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Spyglass Capital Management’s Affirm AFRM Stock Holding History

Spyglass Capital 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 		$125M Sell
1,537,840
-124,485
-7% -$8.14M 6.79% 1
2026
Q1 		$76.2M Buy
1,662,325
+218,745
+15% +$12.6M 5.39% 5
2025
Q4 		$107M Buy
1,443,580
+439,757
+44% +$31.6M 5.38% 2
2025
Q3 		$73.4M Sell
1,003,823
-736,460
-42% -$56M 3.91% 15
2025
Q2 		$120M Sell
1,740,283
-162,142
-9% -$8.41M 7.1% 1
2025
Q1 		$86M Buy
1,902,425
+200,421
+12% +$11.9M 5.9% 1
2024
Q4 		$104M Sell
1,702,004
-646,091
-28% -$35.9M 5.83% 1
2024
Q3 		$95.8M Buy
2,348,095
+200,449
+9% +$6.65M 6.29% 3
2024
Q2 		$64.9M Buy
2,147,646
+504,839
+31% +$16.2M 4.75% 6
2024
Q1 		$61.2M Buy
1,642,807
+303,494
+23% +$12.1M 4.08% 12
2023
Q4 		$65.8M Sell
1,339,313
-1,654,571
-55% -$47.8M 4.73% 5
2023
Q3 		$63.7M Buy
2,993,884
+42,337
+1% +$774K 4.99% 5
2023
Q2 		$45.2M Sell
2,951,547
-250,145
-8% -$3.32M 3.27% 16
2023
Q1 		$36.1M Sell
3,201,692
-149,939
-4% -$1.89M 2.72% 21
2022
Q4 		$32.4M Buy
3,351,631
+216,504
+7% +$3.26M 2.6% 22
2022
Q3 		$58.8M Sell
3,135,127
-159,478
-5% -$4.17M 4.16% 14
2022
Q2 		$59.5M Buy
3,294,605
+918,973
+39% +$25M 3.31% 18
2022
Q1 		$110M Buy
2,375,632
+963,118
+68% +$50.4M 3.76% 14
2021
Q4 		$142M Buy
1,412,514
+28,745
+2% +$3.8M 3.77% 13
2021
Q3 		$165M Buy
+1,383,769
New +$111M 3.78% 14

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

Spyglass Capital Management's AFRM Position: Q2 2026 in Review

Spyglass Capital Management reduced its Affirm (AFRM) stake by 7.5% in Q2 2026, selling an estimated $8.14M and leaving 1,537,840 shares worth $125M. The position accounts for 6.79% of the portfolio, ranked #1.

Spyglass Capital Management first reported a position in AFRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $165M in Q3 2021. 661 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Spyglass Capital Management held 1,537,840 shares of Affirm worth $125M as of Q2 2026.
  • Spyglass Capital Management sold 124,485 Affirm shares in Q2 2026, an estimated $8.14M.
  • Affirm made up 6.79% of Spyglass Capital Management's portfolio in Q2 2026, its #1 holding.
  • Spyglass Capital Management first reported a position in Affirm in Q3 2021 and has held it in 20 quarters since.
  • Spyglass Capital Management's Affirm position peaked at $165M in Q3 2021.
  • 661 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Spyglass Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.