Back to Atreides Management, LP Atreides Management, LP

AFRMAFRM
8 quarters

Position history for Atreides Management, LPAtreides Management, LP's holdings in AFFIRM HOLDINGS INC

Atreides Management, LP holds 1.3M shares of AFRM (AFFIRM HOLDINGS INC), worth $103.8M as of 2026-Q2. The position was increased (+6.6% shares). AFRM represents 0.7% of Atreides Management, LP's portfolio.

Current Value

$103.8M

Current Shares

1.3M

Total Value Change

+$83.4M

Total Shares Change

+773,192

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+6.6%
$103.8M0.7%$81.55
46
2026-Q1
Decreased
1.2M
-13.7%
$54.7M1.1%$45.82
0
2025-Q4
Increased
1.4M
+566.1%
$103.1M1.3%$74.43
77
2025-Q3
Decreased
207,905
-89.5%
$15.2M0.3%$73.08
0
2025-Q2
Increased
2M
+543.3%
$136.8M3.8%$69.14
90
2025-Q1
Increased
307,453
+113.2%
$13.9M0.4%$45.19
55
2024-Q4
Decreased
144,206
-71.2%
$8.8M0.2%$60.90
0
2024-Q3
New
499,858
-
$20.4M0.5%$40.82
56

Other major holders of AFRM: Capital Research Global Investors, Capital World Investors, MORGAN STANLEY, VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used