Highland Capital Management (Tennessee)’s SoFi Technologies SOFI Stock Holding History

Highland Capital Management (Tennessee)’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	-14,949	Closed	-$391K	–	456
2025 Q4	$391K	Sell	14,949 -56,802	-79%	-$1.58M	0.02%	299
2025 Q3	$1.9M	Buy	71,751 +56,967	+385%	+$1.35M	0.09%	184
2025 Q2	$269K	Sell	14,784 -73,371	-83%	-$968K	0.01%	351
2025 Q1	$1.03M	Buy	+88,155	New	+$1.27M	0.06%	231

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

Highland Capital Management (Tennessee)'s SOFI Position: Q1 2026 in Review

Highland Capital Management (Tennessee) sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 14,949 shares — an estimated $391K sold.

Highland Capital Management (Tennessee) first reported a position in SOFI in Q1 2025 and held it in 4 quarters. The position peaked at $1.9M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Highland Capital Management (Tennessee) reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Highland Capital Management (Tennessee) sold 14,949 SoFi Technologies shares in Q1 2026, an estimated $391K.
Highland Capital Management (Tennessee) first reported a position in SoFi Technologies in Q1 2025 and held it in 4 quarters.
Highland Capital Management (Tennessee)'s SoFi Technologies position peaked at $1.9M in Q3 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q1 2026, filed 13 Apr 2026.