Cliff Asness's AFRM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 438,220 shares of Affirm Holdings, Inc. (AFRM) worth $19.5 M, representing 0.01% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in AFRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 322,550 shares. Largest reduction occurred in Q4 2025, reducing 229,944 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Affirm Holdings (AFRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Affirm Holdings (AFRM) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +322,550 | Add 278.85% | 438,220 | $44.49 |
| Q4 2025 | -229,944 | Reduce 66.53% | 115,670 | $74.43 |
| Q3 2025 | +15,053 | Add 4.55% | 345,614 | $73.08 |
| Q2 2025 | +279,225 | Add 543.92% | 330,561 | $69.14 |
| Q1 2025 | -95,688 | Reduce 65.08% | 51,336 | $43.71 |
| Q4 2024 | -26,885 | Reduce 15.46% | 147,024 | $60.90 |
| Q3 2024 | +144,774 | Add 496.91% | 173,909 | $40.82 |
| Q2 2024 | +722 | Add 2.54% | 29,135 | $30.21 |
| Q1 2024 | +10,183 | Add 55.86% | 28,413 | $37.26 |
| Q4 2023 | +18,230 | New Buy | 18,230 | $49.14 |
| Q4 2022 | -53,886 | Sold Out | 0 | $0.00 |
| Q3 2022 | +53,886 | New Buy | 53,886 | $18.76 |
Cliff Asness's Affirm Holdings Investment FAQs
Cliff Asness first purchased Affirm Holdings, Inc. (AFRM) in Q3 2022, acquiring 53,886 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Affirm Holdings, Inc. (AFRM) for 12 quarters since Q3 2022.
Cliff Asness's largest addition to Affirm Holdings, Inc. (AFRM) was in Q1 2026, adding 438,220 shares worth $19.5 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 438,220 shares of Affirm Holdings, Inc. (AFRM), valued at approximately $19.5 M.
As of the Q1 2026 filing, Affirm Holdings, Inc. (AFRM) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Affirm Holdings, Inc. (AFRM) was 438,220 shares, as reported at the end of Q1 2026.