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 512 filers reported holding SOFI TECHNOLOGIES INC in Q3 2023. The put-call ratio across all filers is 1.09 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 Q3 2023
NameSharesValueWeighting ↓
Accel Growth Fund V Associates L.L.C. 4,104,459$18,921,55615.10%
Longitude (Cayman) Ltd. 2,434,000$11,220,74014.34%
Longitude (Cayman) Ltd. 1,505,000$6,938,0508.87%
GPI CAPITAL, L.P. 7,270,941$33,519,0388.37%
Riverwood Capital Management Ltd. 2,210,701$10,191,3326.48%
Philadelphia Financial Management of San Francisco, LLC 2,896,366$13,352,2474.27%
Must Asset Management Inc. 354,447$1,626,9113.68%
Foresight Wealth Management, LLC 32,831$151,3512.17%
MILLER VALUE PARTNERS, LLC 9,817,160$45,257,1061.46%
Once Capital Management, LLC 209,200$964,4121.39%
View complete list of SOFI TECHNOLOGIES INC shareholders