Advent Capital Management’s SoFi Technologies SOFI Stock Holding History

Advent Capital Management’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
2025 Q3	–	Sell	-100,000	Closed	-$1.82M	–	254
2025 Q2	$1.82M	Buy	+100,000	New	+$1.32M	0.04%	183
2023 Q1	–	Sell	-300,000	Closed	-$1.38M	–	237
2022 Q4	$1.38M	Buy	+300,000	New	+$1.49M	0.02%	196

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Norges Bank Oslo, Norway $1T AUM

Advent Capital Management's SOFI Position: Q1 2023 in Review

Advent Capital Management sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 4,600 shares — an estimated $27.9K sold.

Advent Capital Management first reported a position in SOFI in Q2 2022 and held it in 2 quarters. The position peaked at $791K in Q2 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

Advent Capital Management reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
Advent Capital Management sold 4,600 SoFi Technologies shares in Q1 2023, an estimated $27.9K.
Advent Capital Management first reported a position in SoFi Technologies in Q2 2022 and held it in 2 quarters.
Advent Capital Management's SoFi Technologies position peaked at $791K in Q2 2022.
531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Advent Capital Management's 13F filing for Q1 2023, filed 12 May 2023.