AFRM β€” AFFIRM HLDGS INC

Ownership history in OPPENHEIMER & CO INC  Β·  6 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported AFFIRM HLDGS INC (AFRM) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows AFRM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AFRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in AFFIRM HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AFRM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held AFRM β€” position size vs. price
% of Fund (quarterly)    AFRM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9,453 -352 -3.6% 0.01% $691K 2025-11-06 $65.96
2025 Q1 REDUCED 9,805 -7,183 -42.3% 0.01% $443K 2025-04-23 $46.84
2024 Q4 REDUCED 16,988 -17,770 -51.1% 0.02% $1.0M 2025-02-05 $62.80
2024 Q3 ADDED 34,758 +27,648 +388.9% 0.02% $1.4M 2024-11-05 $45.60
2024 Q1 ADDED 7,110 +4,690 +193.8% 0.00% $265K 2024-05-07 $34.90
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and AFRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning AFRM?

OPPENHEIMER & CO INC reported AFRM across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported AFRM position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for AFRM was 0.02% in 2024 Q3.

What is the latest reported AFRM position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 9,453 shares, equal to 0.01% of portfolio, with an estimated market value of $691K.

What does the chart on this AFRM ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly AFRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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