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Disclosery

MARSHALL WACE, LLP: SOFI position timeline

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

MARSHALL WACE, LLP held 11,697,405 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 11,697,405 shares
    Change vs previous 13F +5,177,721 shares

    0.18% of the 13F portfolio, value $209,734,474.

    13F-HR 0001318757-26-000010 filed by MARSHALL WACE, LLP
    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 6,519,684 shares
    Change vs previous 13F -131,060 shares

    0.11% of the 13F portfolio, value $103,532,583.

    13F-HR 0001318757-26-000005 filed by MARSHALL WACE, LLP
    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 6,650,744 shares
    Change vs previous 13F +5,244,291 shares

    0.17% of the 13F portfolio, value $174,116,479.

    13F-HR 0001318757-26-000003 filed by MARSHALL WACE, LLP
    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 1,406,453 shares
    Change vs previous 13F -6,590,693 shares

    0.04% of the 13F portfolio, value $37,158,489.

    13F-HR 0001318757-25-000046 filed by MARSHALL WACE, LLP
    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 7,997,146 shares
    Change vs previous 13F +3,748,817 shares

    0.17% of the 13F portfolio, value $145,628,030.

    13F-HR 0001318757-25-000034 filed by MARSHALL WACE, LLP
    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 4,248,329 shares
    Change vs previous 13F +4,142,382 shares

    0.07% of the 13F portfolio, value $49,408,067.

    13F-HR 0001318757-25-000023 filed by MARSHALL WACE, LLP
    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 105,947 shares
    Change vs previous 13F -8,287,366 shares

    <0.01% of the 13F portfolio, value $1,631,584.

    13F-HR 0002048047-25-000005 filed by MARSHALL WACE, LLP
    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 8,393,313 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $65,971,440.

    13F-HR 0001318757-24-000018 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

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