Question 1

How many shares of AFRM does D1 Capital Partners L.P. own?

Accepted Answer

As of 2026-Q1, D1 Capital Partners L.P. holds 1.9M shares of AFRM (AFFIRM HLDGS INC).

Question 2

What is D1 Capital Partners L.P.'s AFRM position worth?

Accepted Answer

As of 2026-Q1, D1 Capital Partners L.P.'s AFRM position is worth $88.7M.

Question 3

Is D1 Capital Partners L.P. buying or selling AFRM?

Accepted Answer

In 2026-Q1, D1 Capital Partners L.P. increased their AFRM position (+136.2% change in shares).

Question 4

When did D1 Capital Partners L.P. first buy AFRM?

Accepted Answer

Based on available 13F filings, D1 Capital Partners L.P. first reported a position in AFRM in 2025-Q1. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	1.9M	+136.2%	$88.7M	0.8%	$47.83	69
2025-Q4	Unchanged	820,000	0.0%	$61M	0.6%	$75.85	0
2025-Q3	Unchanged	820,000	0.0%	$59.9M	0.7%	$76.56	0
2025-Q2	Unchanged	820,000	0.0%	$56.7M	0.8%	$68.06	0
2025-Q1	New	820,000	—	$37.1M	0.6%	$46.20	58