Tortoise Investment Management’s Affirm AFRM Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-138	Closed	-$10.1K	–	268
2025 Q3	$10.1K	Buy	138 +14	+11%	+$1.06K	﹤0.01%	614
2025 Q2	$8.57K	Buy	124 +14	+13%	+$726	﹤0.01%	610
2025 Q1	$4.97K	Hold	110	–	–	﹤0.01%	635
2024 Q4	$6.7K	Hold	110	–	–	﹤0.01%	661
2024 Q3	$4.49K	Hold	110	–	–	﹤0.01%	697
2024 Q2	$3.32K	Hold	110	–	–	﹤0.01%	716
2024 Q1	$4.1K	Hold	110	–	–	﹤0.01%	694
2023 Q4	$5.41K	Hold	110	–	–	﹤0.01%	631
2023 Q3	$2.34K	Hold	110	–	–	﹤0.01%	681
2023 Q2	$1.69K	Hold	110	–	–	﹤0.01%	710
2023 Q1	$1.24K	Hold	110	–	–	﹤0.01%	721
2022 Q4	$1.06K	Hold	110	–	–	﹤0.01%	721
2022 Q3	$2K	Hold	110	–	–	﹤0.01%	671
2022 Q2	$2K	Hold	110	–	–	﹤0.01%	670
2022 Q1	$5K	Hold	110	–	–	﹤0.01%	559
2021 Q4	$11K	Hold	110	–	–	﹤0.01%	467
2021 Q3	$13K	Hold	110	–	–	﹤0.01%	438
2021 Q2	$7K	Hold	110	–	–	﹤0.01%	491
2021 Q1	$8K	Buy	+110	New	+$10.7K	﹤0.01%	460

Other funds holding AFRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Tortoise Investment Management's AFRM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Affirm (AFRM) in Q4 2025, closing a stake of 138 shares — an estimated $10.1K sold.

Tortoise Investment Management first reported a position in AFRM in Q1 2021 and held it in 19 quarters. The position peaked at $13K in Q3 2021. 640 funds tracked by Wall St. Rank hold AFRM as of Q4 2025.

Tortoise Investment Management reported no remaining Affirm position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 138 Affirm shares in Q4 2025, an estimated $10.1K.
Tortoise Investment Management first reported a position in Affirm in Q1 2021 and held it in 19 quarters.
Tortoise Investment Management's Affirm position peaked at $13K in Q3 2021.
640 funds tracked by Wall St. Rank held Affirm as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.