SOFI TECHNOLOGIES INC - CONV Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q3 2025

Type / Class
Debt / CONV
Market price (% of par)
130.32%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$4,454,000
Total reported market value
$5,804,675
Principal change
+$4,454,000
Market value change
+$5,804,675
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 1 institutional investors reported holding $4,454,000 in principal (par value) of SOFI TECHNOLOGIES INC - CONV.

Institutional Holders of SOFI TECHNOLOGIES INC - CONV across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q3 $4,454,000 $5,804,675 +$5,804,675 130.32% 1
2024 Q4 $0 $0 -$11,791,000 130.32% 0
2024 Q3 $13,000 $11,791,000 -$15,872,500 90700.0% 1
2024 Q2 $30,500 $26,504,500 -$347,600 86900.0% 1
2024 Q1 $30,900 $26,626,437 +$26,626,437 86169.7% 1
2022 Q2 $0 $0 -$9,253,000 130.32% 0
2022 Q1 $11,400,000 $9,253,000 +$7,191,000 81.17% 1
2021 Q4 $2,000,000 $2,062,000 -$2,062,000 103.1% 1
2021 Q3 $4,000,000 $4,080,000 +$4,080,000 102.0% 1