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Hartline Investment Corp’s SoFi Technologies SOFI Stock Holding History

Hartline Investment Corp’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
Q1 		– Sell
-475,451
Closed -$12.4M – 115
2025
Q4 		$12.4M Buy
475,451
+15,049
+3% +$419K 1.35% 20
2025
Q3 		$12.2M Sell
460,402
-60,355
-12% -$1.43M 1.26% 21
2025
Q2 		$9.48M Buy
520,757
+507,864
+3,939% +$6.7M 1.08% 23
2025
Q1 		$150K Buy
12,893
+2,586
+25% +$37.3K 0.02% 99
2024
Q4 		$159K Buy
10,307
+200
+2% +$2.6K 0.02% 95
2024
Q3 		$79.4K Sell
10,107
-21,139
-68% -$154K 0.01% 97
2024
Q2 		$207K Buy
+31,246
New +$220K 0.03% 98
2024
Q1 		– Sell
-721,163
Closed -$7.18M – 445
2023
Q4 		$7.18M Sell
721,163
-144,593
-17% -$1.15M 1.16% 19
2023
Q3 		$6.92M Buy
865,756
+28,115
+3% +$247K 1.24% 20
2023
Q2 		$6.99M Buy
837,641
+410,522
+96% +$2.68M 1.19% 18
2023
Q1 		$2.59M Buy
427,119
+41,500
+11% +$252K 0.52% 35
2022
Q4 		$1.78M Buy
+385,619
New +$1.91M 0.4% 40
2022
Q2 		– Sell
-379,059
Closed -$7.27M – 122
2022
Q1 		$7.27M Buy
379,059
+140,420
+59% +$1.61M 0.92% 27
2021
Q4 		$3.77M Sell
238,639
-250,710
-51% -$4.6M 0.52% 34
2021
Q3 		$7.77M Buy
489,349
+110,290
+29% +$1.73M 1.08% 23
2021
Q2 		$7.27M Buy
379,059
+180,888
+91% +$3.35M 0.92% 27
2021
Q1 		$3.4M Buy
+198,171
New +$3.91M 0.52% 36

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Hartline Investment Corp's SOFI Position: Q1 2026 in Review

Hartline Investment Corp sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 475,451 shares — an estimated $12.4M sold.

Hartline Investment Corp first reported a position in SOFI in Q1 2021 and held it in 17 quarters. The position peaked at $12.4M in Q4 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Hartline Investment Corp reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Hartline Investment Corp sold 475,451 SoFi Technologies shares in Q1 2026, an estimated $12.4M.
  • Hartline Investment Corp first reported a position in SoFi Technologies in Q1 2021 and held it in 17 quarters.
  • Hartline Investment Corp's SoFi Technologies position peaked at $12.4M in Q4 2025.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Hartline Investment Corp's 13F filing for Q1 2026, filed 29 Apr 2026.