SOFI

Sofi Technologies Inc

Latest period2024 - Q4Total superinvestors89

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 89 superinvestors own shares of Sofi Technologies Inc (SOFI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Sofi Technologies Inc (SOFI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Sofi Technologies Inc (SOFI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Sofi Technologies Inc (SOFI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jason Farris@Waller Financial Planning Group, Inc
Recent Activity
Decreased -0.49%
0.04%
$157,512
20,227 shares@ 7.79 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -51.37%
0.03%
$263,827
18,645 shares@ 14.16 avg price
Anneliese Griego@Smith Anglin Financial, Llc
Recent Activity
Decreased -3.33%
0.03%
$223,300
14,500 shares@ 15.4 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -51.32%
0.01%
$220,607
14,325 shares@ 15.41 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -23.02%
0.01%
$218,665
14,199 shares@ 15.41 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -5.31%
0.01%
$216,000
13,996 shares@ 15.44 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Decreased -0.25%
0.09%
$213,998
13,896 shares@ 15.4 avg price
Debbie Hall@Future Financial Wealth Managment Llc
Recent Activity
Decreased -10.65%
0.16%
$207,900
13,500 shares@ 15.4 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Decreased -0.23%
0.01%
$202,525
13,151 shares@ 15.4 avg price
Kerry Harmon@Wolff Wiese Magana Llc
Recent Activity
Decreased -3.89%
0.11%
$157,696
10,240 shares@ 15.4 avg price