O'neil Global Advisors, Inc. / SOFI
O'neil Global Advisors, Inc.’s Sofi Technologies Inc Position
Does O'neil Global Advisors, Inc. own Sofi Technologies Inc (SOFI)? Not currently — the last reported position was 170.6K shares worth $3M in Q2 2021; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$3M
Q2 2021
Shares
170.6K
% of Portfolio
+1.02%
Quarters Held
1
position exited
Position History SOFI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2021 | 170.6K | $3M | +1.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'neil Global Advisors, Inc.’s full portfolio or all institutional holders of SOFI.