SOFI — SoFi Technologies, Inc.

Ownership history in Accel Growth Fund V Associates L.L.C.  ·  19 quarters on record

This page tracks every 13F SEC filing in which Accel Growth Fund V Associates L.L.C. reported a position in SoFi Technologies, Inc. (SOFI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
85.62% (2025 Q4)
Avg. % of fund
38.34%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 4,104,459 — 0% 85.62% $107.5M $26.18
2025 Q3 UNCHANGED 4,104,459 — 0% 77.89% $108.4M $26.42
2025 Q2 UNCHANGED 4,104,459 — 0% 69.17% $74.7M $18.21
2025 Q1 UNCHANGED 4,104,459 — 0% 68.51% $47.7M $11.63
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SOFI price (monthly, adj. close)

Other funds also holding SOFI

As of 2025 Q4 — sorted by position size

Rakuten Securities, Inc. 6.39% Monashee Investment Management LLC 3Y 7Y 5.9% Longitude (Cayman) Ltd. 3Y 4.86% Advanced Portfolio Management, LLC 4.4% Firsthand Capital Management, Inc. 3Y 7Y 3.89% Burkehill Global Management, LP 3.45% SEVEN GRAND MANAGERS, LLC 3Y 2.99% Carroll Investors, Inc 3Y 2.66% CMG Global Holdings, LLC 3Y 2.35% LM Advisors LLC 2.16%
← Back to Accel Growth Fund V Associates L.L.C. Holdings