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Sofi Technologies shares owned by Fermata Advisors

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Fermata Advisors from 13F filings

Historical chart of Fermata Advisors investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $192k 13k 15.40
2024-09-30 $98k 13k 7.86
2024-06-30 $76k 12k 6.61

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View all positions for Fermata Advisors

Top funds holding Sofi Technologies

Vanguard Group
BlackRock
Citadel Advisors
Silver Lake Group
Jane Street
Susquehanna International
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
UBS Group
ARK Investment Management
Renaissance Technologies
Millennium Management
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas

View all funds holding Sofi Technologies