13F

Stock

SoFi Technologies, Inc.

SOFI · held by 9 managers

Reported value

$22.6M

Holders

9

+2 new · −1 exited

Holders’ est. mark

$5.62M

Price effect on 4 books still in the name

Largest holder

$16.7M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.08M$16.7M$3.49MAdded$13M
Norris Financial Group, LLC259.4K$3.99M$1.96MAdded$1.55M
DANSKE BANK A/S61.3K$944K$106.3KAdded$833.1K
Leonteq Securities AG20.9K$321.9K$75.4KAdded$243.3K
SHERMAN PORFOLIOS, LLC15.4K$237.8KHeld
Swiss Life Asset Management Ltd14.7K$225.9KNew
Millennium Capital Advisors, LLC10.7K$164KNew
Aventura Private Wealth, LLC3.33K$51.3KHeld
Medallion Wealth Advisors, LLC339$5.22KHeld

Who left

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.