Citadel Advisors
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Citadel Advisors’s SoFi Technologies SOFI Stock Holding History

Citadel 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
Q2 		$20.5M Sell
1,145,775
-9,901,406
-90% -$168M ﹤0.01% 2549
2026
Q1 		$175M Sell
11,047,181
-481,269
-4% -$10.1M 0.03% 508
2025
Q4 		$302M Buy
11,528,450
+8,078,885
+234% +$225M 0.05% 336
2025
Q3 		$91.1M Sell
3,449,565
-4,207,654
-55% -$99.8M 0.01% 911
2025
Q2 		$139M Sell
7,657,219
-409,778
-5% -$5.4M 0.02% 554
2025
Q1 		$93.8M Buy
8,066,997
+2,563,026
+47% +$36.9M 0.02% 735
2024
Q4 		$84.8M Sell
5,503,971
-473,522
-8% -$6.15M 0.01% 841
2024
Q3 		$47M Buy
5,977,493
+5,732,074
+2,336% +$41.7M 0.01% 1277
2024
Q2 		$1.62M Sell
245,419
-11,603,512
-98% -$81.8M ﹤0.01% 5704
2024
Q1 		$86.5M Buy
11,848,931
+7,297,926
+160% +$58M 0.02% 800
2023
Q4 		$45.3M Buy
4,551,005
+3,929,414
+632% +$31.2M 0.01% 1267
2023
Q3 		$4.97M Buy
+621,591
New +$5.47M ﹤0.01% 3652
2023
Q2 		– Sell
-1,641,624
Closed -$10.7M – 15157
2023
Q1 		$9.96M Sell
1,641,624
-13,925,208
-89% -$84.4M ﹤0.01% 2822
2022
Q4 		$71.8M Buy
15,566,832
+9,234,028
+146% +$45.8M 0.02% 850
2022
Q3 		$30.9M Buy
6,332,804
+3,546,799
+127% +$22.4M 0.01% 1449
2022
Q2 		$14.7M Buy
2,786,005
+1,187,076
+74% +$8.02M ﹤0.01% 2198
2022
Q1 		$15.1M Sell
1,598,929
-1,499,854
-48% -$17.2M ﹤0.01% 2356
2021
Q4 		$49M Sell
3,098,783
-1,428,721
-32% -$26.2M 0.01% 1185
2021
Q3 		$71.9M Buy
4,527,504
+4,338,091
+2,290% +$68M 0.01% 859
2021
Q2 		$3.63M Buy
+189,413
New +$3.51M ﹤0.01% 5163
2021
Q1 		– Sell
-82,474
Closed -$1.63M – 13681
2020
Q4 		$1.03M Buy
+82,474
New +$931K ﹤0.01% 6746

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

Citadel Advisors's SOFI Position: Q2 2026 in Review

Citadel Advisors reduced its SoFi Technologies (SOFI) stake by 90% in Q2 2026, selling an estimated $168M and leaving 1,145,775 shares worth $20.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

Citadel Advisors first reported a position in SOFI in Q4 2020 and has held it in 21 quarters since. The position peaked at $302M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Citadel Advisors held 1,145,775 shares of SoFi Technologies worth $20.5M as of Q2 2026.
  • Citadel Advisors sold 9,901,406 SoFi Technologies shares in Q2 2026, an estimated $168M.
  • SoFi Technologies made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #2549 holding.
  • Citadel Advisors first reported a position in SoFi Technologies in Q4 2020 and has held it in 21 quarters since.
  • Citadel Advisors's SoFi Technologies position peaked at $302M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.