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	$7.69M	Sell	429,100 -842,500	-66%	-$14.3M	0.01%	1731
2026 Q1	$20.2M	Sell	1,271,600 -30,300	-2%	-$639K	0.02%	943
2025 Q4	$34.1M	Buy	1,301,900 +1,221,700	+1,523%	+$34M	0.05%	484
2025 Q3	$2.12M	Buy	+80,200	New	+$1.9M	﹤0.01%	2090
2025 Q1	–	Sell	-3,092,900	Closed	-$47.6M	–	3467
2024 Q4	$47.6M	Hold	3,092,900	–	–	0.1%	237
2024 Q3	$24.3M	Hold	3,092,900	–	–	0.05%	419
2024 Q2	$20.4M	Hold	3,092,900	–	–	0.05%	454
2024 Q1	$22.6M	Sell	3,092,900 -151,100	-5%	-$1.2M	0.05%	412
2023 Q4	$32.3M	Buy	3,244,000 +151,100	+5%	+$1.2M	0.07%	310
2023 Q3	$24.7M	Hold	3,092,900	–	–	0.07%	333
2023 Q2	$25.8M	Buy	3,092,900 +401,900	+15%	+$2.62M	0.06%	348
2023 Q1	$16.3M	Buy	+2,691,000	New	+$16.3M	0.05%	424

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

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.