SEC 13F Intelligence

Westerly Capital Management, LLC / AFRM

Westerly Capital Management, LLC’s Affirm Hldgs Inc Position

Does Westerly Capital Management, LLC own Affirm Hldgs Inc (AFRM)? Not currently — the last reported position was 155.0K shares worth $11M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q2 2025
Shares
155.0K
% of Portfolio
+3.98%
Quarters Held
4
position exited

Position History AFRM

Reported value by quarter
Q3 ’24: $4MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $11MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025155.0K$11M+3.98%
Q1 202550.0K$2M+0.98%
Q4 202435.0K$2M+0.98%
Q3 2024110.0K$4M+2.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westerly Capital Management, LLC’s full portfolio or all institutional holders of AFRM.