Jacobs Levy Equity Management
SOFI icon

Jacobs Levy Equity Management’s SoFi Technologies SOFI Stock Holding History

Jacobs Levy Equity 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 		$2.16M Sell
120,618
-4,714
-4% -$79.9K 0.01% 579
2026
Q1 		$1.99M Sell
125,332
-334
-0.3% -$7.04K 0.01% 590
2025
Q4 		$3.29M Buy
125,666
+59,459
+90% +$1.66M 0.01% 492
2025
Q3 		$1.75M Buy
+66,207
New +$1.57M 0.01% 617

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

Jacobs Levy Equity Management's SOFI Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its SoFi Technologies (SOFI) stake by 3.8% in Q2 2026, selling an estimated $79.9K and leaving 120,618 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #579.

Jacobs Levy Equity Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.29M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Jacobs Levy Equity Management held 120,618 shares of SoFi Technologies worth $2.16M as of Q2 2026.
  • Jacobs Levy Equity Management sold 4,714 SoFi Technologies shares in Q2 2026, an estimated $79.9K.
  • SoFi Technologies made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #579 holding.
  • Jacobs Levy Equity Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Jacobs Levy Equity Management's SoFi Technologies position peaked at $3.29M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.