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Hel Ved Capital Management’s SoFi Technologies SOFI Stock Holding History

Hel Ved 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
2025
Q1 		– Sell
-217,400
Closed -$3.35M – 98
2024
Q4 		$3.35M Buy
+217,400
New +$2.82M 0.98% 37
2024
Q1 		– Sell
-62,500
Closed -$622K – 73
2023
Q4 		$622K Buy
+62,500
New +$497K 0.18% 53

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Hel Ved Capital Management's SOFI Position: Q1 2025 in Review

Hel Ved Capital Management sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 217,400 shares — an estimated $3.35M sold.

Hel Ved Capital Management first reported a position in SOFI in Q4 2023 and held it in 2 quarters. The position peaked at $3.35M in Q4 2024. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Hel Ved Capital Management reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • Hel Ved Capital Management sold 217,400 SoFi Technologies shares in Q1 2025, an estimated $3.35M.
  • Hel Ved Capital Management first reported a position in SoFi Technologies in Q4 2023 and held it in 2 quarters.
  • Hel Ved Capital Management's SoFi Technologies position peaked at $3.35M in Q4 2024.
  • 716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Hel Ved Capital Management's 13F filing for Q1 2025, filed 14 May 2025.