Geode Capital Management
SOFI icon

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
Q3 		$362M Sell
23,080,758
-275,619
-1% -$4.85M 0.02% 553
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $189B AUM 37.1% 1-Year Est. Return

Geode Capital Management's SOFI Position: Q3 2026 in Review

Geode Capital Management reduced its SoFi Technologies (SOFI) stake by 1.2% in Q3 2026, selling an estimated $4.85M and leaving 23,080,758 shares worth $362M. The position accounts for 0.02% of the portfolio, ranked #553.

Geode Capital Management first reported a position in SOFI in Q2 2021 and has held it in 22 quarters since. The position peaked at $618M in Q4 2025. 620 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Geode Capital Management held 23,080,758 shares of SoFi Technologies worth $362M as of Q3 2026.
  • Geode Capital Management sold 275,619 SoFi Technologies shares in Q3 2026, an estimated $4.85M.
  • SoFi Technologies made up 0.02% of Geode Capital Management's portfolio in Q3 2026, its #553 holding.
  • Geode Capital Management first reported a position in SoFi Technologies in Q2 2021 and has held it in 22 quarters since.
  • Geode Capital Management's SoFi Technologies position peaked at $618M in Q4 2025.
  • 620 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.