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Edgestream Partners’s Affirm AFRM Stock Holding History

Edgestream Partners’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
Q4 		– Sell
-16,551
Closed -$1.21M – 933
2025
Q3 		$1.21M Buy
+16,551
New +$1.26M 0.04% 608
2025
Q2 		– Sell
-80,156
Closed -$3.62M – 833
2025
Q1 		$3.62M Buy
80,156
+50,675
+172% +$3M 0.12% 324
2024
Q4 		$1.8M Sell
29,481
-35,861
-55% -$1.99M 0.08% 422
2024
Q3 		$2.67M Buy
65,342
+14,947
+30% +$496K 0.12% 315
2024
Q2 		$1.52M Sell
50,395
-12,358
-20% -$396K 0.07% 416
2024
Q1 		$2.34M Buy
62,753
+52,411
+507% +$2.09M 0.12% 299
2023
Q4 		$508K Sell
10,342
-24,877
-71% -$719K 0.04% 610
2023
Q3 		$749K Sell
35,219
-40,488
-53% -$740K 0.06% 486
2023
Q2 		$1.16M Buy
+75,707
New +$1M 0.11% 327

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 $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Edgestream Partners's AFRM Position: Q4 2025 in Review

Edgestream Partners sold out of Affirm (AFRM) in Q4 2025, closing a stake of 16,551 shares — an estimated $1.21M sold.

Edgestream Partners first reported a position in AFRM in Q2 2023 and held it in 9 quarters. The position peaked at $3.62M in Q1 2025. 639 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

  • Edgestream Partners reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 16,551 Affirm shares in Q4 2025, an estimated $1.21M.
  • Edgestream Partners first reported a position in Affirm in Q2 2023 and held it in 9 quarters.
  • Edgestream Partners's Affirm position peaked at $3.62M in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.