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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 		$59.5M Sell
3,320,000
-2,210,000
-40% -$37.4M 0.03% 669
2026
Q1 		$87.8M Sell
5,530,000
-1,165,000
-17% -$24.6M 0.05% 426
2025
Q4 		$175M Buy
6,695,000
+3,635,000
+119% +$101M 0.1% 232
2025
Q3 		$80.8M Buy
3,060,000
+823,400
+37% +$19.5M 0.05% 460
2025
Q2 		$40.7M Buy
2,236,600
+2,086,600
+1,391% +$27.5M 0.03% 660
2025
Q1 		$1.74M Buy
+150,000
New +$2.16M ﹤0.01% 2710
2024
Q4 		– Sell
-1,421,900
Closed -$11.2M – 4843
2024
Q3 		$11.2M Buy
1,421,900
+192,600
+16% +$1.4M 0.01% 1354
2024
Q2 		$8.13M Buy
1,229,300
+1,099,300
+846% +$7.75M 0.01% 1469
2024
Q1 		$949K Sell
130,000
-2,371,900
-95% -$18.8M ﹤0.01% 3122
2023
Q4 		$24.9M Sell
2,501,900
-3,170,000
-56% -$25.2M 0.02% 804
2023
Q3 		$45.3M Sell
5,671,900
-2,450,000
-30% -$21.5M 0.05% 464
2023
Q2 		$67.7M Buy
8,121,900
+6,562,600
+421% +$42.8M 0.07% 341
2023
Q1 		$9.46M Sell
1,559,300
-357,600
-19% -$2.17M 0.01% 1417
2022
Q4 		$8.84M Sell
1,916,900
-1,630,000
-46% -$8.08M 0.01% 1554
2022
Q3 		$17.3M Sell
3,546,900
-810,700
-19% -$5.13M 0.02% 946
2022
Q2 		$23M Buy
4,357,600
+2,085,700
+92% +$14.1M 0.03% 779
2022
Q1 		$21.5M Buy
+2,271,900
New +$26.1M 0.02% 980

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.