SoFi Technologies Inc. (SOFI)

Sector:Financials
Super Investor Stats:
Ownership count:2
Ownership rank:465
% of all portfolios:0.015%
Hold Price * :$26.18
History Portfolio Manager Activity Share change % change to portfolio
Q4  2025
Polen Capital Management Reduce 17.99% 25,768 0.00
Samantha McLemore - Patient Capital Management Reduce 46.83% 1,055,582 1.07
Q3  2025
Polen Capital Management Reduce 16.20% 27,678 0.00
Samantha McLemore - Patient Capital Management Reduce 28.61% 903,365 0.95
Q2  2025
Samantha McLemore - Patient Capital Management Reduce 10.68% 377,434 0.31
Q1  2025
Samantha McLemore - Patient Capital Management Reduce 16.86% 716,815 0.43
Q4  2024
Samantha McLemore - Patient Capital Management Reduce 26.64% 1,544,007 1.10
Q1  2024
Samantha McLemore - Patient Capital Management Reduce 0.42% 15,945 0.01
Q3  2023
Samantha McLemore - Patient Capital Management Reduce 15.95% 707,326 0.33
Lee Ainslie - Maverick Capital Sell 100.00% 201,096 0.04
Q2  2023
Bill Miller - Miller Value Partners Sell 100.00% 4,711,202 1.79
Q1  2023
Bill Miller - Miller Value Partners Reduce 4.02% 197,378 0.07
Q4  2022
Bill Miller - Miller Value Partners Reduce 3.49% 177,353 0.05
Q2  2022
Bill Miller - Miller Value Partners Reduce 5.33% 123,578 0.04
Q1  2022
Samantha McLemore - Patient Capital Management Reduce 27.71% 53,700 0.20
Q3  2021
Bill Miller - Miller Value Partners Reduce 9.86% 251,512 0.14
Daniel Loeb - Third Point Sell 100.00% 28,897,766 3.25

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.