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Oppenheimer & Co’s Affirm AFRM Stock Holding History

Oppenheimer & 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
-9,453
Closed -$691K – 1544
2025
Q3 		$691K Buy
+9,453
New +$719K 0.01% 1061
2025
Q2 		– Sell
-9,805
Closed -$443K – 1604
2025
Q1 		$443K Sell
9,805
-7,183
-42% -$426K 0.01% 1110
2024
Q4 		$1.03M Sell
16,988
-17,770
-51% -$988K 0.02% 771
2024
Q3 		$1.42M Buy
+34,758
New +$1.15M 0.02% 666
2024
Q2 		– Sell
-7,110
Closed -$265K – 1432
2024
Q1 		$265K Buy
+7,110
New +$284K ﹤0.01% 1228
2022
Q1 		– Sell
-2,420
Closed -$243K – 1467
2021
Q4 		$243K Buy
+2,420
New +$320K ﹤0.01% 1313

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Oppenheimer & Co's AFRM Position: Q4 2025 in Review

Oppenheimer & Co sold out of Affirm (AFRM) in Q4 2025, closing a stake of 9,453 shares — an estimated $691K sold.

Oppenheimer & Co first reported a position in AFRM in Q4 2021 and held it in 6 quarters. The position peaked at $1.42M in Q3 2024. 640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

  • Oppenheimer & Co reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 9,453 Affirm shares in Q4 2025, an estimated $691K.
  • Oppenheimer & Co first reported a position in Affirm in Q4 2021 and held it in 6 quarters.
  • Oppenheimer & Co's Affirm position peaked at $1.42M in Q3 2024.
  • 640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Oppenheimer & Co's 13F filing for Q4 2025, filed 2 Feb 2026.