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Disclosery

NorthCoast Asset Management LLC: SOFI position timeline

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

NorthCoast Asset Management LLC held 125,645 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,645 shares
    Change vs previous 13F +2,000 shares

    0.05% of the 13F portfolio, value $2,252,830.

    13F-HR 0001765380-26-000370 filed by NorthCoast Asset Management 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 123,645 shares
    Change vs previous 13F +500 shares

    0.05% of the 13F portfolio, value $1,963,496.

    13F-HR 0001765380-26-000207 filed by NorthCoast Asset Management 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 123,145 shares
    Change vs previous 13F +75,543 shares

    0.07% of the 13F portfolio, value $3,223,958.

    13F-HR 0001765380-26-000111 filed by NorthCoast Asset Management 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 47,602 shares
    Change vs previous 13F -15,254 shares

    <0.01% of the 13F portfolio, value $1,257,644.

    13F-HR 0001665198-25-000016 filed by NorthCoast Asset Management 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 62,856 shares
    Change vs previous 13F +16,807 shares

    <0.01% of the 13F portfolio, value $1,144,608.

    13F-HR 0001665198-25-000007 filed by NorthCoast Asset Management 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/A 46,049 shares
    Change vs previous 13F +19,236 shares

    <0.01% of the 13F portfolio, value $535,550.

    13F-HR/A 0001665198-25-000006 filed by NorthCoast Asset Management 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/A 26,813 shares
    Change vs previous 13F -21,868 shares

    <0.01% of the 13F portfolio, value $412,920.

    13F-HR/A 0001665198-25-000010 filed by NorthCoast Asset Management 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 48,681 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,013.

    13F-HR 0001665198-24-000013 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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