Shearwater Capital’s Affirm AFRM Stock Holding History

Shearwater Capital’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	$485K	Hold	7,000	–	–	0.23%	41
2026 Q2	$571K	Hold	7,000	–	–	0.27%	39
2026 Q1	$321K	Hold	7,000	–	–	0.17%	50
2025 Q4	$521K	Hold	7,000	–	–	0.3%	32
2025 Q3	$512K	Hold	7,000	–	–	0.3%	33
2025 Q2	$484K	Hold	7,000	–	–	0.3%	33
2025 Q1	$316K	Hold	7,000	–	–	0.22%	38
2024 Q4	$426K	Hold	7,000	–	–	0.29%	31
2024 Q3	$286K	Hold	7,000	–	–	0.2%	38
2024 Q2	$211K	Hold	7,000	–	–	0.16%	42
2024 Q1	$261K	Hold	7,000	–	–	0.19%	37
2023 Q4	$344K	Buy	+7,000	New	+$202K	0.27%	34

Other funds holding AFRM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Shearwater Capital's AFRM Position: Q3 2026 in Review

Shearwater Capital held its Affirm (AFRM) position steady in Q3 2026 at 7,000 shares worth $485K. The position accounts for 0.23% of the portfolio, ranked #41.

Shearwater Capital first reported a position in AFRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $571K in Q2 2026. 205 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

Shearwater Capital held 7,000 shares of Affirm worth $485K as of Q3 2026.
Shearwater Capital left its Affirm share count unchanged in Q3 2026.
Affirm made up 0.23% of Shearwater Capital's portfolio in Q3 2026, its #41 holding.
Shearwater Capital first reported a position in Affirm in Q4 2023 and has held it in 12 quarters since.
Shearwater Capital's Affirm position peaked at $571K in Q2 2026.
205 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Shearwater Capital's 13F filing for Q3 2026, filed 13 Oct 2026.