SEC 13F Intelligence

Whale Rock Capital Management LLC / AFRM

Whale Rock Capital Management LLC’s Affirm Hldgs Inc Position

Does Whale Rock Capital Management LLC own Affirm Hldgs Inc (AFRM)? Not currently — the last reported position was 1.28M shares worth $88M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$88M
Q2 2025
Shares
1.28M
% of Portfolio
+1.22%
Quarters Held
2
position exited

Position History AFRM

Reported value by quarter
Q1 ’21: $16MQ1 ’21Q2 ’25: $88MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20251.28M$88M+1.22%
Q1 2021225.0K$16M+0.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whale Rock Capital Management LLC’s full portfolio or all institutional holders of AFRM.