Fidelity Investments
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Fidelity Investments’s SoFi Technologies SOFI Stock Holding History

Fidelity Investments’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 		$12.5M Sell
695,835
-555,764
-44% -$9.42M ﹤0.01% 2045
2026
Q1 		$19.9M Sell
1,251,599
-3,044,420
-71% -$64.2M ﹤0.01% 1783
2025
Q4 		$112M Sell
4,296,019
-307,089
-7% -$8.56M 0.01% 1123
2025
Q3 		$122M Buy
4,603,108
+4,064,812
+755% +$96.5M 0.01% 1089
2025
Q2 		$9.8M Sell
538,296
-802,973
-60% -$10.6M ﹤0.01% 1940
2025
Q1 		$15.6M Buy
1,341,269
+344,254
+35% +$4.96M ﹤0.01% 1762
2024
Q4 		$15.4M Buy
997,015
+904,383
+976% +$11.7M ﹤0.01% 1807
2024
Q3 		$728K Buy
92,632
+56,279
+155% +$409K ﹤0.01% 2712
2024
Q2 		$240K Sell
36,353
-20,685
-36% -$146K ﹤0.01% 2976
2024
Q1 		$416K Sell
57,038
-1,744
-3% -$13.9K ﹤0.01% 2785
2023
Q4 		$585K Sell
58,782
-2,259,123
-97% -$18M ﹤0.01% 2639
2023
Q3 		$18.5M Buy
2,317,905
+2,301,624
+14,137% +$20.2M ﹤0.01% 1610
2023
Q2 		$136K Sell
16,281
-878,522
-98% -$5.73M ﹤0.01% 3064
2023
Q1 		$5.43M Buy
894,803
+880,460
+6,139% +$5.34M ﹤0.01% 2067
2022
Q4 		$66.1K Buy
14,343
+1,901
+15% +$9.43K ﹤0.01% 3352
2022
Q3 		$60K Buy
12,442
+8,754
+237% +$55.4K ﹤0.01% 3425
2022
Q2 		$19K Sell
3,688
-159,031
-98% -$1.07M ﹤0.01% 3902
2022
Q1 		$1.54M Sell
162,719
-2,387,640
-94% -$27.4M ﹤0.01% 2679
2021
Q4 		$40.3M Buy
2,550,359
+50,019
+2% +$918K ﹤0.01% 1511
2021
Q3 		$39.7M Sell
2,500,340
-2,999,667
-55% -$47M ﹤0.01% 1517
2021
Q2 		$105M Buy
5,500,007
+5,499,977
+18,333,257% +$102M 0.01% 1102
2021
Q1 		$1K Buy
+30
New +$592 ﹤0.01% 3880

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

Fidelity Investments's SOFI Position: Q2 2026 in Review

Fidelity Investments reduced its SoFi Technologies (SOFI) stake by 44% in Q2 2026, selling an estimated $9.42M and leaving 695,835 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Fidelity Investments first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $122M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Fidelity Investments held 695,835 shares of SoFi Technologies worth $12.5M as of Q2 2026.
  • Fidelity Investments sold 555,764 SoFi Technologies shares in Q2 2026, an estimated $9.42M.
  • SoFi Technologies made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2045 holding.
  • Fidelity Investments first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • Fidelity Investments's SoFi Technologies position peaked at $122M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.