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Carroll Investors’s SoFi Technologies SOFI Stock Holding History

Carroll Investors’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 		$5.85M Buy
368,451
+156,145
+74% +$3.29M 3.13% 12
2025
Q4 		$5.56M Sell
212,306
-43,802
-17% -$1.22M 2.66% 11
2025
Q3 		$6.77M Buy
+256,108
New +$6.08M 3.28% 11

Other funds holding SOFI

BlackRock
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
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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Carroll Investors's SOFI Position: Q1 2026 in Review

Carroll Investors increased its SoFi Technologies (SOFI) stake by 74% in Q1 2026, buying an estimated $3.29M and bringing the position to 368,451 shares worth $5.85M. The position accounts for 3.13% of the portfolio, ranked #12.

Carroll Investors first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.77M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Carroll Investors held 368,451 shares of SoFi Technologies worth $5.85M as of Q1 2026.
  • Carroll Investors bought 156,145 SoFi Technologies shares in Q1 2026, an estimated $3.29M.
  • SoFi Technologies made up 3.13% of Carroll Investors's portfolio in Q1 2026, its #12 holding.
  • Carroll Investors first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Carroll Investors's SoFi Technologies position peaked at $6.77M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Carroll Investors's 13F filing for Q1 2026, filed 15 May 2026.