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CAPSTONE INVESTMENT ADVISORS, LLC: SOFI position timeline

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

CAPSTONE INVESTMENT ADVISORS, LLC held 15,930 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,930 shares
    Change vs previous 13F -429 shares

    <0.01% of the 13F portfolio, value $285,625.

    13F-HR 0001426196-26-000004 filed by CAPSTONE INVESTMENT ADVISORS, 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 16,359 shares
    Change vs previous 13F -83,945 shares

    <0.01% of the 13F portfolio, value $259,781.

    13F-HR 0001426196-26-000003 filed by CAPSTONE INVESTMENT ADVISORS, 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 100,304 shares
    Change vs previous 13F +64,308 shares

    0.02% of the 13F portfolio, value $2,625,959.

    13F-HR 0001426196-26-000001 filed by CAPSTONE INVESTMENT ADVISORS, 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 35,996 shares
    Change vs previous 13F +11,596 shares

    0.01% of the 13F portfolio, value $951,014.

    13F-HR 0001426196-25-000006 filed by CAPSTONE INVESTMENT ADVISORS, 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 24,400 shares
    Change vs previous 13F +24,400 shares

    <0.01% of the 13F portfolio, value $444,324.

    13F-HR 0001426196-25-000002 filed by CAPSTONE INVESTMENT ADVISORS, 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 0 shares
    Change vs previous 13F -23,504 shares

    13F-HR 0001426196-25-000001 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 23,504 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $361,962.

    13F-HR 0001752724-25-024544 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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