GI
SOFI icon

GAMMA Investing’s SoFi Technologies SOFI Stock Holding History

GAMMA Investing’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
Q3 		$326K Buy
20,736
+6,534
+46% +$115K 0.01% 973
2026
Q2 		$255K Buy
14,202
+3,280
+30% +$55.6K 0.01% 1085
2026
Q1 		$173K Buy
10,922
+138
+1% +$2.91K 0.01% 1226
2025
Q4 		$282K Buy
10,784
+1,220
+13% +$34K 0.01% 805
2025
Q3 		$253K Buy
9,564
+1,006
+12% +$23.9K 0.01% 829
2025
Q2 		$156K Buy
8,558
+275
+3% +$3.63K 0.01% 1083
2025
Q1 		$96.3K Buy
8,283
+2,358
+40% +$34K 0.01% 1292
2024
Q4 		$91.2K Buy
5,925
+1,703
+40% +$22.1K 0.01% 1186
2024
Q3 		$33.2K Sell
4,222
-795
-16% -$5.78K ﹤0.01% 1773
2024
Q2 		$33.2K Buy
5,017
+1,981
+65% +$14K ﹤0.01% 1493
2024
Q1 		$22.2K Buy
3,036
+308
+11% +$2.45K ﹤0.01% 1580
2023
Q4 		$21.4K Buy
+2,728
New +$21.7K 0.01% 1460

Other funds holding SOFI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing's SOFI Position: Q3 2026 in Review

GAMMA Investing increased its SoFi Technologies (SOFI) stake by 46% in Q3 2026, buying an estimated $115K and bringing the position to 20,736 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #973.

GAMMA Investing first reported a position in SOFI in Q4 2023 and has held it in 12 quarters since. 28 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • GAMMA Investing held 20,736 shares of SoFi Technologies worth $326K as of Q3 2026.
  • GAMMA Investing bought 6,534 SoFi Technologies shares in Q3 2026, an estimated $115K.
  • SoFi Technologies made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #973 holding.
  • GAMMA Investing first reported a position in SoFi Technologies in Q4 2023 and has held it in 12 quarters since.
  • 28 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.