Aquatic Capital Management’s SoFi Technologies SOFI Stock Holding History

Aquatic 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	–	Sell	-576,474	Closed	-$9.15M	–	1699
2026 Q1	$9.15M	Sell	576,474 -715,970	-55%	-$15.1M	0.26%	94
2025 Q4	$33.8M	Buy	1,292,444 +87,847	+7%	+$2.45M	0.96%	11
2025 Q3	$31.8M	Sell	1,204,597 -1,646,426	-58%	-$39.1M	0.59%	32
2025 Q2	$51.9M	Buy	2,851,023 +1,081,889	+61%	+$14.3M	1.05%	5
2025 Q1	$20.6M	Buy	1,769,134 +31,811	+2%	+$458K	0.52%	39
2024 Q4	$26.8M	Buy	+1,737,323	New	+$22.6M	0.72%	22
2024 Q2	–	Sell	-53,000	Closed	-$387K	–	1572
2024 Q1	$387K	Sell	53,000 -208,800	-80%	-$1.66M	0.01%	607
2023 Q4	$2.6M	Buy	+261,800	New	+$2.08M	0.07%	275
2023 Q2	–	Sell	-415,900	Closed	-$2.52M	–	1721
2023 Q1	$2.52M	Buy	+415,900	New	+$2.52M	0.16%	151

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

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

Aquatic Capital Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 576,474 shares — an estimated $9.15M sold.

Aquatic Capital Management first reported a position in SOFI in Q1 2023 and held it in 9 quarters. The position peaked at $51.9M in Q2 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Aquatic Capital Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Aquatic Capital Management sold 576,474 SoFi Technologies shares in Q2 2026, an estimated $9.15M.
Aquatic Capital Management first reported a position in SoFi Technologies in Q1 2023 and held it in 9 quarters.
Aquatic Capital Management's SoFi Technologies position peaked at $51.9M in Q2 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.