SOFI — SOFI TECHNOLOGIES INC

Ownership history in Advanced Portfolio Management, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Advanced Portfolio Management, LLC 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
4.4% (2025 Q4)
Avg. % of fund
2.71%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 55,000 +40,000 +266.7% 4.40% $1.4M $26.18
2025 Q3 INITIATED 15,000 — — 1.03% $396K $26.42
% of Fund (quarterly)    SOFI price (monthly, adj. close)

Other funds also holding SOFI

As of 2025 Q4 — sorted by position size

Accel Growth Fund V Associates L.L.C. 3Y 85.62% Rakuten Securities, Inc. 6.39% Monashee Investment Management LLC 3Y 7Y 5.9% Longitude (Cayman) Ltd. 3Y 4.86% 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%
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