Jim Simons’s SoFi Technologies SOFI Stock Holding History

Jim Simons’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	$36.8M	Buy	+2,317,400	New	+$48.8M	0.06%	416
2025 Q4	–	Sell	-1,776,800	Closed	-$46.9M	–	3720
2025 Q3	$46.9M	Sell	1,776,800 -3,749,900	-68%	-$89M	0.06%	368
2025 Q2	$101M	Sell	5,526,700 -5,575,600	-50%	-$73.5M	0.13%	158
2025 Q1	$129M	Buy	11,102,300 +4,459,600	+67%	+$64.3M	0.2%	99
2024 Q4	$102M	Sell	6,642,700 -4,748,200	-42%	-$61.7M	0.15%	149
2024 Q3	$89.5M	Buy	+11,390,900	New	+$82.8M	0.13%	161
2024 Q2	–	Sell	-5,282,400	Closed	-$38.6M	–	3930
2024 Q1	$38.6M	Buy	5,282,400 +5,057,600	+2,250%	+$40.2M	0.06%	395
2023 Q4	$2.24M	Buy	+224,800	New	+$1.79M	﹤0.01%	1880
2021 Q4	–	Sell	-99,100	Closed	-$1.57M	–	4200
2021 Q3	$1.57M	Buy	+99,100	New	+$1.55M	﹤0.01%	2272

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Jim Simons's SOFI Position: Q1 2026 in Review

Jim Simons opened a new position in SoFi Technologies (SOFI) in Q1 2026: 2,317,400 shares worth $36.8M. The stake represents 0.06% of the portfolio and ranks #416 among its holdings. This is a return to the name: Jim Simons previously reported a position in SOFI as recently as Q3 2025.

Jim Simons first reported a position in SOFI in Q3 2021 and has held it in 9 quarters since. The position peaked at $129M in Q1 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Jim Simons held 2,317,400 shares of SoFi Technologies worth $36.8M as of Q1 2026.
SoFi Technologies was a new Jim Simons position in Q1 2026.
SoFi Technologies made up 0.06% of Jim Simons's portfolio in Q1 2026, its #416 holding.
Jim Simons first reported a position in SoFi Technologies in Q3 2021 and has held it in 9 quarters since.
Jim Simons's SoFi Technologies position peaked at $129M in Q1 2025.
922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.