Balyasny Asset Management
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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 		– Sell
-193,500
Closed -$5.07M – 3485
2025
Q4 		$5.07M Buy
193,500
+172,900
+839% +$4.82M 0.01% 1387
2025
Q3 		$544K Sell
20,600
-2,451,800
-99% -$58.2M ﹤0.01% 2365
2025
Q2 		$45M Buy
+2,472,400
New +$32.6M 0.07% 368
2025
Q1 		– Sell
-16,400
Closed -$253K – 3247
2024
Q4 		$253K Sell
16,400
-1,083,600
-99% -$14.1M ﹤0.01% 2459
2024
Q3 		$8.65M Buy
1,100,000
+600,000
+120% +$4.36M 0.01% 1022
2024
Q2 		$3.31M Sell
500,000
-674,100
-57% -$4.75M 0.01% 1344
2024
Q1 		$8.57M Buy
1,174,100
+419,200
+56% +$3.33M 0.02% 997
2023
Q4 		$7.51M Sell
754,900
-1,627,900
-68% -$12.9M 0.01% 967
2023
Q3 		$19M Sell
2,382,800
-149,200
-6% -$1.31M 0.04% 584
2023
Q2 		$21.1M Buy
+2,532,000
New +$16.5M 0.05% 508

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
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. 919 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.
  • 919 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.