Strategic Advocates LLC SOFI — SOFI TECHNOLOGIES INC COM

Ownership history in Strategic Advocates LLC  ·  11 quarters on record

AI Ownership Summary

Strategic Advocates LLC reported SOFI TECHNOLOGIES INC COM (SOFI) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2025 Q3. The latest visible filing shows SOFI at 0.00% 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 Strategic Advocates LLC's position in SOFI TECHNOLOGIES INC COM, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q3

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 Strategic Advocates LLC fund profile Strategic Advocates LLC full holdings
How Strategic Advocates LLC 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 REDUCED — — — 27 -65,565 -100.0% 0.00% $429 2026-05-15 $15.61
2025 Q4 UNCHANGED — — — 65,592 — 0% 0.45% $1.7M 2026-02-11 $20.55
2025 Q3 REDUCED 9.5% +1.5% ❌ 65,592 -6,890 -9.5% 0.45% $1.7M 2025-11-26 $28.49
2025 Q2 UNCHANGED — — — 72,482 — 0% 0.39% $1.3M 2025-07-08 $19.95
2025 Q1 ADDED — — — 72,482 +210 +0.3% 0.29% $843K 2025-05-08 $13.26
2024 Q4 REDUCED — — — 72,272 -26 -0.0% 0.38% $1.1M 2025-01-23 $18.03
2024 Q3 UNCHANGED — — — 72,298 — 0% 0.20% $568K 2024-10-17 $9.87
2024 Q2 REDUCED — — — 72,298 -132 -0.2% 0.19% $478K 2024-07-11 $6.77
2024 Q1 ADDED — — — 72,430 +7,088 +10.8% 0.20% $529K 2024-04-03 $7.54
2023 Q4 UNCHANGED — — — 65,342 — 0% 0.28% $650K 2024-02-07 $7.66
1 older quarter 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

Accel Growth Fund V Associates L.L.C. 3Y 79.82% 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%

FAQ About Strategic Advocates LLC and SOFI

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

How long has Strategic Advocates LLC reported owning SOFI?

Strategic Advocates LLC reported SOFI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SOFI position in Strategic Advocates LLC's portfolio?

The largest reported portfolio weight for SOFI was 0.45% in 2025 Q3.

What is the latest reported SOFI position on this page?

The most recent filing on this page is 2026 Q1, when Strategic Advocates LLC reported 27 shares, equal to 0.00% of portfolio, with an estimated market value of $429.

What does the chart on this SOFI ownership page compare?

The chart compares Strategic Advocates LLC'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.

How well did Strategic Advocates LLC time their SOFI position?

Based on 13F filing dates vs. subsequent SOFI price moves, Strategic Advocates LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on SOFI relative to SPY over the holding period was +10.4%.

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