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ThornTree Capital Partners’s Affirm AFRM Stock Holding History

ThornTree Capital Partners’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 		$46.4M Sell
568,524
-265,765
-32% -$17.4M 6.34% 8
2026
Q1 		$38.2M Buy
834,289
+66,535
+9% +$3.84M 6.78% 9
2025
Q4 		$57.1M Buy
767,754
+352,155
+85% +$25.3M 9.56% 2
2025
Q3 		$30.4M Sell
415,599
-175,477
-30% -$13.4M 4.65% 14
2025
Q2 		$40.9M Sell
591,076
-71,765
-11% -$3.72M 6.8% 4
2025
Q1 		$30M Sell
662,841
-11,240
-2% -$666K 6.61% 6
2024
Q4 		$41.1M Sell
674,081
-42,634
-6% -$2.37M 5.33% 6
2024
Q3 		$29.3M Sell
716,715
-181,133
-20% -$6.01M 4.87% 9
2024
Q2 		$27.1M Buy
+897,848
New +$28.8M 4.62% 11
2022
Q4 		– Sell
-417,962
Closed -$7.84M – 18
2022
Q3 		$7.84M Sell
417,962
-17,598
-4% -$460K 2.67% 15
2022
Q2 		$7.87M Sell
435,560
-14,013
-3% -$381K 3.08% 12
2022
Q1 		$20.8M Buy
449,573
+134,022
+42% +$7.01M 4.56% 12
2021
Q4 		$31.7M Sell
315,551
-232,308
-42% -$30.7M 6.14% 7
2021
Q3 		$65.3M Sell
547,859
-68,012
-11% -$5.43M 9.22% 1
2021
Q2 		$41.5M Sell
615,871
-142,187
-19% -$9.07M 5.6% 4
2021
Q1 		$53.6M Buy
+758,058
New +$73.7M 6.91% 2

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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ThornTree Capital Partners's AFRM Position: Q2 2026 in Review

ThornTree Capital Partners reduced its Affirm (AFRM) stake by 32% in Q2 2026, selling an estimated $17.4M and leaving 568,524 shares worth $46.4M. The position accounts for 6.34% of the portfolio, ranked #8.

ThornTree Capital Partners first reported a position in AFRM in Q1 2021 and has held it in 16 quarters since. The position peaked at $65.3M in Q3 2021. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • ThornTree Capital Partners held 568,524 shares of Affirm worth $46.4M as of Q2 2026.
  • ThornTree Capital Partners sold 265,765 Affirm shares in Q2 2026, an estimated $17.4M.
  • Affirm made up 6.34% of ThornTree Capital Partners's portfolio in Q2 2026, its #8 holding.
  • ThornTree Capital Partners first reported a position in Affirm in Q1 2021 and has held it in 16 quarters since.
  • ThornTree Capital Partners's Affirm position peaked at $65.3M in Q3 2021.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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