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Eventide Asset Management’s SoFi Technologies SOFI Stock Holding History

Eventide Asset Management’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 		$1.06M Buy
58,099
+35,197
+154% +$596K 0.01% 207
2026
Q1 		$347K Buy
22,902
+1,504
+7% +$31.7K 0.01% 239
2025
Q4 		$568K Buy
21,398
+2,730
+15% +$76.1K 0.01% 228
2025
Q3 		$514K Buy
18,668
+3,035
+19% +$72K 0.01% 220
2025
Q2 		$270K Buy
+15,633
New +$206K ﹤0.01% 234

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

Eventide Asset Management's SOFI Position: Q2 2026 in Review

Eventide Asset Management increased its SoFi Technologies (SOFI) stake by 154% in Q2 2026, buying an estimated $596K and bringing the position to 58,099 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #207.

Eventide Asset Management first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Eventide Asset Management held 58,099 shares of SoFi Technologies worth $1.06M as of Q2 2026.
  • Eventide Asset Management bought 35,197 SoFi Technologies shares in Q2 2026, an estimated $596K.
  • SoFi Technologies made up 0.01% of Eventide Asset Management's portfolio in Q2 2026, its #207 holding.
  • Eventide Asset Management first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Eventide Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.