Wellington Management Group
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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
2025
Q3 		– Sell
-10,660
Closed -$6.29M – 1971
2025
Q2 		$6.29M Buy
+10,660
New +$553K ﹤0.01% 1338

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

Wellington Management Group's AFRM Position: Q1 2026 in Review

Wellington Management Group increased its Affirm (AFRM) stake by 82% in Q1 2026, buying an estimated $71.5M and bringing the position to 2,742,715 shares worth $126M. The position accounts for 0.02% of the portfolio, ranked #484.

Wellington Management Group first reported a position in AFRM in Q1 2021 and has held it in 19 quarters since. The position peaked at $460M in Q3 2021. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Wellington Management Group held 2,742,715 shares of Affirm worth $126M as of Q1 2026.
  • Wellington Management Group bought 1,238,006 Affirm shares in Q1 2026, an estimated $71.5M.
  • Affirm made up 0.02% of Wellington Management Group's portfolio in Q1 2026, its #484 holding.
  • Wellington Management Group first reported a position in Affirm in Q1 2021 and has held it in 19 quarters since.
  • Wellington Management Group's Affirm position peaked at $460M in Q3 2021.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.