Joel Greenblatt's SOFI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 16,320 shares of SoFi Technologies, Inc. (SOFI) worth $427,258, representing 0.00% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SOFI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 47,529 shares. Largest reduction occurred in Q4 2022, reducing 45,644 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's SoFi Technologies (SOFI) Holding Value Over Time
Track share changes against reported price movement
Quarterly SoFi Technologies (SOFI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,329 | Add 8.87% | 16,320 | $26.18 |
| Q2 2024 | -6 | Reduce 0.04% | 14,991 | $6.61 |
| Q1 2024 | -32 | Reduce 0.21% | 14,997 | $7.30 |
| Q4 2023 | -23 | Reduce 0.15% | 15,029 | $9.95 |
| Q3 2023 | -13 | Reduce 0.09% | 15,052 | $7.99 |
| Q2 2023 | -32,464 | Reduce 68.30% | 15,065 | $8.34 |
| Q1 2023 | +47,529 | New Buy | 47,529 | $6.07 |
| Q4 2022 | -45,644 | Sold Out | 0 | $0.00 |
| Q3 2022 | +22,949 | Add 101.12% | 45,644 | $4.89 |
| Q2 2022 | -7,067 | Reduce 23.75% | 22,695 | $5.29 |
| Q1 2022 | +29,762 | New Buy | 29,762 | $9.44 |
Joel Greenblatt's SoFi Technologies Investment FAQs
Joel Greenblatt first purchased SoFi Technologies, Inc. (SOFI) in Q1 2022, acquiring 29,762 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held SoFi Technologies, Inc. (SOFI) for 16 quarters since Q1 2022.
Joel Greenblatt's largest addition to SoFi Technologies, Inc. (SOFI) was in Q1 2023, adding 47,529 shares worth $288,501.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 16,320 shares of SoFi Technologies, Inc. (SOFI), valued at approximately $427,258.
As of the Q4 2025 filing, SoFi Technologies, Inc. (SOFI) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in SoFi Technologies, Inc. (SOFI) was 47,529 shares, as reported at the end of Q1 2023.