VK Services’s Affirm AFRM Stock Holding History

VK Services’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	-75,000	Closed	-$3.06M	–	3
2024 Q3	$3.06M	Buy	75,000 +19	+0%	+$630	0.67%	4
2024 Q2	$2.27M	Hold	74,981	–	–	0.55%	7
2024 Q1	$2.79M	Hold	74,981	–	–	0.51%	7
2023 Q4	$3.68M	Sell	74,981 -525,842	-88%	-$15.2M	0.56%	7
2023 Q3	$12.8M	Hold	600,823	–	–	1.7%	9
2023 Q2	$9.21M	Hold	600,823	–	–	1.05%	9
2023 Q1	$6.77M	Hold	600,823	–	–	1%	9
2022 Q4	$5.81M	Hold	600,823	–	–	1.02%	9
2022 Q3	$11.3M	Sell	600,823 -1,258,135	-68%	-$32.9M	1.68%	7
2022 Q2	$33.6M	Sell	1,858,958 -1,258,134	-40%	-$34.2M	5.01%	7
2022 Q1	$144M	Sell	3,117,092 -1,258,134	-29%	-$65.8M	7.39%	5
2021 Q4	$711M	Sell	4,375,226 -1,258,154	-22%	-$166M	15.4%	2
2021 Q3	$317M	Hold	5,633,380	–	–	7.17%	4
2021 Q2	$397M	Sell	5,633,380 -1,314,594	-19%	-$83.8M	13.04%	4
2021 Q1	$692M	Buy	+6,947,974	New	+$675M	16%	3

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

VK Services's AFRM Position: Q4 2024 in Review

VK Services sold out of Affirm (AFRM) in Q4 2024, closing a stake of 75,000 shares — an estimated $3.06M sold.

VK Services first reported a position in AFRM in Q1 2021 and held it in 15 quarters. The position peaked at $711M in Q4 2021. 501 funds tracked by Wall St. Rank hold AFRM as of Q4 2024.

VK Services reported no remaining Affirm position as of Q4 2024 after selling out during the quarter.
VK Services sold 75,000 Affirm shares in Q4 2024, an estimated $3.06M.
VK Services first reported a position in Affirm in Q1 2021 and held it in 15 quarters.
VK Services's Affirm position peaked at $711M in Q4 2021.
501 funds tracked by Wall St. Rank held Affirm as of Q4 2024.

Based on VK Services's 13F filing for Q4 2024, filed 14 Feb 2025.