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 Q1	$15.5M	Sell	978,300 -1,335,600	-58%	-$28.2M	0.07%	390
2025 Q4	$60.6M	Sell	2,313,900 -269,800	-10%	-$7.52M	0.17%	132
2025 Q3	$68.3M	Sell	2,583,700 -687,400	-21%	-$16.3M	0.18%	121
2025 Q2	$59.6M	Sell	3,271,100 -511,400	-14%	-$6.74M	0.16%	167
2025 Q1	$44M	Buy	3,782,500 +2,363,000	+166%	+$34.1M	0.13%	230
2024 Q4	$21.9M	Buy	+1,419,500	New	+$18.4M	0.06%	447
2024 Q2	–	Sell	-32,800	Closed	-$239K	–	2150
2024 Q1	$239K	Sell	32,800 -1,588,800	-98%	-$12.6M	﹤0.01%	1936
2023 Q4	$16.1M	Sell	1,621,600 -1,565,500	-49%	-$12.4M	0.04%	551
2023 Q3	$25.5M	Buy	3,187,100 +1,471,500	+86%	+$12.9M	0.09%	301
2023 Q2	$14.3M	Buy	1,715,600 +1,678,400	+4,512%	+$10.9M	0.06%	439
2023 Q1	$226K	Buy	+37,200	New	+$226K	﹤0.01%	1520
2022 Q4	–	Sell	-72,200	Closed	-$352K	–	1617
2022 Q3	$352K	Sell	72,200 -750,200	-91%	-$4.75M	﹤0.01%	1332
2022 Q2	$4.33M	Buy	+822,400	New	+$5.56M	0.04%	549

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

Capital Fund Management (CFM)'s SOFI Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in SoFi Technologies (SOFI) in Q1 2026: 357,921 shares worth $5.68M. The stake represents 0.03% of the portfolio and ranks #836 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in SOFI as recently as Q3 2025.

Capital Fund Management (CFM) first reported a position in SOFI in Q1 2023 and has held it in 9 quarters since. The position peaked at $51.5M in Q4 2024. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Capital Fund Management (CFM) held 357,921 shares of SoFi Technologies worth $5.68M as of Q1 2026.
SoFi Technologies was a new Capital Fund Management (CFM) position in Q1 2026.
SoFi Technologies made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #836 holding.
Capital Fund Management (CFM) first reported a position in SoFi Technologies in Q1 2023 and has held it in 9 quarters since.
Capital Fund Management (CFM)'s SoFi Technologies position peaked at $51.5M in Q4 2024.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.