Clare Market Investments’s SoFi Technologies SOFI Stock Holding History

Clare Market Investments’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	–	Sell	-35,905	Closed	-$570K	–	197
2026 Q1	$570K	Buy	+35,905	New	+$757K	0.12%	106
2025 Q3	$741K	Buy	+28,035	New	+$665K	0.15%	90

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clare Market Investments's SOFI Position: Q2 2026 in Review

Clare Market Investments sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 35,905 shares — an estimated $570K sold.

Clare Market Investments first reported a position in SOFI in Q3 2025 and held it in 2 quarters. The position peaked at $741K in Q3 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Clare Market Investments reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Clare Market Investments sold 35,905 SoFi Technologies shares in Q2 2026, an estimated $570K.
Clare Market Investments first reported a position in SoFi Technologies in Q3 2025 and held it in 2 quarters.
Clare Market Investments's SoFi Technologies position peaked at $741K in Q3 2025.
915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.