Harvest Fund Management’s SoFi Technologies SOFI Stock Holding History

Harvest Fund 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 Q1	–	Sell	-59,687	Closed	-$1.56M	–	596
2025 Q4	$1.56M	Sell	59,687 -4,838	-7%	-$135K	0.06%	164
2025 Q3	$1.7M	Buy	64,525 +43,932	+213%	+$1.04M	0.07%	156
2025 Q2	$375K	Buy	+20,593	New	+$272K	0.02%	272
2025 Q1	–	Sell	-71,099	Closed	-$1.09M	–	827
2024 Q4	$1.09M	Buy	+71,099	New	+$923K	0.05%	204
2023 Q2	–	Sell	-5,826	Closed	-$35K	–	766
2023 Q1	$35K	Buy	+5,826	New	+$35.3K	0.01%	528

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Harvest Fund Management's SOFI Position: Q1 2026 in Review

Harvest Fund Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 59,687 shares — an estimated $1.56M sold.

Harvest Fund Management first reported a position in SOFI in Q1 2023 and held it in 5 quarters. The position peaked at $1.7M in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Harvest Fund Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Harvest Fund Management sold 59,687 SoFi Technologies shares in Q1 2026, an estimated $1.56M.
Harvest Fund Management first reported a position in SoFi Technologies in Q1 2023 and held it in 5 quarters.
Harvest Fund Management's SoFi Technologies position peaked at $1.7M in Q3 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.