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Aspiriant LLC’s Affirm AFRM Stock Holding History

Aspiriant LLC’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
-5,082
Closed -$351K – 298
2025
Q2 		$351K Buy
5,082
+20
+0.4% +$1.04K 0.01% 234
2025
Q1 		$229K Sell
5,062
-44
-0.9% -$2.61K 0.01% 273
2024
Q4 		$311K Buy
5,106
+61
+1% +$3.39K 0.01% 232
2024
Q3 		$206K Buy
+5,045
New +$167K 0.01% 281
2024
Q1 		– Sell
-5,045
Closed -$248K – 319
2023
Q4 		$248K Buy
+5,045
New +$146K 0.01% 266
2022
Q1 		– Sell
-4,106
Closed -$413K – 276
2021
Q4 		$413K Buy
+4,106
New +$543K 0.02% 192

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aspiriant LLC's AFRM Position: Q3 2025 in Review

Aspiriant LLC sold out of Affirm (AFRM) in Q3 2025, closing a stake of 5,082 shares — an estimated $351K sold.

Aspiriant LLC first reported a position in AFRM in Q4 2021 and held it in 6 quarters. The position peaked at $413K in Q4 2021. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Aspiriant LLC reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
  • Aspiriant LLC sold 5,082 Affirm shares in Q3 2025, an estimated $351K.
  • Aspiriant LLC first reported a position in Affirm in Q4 2021 and held it in 6 quarters.
  • Aspiriant LLC's Affirm position peaked at $413K in Q4 2021.
  • 615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Aspiriant LLC's 13F filing for Q3 2025, filed 24 Oct 2025.