Number of Shares
11,300.00
Current Holdings Value*
$163,510.00
% of Portfolio
2.02%
Total Estimate Gain
$189,837.00
% of Total Estimate Gain
157.33%

Jacob Small Cap Growth Fund's SoFi Technologies Inc Holding Summary

As of 2025-02-28, Jacob Funds Inc. held 11,300.00 shares of SoFi Technologies Inc(SOFI), totaling $163,510.00. This investment constitutes 2.02% of their stock portfolio, and Jacob Funds Inc. now holds 0% of the outstanding SoFi Technologies Inc(SOFI) stock.

The initial trade took place in 2023Q4. And since then Jacob Small Cap Growth Fund has made 3 purchases of SOFI, at an average price of $7.83, for a total of 15,400.00 shares. In addition, there have been 1 sales at an average price of $15.62 for 4,100.00 shares. Based on historical transaction data and SOFI's current price of $21.81, Jacob Small Cap Growth Fund's estimated gain on his SOFI holdings is $189,837.00, reflecting a 157.33% gain to date.

Jacob Small Cap Growth Fund SOFI ($21.81) Holding Chart

Jacob Small Cap Growth Fund SOFI ($21.81) 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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