BluePath Capital Management’s SoFi Technologies SOFI Stock Holding History

BluePath Capital 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 Q3	–	Sell	-71,793	Closed	-$1.29M	–	138
2026 Q2	$1.29M	Buy	71,793 +22,026	+44%	+$373K	0.71%	45
2026 Q1	$790K	Sell	49,767 -12,128	-20%	-$256K	0.55%	74
2025 Q4	$1.62M	Buy	61,895 +904	+1%	+$25.2K	1.09%	14
2025 Q3	$1.61M	Buy	60,991 +641	+1%	+$15.2K	1.18%	20
2025 Q2	$1.1M	Buy	60,350 +1,930	+3%	+$25.5K	0.97%	22
2025 Q1	$679K	Buy	+58,420	New	+$842K	0.71%	48

Other funds holding SOFI

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return

BluePath Capital Management's SOFI Position: Q3 2026 in Review

BluePath Capital Management sold out of SoFi Technologies (SOFI) in Q3 2026, closing a stake of 71,793 shares — an estimated $1.29M sold.

BluePath Capital Management first reported a position in SOFI in Q1 2025 and held it in 6 quarters. The position peaked at $1.62M in Q4 2025. 254 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

BluePath Capital Management reported no remaining SoFi Technologies position as of Q3 2026 after selling out during the quarter.
BluePath Capital Management sold 71,793 SoFi Technologies shares in Q3 2026, an estimated $1.29M.
BluePath Capital Management first reported a position in SoFi Technologies in Q1 2025 and held it in 6 quarters.
BluePath Capital Management's SoFi Technologies position peaked at $1.62M in Q4 2025.
254 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.