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AlTi Global’s Affirm AFRM Stock Holding History

AlTi 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
-6,622
Closed -$458K – 432
2025
Q2 		$458K Buy
6,622
+10
+0.2% +$519 0.01% 311
2025
Q1 		$299K Sell
6,612
-2,536
-28% -$150K 0.01% 330
2024
Q4 		$557K Sell
9,148
-1,809
-17% -$101K 0.01% 265
2024
Q3 		$447K Buy
10,957
+459
+4% +$15.2K 0.01% 285
2024
Q2 		$317K Hold
10,498
– – 0.01% 307
2024
Q1 		$391K Sell
10,498
-2,956
-22% -$118K 0.01% 283
2023
Q4 		$661K Buy
+13,454
New +$389K 0.02% 218

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

AlTi Global's AFRM Position: Q3 2025 in Review

AlTi Global sold out of Affirm (AFRM) in Q3 2025, closing a stake of 6,622 shares — an estimated $458K sold.

AlTi Global first reported a position in AFRM in Q4 2023 and held it in 7 quarters. The position peaked at $661K in Q4 2023. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • AlTi Global reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
  • AlTi Global sold 6,622 Affirm shares in Q3 2025, an estimated $458K.
  • AlTi Global first reported a position in Affirm in Q4 2023 and held it in 7 quarters.
  • AlTi Global's Affirm position peaked at $661K in Q4 2023.
  • 615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on AlTi Global's 13F filing for Q3 2025, filed 6 Nov 2025.