SOFI
Sofi Technologies Inc
3 super-investors hold SOFI worth a combined $198M. The largest position: Samantha McLemore at 0.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 22 — ranked #610 of 724 scored stocks.
Why super-investors own SOFI
Ownership of SOFI within this cohort is narrow and largely static: three managers hold a combined $198M, with Joel Greenblatt accounting for the bulk at $175M, though that represents just 0.1% of his portfolio. Samantha McLemore carries the highest relative conviction at 0.8% of her portfolio ($21M), while Polen Capital Management's $2M stake is effectively a rounding error. Cohort count has held flat at one core owner for eight consecutive quarters before ticking to three, and 2026Q1 saw zero new positions, additions, trims, or exits — a quarter of complete inactivity. Broader super-investor interest shows no signs of building; this remains a thinly held, low-conviction name across the cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 19q | $175M | 11,047,181 |
| 2 | Samantha McLemore | 0.8% | 18q | $21M | 1,326,246 |
| 3 | Polen Capital Management | <0.1% | 4q | $2M | 103,345 |
Owners of SOFI also hold
Long US equity 13F-HR filings only. CUSIP 83406F102. Not investment advice.