Cresset Asset Management »

Sofi Technologies shares owned by Cresset Asset Management

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

Historical chart of Cresset Asset Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Cresset 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 Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 454k 26.42
2025-06-30 $7.8M 429k 18.21
2025-03-31 $5.0M 429k 11.63
2024-12-31 $6.8M 439k 15.40
2024-09-30 $7.0M 888k 7.86
2024-06-30 $5.8M 882k 6.61
2024-03-31 $6.5M 886k 7.30
2023-12-31 $4.5M 454k 9.95
2023-09-30 $3.7M 457k 7.99
2023-06-30 $3.8M 455k 8.34
2023-03-31 $102k 17k 6.07
2022-12-31 $69k 15k 4.61
2022-09-30 $67k 14k 4.90
2022-06-30 $169k 32k 5.26
2022-03-31 $310k 33k 9.47
2021-12-31 $473k 30k 15.83
2021-09-30 $222k 14k 15.86