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Sofi Technologies shares owned by LM Advisors

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

Historical chart of LM Advisors investment in Sofi Technologies

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

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Quarterly reported holdings in Sofi Technologies by LM Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 133k 7.86
2024-03-31 $1.1M 144k 7.30
2023-12-31 $1.7M 168k 9.95

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Top funds holding Sofi Technologies

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

View all funds holding Sofi Technologies