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 		$8.74M Sell
190,800
-305,100
-62% -$17.6M 0.01% 757
2025
Q4 		$36.9M Sell
495,900
-170,200
-26% -$12.2M 0.02% 352
2025
Q3 		$41.5M Buy
666,100
+241,000
+57% +$18.3M 0.02% 400
2025
Q2 		$29.4M Buy
425,100
+18,900
+5% +$980K 0.02% 425
2025
Q1 		$18.4M Sell
406,200
-345,600
-46% -$20.5M 0.01% 569
2024
Q4 		$45.8M Sell
751,800
-274,200
-27% -$15.2M 0.03% 328
2024
Q3 		$41.9M Buy
1,026,000
+32,900
+3% +$1.09M 0.02% 350
2024
Q2 		$30M Sell
993,100
-706,400
-42% -$22.7M 0.02% 457
2024
Q1 		$63.3M Sell
1,699,500
-158,800
-9% -$6.34M 0.04% 282
2023
Q4 		$91.3M Buy
1,858,300
+1,190,000
+178% +$34.4M 0.06% 195
2023
Q3 		$14.2M Sell
668,300
-130,900
-16% -$2.39M 0.01% 752
2023
Q2 		$12.3M Sell
799,200
-136,800
-15% -$1.81M 0.01% 787
2023
Q1 		$10.5M Sell
936,000
-101,500
-10% -$1.28M 0.01% 867
2022
Q4 		$10M Buy
1,037,500
+75,000
+8% +$1.13M 0.01% 848
2022
Q3 		$18.1M Sell
962,500
-237,200
-20% -$6.2M 0.02% 547
2022
Q2 		$21.7M Buy
1,199,700
+256,200
+27% +$6.97M 0.02% 470
2022
Q1 		$43.7M Buy
943,500
+258,100
+38% +$13.5M 0.04% 318
2021
Q4 		$68.9M Buy
685,400
+623,800
+1,013% +$82.4M 0.07% 217
2021
Q3 		$4.21M Buy
61,600
+200
+0.3% +$16K ﹤0.01% 1356
2021
Q2 		$4.13M Buy
61,400
+60,501
+6,730% +$3.86M ﹤0.01% 1359
2021
Q1 		$6.36M Buy
+899
New +$87.4K 0.01% 661

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.