Connor, Clark & Lunn Investment Management (CC&L)’s SoFi Technologies SOFI Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q4	–	Sell	-1,219,237	Closed	-$32.2M	–	1767
2025 Q3	$32.2M	Buy	1,219,237 +1,082,717	+793%	+$25.7M	0.1%	184
2025 Q2	$2.49M	Sell	136,520 -1,475,180	-92%	-$19.5M	0.01%	798
2025 Q1	$18.7M	Sell	1,611,700 -1,118,050	-41%	-$16.1M	0.08%	206
2024 Q4	$42M	Sell	2,729,750 -1,210,590	-31%	-$15.7M	0.19%	95
2024 Q3	$31M	Buy	3,940,340 +2,688,847	+215%	+$19.5M	0.15%	111
2024 Q2	$8.27M	Buy	1,251,493 +163,191	+15%	+$1.15M	0.03%	312
2024 Q1	$7.94M	Buy	1,088,302 +468,444	+76%	+$3.72M	0.03%	337
2023 Q4	$6.17M	Sell	619,858 -147,686	-19%	-$1.17M	0.03%	365
2023 Q3	$6.13M	Buy	+767,544	New	+$6.75M	0.03%	348

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Connor, Clark & Lunn Investment Management (CC&L)'s SOFI Position: Q4 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 1,219,237 shares — an estimated $32.2M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SOFI in Q3 2023 and held it in 9 quarters. The position peaked at $42M in Q4 2024. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 1,219,237 SoFi Technologies shares in Q4 2025, an estimated $32.2M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SoFi Technologies in Q3 2023 and held it in 9 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s SoFi Technologies position peaked at $42M in Q4 2024.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2025, filed 10 Feb 2026.