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SpiderRock Advisors’s SoFi Technologies SOFI Stock Holding History

SpiderRock Advisors’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 		$1.97M Buy
251,246
+124,500
+98% +$905K 0.03% 325
2024
Q2 		$838K Buy
+126,746
New +$894K 0.02% 444

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SpiderRock Advisors's SOFI Position: Q3 2024 in Review

SpiderRock Advisors increased its SoFi Technologies (SOFI) stake by 98% in Q3 2024, buying an estimated $905K and bringing the position to 251,246 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #325.

SpiderRock Advisors first reported a position in SOFI in Q2 2024 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

  • SpiderRock Advisors held 251,246 shares of SoFi Technologies worth $1.97M as of Q3 2024.
  • SpiderRock Advisors bought 124,500 SoFi Technologies shares in Q3 2024, an estimated $905K.
  • SoFi Technologies made up 0.03% of SpiderRock Advisors's portfolio in Q3 2024, its #325 holding.
  • SpiderRock Advisors first reported a position in SoFi Technologies in Q2 2024 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.