J.P. Morgan Private Wealth Advisors LLC - SOFI TECHNOLOGIES INC ownership

SOFI TECHNOLOGIES INC's ticker is SOFI and the CUSIP is 83406F102. A total of 529 filers reported holding SOFI TECHNOLOGIES INC in Q2 2023. The put-call ratio across all filers is 1.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SOFI TECHNOLOGIES INC
ValueSharesWeighting
Q3 2023$841,627
-69.1%
105,335
-67.7%
0.00%
-85.7%
Q2 2023$2,723,736
-10.9%
326,587
-35.1%
0.01%
+133.3%
Q1 2023$3,055,250
+590.1%
503,336
+424.1%
0.01%
+500.0%
Q4 2022$442,703
-87.8%
96,031
-87.1%
0.00%
-90.0%
Q3 2022$3,637,000
-1.6%
745,229
+6.2%
0.01%
+11.1%
Q2 2022$3,696,000
-26.8%
701,403
+31.3%
0.01%
-18.2%
Q1 2022$5,048,000
-12.4%
534,182
+46.6%
0.01%
-8.3%
Q4 2021$5,761,000
-8.2%
364,366
-7.8%
0.01%
-20.0%
Q3 2021$6,273,000
+46.0%
395,002
+76.2%
0.02%
+36.4%
Q2 2021$4,297,000224,1580.01%
Other shareholders
SOFI TECHNOLOGIES INC shareholders Q2 2023
NameSharesValueWeighting ↓
Accel Growth Fund V Associates L.L.C. 4,104,459$24,914,06620.14%
Riverwood Capital Management Ltd. 2,210,701$13,418,9559.00%
GPI CAPITAL, L.P. 7,270,941$44,134,6128.99%
Longitude (Cayman) Ltd. 1,515,000$9,196,0508.09%
Must Asset Management Inc. 228,318$1,305,9783.25%
MILLER VALUE PARTNERS, LLC 4,711,202$28,596,9961.79%
Silver Lake Group, L.L.C. 31,154,165$189,105,7821.37%
Once Capital Management, LLC 209,200$1,269,8441.35%
Patient Capital Management, LLC 469,700$2,851,0791.27%
Belmont Capital, LLC 242,350$1,471,0651.22%
View complete list of SOFI TECHNOLOGIES INC shareholders