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Disclosery

MORGAN STANLEY: SOFI position timeline

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

MORGAN STANLEY held 19,521,442 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 19,521,442 shares
    Change vs previous 13F -1,737,325 shares

    0.02% of the 13F portfolio, value $350,019,518.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    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 21,258,767 shares
    Change vs previous 13F +7,935,401 shares

    0.02% of the 13F portfolio, value $337,589,248.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    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/A 13,323,366 shares
    Change vs previous 13F +3,350,258 shares

    0.02% of the 13F portfolio, value $348,805,760.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    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/A 9,973,108 shares
    Change vs previous 13F -3,723,661 shares

    0.02% of the 13F portfolio, value $263,489,563.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    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 13,696,769 shares
    Change vs previous 13F -68,185 shares

    0.02% of the 13F portfolio, value $249,418,183.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    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 13,764,954 shares
    Change vs previous 13F +212,788 shares

    0.01% of the 13F portfolio, value $160,086,427.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    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/A 13,552,166 shares
    Change vs previous 13F +1,619,565 shares

    0.01% of the 13F portfolio, value $208,703,375.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    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/A 11,932,601 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $93,790,249.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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