Azora Capital LP’s SoFi Technologies SOFI Stock Holding History

Azora Capital LP’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 Q4	–	Sell	-1,405,152	Closed	-$37.1M	–	71
2025 Q3	$37.1M	Sell	1,405,152 -958,395	-41%	-$22.7M	1.72%	23
2025 Q2	$43M	Buy	2,363,547 +111,212	+5%	+$1.47M	1.95%	23
2025 Q1	$26.2M	Sell	2,252,335 -2,167,010	-49%	-$31.2M	1.78%	19
2024 Q4	$68.1M	Buy	4,419,345 +71,277	+2%	+$926K	3.06%	12
2024 Q3	$34.2M	Buy	4,348,068 +352,901	+9%	+$2.57M	1.84%	19
2024 Q2	$26.4M	Buy	3,995,167 +319,292	+9%	+$2.25M	1.22%	25
2024 Q1	$26.8M	Buy	3,675,875 +1,153,106	+46%	+$9.16M	1.94%	23
2023 Q4	$25.1M	Hold	2,522,769	–	–	2.16%	19
2023 Q3	$20.2M	Buy	2,522,769 +1,090,645	+76%	+$9.59M	2.15%	17
2023 Q2	$11.9M	Buy	+1,432,124	New	+$9.34M	2.16%	19

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Azora Capital LP's SOFI Position: Q4 2025 in Review

Azora Capital LP sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 1,405,152 shares — an estimated $37.1M sold.

Azora Capital LP first reported a position in SOFI in Q2 2023 and held it in 10 quarters. The position peaked at $68.1M in Q4 2024. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Azora Capital LP reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Azora Capital LP sold 1,405,152 SoFi Technologies shares in Q4 2025, an estimated $37.1M.
Azora Capital LP first reported a position in SoFi Technologies in Q2 2023 and held it in 10 quarters.
Azora Capital LP's SoFi Technologies position peaked at $68.1M in Q4 2024.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Azora Capital LP's 13F filing for Q4 2025, filed 17 Feb 2026.