Wellington Management Group
AFRM icon

Wellington Management Group’s Affirm AFRM Stock Holding History

Wellington Management Group’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 		$101M Sell
1,243,908
-1,498,807
-55% -$98M 0.02% 539
2026
Q1 		$126M Buy
2,742,715
+1,238,006
+82% +$71.5M 0.02% 484
2025
Q4 		$112M Buy
1,504,709
+585,357
+64% +$42.1M 0.02% 522
2025
Q3 		$67.2M Sell
919,352
-1,209,645
-57% -$92.1M 0.01% 653
2025
Q2 		$147M Buy
2,128,997
+474,656
+29% +$24.6M 0.03% 431
2025
Q1 		$74.8M Buy
1,654,341
+126,815
+8% +$7.51M 0.01% 582
2024
Q4 		$93M Sell
1,527,526
-453,113
-23% -$25.2M 0.02% 548
2024
Q3 		$80.8M Buy
1,980,639
+1,203,450
+155% +$39.9M 0.01% 584
2024
Q2 		$23.5M Buy
777,189
+90,417
+13% +$2.9M ﹤0.01% 901
2024
Q1 		$25.6M Buy
686,772
+438,257
+176% +$17.5M ﹤0.01% 888
2023
Q4 		$12.2M Sell
248,515
-600,454
-71% -$17.4M ﹤0.01% 1061
2023
Q3 		$18.1M Sell
848,969
-1,454,316
-63% -$26.6M ﹤0.01% 955
2023
Q2 		$35.3M Buy
+2,303,285
New +$30.5M 0.01% 799
2023
Q1 		– Sell
-1,420,531
Closed -$13.7M – 1984
2022
Q4 		$13.7M Buy
1,420,531
+343,367
+32% +$5.17M ﹤0.01% 1000
2022
Q3 		$20.2M Buy
+1,077,164
New +$28.2M ﹤0.01% 904
2022
Q2 		– Sell
-143,367
Closed -$6.63M – 2059
2022
Q1 		$6.63M Sell
143,367
-1,517,905
-91% -$79.4M ﹤0.01% 1310
2021
Q4 		$167M Sell
1,661,272
-2,197,234
-57% -$290M 0.03% 496
2021
Q3 		$460M Sell
3,858,506
-919,911
-19% -$73.5M 0.08% 242
2021
Q2 		$322M Buy
4,778,417
+1,109,600
+30% +$70.8M 0.05% 325
2021
Q1 		$258M Buy
+3,668,817
New +$357M 0.05% 370

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

Wellington Management Group's AFRM Position: Q2 2026 in Review

Wellington Management Group reduced its Affirm (AFRM) stake by 55% in Q2 2026, selling an estimated $98M and leaving 1,243,908 shares worth $101M. The position accounts for 0.02% of the portfolio, ranked #539.

Wellington Management Group first reported a position in AFRM in Q1 2021 and has held it in 20 quarters since. The position peaked at $460M in Q3 2021. 659 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Wellington Management Group held 1,243,908 shares of Affirm worth $101M as of Q2 2026.
  • Wellington Management Group sold 1,498,807 Affirm shares in Q2 2026, an estimated $98M.
  • Affirm made up 0.02% of Wellington Management Group's portfolio in Q2 2026, its #539 holding.
  • Wellington Management Group first reported a position in Affirm in Q1 2021 and has held it in 20 quarters since.
  • Wellington Management Group's Affirm position peaked at $460M in Q3 2021.
  • 659 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.