Hourglass Capital’s SoFi Technologies SOFI Stock Holding History

Hourglass Capital’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 Q2	$3.38M	Buy	188,700 +18,900	+11%	+$320K	0.67%	53
2026 Q1	$2.7M	Buy	169,800 +159,800	+1,598%	+$3.37M	0.56%	54
2025 Q4	$262K	Buy	+10,000	New	+$279K	0.06%	106
2025 Q3	–	Sell	-25,000	Closed	-$455K	–	108
2025 Q2	$455K	Sell	25,000 -2,000	-7%	-$26.4K	0.11%	85
2025 Q1	$314K	Sell	27,000 -13,000	-33%	-$187K	0.08%	96
2024 Q4	$616K	Sell	40,000 -25,000	-38%	-$325K	0.17%	80
2024 Q3	$511K	Sell	65,000 -46,000	-41%	-$334K	0.14%	77
2024 Q2	$734K	Buy	+111,000	New	+$783K	0.22%	72
2023 Q2	–	Sell	-61,000	Closed	-$370K	–	107
2023 Q1	$370K	Sell	61,000 -46,000	-43%	-$279K	0.13%	79
2022 Q4	$493K	Buy	107,000 +88,000	+463%	+$436K	0.17%	75
2022 Q3	$93K	Hold	19,000	–	–	0.04%	102
2022 Q2	$100K	Sell	19,000 -20,000	-51%	-$135K	0.04%	103
2022 Q1	$369K	Buy	+39,000	New	+$448K	0.12%	85

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $1T AUM

Hourglass Capital's SOFI Position: Q2 2026 in Review

Hourglass Capital increased its SoFi Technologies (SOFI) stake by 11% in Q2 2026, buying an estimated $320K and bringing the position to 188,700 shares worth $3.38M. The position accounts for 0.67% of the portfolio, ranked #53.

Hourglass Capital first reported a position in SOFI in Q1 2022 and has held it in 13 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Hourglass Capital held 188,700 shares of SoFi Technologies worth $3.38M as of Q2 2026.
Hourglass Capital bought 18,900 SoFi Technologies shares in Q2 2026, an estimated $320K.
SoFi Technologies made up 0.67% of Hourglass Capital's portfolio in Q2 2026, its #53 holding.
Hourglass Capital first reported a position in SoFi Technologies in Q1 2022 and has held it in 13 quarters since.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Hourglass Capital's 13F filing for Q2 2026, filed 29 Jul 2026.