Highview Capital Management’s SoFi Technologies SOFI Stock Holding History

Highview 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 Q1	–	Sell	-70,755	Closed	-$1.85M	–	113
2025 Q4	$1.85M	Sell	70,755 -22,913	-24%	-$638K	0.65%	43
2025 Q3	$2.47M	Sell	93,668 -1,436	-2%	-$34.1K	0.91%	30
2025 Q2	$1.73M	Buy	95,104 +1,531	+2%	+$20.2K	0.67%	42
2025 Q1	$1.09M	Buy	93,573 +18,791	+25%	+$271K	0.46%	61
2024 Q4	$1.15M	Buy	+74,782	New	+$971K	0.44%	62

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Highview Capital Management's SOFI Position: Q1 2026 in Review

Highview Capital Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 70,755 shares — an estimated $1.85M sold.

Highview Capital Management first reported a position in SOFI in Q4 2024 and held it in 5 quarters. The position peaked at $2.47M in Q3 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Highview Capital Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Highview Capital Management sold 70,755 SoFi Technologies shares in Q1 2026, an estimated $1.85M.
Highview Capital Management first reported a position in SoFi Technologies in Q4 2024 and held it in 5 quarters.
Highview Capital Management's SoFi Technologies position peaked at $2.47M in Q3 2025.
927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Highview Capital Management's 13F filing for Q1 2026, filed 8 May 2026.