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Dmitry Balyasny’s SoFi Technologies SOFI Stock Holding History

Dmitry Balyasny’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
-20,443
Closed -$431K – 3484
2025
Q4 		$535K Buy
+20,443
New +$570K ﹤0.01% 2496
2025
Q2 		– Sell
-3,341,479
Closed -$44.1M – 3315
2025
Q1 		$38.9M Buy
+3,341,479
New +$48.2M 0.06% 374
2024
Q4 		– Sell
-2,750,733
Closed -$35.7M – 3231
2024
Q3 		$21.6M Buy
2,750,733
+2,714,220
+7,434% +$19.7M 0.04% 600
2024
Q2 		$241K Buy
+36,513
New +$257K ﹤0.01% 2285
2022
Q4 		– Sell
-298,726
Closed -$1.46M – 3205
2022
Q3 		$1.46M Buy
298,726
+225,126
+306% +$1.42M ﹤0.01% 1656
2022
Q2 		$388K Sell
73,600
-290,200
-80% -$1.96M ﹤0.01% 2053
2022
Q1 		$3.44M Buy
+363,800
New +$4.18M 0.01% 1107
2021
Q4 		– Sell
-817,486
Closed -$13M – 2571
2021
Q3 		$13M Buy
+817,486
New +$12.8M 0.05% 480

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

Dmitry Balyasny's SOFI Position: Q1 2026 in Review

Dmitry Balyasny sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 20,443 shares — an estimated $431K sold.

Dmitry Balyasny first reported a position in SOFI in Q3 2021 and held it in 8 quarters. The position peaked at $38.9M in Q1 2025. 924 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Dmitry Balyasny reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 20,443 SoFi Technologies shares in Q1 2026, an estimated $431K.
  • Dmitry Balyasny first reported a position in SoFi Technologies in Q3 2021 and held it in 8 quarters.
  • Dmitry Balyasny's SoFi Technologies position peaked at $38.9M in Q1 2025.
  • 924 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.