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Vise Technologies’s Affirm AFRM Stock Holding History

Vise Technologies’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 		$342K Hold
4,596
– – 0.01% 1075
2025
Q4 		$342K Buy
4,596
+383
+9% +$27.6K 0.01% 1081
2025
Q3 		$308K Sell
4,213
-167
-4% -$12.7K 0.01% 874
2025
Q2 		$303K Buy
+4,380
New +$227K 0.01% 836

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

Vise Technologies's AFRM Position: Q1 2026 in Review

Vise Technologies held its Affirm (AFRM) position steady in Q1 2026 at 4,596 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #1075.

Vise Technologies first reported a position in AFRM in Q2 2025 and has held it in 4 quarters since. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Vise Technologies held 4,596 shares of Affirm worth $342K as of Q1 2026.
  • Vise Technologies left its Affirm share count unchanged in Q1 2026.
  • Affirm made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1075 holding.
  • Vise Technologies first reported a position in Affirm in Q2 2025 and has held it in 4 quarters since.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.