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Elkhorn Partners’s SoFi Technologies SOFI Stock Holding History

Elkhorn Partners’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
Q3 		– Sell
-16,000
Closed -$141K – 57
2023
Q2 		$133K Hold
16,000
– – 0.09% 28
2023
Q1 		$97K Buy
16,000
+1,000
+7% +$6.06K 0.06% 29
2022
Q4 		$69K Buy
15,000
+800
+6% +$3.97K 0.05% 26
2022
Q3 		$69K Buy
14,200
+200
+1% +$1.26K 0.05% 31
2022
Q2 		$74K Buy
+14,000
New +$94.6K 0.05% 30

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Elkhorn Partners's SOFI Position: Q3 2023 in Review

Elkhorn Partners sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 16,000 shares — an estimated $141K sold.

Elkhorn Partners first reported a position in SOFI in Q2 2022 and held it in 5 quarters. The position peaked at $133K in Q2 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

  • Elkhorn Partners reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
  • Elkhorn Partners sold 16,000 SoFi Technologies shares in Q3 2023, an estimated $141K.
  • Elkhorn Partners first reported a position in SoFi Technologies in Q2 2022 and held it in 5 quarters.
  • Elkhorn Partners's SoFi Technologies position peaked at $133K in Q2 2023.
  • 513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Elkhorn Partners's 13F filing for Q3 2023, filed 13 Nov 2023.