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Sofi Technologies shares owned by Wellington Management Company

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

Historical chart of Wellington Management Company investment in Sofi Technologies

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All positions including Sofi Technologies held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 42k 26.42
2025-06-30 $3.2M 54k 60.00
2025-03-31 $5.1M 71k 72.00
2024-12-31 $6.3M 6.3M 1.00
2024-09-30 $199k 25k 7.86
2024-06-30 $3.3M 121k 27.00
2024-03-31 $423k 58k 7.30
2023-12-31 $622k 63k 9.95
2023-09-30 $510k 64k 7.99
2023-06-30 $423k 51k 8.34
2023-03-31 $518k 85k 6.07