UBS O'Connor’s Affirm AFRM Stock Holding History

UBS O'Connor’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
2024 Q4	–	Sell	-15,000	Closed	-$612K	–	424
2024 Q3	$612K	Buy	15,000 +500	+3%	+$16.6K	0.02%	329
2024 Q2	$438K	Sell	14,500 -4,000	-22%	-$128K	0.01%	375
2024 Q1	$689K	Buy	+18,500	New	+$738K	0.02%	312

Other funds holding AFRM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS O'Connor's AFRM Position: Q4 2024 in Review

UBS O'Connor sold out of Affirm (AFRM) in Q4 2024, closing a stake of 15,000 shares — an estimated $612K sold.

UBS O'Connor first reported a position in AFRM in Q1 2024 and held it in 3 quarters. The position peaked at $689K in Q1 2024. 501 funds tracked by Wall St. Rank hold AFRM as of Q4 2024.

UBS O'Connor reported no remaining Affirm position as of Q4 2024 after selling out during the quarter.
UBS O'Connor sold 15,000 Affirm shares in Q4 2024, an estimated $612K.
UBS O'Connor first reported a position in Affirm in Q1 2024 and held it in 3 quarters.
UBS O'Connor's Affirm position peaked at $689K in Q1 2024.
501 funds tracked by Wall St. Rank held Affirm as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.