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Sofi Technologies shares owned by Root Financial Partners

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Sofi Technologies

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All positions including Sofi Technologies held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $386k 15k 26.18
2025-09-30 $100k 3.8k 26.42

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View all positions for Root Financial Partners

Top funds holding Sofi Technologies

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

View all funds holding Sofi Technologies