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IQ EQ Fund Management’s SoFi Technologies SOFI Stock Holding History

IQ EQ Fund 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 		$1.67M Buy
93,137
+1,026
+1% +$17.4K 0.11% 164
2026
Q1 		$1.46M Sell
92,111
-12,176
-12% -$257K 0.11% 167
2025
Q4 		$2.73M Buy
104,287
+14,129
+16% +$394K 0.19% 121
2025
Q3 		$2.38M Buy
90,158
+44,027
+95% +$1.04M 0.16% 141
2025
Q2 		$840K Buy
+46,131
New +$608K 0.07% 234
2025
Q1 		– Sell
-26,481
Closed -$408K – 322
2024
Q4 		$408K Buy
26,481
+10,003
+61% +$130K 0.05% 247
2024
Q3 		$130K Buy
16,478
+6,096
+59% +$44.3K 0.01% 311
2024
Q2 		$68.6K Buy
+10,382
New +$73.2K 0.01% 306

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 $3.37T AUM 44.26% 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

IQ EQ Fund Management's SOFI Position: Q2 2026 in Review

IQ EQ Fund Management increased its SoFi Technologies (SOFI) stake by 1.1% in Q2 2026, buying an estimated $17.4K and bringing the position to 93,137 shares worth $1.67M. The position accounts for 0.11% of the portfolio, ranked #164.

IQ EQ Fund Management first reported a position in SOFI in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.73M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • IQ EQ Fund Management held 93,137 shares of SoFi Technologies worth $1.67M as of Q2 2026.
  • IQ EQ Fund Management bought 1,026 SoFi Technologies shares in Q2 2026, an estimated $17.4K.
  • SoFi Technologies made up 0.11% of IQ EQ Fund Management's portfolio in Q2 2026, its #164 holding.
  • IQ EQ Fund Management first reported a position in SoFi Technologies in Q2 2024 and has held it in 8 quarters since.
  • IQ EQ Fund Management's SoFi Technologies position peaked at $2.73M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on IQ EQ Fund Management's 13F filing for Q2 2026, filed 31 Jul 2026.