Two Sigma Advisers
AFRM icon

Two Sigma Advisers’s Affirm AFRM Stock Holding History

Two Sigma Advisers’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
2025
Q2 		– Sell
-88,500
Closed -$4M – 2304
2025
Q1 		$4M Sell
88,500
-566,100
-86% -$33.5M 0.01% 864
2024
Q4 		$39.9M Buy
+654,600
New +$36.4M 0.09% 197
2024
Q3 		– Sell
-2,543,800
Closed -$76.8M – 2270
2024
Q2 		$76.8M Sell
2,543,800
-1,012,700
-28% -$32.5M 0.17% 120
2024
Q1 		$133M Sell
3,556,500
-1,151,200
-24% -$45.9M 0.31% 74
2023
Q4 		$231M Buy
4,707,700
+3,283,100
+230% +$94.9M 0.54% 38
2023
Q3 		$30.3M Buy
1,424,600
+1,402,000
+6,204% +$25.6M 0.08% 218
2023
Q2 		$346K Sell
22,600
-5,800
-20% -$76.9K ﹤0.01% 1939
2023
Q1 		$320K Buy
+28,400
New +$358K ﹤0.01% 2112
2022
Q1 		– Sell
-33,100
Closed -$3.33M – 2718
2021
Q4 		$3.33M Buy
+33,100
New +$4.37M 0.01% 950

Other funds holding AFRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers's AFRM Position: Q2 2025 in Review

Two Sigma Advisers sold out of Affirm (AFRM) in Q2 2025, closing a stake of 88,500 shares — an estimated $4M sold.

Two Sigma Advisers first reported a position in AFRM in Q4 2021 and held it in 9 quarters. The position peaked at $231M in Q4 2023. 561 funds tracked by Wall St. Rank hold AFRM as of Q2 2025.

  • Two Sigma Advisers reported no remaining Affirm position as of Q2 2025 after selling out during the quarter.
  • Two Sigma Advisers sold 88,500 Affirm shares in Q2 2025, an estimated $4M.
  • Two Sigma Advisers first reported a position in Affirm in Q4 2021 and held it in 9 quarters.
  • Two Sigma Advisers's Affirm position peaked at $231M in Q4 2023.
  • 561 funds tracked by Wall St. Rank held Affirm as of Q2 2025.

Based on Two Sigma Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.