Baker Avenue Asset Management »

Sofi Technologies shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Baker Avenue Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sofi Technologies by Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 115k 26.18
2025-09-30 $3.1M 116k 26.42
2023-06-30 $374 45 8.33
2023-03-31 $273 45 6.07
2022-12-31 $6.0k 1.3k 4.61

More positions owned by Baker Avenue Asset Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Simpson Manufacturing (SSD)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Baker Avenue Asset Management

Top funds holding Sofi Technologies

Vanguard Group
Jane Street
Susquehanna International
BlackRock
Jpmorgan Chase & Co
D. E. Shaw & Co
Citadel Advisors
UBS Group
State Street Corporation
Geode Capital Management
Royal Bank of Canada
Squarepoint Ops
Goldman Sachs Group
Walleye Trading
Barclays

View all funds holding Sofi Technologies