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AFRM position history

The shares of Affirm (AFRM) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, COM CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 30,027 shares, $2.1M, <0.01% of portfolio, New
  2. 2025 Q3: 33,096 shares, $2.4M, <0.01% of portfolio, Add +10.2%
  3. 2025 Q4: 32,969 shares, $2.5M, 0.01% of portfolio, Reduce −0.4%
  4. 2026 Q1: 4,763 shares, $218K, <0.01% of portfolio, Reduce −85.6%
  5. 2026 Q2: 8,958 shares, $731K, <0.01% of portfolio, Add +88.1%
Holdings date Value % of holdings Shares Filing date All 13F holders