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Disclosery

SEI INVESTMENTS CO: SOFI position timeline

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

SEI INVESTMENTS CO held 332,537 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 332,537 shares
    Change vs previous 13F -44,603 shares

    0.01% of the 13F portfolio, value $5,962,464.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    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 377,140 shares
    Change vs previous 13F -490,063 shares

    0.01% of the 13F portfolio, value $5,989,471.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    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 867,203 shares
    Change vs previous 13F +57,703 shares

    0.02% of the 13F portfolio, value $22,703,962.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    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 809,500 shares
    Change vs previous 13F +64,399 shares

    0.02% of the 13F portfolio, value $21,386,684.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    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 745,101 shares
    Change vs previous 13F +577,891 shares

    0.02% of the 13F portfolio, value $13,568,114.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    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/A 167,210 shares
    Change vs previous 13F +104,004 shares

    <0.01% of the 13F portfolio, value $1,944,586.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    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 63,206 shares
    Change vs previous 13F +7,884 shares

    <0.01% of the 13F portfolio, value $973,383.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    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 55,322 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $434,825.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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