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IEQ Capital’s SoFi Technologies SOFI Stock Holding History

IEQ 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
Q1 		– Sell
-7,667
Closed -$201K – 2063
2025
Q4 		$201K Sell
7,667
-10,336
-57% -$288K ﹤0.01% 1694
2025
Q3 		$476K Buy
+18,003
New +$427K ﹤0.01% 1317
2025
Q1 		– Sell
-27,289
Closed -$420K – 1726
2024
Q4 		$420K Sell
27,289
-5,303
-16% -$68.9K ﹤0.01% 906
2024
Q3 		$256K Buy
32,592
+13,504
+71% +$98.2K ﹤0.01% 979
2024
Q2 		$126K Sell
19,088
-86
-0.4% -$606 ﹤0.01% 942
2024
Q1 		$140K Hold
19,174
– – ﹤0.01% 910
2023
Q4 		$191K Sell
19,174
-63
-0.3% -$501 ﹤0.01% 845
2023
Q3 		$154K Buy
19,237
+3,929
+26% +$34.5K ﹤0.01% 857
2023
Q2 		$128K Sell
15,308
-4,988
-25% -$32.5K ﹤0.01% 839
2023
Q1 		$123K Buy
20,296
+3,784
+23% +$22.9K ﹤0.01% 842
2022
Q4 		$76.1K Sell
16,512
-25
-0.2% -$124 ﹤0.01% 783
2022
Q3 		$81K Buy
+16,537
New +$105K ﹤0.01% 808

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

IEQ Capital's SOFI Position: Q1 2026 in Review

IEQ Capital sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 7,667 shares — an estimated $201K sold.

IEQ Capital first reported a position in SOFI in Q3 2022 and held it in 12 quarters. The position peaked at $476K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • IEQ Capital reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 7,667 SoFi Technologies shares in Q1 2026, an estimated $201K.
  • IEQ Capital first reported a position in SoFi Technologies in Q3 2022 and held it in 12 quarters.
  • IEQ Capital's SoFi Technologies position peaked at $476K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.