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Disclosery

Baker Avenue Asset Management, LP: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Avenue Asset Management, LP on SOFI, newest first. How the timeline and the estimate are built.

Baker Avenue Asset Management, LP held 115,400 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,400 shares
    Change vs previous 13F +95 shares

    0.04% of the 13F portfolio, value $2,069,122.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 115,305 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $1,831,043.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 115,291 shares
    Change vs previous 13F -184 shares

    0.07% of the 13F portfolio, value $3,018,318.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 115,475 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,050,850.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).