Caitlin John’s SoFi Technologies SOFI Stock Holding History

Caitlin John’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	$47.6K	Hold	3,000	–	–	0.03%	316
2025 Q4	$78.5K	Hold	3,000	–	–	0.05%	251
2025 Q3	$79.3K	Buy	+3,000	New	+$71.2K	0.06%	212
2025 Q1	–	Sell	-3,900	Closed	-$60.1K	–	684
2024 Q4	$60.1K	Hold	3,900	–	–	0.04%	211
2024 Q3	$52.6K	Sell	3,900 -200	-5%	-$1.45K	0.03%	227
2024 Q2	$27.1K	Sell	4,100 -500	-11%	-$3.53K	0.02%	321
2024 Q1	$33.6K	Sell	4,600 -400	-8%	-$3.18K	0.03%	285
2023 Q4	$49.8K	Buy	+5,000	New	+$39.7K	0.04%	219

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

Caitlin John's SOFI Position: Q1 2026 in Review

Caitlin John held its SoFi Technologies (SOFI) position steady in Q1 2026 at 3,000 shares worth $47.6K. The position accounts for 0.03% of the portfolio, ranked #316.

Caitlin John first reported a position in SOFI in Q4 2023 and has held it in 8 quarters since. The position peaked at $79.3K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Caitlin John held 3,000 shares of SoFi Technologies worth $47.6K as of Q1 2026.
Caitlin John left its SoFi Technologies share count unchanged in Q1 2026.
SoFi Technologies made up 0.03% of Caitlin John's portfolio in Q1 2026, its #316 holding.
Caitlin John first reported a position in SoFi Technologies in Q4 2023 and has held it in 8 quarters since.
Caitlin John's SoFi Technologies position peaked at $79.3K in Q3 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.