SOFI — Sofi Technologies

Ownership history in Cyrus J. Lawrence, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Cyrus J. Lawrence, LLC reported a position in Sofi Technologies (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
0.01% (2024 Q4)
Avg. % of fund
0.01%
First filed
2024 Q2
Last filed
2024 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 UNCHANGED 2,800 — 0% 0.01% $43K $15.40
2024 Q3 UNCHANGED 2,800 — 0% 0.00% $22K $7.86
2024 Q2 INITIATED 2,800 — — 0.00% $18K —
% 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%
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