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COOKSON PEIRCE & CO INC: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COOKSON PEIRCE & CO INC on SOFI, newest first. How the timeline and the estimate are built.

COOKSON PEIRCE & CO INC held 0 SOFI shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -198,076 shares

    13F-HR 0001141455-26-000003 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 198,076 shares
    Change vs previous 13F -18,251 shares

    0.21% of the 13F portfolio, value $5,185,630.

    13F-HR 0001141455-26-000001 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 216,327 shares
    Change vs previous 13F +6,418 shares

    0.23% of the 13F portfolio, value $5,715,360.

    13F-HR 0001141455-25-000007 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 209,909 shares
    Change vs previous 13F +135,080 shares

    0.17% of the 13F portfolio, value $3,822,443.

    13F-HR 0001141455-25-000005 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 74,829 shares
    Change vs previous 13F +35,432 shares

    0.04% of the 13F portfolio, value $870,262.

    13F-HR 0001141455-25-000004 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 39,397 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $606,714.

    13F-HR 0001141455-25-000003 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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