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SOFISOFI
9 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in SOFI TECHNOLOGIES INC

No. Envestnet Portfolio Solutions exited its SOFI (Sofi Technologies) position in Q1 2026. Its Q4 2025 13F listed 12,711 shares worth $332,774. Envestnet Portfolio Solutions first reported SOFI in Q1 2024 and held it in 8 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$79,497

Total Shares Change

-10,890

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Exited
0
-100.0%
$00.0%$18.61
0
2025-Q4
Decreased
12,711
-0.7%
$332,7740.0%$26.56
0
2025-Q3
Decreased
12,798
-22.2%
$338,1230.0%$27.55
0
2025-Q2
Decreased
16,448
-7.4%
$299,5180.0%$17.18
0
2025-Q1
Decreased
17,758
-21.9%
$206,5260.0%$11.85
0
2024-Q4
Increased
22,742
+2.6%
$350,2270.0%$15.63
24
2024-Q3
Increased
22,161
+82.4%
$174,1850.0%$7.95
35
2024-Q2
Increased
12,149
+11.6%
$80,3050.0%$6.61
24
2024-Q1
New
10,890
-
$79,4970.0%$7.30
30

Other major holders of SOFI: VANGUARD GROUP INC, SOFTBANK GROUP CORP.

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