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Livermore
Livermore
ZHEN

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by CWM, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overviewAll 13F holders of SOFIFull Q1 2026 holdings

Shares (Q1 2026)
118,803
Value
$1.89M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of SOFI by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026118,803$1.89M<0.1%+45,973+63.1%AddedHolders
Q4 202572,830$1.91M<0.1%−6,310−8.0%ReducedHolders
Q3 202579,140$2.09M<0.1%−8,193−9.4%ReducedHolders
Q2 202587,333$1.59M<0.1%+4,934+6.0%AddedHolders
Q1 202582,399$958.0K<0.1%+1,613+2.0%AddedHolders
Q4 202480,786$1.24M<0.1%−18,170−18.4%ReducedHolders
Q3 202498,956$778.0K<0.1%+47,672+93.0%AddedHolders
Q2 202451,284$339.0K<0.1%+9,151+21.7%AddedHolders
Q1 202442,133$308.0K<0.1%+3,412+8.8%AddedHolders
Q4 202338,721$385.0K<0.1%+25,072+183.7%AddedHolders
Q3 202313,649$109.0K<0.1%−462−3.3%ReducedHolders
Q2 202314,111$118.0K<0.1%+2,132+17.8%AddedHolders
Q1 202311,979$73.0K<0.1%+560+4.9%AddedHolders
Q4 202211,419$53.0K<0.1%−1,471−11.4%ReducedHolders
Q3 202212,890$63.0K<0.1%+5,586+76.5%AddedHolders
Q2 20227,304$38.0K<0.1%+7,304NewHolders
Q1 20220$00.0%−1,478−100.0%Sold outHolders
Q4 20211,478$23.0K<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202150$1.00K<0.1%00.0%UnchangedHolders
Q1 202150$1.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.