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Disclosery

Sterling Capital Management LLC: SOFI position timeline

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

Sterling Capital Management LLC held 34,611 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,611 shares
    Change vs previous 13F -2,010 shares

    0.01% of the 13F portfolio, value $620,575.

    13F-HR 0001398344-26-012836 filed by Sterling Capital 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 36,621 shares
    Change vs previous 13F -26,743 shares

    0.01% of the 13F portfolio, value $581,541.

    13F-HR 0001398344-26-006811 filed by Sterling Capital 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 63,364 shares
    Change vs previous 13F +2,701 shares

    0.03% of the 13F portfolio, value $1,658,870.

    13F-HR 0001398344-26-003032 filed by Sterling Capital 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 60,663 shares
    Change vs previous 13F -633 shares

    0.02% of the 13F portfolio, value $1,602,716.

    13F-HR 0001398344-25-020719 filed by Sterling Capital 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/A 61,296 shares
    Change vs previous 13F +10,743 shares

    0.02% of the 13F portfolio, value $1,116,200.

    13F-HR/A 0001398344-25-014776 filed by Sterling Capital 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 50,553 shares
    Change vs previous 13F -4,973 shares

    0.01% of the 13F portfolio, value $587,931.

    13F-HR 0001398344-25-009257 filed by Sterling Capital 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 55,526 shares
    Change vs previous 13F +19,493 shares

    0.01% of the 13F portfolio, value $855,100.

    13F-HR 0001398344-25-002700 filed by Sterling Capital 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 36,033 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $283,219.

    13F-HR 0001398344-24-020415 filed by Sterling Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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