Cowen and Company’s SoFi Technologies SOFI Stock Holding History

Cowen and Company’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-50,000	Closed	-$7.25K	–	663
2023 Q3	$7.25K	Buy	+50,000	New	+$440K	﹤0.01%	493
2021 Q3	–	Sell	-54,200	Closed	-$40K	–	692
2021 Q2	$40K	Buy	54,200 +37,500	+225%	+$695K	﹤0.01%	425
2021 Q1	$2K	Buy	+16,700	New	+$330K	﹤0.01%	526

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cowen and Company's SOFI Position: Q4 2023 in Review

Cowen and Company sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 41,400 shares — an estimated $331K sold.

Cowen and Company first reported a position in SOFI in Q1 2021 and held it in 3 quarters. The position peaked at $4.44M in Q2 2021. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

Cowen and Company reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
Cowen and Company sold 41,400 SoFi Technologies shares in Q4 2023, an estimated $331K.
Cowen and Company first reported a position in SoFi Technologies in Q1 2021 and held it in 3 quarters.
Cowen and Company's SoFi Technologies position peaked at $4.44M in Q2 2021.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Cowen and Company's 13F filing for Q4 2023, filed 8 Feb 2024.