SEC 13F Intelligence

Miller Value Partners, LLC / SOFI

Miller Value Partners, LLC’s Sofi Technologies Inc Position

Does Miller Value Partners, LLC own Sofi Technologies Inc (SOFI)? Not currently — the last reported position was 4.71M shares worth $29M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$29M
Q1 2023
Shares
4.71M
% of Portfolio
+1.79%
Quarters Held
8
position exited

Position History SOFI

Reported value by quarter
Q2 ’21: $49MQ2 ’21Q3 ’21: $37MQ3 ’21Q4 ’21: $37MQ4 ’21Q1 ’22: $22MQ1 ’22Q2 ’22: $12MQ2 ’22Q3 ’22: $25MQ3 ’22Q4 ’22: $23MQ4 ’22Q1 ’23: $29MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20234.71M$29M+1.79%
Q4 20224.91M$23M+1.46%
Q3 20225.09M$25M+1.51%
Q2 20222.20M$12M+0.59%
Q1 20222.32M$22M+0.71%
Q4 20212.32M$37M+1.00%
Q3 20212.30M$37M+0.85%
Q2 20212.55M$49M+1.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Miller Value Partners, LLC’s full portfolio or all institutional holders of SOFI.