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Coatue Management's Affirm Holdings, Inc. (AFRM) position

Not anymore: Coatue Management fully exited AFRM in Q1 2025. The position peaked at $160M in Q4 2024.
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Value at exit
$160M
Shares at exit
2.6M
Est. average buy price (i)
$55.59
Quarter-end price
$60.90

Estimated trade prices

Average price in quarters with purchases
$60.11
Average prices in quarters with sales
  • Q4 2021: $132.13 (215K shares sold)

AFRM price vs Management's position

1Y 3Y 5Y MAX
Dates
$9$50$100$150$20020222023202420252026New position of 1.1M shares · Q3 2021. Average closing price $79.91 · Price range $55.86–$128.371.1MsharespurchasedSold 215K shares (19.9%) · Q4 2021. Average closing price $132.13 · Price range $97.37–$168.52215KsharessoldNew position of 305K shares · Q4 2023. Average closing price $28.91 · Price range $16.64–$51.39305KsharespurchasedNew position of 2.6M shares · Q4 2024. Average closing price $55.59 · Price range $38.48–$72.862.6Msharespurchased
Average closing price · filing quarter
$55.59
Price range · filing quarter
$38.48 – $72.86
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2025 Exited −2.6M −$156M −100.0% 0 May 15, 2025
Q4 2024 New +2.6M +$146M – 2.6M Feb 14, 2025
Q4 2023 New +305K +$8.8M – 305K Feb 14, 2024
Q4 2021 Reduced −215K −$28M −19.9% 867K Feb 14, 2022
Q3 2021 New +1.1M +$86M – 1.1M Nov 12, 2021
Data through Q1 2025 · filed May 15, 2025
5 grouped rows from 5 quarters

More Management positions

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Applied Materials, Inc.(AMAT)
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Broadcom Inc.(AVGO)
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Common questions

Does Coatue Management own AFRM?

Not currently. Coatue Management fully exited AFRM in Q1 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Coatue Management buy AFRM?

Coatue Management first disclosed a AFRM position in Q3 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Coatue Management sell AFRM?

Yes. Coatue Management reduced and then fully exited AFRM by Q1 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of AFRM does Coatue Management own?

None as of the latest filing: Coatue Management has exited AFRM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Coatue Management pay for AFRM?

Coatue Management's estimated average buy price for AFRM is $55.59, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.