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Occudo Quantitative Strategies’s Affirm AFRM Stock Holding History

Occudo Quantitative Strategies’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
-10,184
Closed -$620K – 638
2024
Q4 		$620K Buy
+10,184
New +$566K 0.11% 260
2024
Q3 		– Sell
-7,662
Closed -$231K – 683
2024
Q2 		$231K Buy
+7,662
New +$246K 0.04% 550
2023
Q1 		– Sell
-130,363
Closed -$1.26M – 883
2022
Q4 		$1.26M Buy
130,363
+107,719
+476% +$1.62M 0.15% 218
2022
Q3 		$425K Sell
22,644
-31,464
-58% -$823K 0.03% 719
2022
Q2 		$977K Buy
+54,108
New +$1.47M 0.08% 392

Other funds holding AFRM

Vanguard Group
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Occudo Quantitative Strategies's AFRM Position: Q1 2025 in Review

Occudo Quantitative Strategies sold out of Affirm (AFRM) in Q1 2025, closing a stake of 10,184 shares — an estimated $620K sold.

Occudo Quantitative Strategies first reported a position in AFRM in Q2 2022 and held it in 5 quarters. The position peaked at $1.26M in Q4 2022. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

  • Occudo Quantitative Strategies reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 10,184 Affirm shares in Q1 2025, an estimated $620K.
  • Occudo Quantitative Strategies first reported a position in Affirm in Q2 2022 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Affirm position peaked at $1.26M in Q4 2022.
  • 490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2025, filed 15 May 2025.