WPG Advisers’s Affirm AFRM Stock Holding History

WPG 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
2026 Q1	–	Sell	-25	Closed	-$1.86K	–	1478
2025 Q4	$1.86K	Hold	25	–	–	﹤0.01%	1153
2025 Q3	$1.83K	Buy	25 +6	+32%	+$457	﹤0.01%	1159
2025 Q2	$1.31K	Buy	+19	New	+$985	﹤0.01%	1212

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WPG Advisers's AFRM Position: Q1 2026 in Review

WPG Advisers sold out of Affirm (AFRM) in Q1 2026, closing a stake of 25 shares — an estimated $1.86K sold.

WPG Advisers first reported a position in AFRM in Q2 2025 and held it in 3 quarters. The position peaked at $1.86K in Q4 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

WPG Advisers reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
WPG Advisers sold 25 Affirm shares in Q1 2026, an estimated $1.86K.
WPG Advisers first reported a position in Affirm in Q2 2025 and held it in 3 quarters.
WPG Advisers's Affirm position peaked at $1.86K in Q4 2025.
592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.