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PenderFund Capital Management’s SoFi Technologies SOFI Stock Holding History

PenderFund Capital Management’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
2021
Q1 		– Sell
-194,400
Closed -$3.08M – 99
2020
Q4 		$3.08M Buy
+194,400
New +$2.19M 0.78% 42

Other funds holding SOFI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
AC
Athanor Capital New York $24.6M AUM 2.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APC
Alta Park Capital San Francisco, California $642M AUM 140.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
RA
RiverPark Advisors New York $219M AUM 14.91% 1-Year Est. Return

PenderFund Capital Management's SOFI Position: Q1 2021 in Review

PenderFund Capital Management sold out of SoFi Technologies (SOFI) in Q1 2021, closing a stake of 194,400 shares — an estimated $3.08M sold.

PenderFund Capital Management first reported a position in SOFI in Q4 2020 and held it in 1 quarter. The position peaked at $3.08M in Q4 2020. 136 funds tracked by Wall St. Rank hold SOFI as of Q1 2021.

  • PenderFund Capital Management reported no remaining SoFi Technologies position as of Q1 2021 after selling out during the quarter.
  • PenderFund Capital Management sold 194,400 SoFi Technologies shares in Q1 2021, an estimated $3.08M.
  • PenderFund Capital Management first reported a position in SoFi Technologies in Q4 2020 and held it in 1 quarter.
  • PenderFund Capital Management's SoFi Technologies position peaked at $3.08M in Q4 2020.
  • 136 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2021.

Based on PenderFund Capital Management's 13F filing for Q1 2021, filed 10 May 2021.