ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Position in SOFI — SoFi Technologies, Inc.
CIK 1018561
Reston, VA
Position in SOFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$257,152
+$27,655 QoQ
Shares Held
14,342
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#574
of 912 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Dec 31, 2022CallValue
$922
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $785,915 across 3 Credit Services names. SOFI ranks #2 (32.7% of the industry book) .
All Filings in SOFI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,152 | 14,342 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $229,497 | 14,452 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,442,696 | 131,501 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,507,228 | 132,749 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,448,625 | 134,466 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,571,085 | 135,089 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,177,329 | 141,385 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,108,943 | 141,087 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,043,983 | 157,940 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,159,597 | 158,849 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,595,104 | 160,312 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,850,924 | 481,968 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,606,366 | 432,418 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,207,859 | 363,733 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $998,212 | 216,532 | Shares | Sole | 2023-01-20 | |
| 2022-12-31 | $922 | 200 | Call | Sole | 2023-01-20 | |
| 2022-09-30 | $976 | 200 | Call | Sole | 2022-10-12 | |
| 2022-09-30 | $1,179,281 | 241,656 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $973,221 | 184,672 | Shares | Sole | 2022-07-12 | |
| 2022-06-30 | $1,054 | 200 | Call | Sole | 2022-07-12 | |
| 2022-03-31 | $1,890 | 200 | Call | Sole | 2022-04-18 | |
| 2022-03-31 | $4,123,762 | 436,377 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,803,533 | 430,331 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $421,264 | 26,528 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||