SoFi Technologies, Inc.
IT ˙ BIT ˙ US83406F1021
€ 14,80 ↑0.27 (1.86%)
2026-06-04
PREÇO DA AÇÃO
SecurityIT:1SOFI / SoFi Technologies, Inc.
InstitutionKovack Advisors, Inc.
Latest Disclosed Ownership87,076 shares
Latest Disclosed Value $ 1,360,800
Kovack Advisors, Inc. reports 3.47% increase in ownership of 1SOFI / SoFi Technologies, Inc.

On May 12, 2026 - Kovack Advisors, Inc. filed a 13F-HR form disclosing ownership of 87,076 shares of SoFi Technologies, Inc. (IT:1SOFI) valued at $1,165,425 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 17, 2026 disclosing 84,152 shares of SoFi Technologies, Inc.. This represents a change in shares of 3.47% during the quarter. The current value of the position is $1,288,725 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F SOFI TECHNOLOGIES COM 83406F102 87,076 2,924 3.47 1,361 -38.27 0.0726
2026-02-17 2025-12-31 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 84,152 -5,525 -6.16 2,203 -7.01 0.1024
2026-02-12 2025-12-31 13F SOFI TECHNOLOGIES COM 83406F102 84,152 -5,525 2,225
2025-11-10 2025-09-30 13F SOFI TECHNOLOGIES COM 83406F102 89,677 3,556 4.13 2,369 51.08 0.2231
2025-08-04 2025-06-30 13F SOFI TECHNOLOGIES COM 83406F102 86,121 9,061 11.76 1,568 75.00 0.1537
2025-05-06 2025-03-31 13F SOFI TECHNOLOGIES COM 83406F102 77,060 11,423 17.40 896 -11.29 0.0949
2025-02-05 2024-12-31 13F SOFI TECHNOLOGIES COM 83406F102 65,637 -14,903 -18.50 1,011 59.56 0.0992
2024-11-05 2024-09-30 13F SOFI TECHNOLOGIES COM 83406F102 80,540 -54,479 -40.35 633 -29.04 0.0670
2024-08-05 2024-06-30 13F SOFI TECHNOLOGIES COM 83406F102 135,019 9,704 7.74 892 -2.41 0.0982
2024-04-19 2024-03-31 13F SOFI TECHNOLOGIES COM 83406F102 125,315 7,502 6.37 915 -22.01 0.1108
2024-02-02 2023-12-31 13F SOFI TECHNOLOGIES COM 83406F102 117,813 17,256 17.16 1,172 45.95 0.1392
2023-10-19 2023-09-30 13F SOFI TECHNOLOGIES COM 83406F102 100,557 3,430 3.53 803 -0.86 0.1121
2023-07-21 2023-06-30 13F SOFI TECHNOLOGIES COM 83406F102 97,127 1,863 1.96 810 40.14 0.1038
2023-04-21 2023-03-31 13F SOFI TECHNOLOGIES COM 83406F102 95,264 11,383 13.57 578 49.74 0.0788
2023-02-22 2022-12-31 13F SOFI TECHNOLOGIES ORD ORD 83406F102 83,881 36,360 76.51 387 66.38 0.0565
2022-11-14 2022-09-30 13F SOFI TECHNOLOGIES ORD ORD 83406F102 47,521 25,246 113.34 232 98.29 0.0341
2022-08-10 2022-06-30 13F SOFI TECHNOLOGIES ORD ORD 83406F102 22,275 -3,715 -14.29 117 -52.24 0.0154
2022-05-16 2022-03-31 13F SOFI TECHNOLOGIES ORD ORD 83406F102 25,990 5,199 25.01 245 -25.53 0.0252
2022-01-18 2021-12-31 13F SOFI TECHNOLOGIES ORD ORD 83406F102 20,791 1,909 10.11 329 9.67 0.0318
2021-11-03 2021-09-30 13F SOFI TECHNOLOGIES ORD ORD 83406F102 18,882 2,951 18.52 300 -1.64 0.0326
2021-07-29 2021-06-30 13F SOFI TECHNOLOGIES ORD ORD 83406F102 15,931 15,931 305 0.0347
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.