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Cookson Peirce & Co’s SoFi Technologies SOFI Stock Holding History

Cookson Peirce & Co’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
Q1 		– Sell
-198,076
Closed -$5.19M – 355
2025
Q4 		$5.19M Sell
198,076
-18,251
-8% -$509K 0.21% 78
2025
Q3 		$5.72M Buy
216,327
+6,418
+3% +$152K 0.23% 76
2025
Q2 		$3.82M Buy
209,909
+135,080
+181% +$1.78M 0.17% 82
2025
Q1 		$870K Buy
74,829
+35,432
+90% +$511K 0.04% 157
2024
Q4 		$607K Buy
+39,397
New +$512K 0.03% 193
2023
Q2 		– Sell
-12,594
Closed -$76K – 250
2023
Q1 		$76K Buy
+12,594
New +$76.4K ﹤0.01% 205

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Cookson Peirce & Co's SOFI Position: Q1 2026 in Review

Cookson Peirce & Co sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 198,076 shares — an estimated $5.19M sold.

Cookson Peirce & Co first reported a position in SOFI in Q1 2023 and held it in 6 quarters. The position peaked at $5.72M in Q3 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Cookson Peirce & Co reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Cookson Peirce & Co sold 198,076 SoFi Technologies shares in Q1 2026, an estimated $5.19M.
  • Cookson Peirce & Co first reported a position in SoFi Technologies in Q1 2023 and held it in 6 quarters.
  • Cookson Peirce & Co's SoFi Technologies position peaked at $5.72M in Q3 2025.
  • 926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Cookson Peirce & Co's 13F filing for Q1 2026, filed 30 Apr 2026.