Catherine Wood SOFI Holdings History

Number of Shares
2.02 Mil
Current Holdings Value*
$23.54 Mil
% of Portfolio
0.24%
Total Estimate Gain
$80.98 Mil
% of Total Estimate Gain
62.84%

Catherine Wood's SoFi Technologies Inc Holding Summary

As of 2025-03-31, ARK Investment Management LLC held 2.02 Mil shares of SoFi Technologies Inc(SOFI), totaling $23.54 Mil. This investment constitutes 0.24% of their stock portfolio, and ARK Investment Management LLC now holds 0.18% of the outstanding SoFi Technologies Inc(SOFI) stock.

The initial trade took place in 2023Q2. And since then Catherine Wood has made 4 purchases of SOFI, at an average price of $7.94, for a total of 16.22 Mil shares. In addition, there have been 4 sales at an average price of $12.26 for 14.20 Mil shares. Based on historical transaction data and SOFI's current price of $17.64, Catherine Wood's estimated gain on his SOFI holdings is $80.98 Mil, reflecting a 62.84% gain to date.

Catherine Wood SOFI ($17.64) Holding Chart

Catherine Wood SOFI ($17.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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