Cypress Point Wealth Management’s Affirm AFRM Stock Holding History

Cypress Point Wealth 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	-5,253	Closed	-$363K	–	83
2025 Q2	$363K	Buy	+5,253	New	+$272K	0.09%	65
2023 Q4	–	Sell	-47,382	Closed	-$1.01M	–	55
2023 Q3	$1.01M	Sell	47,382 -43,936	-48%	-$803K	0.89%	27
2023 Q2	$1.4M	Hold	91,318	–	–	1.49%	17
2023 Q1	$1.03M	Hold	91,318	–	–	1.45%	17
2022 Q4	$883K	Hold	91,318	–	–	1.38%	22
2022 Q3	$1.71M	Hold	91,318	–	–	3.18%	9
2022 Q2	$1.65M	Hold	91,318	–	–	2.89%	11
2022 Q1	$4.23M	Hold	91,318	–	–	4.29%	5
2021 Q4	$9.18M	Sell	91,318 -32,500	-26%	-$4.29M	8.51%	2
2021 Q3	$14.8M	Hold	123,818	–	–	10.52%	2
2021 Q2	$8.34M	Buy	123,818 +112,390	+983%	+$7.17M	5.93%	4
2021 Q1	$808K	Buy	+11,428	New	+$1.11M	0.84%	12

Other funds holding AFRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cypress Point Wealth Management's AFRM Position: Q3 2025 in Review

Cypress Point Wealth Management sold out of Affirm (AFRM) in Q3 2025, closing a stake of 5,253 shares — an estimated $363K sold.

Cypress Point Wealth Management first reported a position in AFRM in Q1 2021 and held it in 12 quarters. The position peaked at $14.8M in Q3 2021. 615 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

Cypress Point Wealth Management reported no remaining Affirm position as of Q3 2025 after selling out during the quarter.
Cypress Point Wealth Management sold 5,253 Affirm shares in Q3 2025, an estimated $363K.
Cypress Point Wealth Management first reported a position in Affirm in Q1 2021 and held it in 12 quarters.
Cypress Point Wealth Management's Affirm position peaked at $14.8M in Q3 2021.
615 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Cypress Point Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.