Boothbay Fund Management’s Affirm AFRM Stock Holding History

Boothbay Fund Management’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
2026 Q1	$434K	Sell	9,479 -21,168	-69%	-$1.22M	0.01%	1421
2025 Q4	$2.28M	Buy	30,647 +7,302	+31%	+$526K	0.06%	525
2025 Q3	$1.71M	Sell	23,345 -9,913	-30%	-$754K	0.04%	628
2025 Q2	$2.3M	Sell	33,258 -4,772	-13%	-$247K	0.07%	470
2025 Q1	$1.72M	Buy	38,030 +19,376	+104%	+$1.15M	0.06%	462
2024 Q4	$1.14M	Sell	18,654 -57,669	-76%	-$3.21M	0.03%	606
2024 Q3	$3.12M	Buy	76,323 +62,582	+455%	+$2.08M	0.09%	381
2024 Q2	$415K	Buy	+13,741	New	+$441K	0.01%	1052
2024 Q1	–	Sell	-5,360	Closed	-$263K	–	1549
2023 Q4	$263K	Buy	+5,360	New	+$155K	0.01%	1234
2023 Q3	–	Sell	-16,511	Closed	-$302K	–	1693
2023 Q2	$253K	Buy	+16,511	New	+$219K	0.01%	1387
2023 Q1	–	Sell	-25,431	Closed	-$246K	–	2097
2022 Q4	$246K	Buy	+25,431	New	+$383K	0.01%	1496
2022 Q2	–	Sell	-10,190	Closed	-$472K	–	2212
2022 Q1	$472K	Buy	+10,190	New	+$533K	0.01%	1329

Other funds holding AFRM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return