Forum Financial Management, LP So Fi Technologies, Inc. Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 43,630 shares of SOFI stock, worth $1.21 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
43,630
Previous 43,769
0.32%
Holding current value
$1.21 Million
Previous $797,000
44.54%
% of portfolio
0.02%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SOFI
# of Institutions
1,090Shares Held
622MCall Options Held
132MPut Options Held
124M-
Vanguard Group Inc Valley Forge, PA107MShares$2.98 Billion0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY46.8MShares$1.3 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.26 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY35MShares$975 Million0.59% of portfolio
-
State Street Corp Boston, MA24.3MShares$676 Million0.02% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $22.2B
- Description
- SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...