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SCHRODER INVESTMENT MANAGEMENT GROUP: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCHRODER INVESTMENT MANAGEMENT GROUP on SOFI, newest first. How the timeline and the estimate are built.

SCHRODER INVESTMENT MANAGEMENT GROUP held 64,468 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 64,468 shares
    Change vs previous 13F +899 shares

    <0.01% of the 13F portfolio, value $1,155,912.

    13F-HR 0001140361-26-032721 filed by SCHRODER INVESTMENT MANAGEMENT GROUP
    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 63,569 shares
    Change vs previous 13F +15,587 shares

    <0.01% of the 13F portfolio, value $1,009,476.

    13F-HR 0001140361-26-021232 filed by SCHRODER INVESTMENT MANAGEMENT GROUP
    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 47,982 shares
    Change vs previous 13F +2,914 shares

    <0.01% of the 13F portfolio, value $1,256,169.

    13F-HR 0001140361-26-005339 filed by SCHRODER INVESTMENT MANAGEMENT GROUP
    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 45,068 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,241,623.

    13F-HR 0001140361-25-041747 filed by SCHRODER INVESTMENT MANAGEMENT GROUP
    Filed (acceptance time not in the bulk data set), ingested

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