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 Q2	$2.92M	Sell	162,800 -9,200	-5%	-$156K	0.08%	218
2026 Q1	$2.73M	Sell	172,000 -21,800	-11%	-$460K	0.07%	183
2025 Q4	$5.07M	Buy	193,800 +66,800	+53%	+$1.86M	0.09%	195
2025 Q3	$3.36M	Buy	+127,000	New	+$3.01M	0.05%	268
2025 Q2	–	Sell	-223,400	Closed	-$2.6M	–	480
2025 Q1	$2.6M	Buy	+223,400	New	+$3.22M	0.05%	249
2024 Q3	–	Sell	-2,130	Closed	-$1.41M	–	444
2024 Q2	$1.41M	Buy	+2,130	New	+$15K	0.03%	326
2024 Q1	–	Sell	-600	Closed	-$597K	–	381
2023 Q4	$597K	Buy	+600	New	+$4.77K	0.02%	268
2021 Q4	–	Sell	-50,000	Closed	-$794K	–	336
2021 Q3	$794K	Buy	+50,000	New	+$784K	0.03%	274

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

Interval Partners's SOFI Position: Q2 2024 in Review

Interval Partners sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 422,837 shares — an estimated $2.98M sold.

Interval Partners first reported a position in SOFI in Q4 2021 and held it in 3 quarters. The position peaked at $4.59M in Q4 2021. 591 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

Interval Partners reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
Interval Partners sold 422,837 SoFi Technologies shares in Q2 2024, an estimated $2.98M.
Interval Partners first reported a position in SoFi Technologies in Q4 2021 and held it in 3 quarters.
Interval Partners's SoFi Technologies position peaked at $4.59M in Q4 2021.
591 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

Based on Interval Partners's 13F filing for Q2 2024, filed 14 Aug 2024.