Invesco
SOFI icon

Invesco’s SoFi Technologies SOFI Stock Holding History

Invesco’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
-347,000
Closed -$9.08M – 3817
2025
Q4 		$9.08M Buy
347,000
+237,000
+215% +$6.6M ﹤0.01% 1906
2025
Q3 		$2.91M Buy
+110,000
New +$2.61M ﹤0.01% 2470

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

Invesco's SOFI Position: Q1 2026 in Review

Invesco reduced its SoFi Technologies (SOFI) stake by 3.7% in Q1 2026, selling an estimated $1.29M and leaving 1,579,588 shares worth $25.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Invesco first reported a position in SOFI in Q4 2021 and has held it in 18 quarters since. The position peaked at $49.2M in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Invesco held 1,579,588 shares of SoFi Technologies worth $25.1M as of Q1 2026.
  • Invesco sold 61,230 SoFi Technologies shares in Q1 2026, an estimated $1.29M.
  • SoFi Technologies made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #1347 holding.
  • Invesco first reported a position in SoFi Technologies in Q4 2021 and has held it in 18 quarters since.
  • Invesco's SoFi Technologies position peaked at $49.2M in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.