Balyasny Asset Management’s SoFi Technologies SOFI Stock Holding History

Balyasny Asset 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 Q1	$932K	Sell	58,700 -542,900	-90%	-$11.4M	﹤0.01%	2106
2025 Q4	$15.7M	Buy	601,600 +17,100	+3%	+$477K	0.02%	837
2025 Q3	$15.4M	Sell	584,500 -261,000	-31%	-$6.19M	0.02%	836
2025 Q2	$15.4M	Buy	845,500 +695,500	+464%	+$9.17M	0.02%	776
2025 Q1	$1.74M	Sell	150,000 -275,000	-65%	-$3.96M	﹤0.01%	1763
2024 Q4	$6.54M	Buy	425,000 +275,000	+183%	+$3.57M	0.01%	1144
2024 Q3	$1.18M	Hold	150,000	–	–	﹤0.01%	1896
2024 Q2	$992K	Buy	+150,000	New	+$1.06M	﹤0.01%	1799
2022 Q4	–	Sell	-375,000	Closed	-$1.83M	–	3204
2022 Q3	$1.83M	Buy	375,000 +275,000	+275%	+$1.74M	0.01%	1540
2022 Q2	$527K	Buy	+100,000	New	+$676K	﹤0.01%	1959

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Balyasny Asset Management's SOFI Position: Q1 2026 in Review

Balyasny Asset Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 20,443 shares — an estimated $431K sold.

Balyasny Asset Management first reported a position in SOFI in Q3 2021 and held it in 8 quarters. The position peaked at $38.9M in Q1 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Balyasny Asset Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Balyasny Asset Management sold 20,443 SoFi Technologies shares in Q1 2026, an estimated $431K.
Balyasny Asset Management first reported a position in SoFi Technologies in Q3 2021 and held it in 8 quarters.
Balyasny Asset Management's SoFi Technologies position peaked at $38.9M in Q1 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.