Capital Fund Management (CFM)
SOFI icon

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 		$23.4M Buy
1,307,400
+775,700
+146% +$13.1M 0.1% 259
2026
Q1 		$8.44M Sell
531,700
-1,352,800
-72% -$28.5M 0.04% 628
2025
Q4 		$49.3M Sell
1,884,500
-379,400
-17% -$10.6M 0.14% 180
2025
Q3 		$59.8M Sell
2,263,900
-66,000
-3% -$1.57M 0.16% 147
2025
Q2 		$42.4M Sell
2,329,900
-1,240,500
-35% -$16.4M 0.12% 245
2025
Q1 		$41.5M Buy
3,570,400
+2,529,400
+243% +$36.5M 0.12% 240
2024
Q4 		$16M Buy
1,041,000
+940,400
+935% +$12.2M 0.04% 555
2024
Q3 		$791K Buy
+100,600
New +$731K ﹤0.01% 1750
2024
Q1 		– Sell
-538,000
Closed -$5.35M – 2255
2023
Q4 		$5.35M Sell
538,000
-996,400
-65% -$7.92M 0.01% 1055
2023
Q3 		$12.3M Buy
1,534,400
+752,600
+96% +$6.62M 0.04% 528
2023
Q2 		$6.52M Buy
+781,800
New +$5.1M 0.03% 738
2022
Q3 		– Sell
-161,700
Closed -$852K – 1632
2022
Q2 		$852K Buy
+161,700
New +$1.09M 0.01% 1128

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
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.