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Disclosery

XPONANCE LLC: SOFI position timeline

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

XPONANCE LLC held 183,860 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 183,860 shares
    Change vs previous 13F +1,434 shares

    0.02% of the 13F portfolio, value $3,296,610.

    13F-HR 0001172661-26-003213 filed by XPONANCE 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 182,426 shares
    Change vs previous 13F +31,316 shares

    0.02% of the 13F portfolio, value $2,896,925.

    13F-HR 0001172661-26-001769 filed by XPONANCE 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 151,110 shares
    Change vs previous 13F +12,995 shares

    0.03% of the 13F portfolio, value $3,956,060.

    13F-HR 0001172661-26-000638 filed by XPONANCE 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 138,115 shares
    Change vs previous 13F +70,587 shares

    0.03% of the 13F portfolio, value $3,648,998.

    13F-HR 0001637541-25-000003 filed by XPONANCE 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 67,528 shares
    Change vs previous 13F -938 shares

    0.01% of the 13F portfolio, value $1,229,685.

    13F-HR 0001085146-25-005124 filed by XPONANCE 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 68,466 shares
    Change vs previous 13F +3,925 shares

    0.01% of the 13F portfolio, value $796,260.

    13F-HR 0001085146-25-002511 filed by XPONANCE 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 64,541 shares
    Change vs previous 13F +10,444 shares

    0.01% of the 13F portfolio, value $993,931.

    13F-HR 0001085146-25-000963 filed by XPONANCE 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 54,097 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $425,202.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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