SOFI fund manager activity
SoFi Technologies, Inc · Nasdaq. Reported by 12 tracked fund managers in their 13F filings, Q2 2021 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Joel Greenblatt - Gotham Asset Management | No change | 16,320 | $292,618 | 0.00% | Aug 14, 2026 |
| Samantha McLemore - Patient Capital Management | Added | 1,505,629 | $26,995,943 | 0.90% | Aug 13, 2026 |
| Polen Capital Management | Trimmed | 65,611 | $1,176,405 | 0.01% | Aug 4, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Joel Greenblatt - Gotham Asset Management | No change | 16,320 | $259,162 | 0.00% | May 15, 2026 |
| Samantha McLemore - Patient Capital Management | Added | 1,326,246 | $21,060,804 | 0.79% | May 14, 2026 |
| Polen Capital Management | Trimmed | 103,345 | $1,641,119 | 0.01% | May 14, 2026 |
Older quarters