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Chapin Davis’s SoFi Technologies SOFI Stock Holding History

Chapin Davis’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
2025
Q1 		– Sell
-11,525
Closed -$90.6K – 241
2024
Q4 		$90.6K Hold
11,525
– – 0.03% 225
2024
Q3 		$90.6K Sell
11,525
-3,000
-21% -$21.8K 0.03% 226
2024
Q2 		$96K Buy
14,525
+1,000
+7% +$7.05K 0.03% 220
2024
Q1 		$98.7K Buy
13,525
+300
+2% +$2.38K 0.04% 223
2023
Q4 		$132K Buy
+13,225
New +$105K 0.06% 203
2023
Q3 		– Sell
-23,225
Closed -$194K – 231
2023
Q2 		$194K Sell
23,225
-8,500
-27% -$55.4K 0.09% 198
2023
Q1 		$193K Hold
31,725
– – 0.1% 197
2022
Q4 		$146K Buy
+31,725
New +$157K 0.08% 183

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Chapin Davis's SOFI Position: Q1 2025 in Review

Chapin Davis sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 11,525 shares — an estimated $90.6K sold.

Chapin Davis first reported a position in SOFI in Q4 2022 and held it in 8 quarters. The position peaked at $194K in Q2 2023. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Chapin Davis reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • Chapin Davis sold 11,525 SoFi Technologies shares in Q1 2025, an estimated $90.6K.
  • Chapin Davis first reported a position in SoFi Technologies in Q4 2022 and held it in 8 quarters.
  • Chapin Davis's SoFi Technologies position peaked at $194K in Q2 2023.
  • 716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Chapin Davis's 13F filing for Q1 2025, filed 23 Apr 2025.