AFRM fund manager activity
Affirm Holdings, Inc · Nasdaq. Reported by 14 tracked fund managers in their 13F filings, Q1 2021 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Added | 1,273,050 | $103,817,228 | 0.93% | Aug 14, 2026 |
| Dan Sundheim - D1 Capital Partners | Trimmed | 1,908,511 | $155,639,072 | 0.45% | Aug 14, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Trimmed | 4,425,406 | $360,891,859 | 3.51% | Aug 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 454,524 | $37,066,432 | 0.09% | Aug 14, 2026 |
| Polen Capital Management | Added | 8,958 | $730,525 | 0.01% | Aug 4, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Trimmed | 1,194,711 | $54,741,658 | 1.33% | May 18, 2026 |
| Dan Sundheim - D1 Capital Partners | Added | 1,936,900 | $88,748,758 | 0.79% | May 15, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Added | 5,649,434 | $258,857,066 | 2.66% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 187,216 | $8,578,237 | 0.03% | May 15, 2026 |
| Stephen Mandel - Lone Pine Capital | Sold out | — | — | 0.00% | May 15, 2026 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | May 15, 2026 |
| Polen Capital Management | Trimmed | 4,763 | $218,241 | 0.00% | May 14, 2026 |
Older quarters