Capstone Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Capstone Investment Advisors’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	$260K	Sell	16,359 -83,945	-84%	-$1.77M	﹤0.01%	1417
2025 Q4	$2.63M	Buy	100,304 +64,308	+179%	+$1.79M	0.01%	529
2025 Q3	$951K	Buy	35,996 +11,596	+48%	+$275K	﹤0.01%	1054
2025 Q2	$444K	Buy	+24,400	New	+$322K	﹤0.01%	1191
2025 Q1	–	Sell	-23,504	Closed	-$362K	–	1823
2024 Q4	$362K	Buy	+23,504	New	+$305K	﹤0.01%	1426
2023 Q1	–	Sell	-99,923	Closed	-$461K	–	1671
2022 Q4	$461K	Buy	+99,923	New	+$496K	﹤0.01%	1152
2021 Q4	–	Sell	-70,014	Closed	-$1.29M	–	2074
2021 Q3	$1.11M	Buy	+70,014	New	+$1.1M	﹤0.01%	1372

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Capstone Investment Advisors's SOFI Position: Q1 2026 in Review

Capstone Investment Advisors reduced its SoFi Technologies (SOFI) stake by 84% in Q1 2026, selling an estimated $1.77M and leaving 16,359 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Capstone Investment Advisors first reported a position in SOFI in Q3 2021 and has held it in 7 quarters since. The position peaked at $2.63M in Q4 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Capstone Investment Advisors held 16,359 shares of SoFi Technologies worth $260K as of Q1 2026.
Capstone Investment Advisors sold 83,945 SoFi Technologies shares in Q1 2026, an estimated $1.77M.
SoFi Technologies made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1417 holding.
Capstone Investment Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 7 quarters since.
Capstone Investment Advisors's SoFi Technologies position peaked at $2.63M in Q4 2025.
922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.