AG
AFRM icon

Algert Global’s Affirm AFRM Stock Holding History

Algert Global’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-168,290
Closed -$11.6M – 1117
2025
Q2 		$11.6M Sell
168,290
-7,376
-4% -$382K 0.24% 92
2025
Q1 		$7.94M Sell
175,666
-3,011
-2% -$178K 0.2% 139
2024
Q4 		$10.9M Buy
178,677
+21,738
+14% +$1.21M 0.26% 91
2024
Q3 		$6.41M Buy
156,939
+2,687
+2% +$89.2K 0.17% 170
2024
Q2 		$4.66M Buy
154,252
+30,360
+25% +$974K 0.16% 193
2024
Q1 		$4.62M Buy
123,892
+28,645
+30% +$1.14M 0.18% 171
2023
Q4 		$4.68M Buy
95,247
+53,207
+127% +$1.54M 0.19% 156
2023
Q3 		$894K Buy
+42,040
New +$768K 0.04% 587

Other funds holding AFRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Algert Global's AFRM Position: Q3 2025 in Review

Algert Global sold out of Affirm (AFRM) in Q3 2025, closing a stake of 168,290 shares — an estimated $11.6M sold.

Algert Global first reported a position in AFRM in Q3 2023 and held it in 8 quarters. The position peaked at $11.6M in Q2 2025. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Algert Global reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 168,290 Affirm shares in Q3 2025, an estimated $11.6M.
  • Algert Global first reported a position in Affirm in Q3 2023 and held it in 8 quarters.
  • Algert Global's Affirm position peaked at $11.6M in Q2 2025.
  • 615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.