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Clarity Capital Partners’s SoFi Technologies SOFI Stock Holding History

Clarity Capital Partners’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
Q2 		$6.81M Sell
374,093
-28,874
-7% -$381K 2.43% 9
2025
Q1 		$4.69M Sell
402,967
-7,313
-2% -$105K 1.89% 10
2024
Q4 		$6.32M Sell
410,280
-31,764
-7% -$413K 3.27% 9
2024
Q3 		$3.47M Buy
442,044
+6,864
+2% +$49.9K 2.05% 12
2024
Q2 		$2.88M Buy
435,180
+48,862
+13% +$345K 1.76% 15
2024
Q1 		$2.82M Buy
386,318
+47,324
+14% +$376K 1.86% 13
2023
Q4 		$3.37M Buy
+338,994
New +$2.69M 2.37% 10

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clarity Capital Partners's SOFI Position: Q2 2025 in Review

Clarity Capital Partners reduced its SoFi Technologies (SOFI) stake by 7.2% in Q2 2025, selling an estimated $381K and leaving 374,093 shares worth $6.81M. The position accounts for 2.43% of the portfolio, ranked #9.

Clarity Capital Partners first reported a position in SOFI in Q4 2023 and has held it in 7 quarters since. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Clarity Capital Partners held 374,093 shares of SoFi Technologies worth $6.81M as of Q2 2025.
  • Clarity Capital Partners sold 28,874 SoFi Technologies shares in Q2 2025, an estimated $381K.
  • SoFi Technologies made up 2.43% of Clarity Capital Partners's portfolio in Q2 2025, its #9 holding.
  • Clarity Capital Partners first reported a position in SoFi Technologies in Q4 2023 and has held it in 7 quarters since.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.