Clear Street’s SoFi Technologies SOFI Stock Holding History

Clear Street’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	$4.05M	Hold	225,700	–	–	0.01%	163
2026 Q1	$3.58M	Buy	+225,700	New	+$4.76M	0.01%	145

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

Clear Street's SOFI Position: Q2 2026 in Review

Clear Street increased its SoFi Technologies (SOFI) stake by 30% in Q2 2026, buying an estimated $5.73M and bringing the position to 1,448,780 shares worth $26M. The position accounts for 0.07% of the portfolio, ranked #89.

Clear Street first reported a position in SOFI in Q1 2022 and has held it in 5 quarters since. The position peaked at $34.3M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Clear Street held 1,448,780 shares of SoFi Technologies worth $26M as of Q2 2026.
Clear Street bought 337,988 SoFi Technologies shares in Q2 2026, an estimated $5.73M.
SoFi Technologies made up 0.07% of Clear Street's portfolio in Q2 2026, its #89 holding.
Clear Street first reported a position in SoFi Technologies in Q1 2022 and has held it in 5 quarters since.
Clear Street's SoFi Technologies position peaked at $34.3M in Q4 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.