Geode Capital Management’s SoFi Technologies SOFI Stock Holding History

Geode 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 Q2	$418M	Sell	23,356,377 -2,626,459	-10%	-$44.5M	0.02%	518
2026 Q1	$413M	Buy	25,982,836 +2,339,900	+10%	+$49.3M	0.03%	494
2025 Q4	$618M	Buy	23,642,936 +1,951,248	+9%	+$54.4M	0.04%	380
2025 Q3	$575M	Buy	21,691,688 +2,622,041	+14%	+$62.2M	0.04%	397
2025 Q2	$347M	Buy	19,069,647 +18,532	+0.1%	+$244K	0.02%	494
2025 Q1	$222M	Buy	19,051,115 +1,116,132	+6%	+$16.1M	0.02%	599
2024 Q4	$276M	Buy	17,934,983 +315,899	+2%	+$4.1M	0.02%	537
2024 Q3	$139M	Buy	17,619,084 +358,806	+2%	+$2.61M	0.01%	789
2024 Q2	$114M	Buy	17,260,278 +1,486,263	+9%	+$10.5M	0.01%	848
2024 Q1	$115M	Buy	15,774,015 +800,972	+5%	+$6.36M	0.01%	840
2023 Q4	$149M	Buy	14,973,043 +708,226	+5%	+$5.63M	0.02%	659
2023 Q3	$114M	Buy	14,264,817 +1,387,142	+11%	+$12.2M	0.01%	711
2023 Q2	$107M	Buy	12,877,675 +826,000	+7%	+$5.38M	0.01%	754
2023 Q1	$73.2M	Buy	12,051,675 +484,530	+4%	+$2.94M	0.01%	931
2022 Q4	$53.3M	Buy	11,567,145 +589,623	+5%	+$2.92M	0.01%	1106
2022 Q3	$53.6M	Buy	10,977,522 +706,124	+7%	+$4.47M	0.01%	1031
2022 Q2	$54.1M	Buy	10,271,398 +4,134,113	+67%	+$27.9M	0.01%	1053
2022 Q1	$57.9M	Buy	6,137,285 +105,484	+2%	+$1.21M	0.01%	1145
2021 Q4	$95.2M	Buy	6,031,801 +647,121	+12%	+$11.9M	0.01%	860
2021 Q3	$85.5M	Buy	5,384,680 +4,781,208	+792%	+$74.9M	0.01%	898
2021 Q2	$11.6M	Buy	+603,472	New	+$11.2M	﹤0.01%	2357

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Geode Capital Management's SOFI Position: Q2 2026 in Review

Geode Capital Management reduced its SoFi Technologies (SOFI) stake by 10% in Q2 2026, selling an estimated $44.5M and leaving 23,356,377 shares worth $418M. The position accounts for 0.02% of the portfolio, ranked #518.

Geode Capital Management first reported a position in SOFI in Q2 2021 and has held it in 21 quarters since. The position peaked at $618M in Q4 2025. 766 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Geode Capital Management held 23,356,377 shares of SoFi Technologies worth $418M as of Q2 2026.
Geode Capital Management sold 2,626,459 SoFi Technologies shares in Q2 2026, an estimated $44.5M.
SoFi Technologies made up 0.02% of Geode Capital Management's portfolio in Q2 2026, its #518 holding.
Geode Capital Management first reported a position in SoFi Technologies in Q2 2021 and has held it in 21 quarters since.
Geode Capital Management's SoFi Technologies position peaked at $618M in Q4 2025.
766 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.