SoFi Technologies, Inc.
US ˙ NasdaqGS ˙ US83406F1021

SecuritySOFI / SoFi Technologies, Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership37,765 shares
Latest Disclosed Value $ 599,713
Sowell Financial Services LLC reports 137.89% increase in ownership of SOFI / SoFi Technologies, Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 37,765 shares of SoFi Technologies, Inc. (US:SOFI) valued at $599,708 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 15,875 shares of SoFi Technologies, Inc.. This represents a change in shares of 137.89% during the quarter. The current value of the position is $647,670 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)
2026-04-20 2026-03-31 13F SOFI TECHNOLOGIES COM 83406F102 37,765 21,890 137.89 600 44.34 0.0222
2026-01-21 2025-12-31 13F SOFI TECHNOLOGIES COM 83406F102 15,875 1,994 14.36 416 13.39 0.0153
2025-10-17 2025-09-30 13F SOFI TECHNOLOGIES COM 83406F102 13,881 -6,954 -33.38 367 -3.43 0.0141
2025-07-14 2025-06-30 13F SOFI TECHNOLOGIES COM 83406F102 20,835 -1,458 -6.54 379 46.33 0.0155
2025-04-17 2025-03-31 13F SOFI TECHNOLOGIES COM 83406F102 22,293 22,293 259 0.0118
2022-02-09 2021-12-31 13F SOFI TECHNOLOGIES INC COM Stock 83406F102 0 -45,058 -100.00 0 -100.00
2021-11-04 2021-09-30 13F SOFI TECHNOLOGIES INC COM Stock 83406F102 45,058 45,058 716 0.0484
2021-08-05 2021-06-30 13F SOCIAL CAPITAL HEDOSOPHA HLDNG SHS CL A Stock G8252P105 0 -6 -100.00 0 0.0000
2021-05-07 2021-03-31 13F SOCIAL CAPITAL HEDOSOPHA HLDNG SHS CL A Stock G8252P105 6 6 0 0.0000
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.