 0.12% of the portfolio, ranked #162.

SEI Investments first reported a position in AFRM in Q3 2021 and has held it in 18 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

SEI Investments held 1,705,507 shares of Affirm worth $139M as of Q2 2026.
SEI Investments bought 1,484,689 Affirm shares in Q2 2026, an estimated $97M.
Affirm made up 0.12% of SEI Investments's portfolio in Q2 2026, its #162 holding.
SEI Investments first reported a position in Affirm in Q3 2021 and has held it in 18 quarters since.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.