Lee Ainslie’s SoFi Technologies SOFI Stock Holding History

Lee Ainslie’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
2023 Q3	–	Sell	-201,096	Closed	-$1.68M	–	479
2023 Q2	$1.68M	Buy	201,096 +127,521	+173%	+$831K	0.04%	117
2023 Q1	$447K	Buy	+73,575	New	+$446K	0.01%	311

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lee Ainslie's SOFI Position: Q3 2023 in Review

Lee Ainslie sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 201,096 shares — an estimated $1.68M sold.

Lee Ainslie first reported a position in SOFI in Q1 2023 and held it in 2 quarters. The position peaked at $1.68M in Q2 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

Lee Ainslie reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
Lee Ainslie sold 201,096 SoFi Technologies shares in Q3 2023, an estimated $1.68M.
Lee Ainslie first reported a position in SoFi Technologies in Q1 2023 and held it in 2 quarters.
Lee Ainslie's SoFi Technologies position peaked at $1.68M in Q2 2023.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Maverick Capital's 13F filing for Q3 2023, filed 14 Nov 2023.