David M. Polen
Polen Capital Management
Polen Capital Management Affirm Holdings Inc stake
total: 588
Polen Capital Management AFRM trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 2
- Reduced:
- 2
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 8,958 Affirm Holdings Inc (AFRM) shares with a market value of roughly $730.52K accounting for 0.01% of the overall portfolio. To date, the estimated cost basis is nearly $70.86 for "buy" trades and estimated average "sell" price is $45.95. Polen Capital Management first purchased AFRM in 2025 Q2, initially acquiring 30,027 shares. Since the initial investment in Affirm Holdings Inc (AFRM), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Affirm Holdings Inc (AFRM)?
Polen Capital Management first invested in Affirm Holdings Inc (AFRM) in 2025 Q2 at the reported quarter-end price of $69.14 per share.
What's the cost basis of Polen Capital Management's AFRM stake?
The estimated cost basis for Affirm Holdings Inc (AFRM) stake is around $70.86 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $70.86
- Weighted AVG sell price:
- $45.95
Polen Capital Management's historical trades in Affirm Holdings Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.01%
|
8,958
|
$81.55
|
$730,525
|
+88.07% (+4,195)
|
+0%
|
|
2026 Q1
|
0.00%
|
4,763
|
$45.82
|
$218,241
|
-85.55% (-28,206)
|
-0.01%
|
|
2025 Q4
|
0.01%
|
32,969
|
$74.43
|
$2,453,883
|
-0.38% (-127)
|
-0%
|
|
2025 Q3
|
0.01%
|
33,096
|
$73.08
|
$2,418,656
|
+10.22% (+3,069)
|
+0%
|
|
2025 Q2
|
0.01%
|
30,027
|
$69.14
|
$2,076,067
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.