Cathie Wood
SOFI icon

Cathie Wood’s SoFi Technologies SOFI Stock Holding History

Cathie Wood’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 		$67.1M Sell
3,742,479
-93,524
-2% -$1.58M 0.44% 50
2026
Q1 		$60.9M Sell
3,836,003
-270,057
-7% -$5.69M 0.47% 44
2025
Q4 		$107M Sell
4,106,060
-839,187
-17% -$23.4M 0.71% 41
2025
Q3 		$131M Buy
4,945,247
+521,092
+12% +$12.4M 0.78% 36
2025
Q2 		$80.6M Buy
4,424,155
+2,399,746
+119% +$31.6M 0.59% 42
2025
Q1 		$23.5M Sell
2,024,409
-7,366,793
-78% -$106M 0.24% 58
2024
Q4 		$145M Sell
9,391,202
-3,221,361
-26% -$41.8M 1.2% 27
2024
Q3 		$99.1M Sell
12,612,563
-1,923,209
-13% -$14M 0.91% 27
2024
Q2 		$96.1M Sell
14,535,772
-1,687,427
-10% -$11.9M 0.85% 27
2024
Q1 		$118M Buy
16,223,199
+14,252,457
+723% +$113M 0.82% 32
2023
Q4 		$19.6M Buy
1,970,742
+1,160,125
+143% +$9.22M 0.12% 86
2023
Q3 		$6.48M Buy
810,617
+528,847
+188% +$4.65M 0.05% 113
2023
Q2 		$2.35M Buy
+281,770
New +$1.84M 0.02% 160

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 $3.37T 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 $1.89T 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

Cathie Wood's SOFI Position: Q2 2026 in Review

Cathie Wood reduced its SoFi Technologies (SOFI) stake by 2.4% in Q2 2026, selling an estimated $1.58M and leaving 3,742,479 shares worth $67.1M. The position accounts for 0.44% of the portfolio, ranked #50.

Cathie Wood first reported a position in SOFI in Q2 2023 and has held it in 13 quarters since. The position peaked at $145M in Q4 2024. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cathie Wood held 3,742,479 shares of SoFi Technologies worth $67.1M as of Q2 2026.
  • Cathie Wood sold 93,524 SoFi Technologies shares in Q2 2026, an estimated $1.58M.
  • SoFi Technologies made up 0.44% of Cathie Wood's portfolio in Q2 2026, its #50 holding.
  • Cathie Wood first reported a position in SoFi Technologies in Q2 2023 and has held it in 13 quarters since.
  • Cathie Wood's SoFi Technologies position peaked at $145M in Q4 2024.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on ARK Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.