ZIM
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Zacks Investment Management’s Affirm AFRM Stock Holding History

Zacks Investment Management’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 		$4.79M Buy
58,686
+3,013
+5% +$197K 0.03% 254
2026
Q1 		$2.55M Sell
55,673
-82,901
-60% -$4.79M 0.02% 320
2025
Q4 		$10.3M Buy
138,574
+85,854
+163% +$6.18M 0.08% 173
2025
Q3 		$3.85M Sell
52,720
-1,044
-2% -$79.4K 0.03% 252
2025
Q2 		$3.72M Buy
+53,764
New +$2.79M 0.03% 257
2024
Q1 		– Sell
-70,813
Closed -$3.48M – 634
2023
Q4 		$3.48M Buy
+70,813
New +$2.05M 0.04% 222

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

Zacks Investment Management's AFRM Position: Q2 2026 in Review

Zacks Investment Management increased its Affirm (AFRM) stake by 5.4% in Q2 2026, buying an estimated $197K and bringing the position to 58,686 shares worth $4.79M. The position accounts for 0.03% of the portfolio, ranked #254.

Zacks Investment Management first reported a position in AFRM in Q4 2023 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Zacks Investment Management held 58,686 shares of Affirm worth $4.79M as of Q2 2026.
  • Zacks Investment Management bought 3,013 Affirm shares in Q2 2026, an estimated $197K.
  • Affirm made up 0.03% of Zacks Investment Management's portfolio in Q2 2026, its #254 holding.
  • Zacks Investment Management first reported a position in Affirm in Q4 2023 and has held it in 6 quarters since.
  • Zacks Investment Management's Affirm position peaked at $10.3M in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.