LongAFRMJun 2026
Affirm Holdings, Inc.
Optimist believes Affirm has built a structurally superior buy-now-pay-later model by underwriting every transaction individually with known merchant, basket, and repayment…
AFRM
Which hedge funds are long AFRM?
3 published ideas on Affirm Holdings, Inc. across 2 funds — 3 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Affirm Holdings, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongAFRMJun 2026
Affirm Holdings, Inc.
Optimist believes Affirm has built a structurally superior buy-now-pay-later model by underwriting every transaction individually with known merchant, basket, and repayment…
LongAFRMSep 2026
Affirm Holdings, Inc.
Optimist views Affirm's transaction-by-transaction underwriting model as structurally better aligned with consumers than revolving credit because repayment terms are fixed…