Interval Partners’s SoFi Technologies SOFI Stock Holding History

Interval Partners’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	$2.73M	Sell	172,000 -21,800	-11%	-$460K	0.09%	183
2025 Q4	$5.07M	Buy	193,800 +66,800	+53%	+$1.86M	0.12%	195
2025 Q3	$3.36M	Buy	+127,000	New	+$3.01M	0.07%	268
2025 Q2	–	Sell	-223,400	Closed	-$2.6M	–	517
2025 Q1	$2.6M	Buy	+223,400	New	+$3.22M	0.09%	249
2024 Q3	–	Sell	-2,130	Closed	-$1.41M	–	489
2024 Q2	$1.41M	Buy	+2,130	New	+$15K	0.04%	326
2024 Q1	–	Sell	-600	Closed	-$597K	–	440
2023 Q4	$597K	Buy	+600	New	+$4.77K	0.03%	268
2021 Q4	–	Sell	-50,000	Closed	-$794K	–	382
2021 Q3	$794K	Buy	+50,000	New	+$784K	0.05%	274

Other funds holding SOFI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return