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 Q3	$111M	Sell	1,609,114 -96,393	-6%	-$7.24M	0.1%	198
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SEI Investments's AFRM Position: Q3 2026 in Review

SEI Investments reduced its Affirm (AFRM) stake by 5.7% in Q3 2026, selling an estimated $7.24M and leaving 1,609,114 shares worth $111M. The position accounts for 0.1% of the portfolio, ranked #198.

SEI Investments first reported a position in AFRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $139M in Q2 2026. 359 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

SEI Investments held 1,609,114 shares of Affirm worth $111M as of Q3 2026.
SEI Investments sold 96,393 Affirm shares in Q3 2026, an estimated $7.24M.
Affirm made up 0.1% of SEI Investments's portfolio in Q3 2026, its #198 holding.
SEI Investments first reported a position in Affirm in Q3 2021 and has held it in 19 quarters since.
SEI Investments's Affirm position peaked at $139M in Q2 2026.
359 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.