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Moors & Cabot, Inc.: SOFI position timeline

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

Moors & Cabot, Inc. held 676,553 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 676,553 shares
    Change vs previous 13F -8,116 shares

    0.47% of the 13F portfolio, value $12,130,595.

    13F-HR 0001607239-26-000010 filed by Moors & Cabot, Inc.
    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 684,669 shares
    Change vs previous 13F +27,971 shares

    0.47% of the 13F portfolio, value $10,872,544.

    13F-HR 0001607239-26-000002 filed by Moors & Cabot, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 656,698 shares
    Change vs previous 13F +2,301 shares

    0.74% of the 13F portfolio, value $17,192,354.

    13F-HR 0001607239-26-000001 filed by Moors & Cabot, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 654,397 shares
    Change vs previous 13F -35,617 shares

    0.75% of the 13F portfolio, value $17,289,169.

    13F-HR 0001607239-25-000007 filed by Moors & Cabot, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 690,014 shares
    Change vs previous 13F -18,665 shares

    0.58% of the 13F portfolio, value $12,565,155.

    13F-HR 0001085146-25-004555 filed by Moors & Cabot, Inc.
    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 708,679 shares
    Change vs previous 13F +36,084 shares

    0.42% of the 13F portfolio, value $8,241,937.

    13F-HR 0001085146-25-002842 filed by Moors & Cabot, Inc.
    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 672,595 shares
    Change vs previous 13F -181,095 shares

    0.49% of the 13F portfolio, value $10,357,963.

    13F-HR 0001085146-25-000904 filed by Moors & Cabot, Inc.
    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 853,690 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $6,710,003.

    13F-HR 0001085146-24-005476 filed by Moors & Cabot, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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