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SOFI position history

The shares of Sofi Technologies (SOFI) that ARK Investment Management LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2023 Q2: 281,770 shares, $2.3M, 0.02% of portfolio, New
  2. 2023 Q3: 810,617 shares, $6.5M, 0.05% of portfolio, Add +187.7%
  3. 2023 Q4: 1,970,742 shares, $20M, 0.12% of portfolio, Add +143.1%
  4. 2024 Q1: 16,223,199 shares, $118M, 0.82% of portfolio, Add +723.2%
  5. 2024 Q2: 14,535,772 shares, $96M, 0.85% of portfolio, Reduce −10.4%
  6. 2024 Q3: 12,612,563 shares, $99M, 0.91% of portfolio, Reduce −13.2%
  7. 2024 Q4: 9,391,202 shares, $145M, 1.2% of portfolio, Reduce −25.5%
  8. 2025 Q1: 2,024,409 shares, $24M, 0.24% of portfolio, Reduce −78.4%
  9. 2025 Q2: 4,424,155 shares, $81M, 0.59% of portfolio, Add +118.5%
  10. 2025 Q3: 4,945,247 shares, $131M, 0.78% of portfolio, Add +11.8%
  11. 2025 Q4: 4,106,060 shares, $107M, 0.71% of portfolio, Reduce −17.0%
  12. 2026 Q1: 3,836,003 shares, $61M, 0.47% of portfolio, Reduce −6.6%
  13. 2026 Q2: 3,742,479 shares, $67M, 0.44% of portfolio, Reduce −2.4%
Holdings date Value % of holdings Shares Filing date All 13F holders