Moors & Cabot, Inc.

SEC CIK: 0001607239
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

SOFI holding history

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

SOFI overview All 13F holders of SOFI Full Q2 2026 holdings

Shares (Q2 2026): 676,553
Value: $12.1M
% of portfolio: 0.5%
Quarters held: 21; Since Q2 2021

Holdings of SOFI by Moors & Cabot, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	676,553	$12.1M	0.5%	−8,116−1.2%	Reduced	Holders
Q1 2026	684,669	$10.9M	0.5%	+27,971+4.3%	Added	Holders
Q4 2025	656,698	$17.2M	0.7%	+2,301+0.4%	Added	Holders
Q3 2025	654,397	$17.3M	0.8%	−35,617−5.2%	Reduced	Holders
Q2 2025	690,014	$12.6M	0.6%	−18,665−2.6%	Reduced	Holders
Q1 2025	708,679	$8.24M	0.4%	+36,084+5.4%	Added	Holders
Q4 2024	672,595	$10.4M	0.5%	−181,095−21.2%	Reduced	Holders
Q3 2024	853,690	$6.71M	0.3%	+86,025+11.2%	Added	Holders
Q2 2024	767,665	$5.07M	0.3%	−15,825−2.0%	Reduced	Holders
Q1 2024	783,490	$5.72M	0.3%	+90,509+13.1%	Added	Holders
Q4 2023	692,981	$6.90M	0.4%	+48,281+7.5%	Added	Holders
Q3 2023	644,700	$5.15M	0.3%	+93,741+17.0%	Added	Holders
Q2 2023	550,959	$4.59M	0.3%	−32,000−5.5%	Reduced	Holders
Q1 2023	582,959	$3.54M	0.2%	+59,525+11.4%	Added	Holders
Q4 2022	523,434	$2.41M	0.2%	+153,730+41.6%	Added	Holders
Q3 2022	369,704	$1.80M	0.1%	+94,208+34.2%	Added	Holders
Q2 2022	275,496	$1.45M	0.1%	+14,970+5.7%	Added	Holders
Q1 2022	260,526	$2.46M	0.2%	+30,635+13.3%	Added	Holders
Q4 2021	229,891	$3.63M	0.2%	+34,896+17.9%	Added	Holders
Q3 2021	194,995	$3.11M	0.2%	+87,650+81.7%	Added	Holders
Q2 2021	107,345	$2.06M	0.1%	+107,345	New	Holders