Jefferies Group's AFRM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 171,269 shares of Affirm Holdings, Inc. (AFRM) worth $12.52 M, representing 0.06% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 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 484,351 shares. Largest reduction occurred in Q3 2024, reducing 413,703 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +286,781 | New Buy | 286,781 | $9.67 |
| Q1 2023 | -260,196 | Reduce 90.73% | 26,585 | $11.27 |
| Q2 2023 | -1,985 | Reduce 7.47% | 24,600 | $15.33 |
| Q3 2023 | -24,600 | Sold Out | 24,600 | $0.00 |
| Q4 2023 | +508,951 | New Buy | 508,951 | $49.14 |
| Q1 2024 | -88,951 | Reduce 17.48% | 420,000 | $37.26 |
| Q2 2024 | -420,000 | Sold Out | 420,000 | $0.00 |
| Q3 2024 | +6,297 | New Buy | 6,297 | $40.82 |
| Q4 2024 | +5,796 | Add 92.04% | 12,093 | $60.90 |
| Q1 2025 | +174,051 | Add 1439.27% | 186,144 | $45.19 |
| Q2 2025 | -172,564 | Reduce 92.70% | 13,580 | $69.14 |
| Q3 2025 | +157,689 | Add 1161.19% | 171,269 | $73.08 |
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 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Affirm Holdings, Inc. (AFRM) was in Q4 2023, adding 508,951 shares worth $25.01 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 171,269 shares of Affirm Holdings, Inc. (AFRM), valued at approximately $12.52 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Affirm Holdings, Inc. (AFRM) represents approximately 0.06% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Affirm Holdings, Inc. (AFRM) was 508,951 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.