J. Goldman & Co’s Affirm AFRM Stock Holding History

J. Goldman & Co’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	-8,000	Closed	-$585K	–	556
2025 Q3	$585K	Sell	8,000 -89,406	-92%	-$6.8M	0.02%	370
2025 Q2	$6.73M	Buy	97,406 +90,436	+1,298%	+$4.69M	0.21%	168
2025 Q1	$315K	Buy	+6,970	New	+$413K	0.01%	421
2024 Q3	–	Sell	-191,212	Closed	-$5.78M	–	453
2024 Q2	$5.78M	Sell	191,212 -104,897	-35%	-$3.36M	0.21%	164
2024 Q1	$11M	Buy	+296,109	New	+$11.8M	0.5%	92
2023 Q3	–	Sell	-702,205	Closed	-$10.8M	–	361
2023 Q2	$10.8M	Buy	+702,205	New	+$9.31M	0.61%	80
2022 Q3	–	Sell	-824,955	Closed	-$14.9M	–	387
2022 Q2	$14.9M	Buy	+824,955	New	+$22.4M	1.17%	33
2022 Q1	–	Sell	-110,335	Closed	-$11.1M	–	364
2021 Q4	$11.1M	Buy	+110,335	New	+$14.6M	1.02%	40

Other funds holding AFRM

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 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 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

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 London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return