Bessemer Group’s SoFi Technologies SOFI Stock Holding History

Bessemer Group’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	$24K	Sell	1,343 -8	-0.6%	-$136	﹤0.01%	1936
2026 Q1	$22K	Hold	1,351	–	–	﹤0.01%	1914
2025 Q4	$35K	Hold	1,351	–	–	﹤0.01%	1732
2025 Q3	$36K	Buy	+1,351	New	+$32.1K	﹤0.01%	1518
2025 Q2	–	Sell	-64	Closed	-$1K	–	2623
2025 Q1	$1K	Sell	64 -24,936	-100%	-$359K	﹤0.01%	2395
2024 Q4	$385K	Buy	+25,000	New	+$325K	﹤0.01%	942
2023 Q2	–	Sell	-2,861	Closed	-$17K	–	2342
2023 Q1	$17K	Buy	+2,861	New	+$17.3K	﹤0.01%	1406

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

Bessemer Group's SOFI Position: Q2 2026 in Review

Bessemer Group reduced its SoFi Technologies (SOFI) stake by 0.59% in Q2 2026, selling an estimated $136 and leaving 1,343 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Bessemer Group first reported a position in SOFI in Q1 2023 and has held it in 7 quarters since. The position peaked at $385K in Q4 2024. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Bessemer Group held 1,343 shares of SoFi Technologies worth $24K as of Q2 2026.
Bessemer Group sold 8 SoFi Technologies shares in Q2 2026, an estimated $136.
SoFi Technologies made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1936 holding.
Bessemer Group first reported a position in SoFi Technologies in Q1 2023 and has held it in 7 quarters since.
Bessemer Group's SoFi Technologies position peaked at $385K in Q4 2024.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.