Capstone Investment Advisors
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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
2023
Q1 		– Sell
-230,000
Closed -$1.06M – 1672
2022
Q4 		$1.06M Hold
230,000
– – 0.01% 907
2022
Q3 		$1.12M Hold
230,000
– – 0.01% 965
2022
Q2 		$1.21M Sell
230,000
-1,300
-0.6% -$8.79K 0.01% 948
2022
Q1 		$2.19M Buy
231,300
+1,300
+0.6% +$14.9K 0.01% 1017
2021
Q4 		$3.64M Buy
+230,000
New +$4.22M 0.01% 920

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
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.