R Squared’s Affirm AFRM Stock Holding History

R Squared’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	-540	Closed	-$32.9K	–	315
2024 Q4	$32.9K	Buy	+540	New	+$30K	0.03%	666

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

R Squared's AFRM Position: Q1 2025 in Review

R Squared sold out of Affirm (AFRM) in Q1 2025, closing a stake of 540 shares — an estimated $32.9K sold.

R Squared first reported a position in AFRM in Q4 2024 and held it in 1 quarter. The position peaked at $32.9K in Q4 2024. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

R Squared reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
R Squared sold 540 Affirm shares in Q1 2025, an estimated $32.9K.
R Squared first reported a position in Affirm in Q4 2024 and held it in 1 quarter.
R Squared's Affirm position peaked at $32.9K in Q4 2024.
490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.