Perennial Investment Advisors, LLC So Fi Technologies, Inc. Transaction History
Perennial Investment Advisors, LLC
- $989 Million
- Q2 2025
A detailed history of Perennial Investment Advisors, LLC transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 111,525 shares of SOFI stock, worth $3.12 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
111,525
Previous 100,717
10.73%
Holding current value
$3.12 Million
Previous $1.17 Million
73.36%
% of portfolio
0.21%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding SOFI
# of Institutions
906Shares Held
583MCall Options Held
135MPut Options Held
112M-
Vanguard Group Inc Valley Forge, PA100MShares$2.81 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.27 Billion0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY29.3MShares$820 Million0.43% of portfolio
-
Ubs Group Ag20.4MShares$570 Million0.07% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$534 Million0.03% of portfolio
About SoFi Technologies, Inc.
- Ticker SOFI
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 799,630,016
- Market Cap $22.4B
- Description
- SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...