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Algert Global’s SoFi Technologies SOFI Stock Holding History

Algert Global’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
-420,327
Closed -$7.65M – 1329
2025
Q2 		$7.65M Buy
420,327
+98,880
+31% +$1.3M 0.16% 201
2025
Q1 		$3.74M Buy
321,447
+11,080
+4% +$160K 0.09% 371
2024
Q4 		$4.78M Buy
310,367
+38,881
+14% +$505K 0.11% 294
2024
Q3 		$2.13M Sell
271,486
-15,300
-5% -$111K 0.06% 529
2024
Q2 		$1.9M Buy
286,786
+63,076
+28% +$445K 0.06% 482
2024
Q1 		$1.63M Buy
223,710
+55,160
+33% +$438K 0.06% 475
2023
Q4 		$1.68M Buy
168,550
+29,000
+21% +$231K 0.07% 468
2023
Q3 		$1.12M Buy
139,550
+91,700
+192% +$806K 0.05% 547
2023
Q2 		$399K Buy
+47,850
New +$312K 0.02% 853
2023
Q1 		– Sell
-50,940
Closed -$235K – 1296
2022
Q4 		$235K Buy
+50,940
New +$253K 0.01% 979
2022
Q2 		– Sell
-20,065
Closed -$190K – 1366
2022
Q1 		$190K Buy
+20,065
New +$230K 0.01% 1059

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Algert Global's SOFI Position: Q3 2025 in Review

Algert Global sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 420,327 shares — an estimated $7.65M sold.

Algert Global first reported a position in SOFI in Q1 2022 and held it in 11 quarters. The position peaked at $7.65M in Q2 2025. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Algert Global reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 420,327 SoFi Technologies shares in Q3 2025, an estimated $7.65M.
  • Algert Global first reported a position in SoFi Technologies in Q1 2022 and held it in 11 quarters.
  • Algert Global's SoFi Technologies position peaked at $7.65M in Q2 2025.
  • 913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.