Catherine Wood's SOFI Position Overview
Catherine Wood (via Ark Investment Management LLC) currently holds 4.11 M shares of SoFi Technologies, Inc. (SOFI) worth $107.5 M, representing 0.71% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Catherine Wood has maintained a strategic position in SOFI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 14.25 M shares. Largest reduction occurred in Q1 2025, reducing 7.37 M shares.
Analysis based on 13F filings available since 2013 Q2
Catherine Wood's SoFi Technologies (SOFI) Holding Value Over Time
Track share changes against reported price movement
Quarterly SoFi Technologies (SOFI) Trades by Catherine Wood
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -839,187 | Reduce 16.97% | 4.11 M | $26.18 |
| Q3 2025 | +521,092 | Add 11.78% | 4.95 M | $26.42 |
| Q2 2025 | +2.4 M | Add 118.54% | 4.42 M | $18.21 |
| Q1 2025 | -7.37 M | Reduce 78.44% | 2.02 M | $11.63 |
| Q4 2024 | -3.22 M | Reduce 25.54% | 9.39 M | $15.40 |
| Q3 2024 | -1.92 M | Reduce 13.23% | 12.61 M | $7.86 |
| Q2 2024 | -1.69 M | Reduce 10.40% | 14.54 M | $6.61 |
| Q1 2024 | +14.25 M | Add 723.20% | 16.22 M | $7.30 |
| Q4 2023 | +1.16 M | Add 143.12% | 1.97 M | $9.95 |
| Q3 2023 | +528,847 | Add 187.69% | 810,617 | $7.99 |
| Q2 2023 | +281,770 | New Buy | 281,770 | $8.34 |
Catherine Wood's SoFi Technologies Investment FAQs
Catherine Wood first purchased SoFi Technologies, Inc. (SOFI) in Q2 2023, acquiring 281,770 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Catherine Wood has held SoFi Technologies, Inc. (SOFI) for 11 quarters since Q2 2023.
Catherine Wood's largest addition to SoFi Technologies, Inc. (SOFI) was in Q1 2024, adding 16,223,199 shares worth $118.43 M.
According to the latest 13F filing for Q4 2025, Catherine Wood's firm, Ark Investment Management LLC, owns 4,106,060 shares of SoFi Technologies, Inc. (SOFI), valued at approximately $107.5 M.
As of the Q4 2025 filing, SoFi Technologies, Inc. (SOFI) represents approximately 0.71% of Catherine Wood's publicly disclosed stock portfolio, making it one of their key holdings.
Catherine Wood's peak holding in SoFi Technologies, Inc. (SOFI) was 16,223,199 shares, as reported at the end of Q1 2024.