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ZACKS INVESTMENT MANAGEMENT: SOFI position timeline

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

ZACKS INVESTMENT MANAGEMENT held 10,871 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 10,871 shares
    Change vs previous 13F -321,271 shares

    <0.01% of the 13F portfolio, value $194,929.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    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 332,142 shares
    Change vs previous 13F +9,957 shares

    0.04% of the 13F portfolio, value $5,274,423.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    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 322,185 shares
    Change vs previous 13F -18,709 shares

    0.07% of the 13F portfolio, value $8,434,809.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    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 340,894 shares
    Change vs previous 13F -105,463 shares

    0.07% of the 13F portfolio, value $9,006,421.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    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 446,357 shares
    Change vs previous 13F -12,864 shares

    0.07% of the 13F portfolio, value $8,128,159.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    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 459,221 shares
    Change vs previous 13F -17,985 shares

    0.05% of the 13F portfolio, value $5,340,744.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    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 477,206 shares
    Change vs previous 13F -1,974 shares

    0.07% of the 13F portfolio, value $7,348,971.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    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 479,180 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,766,357.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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