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 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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

RAM

RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Shearwater Capital's AFRM Position: Q2 2026 in Review

Shearwater Capital held its Affirm (AFRM) position steady in Q2 2026 at 7,000 shares worth $571K. The position accounts for 0.27% of the portfolio, ranked #39.

Shearwater Capital first reported a position in AFRM in Q4 2023 and has held it in 11 quarters since. 219 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Shearwater Capital held 7,000 shares of Affirm worth $571K as of Q2 2026.
Shearwater Capital left its Affirm share count unchanged in Q2 2026.
Affirm made up 0.27% of Shearwater Capital's portfolio in Q2 2026, its #39 holding.
Shearwater Capital first reported a position in Affirm in Q4 2023 and has held it in 11 quarters since.
219 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.