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 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 $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

Bessemer Group's SOFI Position: Q1 2026 in Review

Bessemer Group held its SoFi Technologies (SOFI) position steady in Q1 2026 at 1,351 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Bessemer Group first reported a position in SOFI in Q1 2023 and has held it in 6 quarters since. The position peaked at $385K in Q4 2024. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Bessemer Group held 1,351 shares of SoFi Technologies worth $22K as of Q1 2026.
Bessemer Group left its SoFi Technologies share count unchanged in Q1 2026.
SoFi Technologies made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1914 holding.
Bessemer Group first reported a position in SoFi Technologies in Q1 2023 and has held it in 6 quarters since.
Bessemer Group's SoFi Technologies position peaked at $385K in Q4 2024.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.