ARK Investment Management (Cathie Wood) — SOFI Trade History

Quarter-by-quarter changes in the SoFi Technologies Inc position · CUSIP 83406F102
Currently held · 3.3 YearsFirst seen: 2023 Q2
QuarterFiledActivitySharesΔ SharesΔ %Value% Port.
2026 Q22026-08-14Reduce3,742,479-93,524-2.4%$67.1M0.44%
2026 Q12026-05-12Reduce3,836,003-270,057-6.6%$60.9M0.47%
2025 Q42026-02-11Reduce4,106,060-839,187-17.0%$107.5M0.71%
2025 Q32025-11-12Add4,945,247521,092+11.8%$130.7M0.78%
2025 Q22025-07-30Add4,424,1552,399,746+118.5%$80.6M0.59%
2025 Q12025-05-07Reduce2,024,409-7,366,793-78.4%$23.5M0.24%
2024 Q42025-02-04Reduce9,391,202-3,221,361-25.5%$144.6M1.20%
2024 Q32024-10-31Reduce12,612,563-1,923,209-13.2%$99.1M0.91%
2024 Q22024-07-26Reduce14,535,772-1,687,427-10.4%$96.1M0.85%
2024 Q12024-04-18Add16,223,19914,252,457+723.2%$118.4M0.82%
2023 Q42024-01-17Add1,970,7421,160,125+143.1%$19.6M0.12%
2023 Q32023-10-18Add810,617528,847+187.7%$6.5M0.05%
2023 Q22023-07-10New281,770281,770$2.3M0.02%
2023 Q12023-04-17
2022 Q42023-01-24
2022 Q32022-10-17
2022 Q22022-07-11
2022 Q12022-04-19
2021 Q42022-01-28
2021 Q32021-11-12
2021 Q22021-08-05
2021 Q12021-05-13
2020 Q42021-02-12
2020 Q32020-10-30
2020 Q22020-08-11
2020 Q12020-05-14
2019 Q42020-01-31
2019 Q32019-11-12
2019 Q22019-07-30
2019 Q12019-05-13
2018 Q42019-02-11
2018 Q32018-11-07
2018 Q22018-08-07
2018 Q12018-05-14
2017 Q42018-02-12
2017 Q32017-11-09
2017 Q22017-08-11
2017 Q12017-05-15
2016 Q42017-02-13

Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.