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DAVENPORT & Co LLC SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
7
Latest value
$580K
Q3 2026
Peak value
$59.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q4 2025 | $980K |
| Q1 2026 | $788K |
| Q2 2026 | $50M |
| Q3 2026 | $59.7M |
| Q3 2026 | $234K |
| Q3 2026 | $580K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $580K | 36.9K | — | — |
| Q3 2026 | $234K | 14.9K | — | — |
| Q3 2026 | $59.7M | 3.78M | — | — |
| Q2 2026 | $50M | 2.77M | — | — |
| Q1 2026 | $788K | 49.6K | — | — |
| Q4 2025 | $980K | 37.4K | — | — |
| Q3 2025 | $1M | 38.1K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M