SOFI — SOFI TECHNOLOGIES INC

Ownership history in Azora Capital LP  ·  12 quarters on record

This page tracks every 13F SEC filing in which Azora Capital LP 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
7.73% (2023 Q2)
Avg. % of fund
2.75%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,405,152 -958,395 -40.5% 1.72% $37.1M $26.42
2025 Q2 ADDED 2,363,547 +111,212 +4.9% 1.95% $43.0M $18.21
2025 Q1 REDUCED 2,252,335 -2,167,010 -49.0% 1.78% $26.2M $11.63
2024 Q4 ADDED 4,419,345 +71,277 +1.6% 3.06% $68.1M $15.40
8 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

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% 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%
← Back to Azora Capital LP Holdings