EP
SOFI icon

Edgestream Partners’s SoFi Technologies SOFI Stock Holding History

Edgestream Partners’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 		$582K Sell
36,655
-202,100
-85% -$4.26M 0.02% 717
2025
Q4 		$6.25M Sell
238,755
-12,686
-5% -$354K 0.18% 183
2025
Q3 		$6.64M Buy
251,441
+127,368
+103% +$3.02M 0.19% 169
2025
Q2 		$2.26M Sell
124,073
-274,479
-69% -$3.62M 0.06% 502
2025
Q1 		$4.64M Buy
398,552
+271,831
+215% +$3.92M 0.16% 246
2024
Q4 		$1.95M Sell
126,721
-277,556
-69% -$3.61M 0.08% 405
2024
Q3 		$3.18M Buy
404,277
+144,139
+55% +$1.05M 0.14% 250
2024
Q2 		$1.72M Buy
+260,138
New +$1.83M 0.08% 381
2024
Q1 		– Sell
-10,805
Closed -$108K – 1003
2023
Q4 		$108K Buy
+10,805
New +$85.9K 0.01% 799

Other funds holding SOFI

BlackRock
BlackRock New York $5.7T 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 $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $93.1B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return