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Vident Advisory’s Affirm AFRM Stock Holding History

Vident Advisory’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
Q1 		$716K Sell
15,628
-246
-2% -$14.2K 0.01% 1047
2025
Q4 		$1.18M Buy
15,874
+572
+4% +$41.2K 0.01% 736
2025
Q3 		$1.12M Buy
15,302
+1,600
+12% +$122K 0.01% 778
2025
Q2 		$947K Buy
13,702
+1,455
+12% +$75.4K 0.01% 760
2025
Q1 		$553K Buy
12,247
+3,069
+33% +$182K 0.01% 984
2024
Q4 		$559K Buy
9,178
+1,765
+24% +$98.1K 0.01% 886
2024
Q3 		$303K Buy
7,413
+760
+11% +$25.2K 0.01% 1131
2024
Q2 		$201K Buy
+6,653
New +$213K 0.01% 1294

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

Vident Advisory's AFRM Position: Q1 2026 in Review

Vident Advisory reduced its Affirm (AFRM) stake by 1.5% in Q1 2026, selling an estimated $14.2K and leaving 15,628 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #1047.

Vident Advisory first reported a position in AFRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2025. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Vident Advisory held 15,628 shares of Affirm worth $716K as of Q1 2026.
  • Vident Advisory sold 246 Affirm shares in Q1 2026, an estimated $14.2K.
  • Affirm made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #1047 holding.
  • Vident Advisory first reported a position in Affirm in Q2 2024 and has held it in 8 quarters since.
  • Vident Advisory's Affirm position peaked at $1.18M in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.