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Joel Greenblatt’s SoFi Technologies SOFI Stock Holding History

Joel Greenblatt’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 		$293K Hold
16,320
– – ﹤0.01% 1659
2026
Q1 		$259K Hold
16,320
– – ﹤0.01% 1631
2025
Q4 		$427K Buy
16,320
+1,329
+9% +$37K ﹤0.01% 1477
2025
Q3 		$396K Hold
14,991
– – ﹤0.01% 1435
2025
Q2 		$273K Hold
14,991
– – ﹤0.01% 1492
2025
Q1 		$174K Hold
14,991
– – ﹤0.01% 1476
2024
Q4 		$231K Hold
14,991
– – ﹤0.01% 1332
2024
Q3 		$118K Hold
14,991
– – ﹤0.01% 1370
2024
Q2 		$99.1K Sell
14,991
-6
-0% -$42 ﹤0.01% 1379
2024
Q1 		$109K Sell
14,997
-32
-0.2% -$254 ﹤0.01% 1327
2023
Q4 		$150K Sell
15,029
-23
-0.2% -$183 ﹤0.01% 1277
2023
Q3 		$120K Sell
15,052
-13
-0.1% -$114 ﹤0.01% 1278
2023
Q2 		$126K Sell
15,065
-32,464
-68% -$212K ﹤0.01% 1264
2023
Q1 		$289K Buy
+47,529
New +$288K 0.01% 1148
2022
Q4 		– Sell
-45,644
Closed -$223K – 1306
2022
Q3 		$223K Buy
45,644
+22,949
+101% +$145K 0.01% 1060
2022
Q2 		$120K Sell
22,695
-7,067
-24% -$47.8K ﹤0.01% 1073
2022
Q1 		$281K Buy
+29,762
New +$342K 0.01% 966

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

Joel Greenblatt's SOFI Position: Q2 2026 in Review

Joel Greenblatt held its SoFi Technologies (SOFI) position steady in Q2 2026 at 16,320 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Joel Greenblatt first reported a position in SOFI in Q1 2022 and has held it in 17 quarters since. The position peaked at $427K in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Joel Greenblatt held 16,320 shares of SoFi Technologies worth $293K as of Q2 2026.
  • Joel Greenblatt left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1659 holding.
  • Joel Greenblatt first reported a position in SoFi Technologies in Q1 2022 and has held it in 17 quarters since.
  • Joel Greenblatt's SoFi Technologies position peaked at $427K in Q4 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.