Summit Trail Advisors, LLC - SOFI TECHNOLOGIES INC ownership

SOFI TECHNOLOGIES INC's ticker is SOFI and the CUSIP is 83406F102. A total of 519 filers reported holding SOFI TECHNOLOGIES INC in Q1 2023. The put-call ratio across all filers is 1.50 and the average weighting 0.1%.

Quarter-by-quarter ownership
Summit Trail Advisors, LLC ownership history of SOFI TECHNOLOGIES INC
ValueSharesWeighting
Q3 2023$1,813,291
-4.1%
226,945
+0.1%
0.07%
-5.6%
Q2 2023$1,890,428
+65.6%
226,670
+20.5%
0.07%
+54.3%
Q1 2023$1,141,385
+563.4%
188,037
+403.8%
0.05%
+475.0%
Q4 2022$172,054
-86.5%
37,322
-85.7%
0.01%
-88.4%
Q3 2022$1,272,000
-7.3%
260,734
+0.2%
0.07%
-18.8%
Q2 2022$1,372,000
-81.2%
260,313
-43.5%
0.08%
-81.9%
Q4 2021$7,279,000
+0.3%
460,434
+0.7%
0.47%
-13.9%
Q3 2021$7,259,000457,1270.54%
Other shareholders
SOFI TECHNOLOGIES INC shareholders Q1 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