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Alpha Capital Management’s SoFi Technologies SOFI Stock Holding History

Alpha 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
2026
Q2 		$4.04M Sell
225,592
-46,935
-17% -$795K 0.53% 56
2026
Q1 		$4.33M Sell
272,527
-52,156
-16% -$1.1M 0.63% 54
2025
Q4 		$8.5M Sell
324,683
-21,273
-6% -$593K 1.2% 27
2025
Q3 		$9.14M Buy
345,956
+6,065
+2% +$144K 1.45% 21
2025
Q2 		$6.19M Sell
339,891
-73,184
-18% -$965K 1.07% 30
2025
Q1 		$4.8M Sell
413,075
-25,792
-6% -$372K 0.91% 39
2024
Q4 		$6.76M Sell
438,867
-64,885
-13% -$843K 1.24% 28
2024
Q3 		$3.96M Sell
503,752
-12,799
-2% -$93K 0.74% 51
2024
Q2 		$3.41M Sell
516,551
-1,351
-0.3% -$9.53K 0.66% 52
2024
Q1 		$3.78M Buy
517,902
+12,910
+3% +$103K 0.74% 52
2023
Q4 		$5.02M Sell
504,992
-290
-0.1% -$2.31K 1.04% 29
2023
Q3 		$4.04M Buy
505,282
+298,915
+145% +$2.63M 0.95% 34
2023
Q2 		$951K Hold
206,367
– – 0.24% 76
2023
Q1 		$951K Hold
206,367
– – 0.24% 76
2022
Q4 		$951K Sell
206,367
-13
-0% -$64 0.24% 76
2022
Q3 		$1.01M Buy
206,380
+121,350
+143% +$768K 0.27% 75
2022
Q2 		$448K Buy
85,030
+27,247
+47% +$184K 0.12% 82
2022
Q1 		$546K Buy
57,783
+28,484
+97% +$327K 0.12% 81
2021
Q4 		$463K Buy
29,299
+2,063
+8% +$37.9K 0.1% 86
2021
Q3 		$433K Sell
27,236
-6,570
-19% -$103K 0.1% 85
2021
Q2 		$648K Buy
+33,806
New +$627K 0.15% 86

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alpha Capital Management's SOFI Position: Q2 2026 in Review

Alpha Capital Management reduced its SoFi Technologies (SOFI) stake by 17% in Q2 2026, selling an estimated $795K and leaving 225,592 shares worth $4.04M. The position accounts for 0.53% of the portfolio, ranked #56.

Alpha Capital Management first reported a position in SOFI in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.14M in Q3 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Alpha Capital Management held 225,592 shares of SoFi Technologies worth $4.04M as of Q2 2026.
  • Alpha Capital Management sold 46,935 SoFi Technologies shares in Q2 2026, an estimated $795K.
  • SoFi Technologies made up 0.53% of Alpha Capital Management's portfolio in Q2 2026, its #56 holding.
  • Alpha Capital Management first reported a position in SoFi Technologies in Q2 2021 and has held it in 21 quarters since.
  • Alpha Capital Management's SoFi Technologies position peaked at $9.14M in Q3 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Alpha Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.