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Custom Index Systems’s SoFi Technologies SOFI Stock Holding History

Custom Index Systems’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 		$873K Buy
54,976
+12,474
+29% +$263K 0.38% 73
2025
Q4 		$1.11M Sell
42,502
-24,149
-36% -$673K 0.49% 55
2025
Q3 		$1.76M Buy
+66,651
New +$1.58M 0.52% 51

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Custom Index Systems's SOFI Position: Q1 2026 in Review

Custom Index Systems increased its SoFi Technologies (SOFI) stake by 29% in Q1 2026, buying an estimated $263K and bringing the position to 54,976 shares worth $873K. The position accounts for 0.38% of the portfolio, ranked #73.

Custom Index Systems first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Custom Index Systems held 54,976 shares of SoFi Technologies worth $873K as of Q1 2026.
  • Custom Index Systems bought 12,474 SoFi Technologies shares in Q1 2026, an estimated $263K.
  • SoFi Technologies made up 0.38% of Custom Index Systems's portfolio in Q1 2026, its #73 holding.
  • Custom Index Systems first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Custom Index Systems's SoFi Technologies position peaked at $1.76M in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.