Elequin Capital’s Affirm AFRM Stock Holding History

Elequin Capital’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	$2.66K	Sell	58 -100	-63%	-$5.78K	﹤0.01%	458
2025 Q4	$11.8K	Buy	+158	New	+$11.4K	﹤0.01%	228
2025 Q1	–	Sell	-43	Closed	-$2.62K	–	331
2024 Q4	$2.62K	Buy	43 +29	+207%	+$1.61K	﹤0.01%	441
2024 Q3	$571	Buy	+14	New	+$465	﹤0.01%	342
2024 Q2	–	Sell	-24	Closed	-$894	–	196
2024 Q1	$894	Buy	+24	New	+$958	﹤0.01%	201
2023 Q3	–	Sell	-65	Closed	-$996	–	399
2023 Q2	$996	Buy	+65	New	+$862	﹤0.01%	475
2023 Q1	–	Sell	-880	Closed	-$8.51K	–	314
2022 Q4	$8.51K	Buy	880 +780	+780%	+$11.8K	﹤0.01%	486
2022 Q3	$2K	Sell	100 -187	-65%	-$4.89K	﹤0.01%	471
2022 Q2	$5K	Buy	287 +39	+16%	+$1.06K	﹤0.01%	289
2022 Q1	$11K	Buy	+248	New	+$13K	﹤0.01%	155

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