Capital Fund Management (CFM)’s SoFi Technologies SOFI Stock Holding History

Capital Fund Management (CFM)’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	$7.23M	Buy	403,388 +45,467	+13%	+$770K	0.03%	740
2026 Q1	$5.68M	Buy	+357,921	New	+$7.54M	0.03%	836
2025 Q4	–	Sell	-870,596	Closed	-$24.3M	–	2642
2025 Q3	$23M	Buy	870,596 +601,319	+223%	+$14.3M	0.06%	457
2025 Q2	$4.9M	Buy	+269,277	New	+$3.55M	0.01%	1152
2025 Q1	–	Sell	-3,341,683	Closed	-$48.2M	–	2323
2024 Q4	$51.5M	Buy	3,341,683 +2,503,196	+299%	+$32.5M	0.13%	221
2024 Q3	$6.59M	Buy	838,487 +235,234	+39%	+$1.71M	0.02%	896
2024 Q2	$3.99M	Buy	+603,253	New	+$4.25M	0.01%	1061
2024 Q1	–	Sell	-1,475,062	Closed	-$11.7M	–	2254
2023 Q4	$14.7M	Buy	+1,475,062	New	+$11.7M	0.04%	592
2023 Q3	–	Sell	-704,112	Closed	-$6.19M	–	2078
2023 Q2	$5.87M	Buy	704,112 +531,310	+307%	+$3.46M	0.02%	781
2023 Q1	$1.05M	Buy	+172,802	New	+$1.05M	0.01%	1255

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 $3.38T AUM 44.17% 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

Capital Fund Management (CFM)'s SOFI Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its SoFi Technologies (SOFI) stake by 13% in Q2 2026, buying an estimated $770K and bringing the position to 403,388 shares worth $7.23M. The position accounts for 0.03% of the portfolio, ranked #740.

Capital Fund Management (CFM) first reported a position in SOFI in Q1 2023 and has held it in 10 quarters since. The position peaked at $51.5M in Q4 2024. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Capital Fund Management (CFM) held 403,388 shares of SoFi Technologies worth $7.23M as of Q2 2026.
Capital Fund Management (CFM) bought 45,467 SoFi Technologies shares in Q2 2026, an estimated $770K.
SoFi Technologies made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #740 holding.
Capital Fund Management (CFM) first reported a position in SoFi Technologies in Q1 2023 and has held it in 10 quarters since.
Capital Fund Management (CFM)'s SoFi Technologies position peaked at $51.5M in Q4 2024.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.