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 $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return