Envestnet Asset Management
AFRM icon

Envestnet Asset Management’s Affirm AFRM Stock Holding History

Envestnet Asset 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 		$15.7M Buy
341,771
+104,595
+44% +$6.04M ﹤0.01% 1514
2025
Q4 		$17.7M Buy
237,176
+2,024
+0.9% +$146K 0.01% 1290
2025
Q3 		$17.2M Buy
235,152
+48,734
+26% +$3.71M ﹤0.01% 1383
2025
Q2 		$12.9M Buy
186,418
+1,986
+1% +$103K ﹤0.01% 1568
2025
Q1 		$8.33M Buy
184,432
+165,863
+893% +$9.83M ﹤0.01% 1786
2024
Q4 		$1.13M Sell
18,569
-70,955
-79% -$3.94M ﹤0.01% 3092
2024
Q3 		$3.65M Sell
89,524
-12,186
-12% -$404K ﹤0.01% 2306
2024
Q2 		$3.07M Sell
101,710
-3,548
-3% -$114K ﹤0.01% 2349
2024
Q1 		$3.92M Sell
105,258
-10,018
-9% -$400K ﹤0.01% 2144
2023
Q4 		$5.66M Sell
115,276
-12,931
-10% -$374K ﹤0.01% 1808
2023
Q3 		$2.73M Sell
128,207
-135,232
-51% -$2.47M ﹤0.01% 2194
2023
Q2 		$4.04M Buy
263,439
+158,114
+150% +$2.1M ﹤0.01% 1834
2023
Q1 		$1.19M Sell
105,325
-15,824
-13% -$199K ﹤0.01% 2560
2022
Q4 		$1.17M Buy
121,149
+85,579
+241% +$1.29M ﹤0.01% 2516
2022
Q3 		$667K Buy
35,570
+141
+0.4% +$3.69K ﹤0.01% 2844
2022
Q2 		$640K Buy
35,429
+9,599
+37% +$261K ﹤0.01% 2917
2022
Q1 		$1.2M Buy
25,830
+3,376
+15% +$177K ﹤0.01% 2545
2021
Q4 		$2.26M Buy
22,454
+12,360
+122% +$1.63M ﹤0.01% 2083
2021
Q3 		$1.2M Buy
+10,094
New +$807K ﹤0.01% 2415

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
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