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Cypress Point Investment Management’s SoFi Technologies SOFI Stock Holding History

Cypress Point Investment Management’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 		$8.67M Buy
483,640
+210,346
+77% +$3.56M 1.57% 27
2026
Q1 		$4.34M Buy
273,294
+200,548
+276% +$4.23M 1.02% 28
2025
Q4 		$1.9M Buy
+72,746
New +$2.03M 0.41% 30

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

Cypress Point Investment Management's SOFI Position: Q2 2026 in Review

Cypress Point Investment Management increased its SoFi Technologies (SOFI) stake by 77% in Q2 2026, buying an estimated $3.56M and bringing the position to 483,640 shares worth $8.67M. The position accounts for 1.57% of the portfolio, ranked #27.

Cypress Point Investment Management first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cypress Point Investment Management held 483,640 shares of SoFi Technologies worth $8.67M as of Q2 2026.
  • Cypress Point Investment Management bought 210,346 SoFi Technologies shares in Q2 2026, an estimated $3.56M.
  • SoFi Technologies made up 1.57% of Cypress Point Investment Management's portfolio in Q2 2026, its #27 holding.
  • Cypress Point Investment Management first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cypress Point Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.