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
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 $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

Jacobs Levy Equity Management's SOFI Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its SoFi Technologies (SOFI) stake by 0.27% in Q1 2026, selling an estimated $7.04K and leaving 125,332 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #590.

Jacobs Levy Equity Management first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.29M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Jacobs Levy Equity Management held 125,332 shares of SoFi Technologies worth $1.99M as of Q1 2026.
  • Jacobs Levy Equity Management sold 334 SoFi Technologies shares in Q1 2026, an estimated $7.04K.
  • SoFi Technologies made up 0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #590 holding.
  • Jacobs Levy Equity Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Jacobs Levy Equity Management's SoFi Technologies position peaked at $3.29M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.