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Evergreen Capital Management’s SoFi Technologies SOFI Stock Holding History

Evergreen Capital 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
Q1 		$179K Sell
11,281
-28,751
-72% -$606K ﹤0.01% 1416
2025
Q4 		$1.05M Buy
40,032
+30,087
+303% +$838K 0.02% 459
2025
Q3 		$263K Buy
+9,945
New +$236K 0.01% 1068

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Evergreen Capital Management's SOFI Position: Q1 2026 in Review

Evergreen Capital Management reduced its SoFi Technologies (SOFI) stake by 72% in Q1 2026, selling an estimated $606K and leaving 11,281 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Evergreen Capital Management first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Evergreen Capital Management held 11,281 shares of SoFi Technologies worth $179K as of Q1 2026.
  • Evergreen Capital Management sold 28,751 SoFi Technologies shares in Q1 2026, an estimated $606K.
  • SoFi Technologies made up ﹤0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1416 holding.
  • Evergreen Capital Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Evergreen Capital Management's SoFi Technologies position peaked at $1.05M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.