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SOFI - SoFi Technologies, Inc. Stock Price, Fair Value and News
6.93
USD
-0.13
(-1.84%)
Market Closed
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Stock
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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
2024-05-08
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
REDUCED
Premium
Premium
Premium
Premium
158,849
2024-05-08
AVANTAX ADVISORY SERVICES, INC.
ADDED
Premium
Premium
Premium
Premium
97,219
2024-05-08
KBC Group NV
ADDED
Premium
Premium
Premium
Premium
19,689
2024-05-08
Sandy Spring Bank
ADDED
Premium
Premium
Premium
Premium
8,106
2024-05-08
NewSquare Capital LLC
UNCHANGED
Premium
Premium
Premium
Premium
5,000
2024-05-08
Baltimore-Washington Financial Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
459,098
2024-05-08
Columbia Asset Management
UNCHANGED
Premium
Premium
Premium
Premium
11,185
2024-05-08
Focused Wealth Management, Inc
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-08
Advisors Preferred, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-08
Moors & Cabot, Inc.
ADDED
Premium
Premium
Premium
Premium
783,490
2024-05-08
AlphaStar Capital Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-08
Mandatum Life Insurance Co Ltd
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-08
Russell Investments Group, Ltd.
ADDED
Premium
Premium
Premium
Premium
43,624
2024-05-08
Independent Advisor Alliance
REDUCED
Premium
Premium
Premium
Premium
13,610
2024-05-08
Belpointe Asset Management LLC
ADDED
Premium
Premium
Premium
Premium
37,392
2024-05-08
Interchange Capital Partners, LLC
NEW
Premium
Premium
Premium
Premium
21,141
2024-05-08
Bell Investment Advisors, Inc
REDUCED
Premium
Premium
Premium
Premium
933
2024-05-08
Bleakley Financial Group, LLC
ADDED
Premium
Premium
Premium
Premium
13,959
2024-05-08
Cassaday & Co Wealth Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
10,000
2024-05-08
Pine Valley Investments Ltd Liability Co
REDUCED
Premium
Premium
Premium
Premium
33,535
2024-05-08
Entropy Technologies, LP
NEW
Premium
Premium
Premium
Premium
99,374
2024-05-08
Winthrop Capital Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-08
US BANCORP \DE\
ADDED
Premium
Premium
Premium
Premium
60,763
2024-05-08
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
496,330
2024-05-07
Swiss National Bank
ADDED
Premium
Premium
Premium
Premium
1,798,400
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1–25 of 687
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%
Rows per page:
10
1–10 of 58
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%
Foresight Wealth Management, LLC
151,351
2.17%
Azora Capital LP
25,101,600
2.16%
Patient Capital Management, LLC
37,576,600
1.99%
Rows per page:
10
1–10 of 88
Trend of No. of funds that hold SOFI
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
71,348,800
DIMENSIONAL FUND ADVISORS LP
38,594,500
Quadrature Capital Ltd
24,570,900
SIMPLEX TRADING, LLC
15,376,000
CAPITAL FUND MANAGEMENT S.A.
14,676,900
STATE OF MICHIGAN RETIREMENT SYSTEM
7,300,000
Diversify Advisory Services, LLC
6,912,070
NORDEA INVESTMENT MANAGEMENT AB
6,263,610
Additions
Fund Name
% Increased
Jefferies Financial Group Inc.
73,605
HUNTINGTON NATIONAL BANK
2,272
Blue Trust, Inc.
1,508
VALLEY NATIONAL ADVISERS INC
728
ARK Investment Management LLC
723
Global Retirement Partners, LLC
435
Xcel Wealth Management, LLC
428
SUSQUEHANNA INTERNATIONAL GROUP, LLP
416
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
CREATIVE FINANCIAL DESIGNS INC /ADV
-95.24
Corbenic Partners LLC
-93.41
SJS Investment Consulting Inc.
-91.74
Rockefeller Capital Management L.P.
-84.00
Sold off
Fund Name
$ Sold
HARTLINE INVESTMENT CORP/
-7,175,570
AlphaStar Capital Management, LLC
-3,760,010
LECAP ASSET MANAGEMENT LTD
-872,068
Oak Thistle LLC
-750,478
Headlands Technologies LLC
-611,845
Hudock, Inc.
-435,740
HENNESSY ADVISORS INC
-398,000
Consolidated Portfolio Review Corp
-199,846