IIM
SOFI icon

INTECH Investment Management’s SoFi Technologies SOFI Stock Holding History

INTECH Investment 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
Q2 		$1.48M Sell
82,806
-476,441
-85% -$8.07M 0.01% 833
2026
Q1 		$8.88M Buy
559,247
+280,946
+101% +$5.92M 0.09% 204
2025
Q4 		$7.29M Sell
278,301
-43,116
-13% -$1.2M 0.07% 253
2025
Q3 		$8.49M Buy
321,417
+182,069
+131% +$4.32M 0.08% 228
2025
Q2 		$2.54M Sell
139,348
-41,450
-23% -$547K 0.02% 620
2025
Q1 		$2.1M Buy
180,798
+20,056
+12% +$289K 0.02% 722
2024
Q4 		$2.48M Buy
+160,742
New +$2.09M 0.02% 587
2023
Q4 		– Sell
-44,870
Closed -$359K – 746
2023
Q3 		$359K Buy
+44,870
New +$395K 0.01% 627

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

INTECH Investment Management's SOFI Position: Q2 2026 in Review

INTECH Investment Management reduced its SoFi Technologies (SOFI) stake by 85% in Q2 2026, selling an estimated $8.07M and leaving 82,806 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #833.

INTECH Investment Management first reported a position in SOFI in Q3 2023 and has held it in 8 quarters since. The position peaked at $8.88M in Q1 2026. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • INTECH Investment Management held 82,806 shares of SoFi Technologies worth $1.48M as of Q2 2026.
  • INTECH Investment Management sold 476,441 SoFi Technologies shares in Q2 2026, an estimated $8.07M.
  • SoFi Technologies made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #833 holding.
  • INTECH Investment Management first reported a position in SoFi Technologies in Q3 2023 and has held it in 8 quarters since.
  • INTECH Investment Management's SoFi Technologies position peaked at $8.88M in Q1 2026.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.