Foxhaven Asset Management’s Affirm AFRM Stock Holding History

Foxhaven 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	$101M	Buy	2,205,556 +298,674	+16%	+$17.3M	3.17%	13
2025 Q4	$142M	Sell	1,906,882 -25,599	-1%	-$1.84M	3.5%	11
2025 Q3	$141M	Sell	1,932,481 -964,427	-33%	-$73.4M	3.53%	14
2025 Q2	$200M	Buy	2,896,908 +814,951	+39%	+$42.3M	4.83%	9
2025 Q1	$94.1M	Buy	2,081,957 +753,273	+57%	+$44.6M	2.86%	15
2024 Q4	$80.9M	Buy	+1,328,684	New	+$73.9M	2.17%	15
2023 Q2	–	Sell	-200,000	Closed	-$2.25M	–	24
2023 Q1	$2.25M	Hold	200,000	–	–	0.08%	25
2022 Q4	$1.93M	Hold	200,000	–	–	0.08%	25
2022 Q3	$3.75M	Hold	200,000	–	–	0.17%	24
2022 Q2	$3.61M	Hold	200,000	–	–	0.16%	20
2022 Q1	$9.26M	Hold	200,000	–	–	0.35%	18
2021 Q4	$20.1M	Hold	200,000	–	–	0.58%	19
2021 Q3	$23.8M	Hold	200,000	–	–	0.69%	19
2021 Q2	$13.5M	Hold	200,000	–	–	0.37%	21
2021 Q1	$14.1M	Buy	+200,000	New	+$19.4M	0.41%	22

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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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