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John Overdeck’s SoFi Technologies SOFI Stock Holding History

John Overdeck’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 		$5.67M Sell
316,200
-821,300
-72% -$13.9M ﹤0.01% 2019
2026
Q1 		$18.1M Sell
1,137,500
-43,200
-4% -$911K 0.01% 1009
2025
Q4 		$30.9M Buy
1,180,700
+1,116,700
+1,745% +$31.1M 0.04% 527
2025
Q3 		$1.69M Buy
+64,000
New +$1.52M ﹤0.01% 2239

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

John Overdeck's SOFI Position: Q2 2026 in Review

John Overdeck reduced its SoFi Technologies (SOFI) stake by 70% in Q2 2026, selling an estimated $17.7M and leaving 443,247 shares worth $7.95M. The position accounts for 0.01% of the portfolio, ranked #1703.

John Overdeck first reported a position in SOFI in Q1 2023 and has held it in 13 quarters since. The position peaked at $259M in Q2 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • John Overdeck held 443,247 shares of SoFi Technologies worth $7.95M as of Q2 2026.
  • John Overdeck sold 1,045,043 SoFi Technologies shares in Q2 2026, an estimated $17.7M.
  • SoFi Technologies made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1703 holding.
  • John Overdeck first reported a position in SoFi Technologies in Q1 2023 and has held it in 13 quarters since.
  • John Overdeck's SoFi Technologies position peaked at $259M in Q2 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.