Once Capital Management’s Affirm AFRM Stock Holding History

Once Capital 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
2024 Q3	–	Sell	-171,400	Closed	-$5.18M	–	21
2024 Q2	$5.18M	Buy	171,400 +87,000	+103%	+$2.79M	1.94%	15
2024 Q1	$3.14M	Hold	84,400	–	–	1.47%	16
2023 Q4	$4.15M	Buy	84,400 +13,900	+20%	+$402K	2.98%	14
2023 Q3	$1.5M	Hold	70,500	–	–	1.43%	18
2023 Q2	$1.08M	Hold	70,500	–	–	1.01%	18
2023 Q1	$795K	Hold	70,500	–	–	0.85%	20
2022 Q4	$682K	Hold	70,500	–	–	0.98%	20
2022 Q3	$1.32M	Hold	70,500	–	–	1.72%	17
2022 Q2	$1.27M	Hold	70,500	–	–	1.62%	18
2022 Q1	$3.26M	Buy	+70,500	New	+$3.69M	2.98%	13

Other funds holding AFRM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Once Capital Management's AFRM Position: Q3 2024 in Review

Once Capital Management sold out of Affirm (AFRM) in Q3 2024, closing a stake of 171,400 shares — an estimated $5.18M sold.

Once Capital Management first reported a position in AFRM in Q1 2022 and held it in 10 quarters. The position peaked at $5.18M in Q2 2024. 426 funds tracked by Wall St. Rank hold AFRM as of Q3 2024.

Once Capital Management reported no remaining Affirm position as of Q3 2024 after selling out during the quarter.
Once Capital Management sold 171,400 Affirm shares in Q3 2024, an estimated $5.18M.
Once Capital Management first reported a position in Affirm in Q1 2022 and held it in 10 quarters.
Once Capital Management's Affirm position peaked at $5.18M in Q2 2024.
426 funds tracked by Wall St. Rank held Affirm as of Q3 2024.

Based on Once Capital Management's 13F filing for Q3 2024, filed 5 Nov 2024.