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Rakuten Group, Inc.: SOFI position timeline

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

Rakuten Group, Inc. held 592,393 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 592,393 shares
    Change vs previous 13F +134,439 shares

    0.03% of the 13F portfolio, value $10,640,684.

    13F-HR 0002009539-26-000005 filed by Rakuten Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 519,016 shares
    • Rakuten Investment Management, Inc.: 73,377 shares

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

  2. period ended2026-03-31
    13F 457,954 shares
    Change vs previous 13F -344,693 shares

    0.01% of the 13F portfolio, value $7,226,256.

    13F-HR 0002009539-26-000004 filed by Rakuten Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 394,867 shares
    • Rakuten Investment Management, Inc.: 63,087 shares

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

  3. period ended2025-12-31
    13F 802,647 shares
    Change vs previous 13F -70,661 shares

    0.07% of the 13F portfolio, value $21,045,763.

    13F-HR 0002009539-26-000001 filed by Rakuten Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 751,921 shares
    • Rakuten Investment Management, Inc.: 50,726 shares

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

  4. period ended2025-09-30
    13F 873,308 shares
    Change vs previous 13F +508,061 shares

    0.08% of the 13F portfolio, value $23,794,937.

    13F-HR 0002009539-25-000013 filed by Rakuten Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 866,496 shares
    • Rakuten Investment Management, Inc.: 6,812 shares

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

  5. period ended2025-06-30
    13F/A 365,247 shares
    Change vs previous 13F +216,786 shares

    2.61% of the 13F portfolio, value $6,651,148.

    13F-HR/A 0002009539-25-000010 filed by Rakuten Securities, Inc.
    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 148,461 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,726,601.

    13F-HR 0002009539-25-000004 filed by Rakuten Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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