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Cliff Asness’s SoFi Technologies SOFI Stock Holding History

Cliff Asness’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 		$9.99M Sell
557,011
-39,598
-7% -$671K ﹤0.01% 1575
2026
Q1 		$9.3M Sell
596,609
-51,353
-8% -$1.08M ﹤0.01% 1375
2025
Q4 		$17M Sell
647,962
-374,141
-37% -$10.4M 0.01% 996
2025
Q3 		$27M Buy
1,022,103
+350,599
+52% +$8.32M 0.02% 766
2025
Q2 		$12.2M Buy
671,504
+62,238
+10% +$821K 0.01% 909
2025
Q1 		$6.9M Sell
609,266
-26,328
-4% -$379K 0.01% 1000
2024
Q4 		$9.79M Buy
635,594
+141,153
+29% +$1.83M 0.01% 832
2024
Q3 		$3.89M Buy
494,441
+379,255
+329% +$2.76M 0.01% 1171
2024
Q2 		$756K Buy
115,186
+42,660
+59% +$301K ﹤0.01% 1879
2024
Q1 		$529K Sell
72,526
-34,957
-33% -$278K ﹤0.01% 1943
2023
Q4 		$1.07M Buy
+107,483
New +$854K ﹤0.01% 1576
2023
Q3 		– Sell
-157,663
Closed -$1.31M – 2380
2023
Q2 		$1.31M Buy
157,663
+123,245
+358% +$803K ﹤0.01% 1453
2023
Q1 		$199K Buy
+34,418
New +$209K ﹤0.01% 2053
2022
Q2 		– Sell
-179,821
Closed -$1.7M – 2287
2022
Q1 		$1.7M Buy
+179,821
New +$2.07M ﹤0.01% 1278

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

Cliff Asness's SOFI Position: Q2 2026 in Review

Cliff Asness reduced its SoFi Technologies (SOFI) stake by 6.6% in Q2 2026, selling an estimated $671K and leaving 557,011 shares worth $9.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Cliff Asness first reported a position in SOFI in Q1 2022 and has held it in 14 quarters since. The position peaked at $27M in Q3 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cliff Asness held 557,011 shares of SoFi Technologies worth $9.99M as of Q2 2026.
  • Cliff Asness sold 39,598 SoFi Technologies shares in Q2 2026, an estimated $671K.
  • SoFi Technologies made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1575 holding.
  • Cliff Asness first reported a position in SoFi Technologies in Q1 2022 and has held it in 14 quarters since.
  • Cliff Asness's SoFi Technologies position peaked at $27M in Q3 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.