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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
2021
Q2 		– Sell
-405,000
Closed -$28.6M – 32
2021
Q1 		$28.6M Buy
+405,000
New +$39.4M 3.69% 11

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ThornTree Capital Partners's AFRM Position: Q1 2026 in Review

ThornTree Capital Partners increased its Affirm (AFRM) stake by 8.7% in Q1 2026, buying an estimated $3.84M and bringing the position to 834,289 shares worth $38.2M. The position accounts for 6.78% of the portfolio, ranked #9.

ThornTree Capital Partners first reported a position in AFRM in Q1 2021 and has held it in 15 quarters since. The position peaked at $65.3M in Q3 2021. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • ThornTree Capital Partners held 834,289 shares of Affirm worth $38.2M as of Q1 2026.
  • ThornTree Capital Partners bought 66,535 Affirm shares in Q1 2026, an estimated $3.84M.
  • Affirm made up 6.78% of ThornTree Capital Partners's portfolio in Q1 2026, its #9 holding.
  • ThornTree Capital Partners first reported a position in Affirm in Q1 2021 and has held it in 15 quarters since.
  • ThornTree Capital Partners's Affirm position peaked at $65.3M in Q3 2021.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on ThornTree Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.