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FORA Capital’s SoFi Technologies SOFI Stock Holding History

FORA 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
Q2 		$10.3M Sell
573,250
-886,504
-61% -$15M 0.71% 45
2026
Q1 		$23.2M Buy
1,459,754
+929,547
+175% +$19.6M 1.7% 3
2025
Q4 		$13.9M Buy
530,207
+257,175
+94% +$7.17M 1.68% 3
2025
Q3 		$7.21M Buy
273,032
+253,871
+1,325% +$6.02M 1.27% 10
2025
Q2 		$349K Sell
19,161
-918,781
-98% -$12.1M 0.04% 381
2025
Q1 		$10.9M Buy
937,942
+270,664
+41% +$3.9M 1.11% 10
2024
Q4 		$10.3M Buy
667,278
+511,319
+328% +$6.64M 1.18% 14
2024
Q3 		$1.23M Buy
+155,959
New +$1.13M 0.14% 188

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

FORA Capital's SOFI Position: Q2 2026 in Review

FORA Capital reduced its SoFi Technologies (SOFI) stake by 61% in Q2 2026, selling an estimated $15M and leaving 573,250 shares worth $10.3M. The position accounts for 0.71% of the portfolio, ranked #45.

FORA Capital first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.2M in Q1 2026. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • FORA Capital held 573,250 shares of SoFi Technologies worth $10.3M as of Q2 2026.
  • FORA Capital sold 886,504 SoFi Technologies shares in Q2 2026, an estimated $15M.
  • SoFi Technologies made up 0.71% of FORA Capital's portfolio in Q2 2026, its #45 holding.
  • FORA Capital first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • FORA Capital's SoFi Technologies position peaked at $23.2M in Q1 2026.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.