CM
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Caption Management’s Affirm AFRM Stock Holding History

Caption 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
2025
Q3 		– Sell
-150,000
Closed -$10.4M – 1623
2025
Q2 		$10.4M Buy
+150,000
New +$7.78M 0.11% 198
2021
Q3 		– Sell
-46,100
Closed -$3.1M – 1465
2021
Q2 		$3.1M Buy
+46,100
New +$2.94M 0.04% 530

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

Caption Management's AFRM Position: Q1 2023 in Review

Caption Management sold out of Affirm (AFRM) in Q1 2023, closing a stake of 124,500 shares — an estimated $1.2M sold.

Caption Management first reported a position in AFRM in Q2 2021 and held it in 3 quarters. The position peaked at $3.58M in Q2 2021. 307 funds tracked by Wall St. Rank hold AFRM as of Q1 2023.

  • Caption Management reported no remaining Affirm position as of Q1 2023 after selling out during the quarter.
  • Caption Management sold 124,500 Affirm shares in Q1 2023, an estimated $1.2M.
  • Caption Management first reported a position in Affirm in Q2 2021 and held it in 3 quarters.
  • Caption Management's Affirm position peaked at $3.58M in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Affirm as of Q1 2023.

Based on Caption Management's 13F filing for Q1 2023, filed 15 May 2023.