Y-Intercept (HK)’s Affirm AFRM Stock Holding History

Y-Intercept (HK)’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	$377K	Buy	+4,621	New	+$302K	0.01%	1398
2026 Q1	–	Sell	-27,530	Closed	-$2.05M	–	1511
2025 Q4	$2.05M	Buy	+27,530	New	+$1.98M	0.05%	608
2025 Q3	–	Sell	-27,749	Closed	-$1.92M	–	1525
2025 Q2	$1.92M	Sell	27,749 -2,095	-7%	-$109K	0.05%	620
2025 Q1	$1.35M	Sell	29,844 -28,371	-49%	-$1.68M	0.09%	302
2024 Q4	$3.55M	Buy	58,215 +18,577	+47%	+$1.03M	0.24%	97
2024 Q3	$1.62M	Buy	+39,638	New	+$1.32M	0.1%	271
2024 Q2	–	Sell	-15,609	Closed	-$582K	–	1338
2024 Q1	$582K	Sell	15,609 -24,868	-61%	-$993K	0.04%	636
2023 Q4	$1.99M	Sell	40,477 -8,166	-17%	-$236K	0.19%	129
2023 Q3	$1.03M	Buy	48,643 +7,687	+19%	+$140K	0.1%	302
2023 Q2	$628K	Sell	40,956 -29,505	-42%	-$391K	0.07%	476
2023 Q1	$794K	Buy	+70,461	New	+$888K	0.09%	327
2021 Q4	–	Sell	-3,196	Closed	-$381K	–	555
2021 Q3	$381K	Buy	+3,196	New	+$255K	0.07%	408

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Y-Intercept (HK)'s AFRM Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Affirm (AFRM) in Q2 2026: 4,621 shares worth $377K. The stake represents 0.01% of the portfolio and ranks #1398 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in AFRM as recently as Q4 2025.

Y-Intercept (HK) first reported a position in AFRM in Q3 2021 and has held it in 12 quarters since. The position peaked at $3.55M in Q4 2024. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Y-Intercept (HK) held 4,621 shares of Affirm worth $377K as of Q2 2026.
Affirm was a new Y-Intercept (HK) position in Q2 2026.
Affirm made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1398 holding.
Y-Intercept (HK) first reported a position in Affirm in Q3 2021 and has held it in 12 quarters since.
Y-Intercept (HK)'s Affirm position peaked at $3.55M in Q4 2024.
660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.