JG
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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
Q1 		– Sell
-499,700
Closed -$13.1M – 1619
2025
Q4 		$13.1M Sell
499,700
-143,400
-22% -$4M 0.06% 287
2025
Q3 		$17M Buy
+643,100
New +$15.3M 0.08% 159

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

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.