Elequin Capital’s SoFi Technologies SOFI Stock Holding History

Elequin Capital’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	$15.1K	Sell	951 -1,738	-65%	-$36.6K	﹤0.01%	287
2025 Q4	$70.4K	Buy	+2,689	New	+$74.9K	0.01%	129
2025 Q1	–	Sell	-2,726	Closed	-$42K	–	610
2024 Q4	$42K	Buy	2,726 +631	+30%	+$8.2K	﹤0.01%	175
2024 Q3	$16.5K	Buy	+2,095	New	+$15.2K	﹤0.01%	193
2023 Q3	–	Sell	-857	Closed	-$7.15K	–	593
2023 Q2	$7.15K	Buy	+857	New	+$5.59K	﹤0.01%	334
2022 Q4	–	Sell	-813	Closed	-$4K	–	720
2022 Q3	$4K	Sell	813 -982	-55%	-$6.21K	﹤0.01%	423
2022 Q2	$9K	Sell	1,795 -94	-5%	-$635	﹤0.01%	250
2022 Q1	$18K	Buy	+1,889	New	+$21.7K	﹤0.01%	129

Other funds holding SOFI

BlackRock New York $5.72T 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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Elequin Capital's SOFI Position: Q1 2026 in Review

Elequin Capital reduced its SoFi Technologies (SOFI) stake by 65% in Q1 2026, selling an estimated $36.6K and leaving 951 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Elequin Capital first reported a position in SOFI in Q1 2022 and has held it in 8 quarters since. The position peaked at $70.4K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Elequin Capital held 951 shares of SoFi Technologies worth $15.1K as of Q1 2026.
Elequin Capital sold 1,738 SoFi Technologies shares in Q1 2026, an estimated $36.6K.
SoFi Technologies made up ﹤0.01% of Elequin Capital's portfolio in Q1 2026, its #287 holding.
Elequin Capital first reported a position in SoFi Technologies in Q1 2022 and has held it in 8 quarters since.
Elequin Capital's SoFi Technologies position peaked at $70.4K in Q4 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Elequin Capital's 13F filing for Q1 2026, filed 11 May 2026.