Jupiter Asset Management’s Affirm AFRM Stock Holding History

Jupiter 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
2025 Q1	–	Sell	-4,195	Closed	-$255K	–	420
2024 Q4	$255K	Buy	+4,195	New	+$233K	﹤0.01%	374
2024 Q3	–	Sell	-163,241	Closed	-$4.93M	–	402
2024 Q2	$4.93M	Sell	163,241 -377,555	-70%	-$12.1M	0.05%	269
2024 Q1	$20.2M	Buy	+540,796	New	+$21.6M	0.19%	164
2021 Q2	–	Sell	-8,727	Closed	-$615K	–	574
2021 Q1	$615K	Buy	+8,727	New	+$848K	0.01%	467

Other funds holding AFRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jupiter Asset Management's AFRM Position: Q1 2025 in Review

Jupiter Asset Management sold out of Affirm (AFRM) in Q1 2025, closing a stake of 4,195 shares — an estimated $255K sold.

Jupiter Asset Management first reported a position in AFRM in Q1 2021 and held it in 4 quarters. The position peaked at $20.2M in Q1 2024. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

Jupiter Asset Management reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
Jupiter Asset Management sold 4,195 Affirm shares in Q1 2025, an estimated $255K.
Jupiter Asset Management first reported a position in Affirm in Q1 2021 and held it in 4 quarters.
Jupiter Asset Management's Affirm position peaked at $20.2M in Q1 2024.
490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on Jupiter Asset Management's 13F filing for Q1 2025, filed 9 May 2025.