O'Neil Global Advisors’s Affirm AFRM Stock Holding History

O'Neil Global Advisors’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	-11,193	Closed	-$682K	–	21
2024 Q4	$682K	Sell	11,193 -369,202	-97%	-$20.5M	0.2%	31
2024 Q3	$15.5M	Buy	+380,395	New	+$12.6M	3.96%	5
2024 Q1	–	Sell	-45,869	Closed	-$2.25M	–	37
2023 Q4	$2.25M	Buy	+45,869	New	+$1.33M	1.31%	11

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

O'Neil Global Advisors's AFRM Position: Q1 2025 in Review

O'Neil Global Advisors sold out of Affirm (AFRM) in Q1 2025, closing a stake of 11,193 shares — an estimated $682K sold.

O'Neil Global Advisors first reported a position in AFRM in Q4 2023 and held it in 3 quarters. The position peaked at $15.5M in Q3 2024. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

O'Neil Global Advisors reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
O'Neil Global Advisors sold 11,193 Affirm shares in Q1 2025, an estimated $682K.
O'Neil Global Advisors first reported a position in Affirm in Q4 2023 and held it in 3 quarters.
O'Neil Global Advisors's Affirm position peaked at $15.5M in Q3 2024.
490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on O'Neil Global Advisors's 13F filing for Q1 2025, filed 12 May 2025.