Jain Global’s SoFi Technologies SOFI Stock Holding History

Jain Global’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	$9.63M	Sell	536,950 -227,986	-30%	-$3.86M	0.04%	381
2026 Q1	$12.1M	Sell	764,936 -347,028	-31%	-$7.32M	0.05%	298
2025 Q4	$29.1M	Buy	1,111,964 +10,503	+1%	+$293K	0.14%	148
2025 Q3	$29.1M	Sell	1,101,461 -21,688	-2%	-$515K	0.14%	101
2025 Q2	$20.5M	Buy	1,123,149 +856,617	+321%	+$11.3M	0.16%	127
2025 Q1	$3.1M	Buy	266,532 +141,386	+113%	+$2.04M	0.04%	296
2024 Q4	$1.93M	Buy	+125,146	New	+$1.63M	0.06%	240

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

Jain Global's SOFI Position: Q2 2026 in Review

Jain Global reduced its SoFi Technologies (SOFI) stake by 30% in Q2 2026, selling an estimated $3.86M and leaving 536,950 shares worth $9.63M. The position accounts for 0.04% of the portfolio, ranked #381.

Jain Global first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.1M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Jain Global held 536,950 shares of SoFi Technologies worth $9.63M as of Q2 2026.
Jain Global sold 227,986 SoFi Technologies shares in Q2 2026, an estimated $3.86M.
SoFi Technologies made up 0.04% of Jain Global's portfolio in Q2 2026, its #381 holding.
Jain Global first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
Jain Global's SoFi Technologies position peaked at $29.1M in Q4 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.