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Sofi Technologies shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors investment in Sofi Technologies

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

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Quarterly reported holdings in Sofi Technologies by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 112k 26.42
2025-06-30 $2.1M 117k 18.21
2025-03-31 $1.2M 103k 11.63
2024-12-31 $1.6M 102k 15.40
2024-09-30 $730k 93k 7.86
2024-06-30 $594k 90k 6.61
2024-03-31 $599k 82k 7.30
2023-09-30 $632k 79k 7.99
2023-06-30 $643k 77k 8.34
2023-03-31 $554k 91k 6.07
2022-12-31 $158k 34k 4.61
2022-09-30 $133k 27k 4.89
2022-06-30 $136k 26k 5.27