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Disclosery

ARK Investment Management LLC: SOFI position timeline

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

ARK Investment Management LLC held 3,742,479 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,742,479 shares
    Change vs previous 13F -93,524 shares

    0.44% of the 13F portfolio, value $67,102,642.

    13F-HR 0001104659-26-096910 filed by ARK Investment 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 3,836,003 shares
    Change vs previous 13F -270,057 shares

    0.47% of the 13F portfolio, value $60,915,722.

    13F-HR 0001104659-26-059240 filed by ARK Investment 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 4,106,060 shares
    Change vs previous 13F -839,187 shares

    0.71% of the 13F portfolio, value $107,496,642.

    13F-HR 0001104659-26-013538 filed by ARK Investment 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 4,945,247 shares
    Change vs previous 13F +521,092 shares

    0.78% of the 13F portfolio, value $130,653,416.

    13F-HR 0001104659-25-110217 filed by ARK Investment 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 4,424,155 shares
    Change vs previous 13F +2,399,746 shares

    0.59% of the 13F portfolio, value $80,563,865.

    13F-HR 0001104659-25-072098 filed by ARK Investment 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 2,024,409 shares
    Change vs previous 13F -7,366,793 shares

    0.24% of the 13F portfolio, value $23,543,882.

    13F-HR 0001104659-25-045396 filed by ARK Investment 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 9,391,202 shares
    Change vs previous 13F -3,221,361 shares

    1.2% of the 13F portfolio, value $144,624,504.

    13F-HR 0001104659-25-009155 filed by ARK Investment 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 12,612,563 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $99,134,745.

    13F-HR 0001104659-24-113006 filed by ARK Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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