Accel Growth Fund V Associates L.L.C. SOFI — SoFi Technologies, Inc.

Ownership history in Accel Growth Fund V Associates L.L.C.  ·  20 quarters on record

AI Ownership Summary

Accel Growth Fund V Associates L.L.C. reported SoFi Technologies, Inc. (SOFI) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 85.62% in 2025 Q4. The latest visible filing shows SOFI at 79.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SOFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accel Growth Fund V Associates L.L.C.'s position in SoFi Technologies, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SOFI was reported at 79.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
85.62% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOFI stock page Accel Growth Fund V Associates L.L.C. fund profile Accel Growth Fund V Associates L.L.C. full holdings
How Accel Growth Fund V Associates L.L.C. held SOFI — position size vs. price
% of Fund (quarterly)    SOFI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 4,104,459 — 0% 79.82% $65.2M 2026-05-08 $15.75
2025 Q4 UNCHANGED — — — 4,104,459 — 0% 85.62% $107.5M 2026-02-06 $20.86
2025 Q3 UNCHANGED — — — 4,104,459 — 0% 77.89% $108.4M 2025-11-13 $28.39
2025 Q2 UNCHANGED — — — 4,104,459 — 0% 69.17% $74.7M 2025-08-12 $23.65
2025 Q1 UNCHANGED — — — 4,104,459 — 0% 68.51% $47.7M 2025-05-13 $14.29
2024 Q4 UNCHANGED — — — 4,104,459 — 0% 60.57% $63.2M 2025-02-14 $16.21
2024 Q3 UNCHANGED — — — 4,104,459 — 0% 50.01% $32.3M 2024-11-13 $13.50
2024 Q2 UNCHANGED — — — 4,104,459 — 0% 33.81% $27.1M 2024-08-13 $6.64
2024 Q1 UNCHANGED — — — 4,104,459 — 0% 34.31% $30.0M 2024-05-10 $6.94
2023 Q4 UNCHANGED — — — 4,104,459 — 0% 35.41% $40.8M 2024-02-12 $8.33
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SOFI

As of 2026 Q1 — sorted by position size

Provident Living Financial Services, Inc. 13.23% Longitude (Cayman) Ltd. 3Y 7.38% Sullivan Wood Capital Management LLC 5.88% Longitude (Cayman) Ltd. 3Y 4.19% Carroll Investors, Inc 3Y 3.13% Firsthand Capital Management, Inc. 3Y 7Y 2.71% Rakuten Securities, Inc. 2.6% MFG WEALTH MANAGEMENT, INC. 2.36% Warm Springs Advisors Inc. 2.16% Diversify Advisory Services, LLC 2.13%

FAQ About Accel Growth Fund V Associates L.L.C. and SOFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accel Growth Fund V Associates L.L.C. reported owning SOFI?

Accel Growth Fund V Associates L.L.C. reported SOFI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SOFI position in Accel Growth Fund V Associates L.L.C.'s portfolio?

The largest reported portfolio weight for SOFI was 85.62% in 2025 Q4.

What is the latest reported SOFI position on this page?

The most recent filing on this page is 2026 Q1, when Accel Growth Fund V Associates L.L.C. reported 4,104,459 shares, equal to 79.82% of portfolio, with an estimated market value of $65.2M.

What does the chart on this SOFI ownership page compare?

The chart compares Accel Growth Fund V Associates L.L.C.'s quarterly SOFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Accel Growth Fund V Associates L.L.C. Holdings