Creative Planning - 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
Creative Planning ownership history of SOFI TECHNOLOGIES INC
ValueSharesWeighting
Q2 2024$1,007,018
-11.3%
152,348
-2.0%
0.00%0.0%
Q1 2024$1,135,205
-15.6%
155,508
+15.1%
0.00%
-50.0%
Q4 2023$1,344,808
-65.0%
135,157
-71.9%
0.00%
-60.0%
Q3 2023$3,843,196
-6.4%
481,796
-2.3%
0.01%0.0%
Q2 2023$4,104,543
+39.9%
492,935
+2.0%
0.01%
+25.0%
Q1 2023$2,933,299
+21.8%
483,245
-7.5%
0.00%0.0%
Q4 2022$2,409,026
+1.0%
522,565
+6.9%
0.00%0.0%
Q3 2022$2,386,000
-9.3%
488,877
-2.1%
0.00%0.0%
Q2 2022$2,632,000
-42.0%
499,391
+3.6%
0.00%
-42.9%
Q1 2022$4,537,000
-60.2%
481,883
-33.1%
0.01%
-61.1%
Q4 2021$11,395,000
+13.5%
720,723
+13.9%
0.02%0.0%
Q3 2021$10,044,000
+294.0%
632,501
+375.8%
0.02%
+260.0%
Q2 2021$2,549,000132,9480.01%
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