Gotham Asset Management’s Affirm AFRM Stock Holding History

Gotham 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	$8.58M	Buy	187,216 +64,301	+52%	+$3.71M	0.03%	726
2025 Q4	$9.15M	Sell	122,915 -2,212	-2%	-$159K	0.03%	664
2025 Q3	$9.14M	Buy	125,127 +25,948	+26%	+$1.97M	0.04%	600
2025 Q2	$6.86M	Sell	99,179 -7,843	-7%	-$407K	0.04%	569
2025 Q1	$4.84M	Buy	107,022 +37,700	+54%	+$2.23M	0.04%	537
2024 Q4	$4.22M	Sell	69,322 -44,501	-39%	-$2.47M	0.04%	544
2024 Q3	$4.65M	Sell	113,823 -23,699	-17%	-$786K	0.05%	511
2024 Q2	$4.15M	Buy	137,522 +82,920	+152%	+$2.66M	0.05%	477
2024 Q1	$2.03M	Sell	54,602 -15,926	-23%	-$636K	0.03%	645
2023 Q4	$3.47M	Buy	+70,528	New	+$2.04M	0.06%	417
2023 Q2	–	Sell	-12,930	Closed	-$146K	–	1300
2023 Q1	$146K	Buy	+12,930	New	+$163K	﹤0.01%	1268
2022 Q3	–	Sell	-121,855	Closed	-$2.2M	–	1162
2022 Q2	$2.2M	Buy	121,855 +117,510	+2,704%	+$3.2M	0.07%	342
2022 Q1	$201K	Buy	+4,345	New	+$227K	0.01%	1083

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