Joel Greenblatt's AFRM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 454,524 shares of Affirm Holdings, Inc. (AFRM) worth $37.07 M, representing 0.09% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in AFRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 267,308 shares. Largest reduction occurred in Q3 2022, reducing 121,855 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Affirm Holdings (AFRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Affirm Holdings (AFRM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +267,308 | Add 142.78% | 454,524 | $81.55 |
| Q1 2026 | +64,301 | Add 52.31% | 187,216 | $45.82 |
| Q4 2025 | -2,212 | Reduce 1.77% | 122,915 | $74.43 |
| Q3 2025 | +25,948 | Add 26.16% | 125,127 | $73.08 |
| Q2 2025 | -7,843 | Reduce 7.33% | 99,179 | $69.14 |
| Q1 2025 | +37,700 | Add 54.38% | 107,022 | $45.19 |
| Q4 2024 | -44,501 | Reduce 39.10% | 69,322 | $60.90 |
| Q3 2024 | -23,699 | Reduce 17.23% | 113,823 | $40.82 |
| Q2 2024 | +82,920 | Add 151.86% | 137,522 | $30.21 |
| Q1 2024 | -15,926 | Reduce 22.58% | 54,602 | $37.26 |
| Q4 2023 | +70,528 | New Buy | 70,528 | $49.14 |
| Q2 2023 | -12,930 | Sold Out | 0 | $0.00 |
| Q1 2023 | +12,930 | New Buy | 12,930 | $11.27 |
| Q3 2022 | -121,855 | Sold Out | 0 | $0.00 |
| Q2 2022 | +117,510 | Add 2704.49% | 121,855 | $18.06 |
| Q1 2022 | +4,345 | New Buy | 4,345 | $46.26 |
Joel Greenblatt's Affirm Holdings Investment FAQs
Joel Greenblatt first purchased Affirm Holdings, Inc. (AFRM) in Q1 2022, acquiring 4,345 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Affirm Holdings, Inc. (AFRM) for 16 quarters since Q1 2022.
Joel Greenblatt's largest addition to Affirm Holdings, Inc. (AFRM) was in Q2 2026, adding 454,524 shares worth $37.07 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 454,524 shares of Affirm Holdings, Inc. (AFRM), valued at approximately $37.07 M.
As of the Q2 2026 filing, Affirm Holdings, Inc. (AFRM) represents approximately 0.09% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Affirm Holdings, Inc. (AFRM) was 454,524 shares, as reported at the end of Q2 2026.