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SOFI

SoFi Technologies, Inc. · XNAS

Season
Q2 2026 · as of Jun 30
Holders
3 of 97 filed · prev 3
Median weight
0.44%
Sector
Financials
Type
equity · US

Moves1 this quarter

Streakslongest holders · 22 quarters on record

  1. Patient Samantha McLemore, CIO 0.9%19 quarters
  2. ARK Cathie Wood, CIO 0.4%13 quarters
  3. Polen Dan Davidowitz, portfolio manager 0.0%5 quarters

The record for SOFI begins Q1 2021: 22 quarters.

Over time22 quarters, Q1 2021 to Q2 2026

Managers holding3 Q2 2026

Largest weight0.9% Q2 2026

Holders3 of 97 filed

PatientSamantha McLemore, CIO0.90%1,505,629$27Madded+14%+0.11 pp19 q
ARKCathie Wood, CIO0.44%3,742,479$67Mtrimmed−2%—13 q
PolenDan Davidowitz, portfolio manager0.01%65,611$1Mtrimmed−37%—5 q