Jefferies Group's AFRM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 86,140 shares of Affirm Holdings, Inc. (AFRM) worth $6.41 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in AFRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 508,951 shares. Largest reduction occurred in Q2 2024, reducing 420,000 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Affirm Holdings (AFRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Affirm Holdings (AFRM) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -85,129 | Reduce 49.70% | 86,140 | $74.43 |
| Q3 2025 | +157,689 | Add 1161.19% | 171,269 | $73.08 |
| Q2 2025 | -172,564 | Reduce 92.70% | 13,580 | $69.14 |
| Q1 2025 | +174,051 | Add 1439.27% | 186,144 | $45.19 |
| Q4 2024 | +5,796 | Add 92.04% | 12,093 | $60.90 |
| Q3 2024 | +6,297 | New Buy | 6,297 | $40.82 |
| Q2 2024 | -420,000 | Sold Out | 0 | $0.00 |
| Q1 2024 | -88,951 | Reduce 17.48% | 420,000 | $37.26 |
| Q4 2023 | +508,951 | New Buy | 508,951 | $49.14 |
| Q3 2023 | -24,600 | Sold Out | 0 | $0.00 |
| Q2 2023 | -1,985 | Reduce 7.47% | 24,600 | $15.33 |
| Q1 2023 | -260,196 | Reduce 90.73% | 26,585 | $11.27 |
| Q4 2022 | +286,781 | New Buy | 286,781 | $9.67 |
Jefferies Group's Affirm Holdings Investment FAQs
Jefferies Group first purchased Affirm Holdings, Inc. (AFRM) in Q4 2022, acquiring 286,781 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Affirm Holdings, Inc. (AFRM) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Affirm Holdings, Inc. (AFRM) was in Q4 2023, adding 508,951 shares worth $25.01 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 86,140 shares of Affirm Holdings, Inc. (AFRM), valued at approximately $6.41 M.
As of the Q4 2025 filing, Affirm Holdings, Inc. (AFRM) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Affirm Holdings, Inc. (AFRM) was 508,951 shares, as reported at the end of Q4 2023.