Riverwood Capital Management’s SoFi Technologies SOFI Stock Holding History

Riverwood 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
2024 Q3	$126K	Hold	16,077	–	–	0.29%	3
2024 Q2	$106K	Hold	16,077	–	–	0.24%	3
2024 Q1	$117K	Hold	16,077	–	–	0.23%	3
2023 Q4	$160K	Sell	16,077 -5,359	-25%	-$42.6K	0.34%	3
2023 Q3	$191K	Hold	21,436	–	–	0.51%	3
2023 Q2	$179K	Sell	21,436 -2,189,265	-99%	-$14.3M	0.13%	4
2023 Q1	$13.4M	Hold	2,210,701	–	–	9%	4
2022 Q4	$10.2M	Sell	2,210,701 -5,481,030	-71%	-$27.2M	6.48%	4
2022 Q3	$37.5M	Sell	7,691,731 -54,621	-0.7%	-$346K	20.68%	3
2022 Q2	$40.8M	Sell	7,746,352 -14,250,841	-65%	-$96.3M	14.5%	4
2022 Q1	$208M	Buy	+21,997,193	New	+$253M	37.07%	1

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 $4.58B AUM 24.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Riverwood Capital Management's SOFI Position: Q3 2024 in Review

Riverwood Capital Management held its SoFi Technologies (SOFI) position steady in Q3 2024 at 16,077 shares worth $126K. The position accounts for 0.29% of the portfolio, ranked #3.

Riverwood Capital Management first reported a position in SOFI in Q1 2022 and has held it in 11 quarters since. The position peaked at $208M in Q1 2022. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

Riverwood Capital Management held 16,077 shares of SoFi Technologies worth $126K as of Q3 2024.
Riverwood Capital Management left its SoFi Technologies share count unchanged in Q3 2024.
SoFi Technologies made up 0.29% of Riverwood Capital Management's portfolio in Q3 2024, its #3 holding.
Riverwood Capital Management first reported a position in SoFi Technologies in Q1 2022 and has held it in 11 quarters since.
Riverwood Capital Management's SoFi Technologies position peaked at $208M in Q1 2022.
624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Riverwood Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.