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Disclosery

FORA Capital, LLC: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORA Capital, LLC on SOFI, newest first. How the timeline and the estimate are built.

FORA Capital, LLC held 573,250 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 573,250 shares
    Change vs previous 13F -886,504 shares

    0.71% of the 13F portfolio, value $10,278,372.

    13F-HR 0002073679-26-000086 filed by FORA Capital, LLC
    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 1,459,754 shares
    Change vs previous 13F +929,547 shares

    1.7% of the 13F portfolio, value $23,210,088.

    13F-HR 0002073679-26-000053 filed by FORA Capital, LLC
    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 530,207 shares
    Change vs previous 13F +257,175 shares

    1.68% of the 13F portfolio, value $13,880,819.

    13F-HR 0002073679-26-000022 filed by FORA Capital, LLC
    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 273,032 shares
    Change vs previous 13F +253,871 shares

    1.27% of the 13F portfolio, value $7,213,505.

    13F-HR 0001742435-25-000008 filed by FORA Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,161 shares
    Change vs previous 13F -918,781 shares

    0.04% of the 13F portfolio, value $348,922.

    13F-HR 0001742435-25-000005 filed by FORA Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 937,942 shares
    Change vs previous 13F +270,664 shares

    1.11% of the 13F portfolio, value $10,908,265.

    13F-HR 0001742435-25-000003 filed by FORA Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 667,278 shares
    Change vs previous 13F +511,319 shares

    1.18% of the 13F portfolio, value $10,276,081.

    13F-HR 0001742435-25-000002 filed by FORA Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 155,959 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,225,838.

    13F-HR 0001742435-24-000011 filed by FORA Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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