David M. Polen
Polen Capital Management
Polen Capital Management SoFi Technologies Inc stake
total: 588
Polen Capital Management SOFI trades
- Total transactions:
- 5
- New positions:
- 1
- Reduced:
- 4
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 65,611 SoFi Technologies Inc (SOFI) shares with a market value of roughly $1.18M accounting for 0.01% of the overall portfolio. To date, the estimated cost basis is nearly $18.21 for "buy" trades and estimated average "sell" price is $21.91. Polen Capital Management first purchased SOFI in 2025 Q2, initially acquiring 170,896 shares. Since the initial investment in SoFi Technologies Inc (SOFI), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy SoFi Technologies Inc (SOFI)?
Polen Capital Management first invested in SoFi Technologies Inc (SOFI) in 2025 Q2 at the reported quarter-end price of $18.21 per share.
What's the cost basis of Polen Capital Management's SOFI stake?
The estimated cost basis for SoFi Technologies Inc (SOFI) stake is around $18.21 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $18.21
- Weighted AVG sell price:
- $21.91
Polen Capital Management's historical trades in SoFi Technologies Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.01%
|
65,611
|
$17.93
|
$1,176,405
|
-36.51% (-37,734)
|
-0%
|
|
2026 Q1
|
0.01%
|
103,345
|
$15.88
|
$1,641,119
|
-12.01% (-14,105)
|
-0%
|
|
2025 Q4
|
0.01%
|
117,450
|
$26.18
|
$3,074,841
|
-17.99% (-25,768)
|
-0%
|
|
2025 Q3
|
0.01%
|
143,218
|
$26.42
|
$3,783,820
|
-16.20% (-27,678)
|
-0%
|
|
2025 Q2
|
0.01%
|
170,896
|
$18.21
|
$3,112,016
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.