AFRM fund manager activity
Affirm Holdings, Inc · Nasdaq. Reported by 14 tracked fund managers in their 13F filings, Q1 2021 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Added | 1,384,941 | $103,081,159 | 2.19% | Feb 17, 2026 |
| Dan Sundheim - D1 Capital Partners | No change | 820,000 | $61,032,600 | 0.57% | Feb 17, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Trimmed | 3,681,173 | $273,989,706 | 2.59% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 122,915 | $9,148,563 | 0.03% | Feb 17, 2026 |
| Stephen Mandel - Lone Pine Capital | New | 3,817,170 | $284,111,963 | 2.09% | Feb 17, 2026 |
| Lee Ainslie - Maverick Capital | Added | 66,024 | $4,914,166 | 0.05% | Feb 13, 2026 |
| Polen Capital Management | Trimmed | 32,969 | $2,453,883 | 0.01% | Feb 12, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Gavin Baker - Atreides Management | Trimmed | 207,905 | $15,193,697 | 0.39% | Nov 14, 2025 |
| Dan Sundheim - D1 Capital Partners | No change | 820,000 | $59,925,600 | 0.69% | Nov 14, 2025 |
| Henry Ellenbogen - Durable Capital Partners | Trimmed | 6,268,515 | $458,103,076 | 3.39% | Nov 14, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 125,127 | $9,144,281 | 0.04% | Nov 14, 2025 |
| Lee Ainslie - Maverick Capital | Trimmed | 48,110 | $3,515,879 | 0.05% | Nov 14, 2025 |
| Polen Capital Management | Added | 33,096 | $2,418,656 | 0.01% | Nov 12, 2025 |
| Alex Sacerdote - Whale Rock Capital Management | Sold out | — | — | 0.00% | Nov 14, 2025 |
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