Accel Growth Fund V Associates’s SoFi Technologies SOFI Stock Holding History

Accel Growth Fund V Associates’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	$65.2M	Hold	4,104,459	–	–	79.82%	1
2025 Q4	$107M	Hold	4,104,459	–	–	85.62%	1
2025 Q3	$108M	Hold	4,104,459	–	–	77.89%	1
2025 Q2	$74.7M	Hold	4,104,459	–	–	69.17%	1
2025 Q1	$47.7M	Hold	4,104,459	–	–	68.51%	1
2024 Q4	$63.2M	Hold	4,104,459	–	–	60.57%	1
2024 Q3	$32.3M	Hold	4,104,459	–	–	50.01%	1
2024 Q2	$27.1M	Hold	4,104,459	–	–	33.81%	2
2024 Q1	$30M	Hold	4,104,459	–	–	34.31%	2
2023 Q4	$40.8M	Hold	4,104,459	–	–	35.41%	2
2023 Q3	$32.8M	Hold	4,104,459	–	–	30.31%	2
2023 Q2	$34.2M	Hold	4,104,459	–	–	28.75%	2
2023 Q1	$24.9M	Hold	4,104,459	–	–	20.14%	2
2022 Q4	$18.9M	Hold	4,104,459	–	–	15.1%	2
2022 Q3	$20M	Hold	4,104,459	–	–	15.57%	2
2022 Q2	$21.6M	Hold	4,104,459	–	–	13.2%	2
2022 Q1	$38.8M	Hold	4,104,459	–	–	20.94%	2
2021 Q4	$64.9M	Hold	4,104,459	–	–	27.4%	2
2021 Q3	$65.2M	Hold	4,104,459	–	–	20.51%	2
2021 Q2	$78.7M	Buy	+4,104,459	New	+$76.1M	21.28%	2

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Accel Growth Fund V Associates's SOFI Position: Q1 2026 in Review

Accel Growth Fund V Associates held its SoFi Technologies (SOFI) position steady in Q1 2026 at 4,104,459 shares worth $65.2M. The position accounts for 79.82% of the portfolio, ranked #1.

Accel Growth Fund V Associates first reported a position in SOFI in Q2 2021 and has held it in 20 quarters since. The position peaked at $108M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Accel Growth Fund V Associates held 4,104,459 shares of SoFi Technologies worth $65.2M as of Q1 2026.
Accel Growth Fund V Associates left its SoFi Technologies share count unchanged in Q1 2026.
SoFi Technologies made up 79.82% of Accel Growth Fund V Associates's portfolio in Q1 2026, its #1 holding.
Accel Growth Fund V Associates first reported a position in SoFi Technologies in Q2 2021 and has held it in 20 quarters since.
Accel Growth Fund V Associates's SoFi Technologies position peaked at $108M in Q3 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Accel Growth Fund V Associates's 13F filing for Q1 2026, filed 8 May 2026.