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 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 $20.4B AUM 18.11% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

BluePath Capital Management's SOFI Position: Q2 2026 in Review

BluePath Capital Management increased its SoFi Technologies (SOFI) stake by 44% in Q2 2026, buying an estimated $373K and bringing the position to 71,793 shares worth $1.29M. The position accounts for 0.71% of the portfolio, ranked #45.

BluePath Capital Management first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2025. 243 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

BluePath Capital Management held 71,793 shares of SoFi Technologies worth $1.29M as of Q2 2026.
BluePath Capital Management bought 22,026 SoFi Technologies shares in Q2 2026, an estimated $373K.
SoFi Technologies made up 0.71% of BluePath Capital Management's portfolio in Q2 2026, its #45 holding.
BluePath Capital Management first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
BluePath Capital Management's SoFi Technologies position peaked at $1.62M in Q4 2025.
243 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.