Jupiter Asset Management’s SoFi Technologies SOFI Stock Holding History

Jupiter Asset Management’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	-22,759	Closed	-$596K	–	556
2025 Q4	$596K	Buy	+22,759	New	+$634K	﹤0.01%	367
2024 Q1	–	Sell	-110,049	Closed	-$1.09M	–	525
2023 Q4	$1.09M	Sell	110,049 -59,536	-35%	-$473K	0.01%	370
2023 Q3	$1.35M	Sell	169,585 -98,138	-37%	-$863K	0.02%	371
2023 Q2	$2.23M	Buy	+267,723	New	+$1.75M	0.02%	369
2021 Q4	–	Sell	-70,000	Closed	-$1.11M	–	637
2021 Q3	$1.11M	Buy	+70,000	New	+$1.1M	0.01%	406

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Jupiter Asset Management's SOFI Position: Q1 2026 in Review

Jupiter Asset Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 22,759 shares — an estimated $596K sold.

Jupiter Asset Management first reported a position in SOFI in Q3 2021 and held it in 5 quarters. The position peaked at $2.23M in Q2 2023. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Jupiter Asset Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Jupiter Asset Management sold 22,759 SoFi Technologies shares in Q1 2026, an estimated $596K.
Jupiter Asset Management first reported a position in SoFi Technologies in Q3 2021 and held it in 5 quarters.
Jupiter Asset Management's SoFi Technologies position peaked at $2.23M in Q2 2023.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.