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Sofi Technologies shares owned by Ovata Capital Management

Quarter-by-quarter ownership of Sofi Technologies shares owned by Ovata Capital Management from 13F filings

Historical chart of Ovata Capital Management investment in Sofi Technologies

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All positions including Sofi Technologies held by Ovata Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Ovata Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $29M 28M 1.03
2023-03-31 $700k 1.0M 0.70

More positions owned by Ovata Capital Management

Seagate HDD Cayman Note 3.500% 6/0
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PPL Capital Funding Note 2.875% 3/1
Cloudflare Note 8/1
HDFC Bank Sponsored Ads (HDB)
Ryanair Holdings Sponsored Ads (RYAAY)
Wayfair Note 3.250% 9/1
Pinnacle West Capital Corp Note 4.750% 6/1
Akamai Technologies Note 0.375% 9/0
Ormat Technologies Note 2.500% 7/1
EchoStar Corp Note 3.875%11/3
Southern Co/The Note 4.500% 6/1
iShares Bitcoin Trust ETF Shs Ben Int (IBIT)
Alibaba Group Holding Note 0.500% 6/0
Etsy Note 0.125%10/0

View all positions for Ovata Capital Management

Top funds holding Sofi Technologies

Ovata Capital Management
Altshuler Shaham

View all funds holding Sofi Technologies