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Shell Asset Management’s Affirm AFRM Stock Holding History

Shell Asset 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
2025
Q3 		$112K Sell
1,532
-5,776
-79% -$440K 0.01% 616
2025
Q2 		$505K Sell
7,308
-1,318
-15% -$68.3K 0.02% 489
2025
Q1 		$390K Buy
8,626
+4,139
+92% +$245K 0.02% 535
2024
Q4 		$273K Buy
+4,487
New +$249K 0.01% 705

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Shell Asset Management's AFRM Position: Q3 2025 in Review

Shell Asset Management reduced its Affirm (AFRM) stake by 79% in Q3 2025, selling an estimated $440K and leaving 1,532 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #616.

Shell Asset Management first reported a position in AFRM in Q4 2024 and has held it in 4 quarters since. The position peaked at $505K in Q2 2025. 614 funds tracked by Wall St. Rank hold AFRM as of Q3 2025.

  • Shell Asset Management held 1,532 shares of Affirm worth $112K as of Q3 2025.
  • Shell Asset Management sold 5,776 Affirm shares in Q3 2025, an estimated $440K.
  • Affirm made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #616 holding.
  • Shell Asset Management first reported a position in Affirm in Q4 2024 and has held it in 4 quarters since.
  • Shell Asset Management's Affirm position peaked at $505K in Q2 2025.
  • 614 funds tracked by Wall St. Rank held Affirm as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.