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Rockefeller Capital Management L.P.: SOFI position timeline

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

Rockefeller Capital Management L.P. held 929,800 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 929,800 shares
    Change vs previous 13F -206,706 shares

    0.03% of the 13F portfolio, value $16,671,314.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    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 1,136,506 shares
    Change vs previous 13F +120,307 shares

    0.03% of the 13F portfolio, value $18,047,715.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    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 1,016,199 shares
    Change vs previous 13F +27,380 shares

    0.05% of the 13F portfolio, value $26,604,090.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    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 988,819 shares
    Change vs previous 13F -51,284 shares

    0.05% of the 13F portfolio, value $26,124,598.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    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/A 1,040,103 shares
    Change vs previous 13F -606,314 shares

    0.04% of the 13F portfolio, value $18,940,276.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    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 1,646,417 shares
    Change vs previous 13F +1,071,915 shares

    0.05% of the 13F portfolio, value $19,147,830.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    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 574,502 shares
    Change vs previous 13F -1,634,764 shares

    0.02% of the 13F portfolio, value $8,847,331.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    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 2,209,266 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,364,831.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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