CL
SOFI icon

CSS LLC’s SoFi Technologies SOFI Stock Holding History

CSS LLC’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
-358,863
Closed -$7.56M – 1177
2025
Q4 		$9.4M Buy
+358,863
New +$10M 0.42% 43
2025
Q3 		– Sell
-318,513
Closed -$7.56M – 1174
2025
Q2 		$5.8M Sell
318,513
-11,506
-3% -$152K 0.27% 67
2025
Q1 		$3.84M Sell
330,019
-8,194
-2% -$118K 0.21% 82
2024
Q4 		$5.21M Buy
338,213
+334,213
+8,355% +$4.34M 0.23% 73
2024
Q3 		$31.4K Buy
+4,000
New +$29.1K ﹤0.01% 763
2022
Q4 		– Sell
-6,000
Closed -$29.8K – 1085
2022
Q3 		$29K Buy
+6,000
New +$38K ﹤0.01% 913
2022
Q1 		– Sell
-64,111
Closed -$1.01M – 1312
2021
Q4 		$1.01M Buy
+64,111
New +$1.18M 0.04% 421
2021
Q2 		– Sell
-19,513
Closed -$335K – 1165
2021
Q1 		$335K Sell
19,513
-113,950
-85% -$2.25M 0.01% 660
2020
Q4 		$1.66M Buy
+133,463
New +$1.51M 0.06% 224

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

CSS LLC's SOFI Position: Q1 2026 in Review

CSS LLC sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 358,863 shares — an estimated $7.56M sold.

CSS LLC first reported a position in SOFI in Q4 2020 and held it in 9 quarters. The position peaked at $9.4M in Q4 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • CSS LLC reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • CSS LLC sold 358,863 SoFi Technologies shares in Q1 2026, an estimated $7.56M.
  • CSS LLC first reported a position in SoFi Technologies in Q4 2020 and held it in 9 quarters.
  • CSS LLC's SoFi Technologies position peaked at $9.4M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on CSS LLC's 13F filing for Q1 2026, filed 15 May 2026.