SoFi Technologies, Inc.
US ˙ NasdaqGS ˙ US83406F1021

SecuritySOFI / SoFi Technologies, Inc.
InstitutionChange Path, LLC
Latest Disclosed Ownership28,205 shares
Latest Disclosed Value $ 447,896
Change Path, LLC reports 34.44% decrease in ownership of SOFI / SoFi Technologies, Inc.

On May 15, 2026 - Change Path, LLC filed a 13F-HR form disclosing ownership of 28,205 shares of SoFi Technologies, Inc. (US:SOFI) valued at $447,895 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 43,020 shares of SoFi Technologies, Inc.. This represents a change in shares of -34.44% during the quarter. The current value of the position is $470,459 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SOFI TECHNOLOGIES COM 83406F102 28,205 -14,815 -34.44 448 -60.30 0.0095
2026-02-13 2025-12-31 13F SOFI TECHNOLOGIES COM 83406F102 43,020 8,461 24.48 1,126 23.33 0.0273
2025-11-13 2025-09-30 13F SOFI TECHNOLOGIES COM 83406F102 34,559 10,350 42.75 913 107.50 0.0223
2025-08-12 2025-06-30 13F SOFI TECHNOLOGIES COM 83406F102 24,209 13,198 119.86 441 243.75 0.0115
2025-05-14 2025-03-31 13F SOFI TECHNOLOGIES COM 83406F102 11,011 -1,170 -9.61 128 -31.55 0.0038
2025-02-13 2024-12-31 13F SOFI TECHNOLOGIES COM 83406F102 12,181 180 1.50 188 98.94 0.0057
2024-11-13 2024-09-30 13F SOFI TECHNOLOGIES COM 83406F102 12,001 -9,586 -44.41 94 0.0032
2023-08-16 2023-06-30 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 21,587 -967 -4.29 0 0.0084
2023-08-14 2023-06-30 13F SOFI TECHNOLOGIES COM 83406F102 20,721 -1,833 0 0.0078
2023-05-15 2023-03-31 13F SOFI TECHNOLOGIES COM 83406F102 22,554 -26,445 -53.97 0 -100.00 0.0068
2023-02-15 2022-12-31 13F SOFI TECHNOLOGIES COM 83406F102 48,999 9 0.02 226 -5.44 0.0124
2022-11-15 2022-09-30 13F SOFI TECHNOLOGIES COM 83406F102 48,990 -6,038 -10.97 239 -17.59 0.0144
2022-08-12 2022-06-30 13F SOFI TECHNOLOGIES COM 83406F102 55,028 37,229 209.16 290 72.62 0.0157
2022-05-13 2022-03-31 13F SOFI TECHNOLOGIES COM 83406F102 17,799 17,799 168 0.0087
2022-02-15 2021-12-31 13F SOFI TECHNOLOGIES COM 83406F102 0 -36,080 -100.00 0 -100.00
2021-11-16 2021-09-30 13F SOFI TECHNOLOGIES COM 83406F102 36,080 24,480 211.03 573 158.11 0.0337
2021-08-13 2021-06-30 13F SOFI TECHNOLOGIES COM 83406F102 11,600 11,600 222 0.0137
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.