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David Shaw’s SoFi Technologies SOFI Stock Holding History

David Shaw’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 		$263M Sell
14,691,786
-28,029,122
-66% -$475M 0.13% 160
2026
Q1 		$678M Buy
42,720,908
+3,983,272
+10% +$84M 0.41% 32
2025
Q4 		$1.01B Buy
38,737,636
+3,703,195
+11% +$103M 0.56% 16
2025
Q3 		$926M Buy
35,034,441
+5,782,304
+20% +$137M 0.52% 15
2025
Q2 		$533M Sell
29,252,137
-5,827,311
-17% -$76.8M 0.38% 31
2025
Q1 		$408M Buy
35,079,448
+3,761,111
+12% +$54.2M 0.36% 32
2024
Q4 		$482M Buy
31,318,337
+29,744,919
+1,890% +$386M 0.35% 43
2024
Q3 		$12.4M Sell
1,573,418
-340,805
-18% -$2.48M 0.01% 1281
2024
Q2 		$12.7M Buy
1,914,223
+1,540,312
+412% +$10.9M 0.01% 1183
2024
Q1 		$2.73M Sell
373,911
-1,419,128
-79% -$11.3M ﹤0.01% 2386
2023
Q4 		$17.8M Sell
1,793,039
-546,911
-23% -$4.35M 0.02% 1005
2023
Q3 		$18.7M Sell
2,339,950
-13,197,555
-85% -$116M 0.02% 903
2023
Q2 		$130M Buy
15,537,505
+11,593,400
+294% +$75.6M 0.13% 173
2023
Q1 		$23.9M Buy
3,944,105
+3,178,043
+415% +$19.3M 0.03% 782
2022
Q4 		$3.53M Sell
766,062
-156,730
-17% -$777K ﹤0.01% 2418
2022
Q3 		$4.5M Buy
922,792
+481,440
+109% +$3.05M 0.01% 2219
2022
Q2 		$2.33M Sell
441,352
-2,039,917
-82% -$13.8M ﹤0.01% 2939
2022
Q1 		$23.4M Buy
+2,481,269
New +$28.5M 0.02% 924
2021
Q3 		– Sell
-72,327
Closed -$1.39M – 5207
2021
Q2 		$1.39M Buy
+72,327
New +$1.34M ﹤0.01% 3285
2021
Q1 		– Sell
-504,208
Closed -$6.27M – 4449
2020
Q4 		$6.27M Buy
+504,208
New +$5.69M 0.01% 1694

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

David Shaw's SOFI Position: Q2 2026 in Review

David Shaw reduced its SoFi Technologies (SOFI) stake by 66% in Q2 2026, selling an estimated $475M and leaving 14,691,786 shares worth $263M. The position accounts for 0.13% of the portfolio, ranked #160.

David Shaw first reported a position in SOFI in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.01B in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • David Shaw held 14,691,786 shares of SoFi Technologies worth $263M as of Q2 2026.
  • David Shaw sold 28,029,122 SoFi Technologies shares in Q2 2026, an estimated $475M.
  • SoFi Technologies made up 0.13% of David Shaw's portfolio in Q2 2026, its #160 holding.
  • David Shaw first reported a position in SoFi Technologies in Q4 2020 and has held it in 20 quarters since.
  • David Shaw's SoFi Technologies position peaked at $1.01B in Q4 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.