Question 1

How many shares of SOFI does Envestnet Portfolio Solutions, Inc. own?

Accepted Answer

Envestnet Portfolio Solutions, Inc. previously held 0 shares of SOFI (SOFI TECHNOLOGIES INC) before exiting the position in 2026-Q1.

Question 2

What is Envestnet Portfolio Solutions, Inc.'s SOFI position worth?

Accepted Answer

Envestnet Portfolio Solutions, Inc.'s SOFI position was last reported at $0 in 2026-Q1 before the exit.

Question 3

Is Envestnet Portfolio Solutions, Inc. buying or selling SOFI?

Accepted Answer

In 2026-Q1, Envestnet Portfolio Solutions, Inc. exited their SOFI position entirely (-100.0% change in shares).

Question 4

When did Envestnet Portfolio Solutions, Inc. first buy SOFI?

Accepted Answer

Based on available 13F filings, Envestnet Portfolio Solutions, Inc. first reported a position in SOFI in 2024-Q3. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$18.61	0
2025-Q4	Decreased	12,711	-0.7%	$332,774	0.0%	$26.56	0
2025-Q3	Decreased	12,798	-22.2%	$338,123	0.0%	$27.55	0
2025-Q2	Decreased	16,448	-7.4%	$299,518	0.0%	$17.18	0
2025-Q1	Decreased	17,758	-21.9%	$206,526	0.0%	$11.85	0
2024-Q4	Increased	22,742	+2.6%	$350,227	0.0%	$15.63	24
2024-Q3	Increased	22,161	+82.4%	$174,185	0.0%	$7.95	35