Envestnet Asset Management Inc. lifted its holdings in shares of Affirm Holdings, Inc. (NASDAQ:AFRM–Get Rating) by 15.0% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 25,830 shares of the company’s stock after buying an additional 3,376 shares during the period. Envestnet Asset Management Inc.’s holdings in Affirm were worth $1,195,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also made changes to their positions in AFRM. Geneos Wealth Management Inc. lifted its position in Affirm by 275.0% in the fourth quarter. Geneos Wealth Management Inc. now owns 375 shares of the company’s stock worth $37,000 after purchasing an additional 275 shares during the period. TCI Wealth Advisors Inc. lifted its position in shares of Affirm by 54.9% in the 1st quarter. TCI Wealth Advisors Inc. now owns 982 shares of the company’s stock valued at $46,000 after acquiring an additional 348 shares in the last quarter. HM Payson & Co. grew its holdings in shares of Affirm by 540.0% during the fourth quarter. HM Payson & Co. now owns 448 shares of the company’s stock valued at $45,000 after buying an additional 378 shares in the last quarter. Gordian Capital Singapore Pte Ltd purchased a new position in Affirm during the 4th quarter valued at about $46,000. Finally, Sand Hill Global Advisors LLC lifted its position in Affirm by 0.9% in the 4th quarter. Sand Hill Global Advisors LLC now owns 51,840 shares of the company’s stock worth $5,213,000 after buying an additional 471 shares in the last quarter. 58.34% of the stock is currently owned by institutional investors and hedge funds.
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