9823 Capital’s SoFi Technologies SOFI Stock Holding History

9823 Capital’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-30,022	Closed	-$786K	–	82
2025 Q4	$786K	Buy	+30,022	New	+$837K	0.54%	15

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

9823 Capital's SOFI Position: Q1 2026 in Review

9823 Capital sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 30,022 shares — an estimated $786K sold.

9823 Capital first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $786K in Q4 2025. 924 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

9823 Capital reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
9823 Capital sold 30,022 SoFi Technologies shares in Q1 2026, an estimated $786K.
9823 Capital first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
9823 Capital's SoFi Technologies position peaked at $786K in Q4 2025.
924 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on 9823 Capital's 13F filing for Q1 2026, filed 15 May 2026.