Simplex Trading
AFRM icon

Simplex Trading’s Affirm AFRM Stock Holding History

Simplex Trading’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
2026
Q1 		$12.9M Sell
281,300
-144,400
-34% -$8.34M 0.01% 593
2025
Q4 		$31.7M Sell
425,700
-211,200
-33% -$15.2M 0.02% 401
2025
Q3 		$46.5M Sell
636,900
-42,100
-6% -$3.2M 0.02% 370
2025
Q2 		$46.9M Sell
679,000
-246,900
-27% -$12.8M 0.03% 305
2025
Q1 		$41.8M Sell
925,900
-65,200
-7% -$3.86M 0.03% 313
2024
Q4 		$60.4M Sell
991,100
-356,500
-26% -$19.8M 0.03% 266
2024
Q3 		$55M Buy
1,347,600
+436,300
+48% +$14.5M 0.03% 287
2024
Q2 		$27.5M Sell
911,300
-72,600
-7% -$2.33M 0.02% 487
2024
Q1 		$36.7M Sell
983,900
-605,800
-38% -$24.2M 0.02% 430
2023
Q4 		$78.1M Buy
1,589,700
+204,200
+15% +$5.9M 0.05% 232
2023
Q3 		$29.5M Buy
1,385,500
+362,800
+35% +$6.63M 0.02% 440
2023
Q2 		$15.7M Buy
1,022,700
+56,300
+6% +$747K 0.01% 675
2023
Q1 		$10.9M Sell
966,400
-226,700
-19% -$2.86M 0.01% 850
2022
Q4 		$11.5M Buy
1,193,100
+428,300
+56% +$6.45M 0.01% 788
2022
Q3 		$14.3M Sell
764,800
-217,700
-22% -$5.69M 0.02% 633
2022
Q2 		$17.7M Sell
982,500
-249,300
-20% -$6.78M 0.02% 558
2022
Q1 		$57M Buy
1,231,800
+584,300
+90% +$30.6M 0.05% 258
2021
Q4 		$65.1M Buy
647,500
+539,600
+500% +$71.3M 0.07% 230
2021
Q3 		$7.38M Buy
107,900
+3,300
+3% +$264K 0.01% 916
2021
Q2 		$7.04M Buy
104,600
+103,147
+7,099% +$6.58M 0.01% 917
2021
Q1 		$10.3M Buy
+1,453
New +$141K 0.02% 459

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's AFRM Position: Q3 2024 in Review

Simplex Trading sold out of Affirm (AFRM) in Q3 2024, closing a stake of 419,737 shares — an estimated $13.9M sold.

Simplex Trading first reported a position in AFRM in Q4 2021 and held it in 9 quarters. The position peaked at $23.3M in Q4 2021. 426 funds tracked by Wall St. Rank hold AFRM as of Q3 2024.

  • Simplex Trading reported no remaining Affirm position as of Q3 2024 after selling out during the quarter.
  • Simplex Trading sold 419,737 Affirm shares in Q3 2024, an estimated $13.9M.
  • Simplex Trading first reported a position in Affirm in Q4 2021 and held it in 9 quarters.
  • Simplex Trading's Affirm position peaked at $23.3M in Q4 2021.
  • 426 funds tracked by Wall St. Rank held Affirm as of Q3 2024.

Based on Simplex Trading's 13F filing for Q3 2024, filed 8 Nov 2024.