SOFI TECHNOLOGIES INC · CUSIP 83406F102 · CIK 2077718
As of 2026-06-30, Sullivan Wood Capital Management LLC reported 250.40K SOFI (shares), valued at $4.49M, or 6.15% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 18.31%; reported value increased 33.58%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.15% | 250,395 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 5.88% | 211,645 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 7.54% | 190,945 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 5.92% | 152,195 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 5.83% | 153,695 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | Not reported | Not reported | No filing this quarter |
| Q4 2024 | Not reported | Not reported | No filing this quarter |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2025 | 5.83% | 153,695 | $2.80M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 5.92% | 152,195 | $4.02M | Shares decreased 0.98%; reported value increased 43.67%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 7.54% | 190,945 | $5.00M | Shares increased 25.46%; reported value increased 24.32%, and weight changed +1.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 5.88% | 211,645 | $3.36M | Shares increased 10.84%; reported value decreased 32.77%, and weight changed -1.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 6.15% | 250,395 | $4.49M | Shares increased 18.31%; reported value increased 33.58%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.