Lazard Asset Management
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Lazard Asset Management’s SoFi Technologies SOFI Stock Holding History

Lazard 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
2025
Q4 		– Sell
-38,027
Closed -$1M – 2024
2025
Q3 		$1M Buy
38,027
+2,118
+6% +$50.3K ﹤0.01% 1138
2025
Q2 		$652K Sell
35,909
-27,571
-43% -$364K ﹤0.01% 1423
2025
Q1 		$737K Buy
63,480
+43,831
+223% +$632K ﹤0.01% 1307
2024
Q4 		$301K Buy
19,649
+9,539
+94% +$124K ﹤0.01% 1504
2024
Q3 		$78K Sell
10,110
-151
-1% -$1.1K ﹤0.01% 1833
2024
Q2 		$67K Buy
10,261
+5,053
+97% +$35.6K ﹤0.01% 1873
2024
Q1 		$37K Buy
5,208
+23
+0.4% +$183 ﹤0.01% 1777
2023
Q4 		$51K Hold
5,185
– – ﹤0.01% 1888
2023
Q3 		$41K Buy
5,185
+2,785
+116% +$24.5K ﹤0.01% 1912
2023
Q2 		$19K Buy
2,400
+2,372
+8,471% +$15.5K ﹤0.01% 2107
2023
Q1 		$0 Hold
28
– – ﹤0.01% 2529
2022
Q4 		$0 Hold
28
– – ﹤0.01% 2559
2022
Q3 		$0 Hold
28
– – ﹤0.01% 2533
2022
Q2 		$0 Hold
28
– – ﹤0.01% 2557
2022
Q1 		$0 Sell
28
-25,915
-100% -$298K ﹤0.01% 2509
2021
Q4 		$410K Buy
+25,943
New +$476K ﹤0.01% 1139

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lazard Asset Management's SOFI Position: Q4 2025 in Review

Lazard Asset Management sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 38,027 shares — an estimated $1M sold.

Lazard Asset Management first reported a position in SOFI in Q4 2021 and held it in 16 quarters. The position peaked at $1M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

  • Lazard Asset Management reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
  • Lazard Asset Management sold 38,027 SoFi Technologies shares in Q4 2025, an estimated $1M.
  • Lazard Asset Management first reported a position in SoFi Technologies in Q4 2021 and held it in 16 quarters.
  • Lazard Asset Management's SoFi Technologies position peaked at $1M in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Lazard Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.