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SOFI - SoFi Technologies, Inc. Stock Price, Fair Value and News
7.59
USD
-0.01
(-0.13%)
Market Closed
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SOFI
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Funds-Owners-Holders
Which funds bought or sold SOFI recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-24
BROWN ADVISORY INC
REDUCED
Premium
Premium
Premium
Premium
22,703
2024-04-24
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,970
2024-04-24
Cambridge Investment Research Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
243,114
2024-04-24
DekaBank Deutsche Girozentrale
REDUCED
Premium
Premium
Premium
Premium
5,166
2024-04-24
Smith Anglin Financial, LLC
UNCHANGED
Premium
Premium
Premium
Premium
10,300
2024-04-24
Archford Capital Strategies, LLC
NEW
Premium
Premium
Premium
Premium
33,642
2024-04-24
West Branch Capital LLC
UNCHANGED
Premium
Premium
Premium
Premium
6.00
2024-04-24
PSI Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
4,835
2024-04-24
Spire Wealth Management
REDUCED
Premium
Premium
Premium
Premium
171,732
2024-04-24
Newbridge Financial Services Group, Inc.
REDUCED
Premium
Premium
Premium
Premium
289,476
2024-04-24
Zullo Investment Group, Inc.
REDUCED
Premium
Premium
Premium
Premium
16,500
2024-04-24
Simplicity Wealth,LLC
NEW
Premium
Premium
Premium
Premium
13,959
2024-04-24
Clay Northam Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
11,478
2024-04-24
Axim Planning & Wealth
ADDED
Premium
Premium
Premium
Premium
28,000
2024-04-23
WASHINGTON TRUST Co
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
Gradient Investments LLC
REDUCED
Premium
Premium
Premium
Premium
590
2024-04-23
Venturi Wealth Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
Summit Trail Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
259,916
2024-04-23
BFSG, LLC
ADDED
Premium
Premium
Premium
Premium
575
2024-04-23
Wagner Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
10,000
2024-04-23
Global Retirement Partners, LLC
ADDED
Premium
Premium
Premium
Premium
36,829
2024-04-23
Main Street Financial Solutions, LLC
ADDED
Premium
Premium
Premium
Premium
12,841
2024-04-23
TRUEFG, LLC
ADDED
Premium
Premium
Premium
Premium
13,800
2024-04-23
Strategic Blueprint, LLC
ADDED
Premium
Premium
Premium
Premium
10,646
2024-04-23
CALIBER WEALTH MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
43,851
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1–25 of 666
Which funds are the top buyers of SOFI?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
81,460,000
810,527,000
0.02%
BlackRock Inc.
40,493,700
402,913,000
0.01%
Silver Lake Group, L.L.C.
31,154,200
309,984,000
3.50%
ARK Investment Management LLC
16,223,200
118,429,000
0.82%
STATE STREET CORP
16,177,700
160,968,000
0.01%
GEODE CAPITAL MANAGEMENT, LLC
14,973,000
149,006,000
0.02%
TWO SIGMA INVESTMENTS, LP
14,620,400
145,473,000
0.33%
GOLDMAN SACHS GROUP INC
12,876,300
128,119,000
0.01%
TWO SIGMA ADVISERS, LP
11,608,000
115,500,000
0.27%
MORGAN STANLEY
10,772,400
107,186,000
0.01%
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10
1–10 of 57
Which funds have put a big percent of portfolio in SOFI?
Fund Name
$ Value
% Port.
DCM International VI, Ltd.
40,807,000
35.88%
Accel Growth Fund V Associates L.L.C.
40,839,400
35.41%
GPI CAPITAL, L.P.
37,310,100
8.86%
Longitude (Cayman) Ltd.
11,805,700
6.84%
Must Asset Management Inc.
1,881,860
4.61%
Silver Lake Group, L.L.C.
309,984,000
3.50%
Vantis Investment Advisers L.P.
2,642,000
2.74%
ONCE CAPITAL MANAGEMENT, LLC
3,482,500
2.50%
Clarity Capital Partners LLC
3,372,990
2.37%
Foresight Wealth Management, LLC
151,351
2.17%
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1–10 of 90
Trend of No. of funds that hold SOFI
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
CAPITAL FUND MANAGEMENT S.A.
14,676,900
Susquehanna Portfolio Strategies, LLC
8,688,400
Quantbot Technologies LP
8,015,510
STATE OF MICHIGAN RETIREMENT SYSTEM
7,300,000
Man Group plc
4,931,740
Tudor Investment Corp Et Al
4,785,220
IMC-Chicago, LLC
3,610,870
Clarity Capital Partners LLC
3,372,990
Additions
Fund Name
% Increased
Jefferies Financial Group Inc.
73,605
ELKHORN PARTNERS LIMITED PARTNERSHIP
7,200
KBC Group NV
2,798
Mitsubishi UFJ Asset Management Co., Ltd.
2,173
Schonfeld Strategic Advisors LLC
2,100
HUNTINGTON NATIONAL BANK
2,100
BOOTHBAY FUND MANAGEMENT, LLC
1,495
NATIXIS
1,396
Reductions
Fund Name
% Reduced
TUCKER ASSET MANAGEMENT LLC
-99.8
Strategic Investment Solutions, Inc. /IL
-98.41
Cullen/Frost Bankers, Inc.
-97.87
FMR LLC
-97.46
HAZLETT, BURT & WATSON, INC.
-93.63
Corbenic Partners LLC
-93.41
PRINCIPAL FINANCIAL GROUP INC
-91.89
SJS Investment Consulting Inc.
-91.74
Sold off
Fund Name
$ Sold
PAR CAPITAL MANAGEMENT INC
-5,992,500
J. Goldman & Co LP
-5,148,640
Qube Research & Technologies Ltd
-3,687,730
MACQUARIE GROUP LTD
-3,415,000
OCCUDO QUANTITATIVE STRATEGIES LP
-2,967,000
MARK ASSET MANAGEMENT LP
-2,796,000
Capital Markets Trading UK LLP
-1,214,000
TORONTO DOMINION BANK
-1,158,530