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Liontrust Investment Partners’s SoFi Technologies SOFI Stock Holding History

Liontrust Investment Partners’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 		$2.96M Sell
186,655
-241,665
-56% -$5.09M 0.05% 137
2025
Q4 		$11.2M Buy
428,320
+26,816
+7% +$747K 0.17% 100
2025
Q3 		$10.6M Buy
+401,504
New +$9.53M 0.16% 98

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Liontrust Investment Partners's SOFI Position: Q1 2026 in Review

Liontrust Investment Partners reduced its SoFi Technologies (SOFI) stake by 56% in Q1 2026, selling an estimated $5.09M and leaving 186,655 shares worth $2.96M. The position accounts for 0.05% of the portfolio, ranked #137.

Liontrust Investment Partners first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.2M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Liontrust Investment Partners held 186,655 shares of SoFi Technologies worth $2.96M as of Q1 2026.
  • Liontrust Investment Partners sold 241,665 SoFi Technologies shares in Q1 2026, an estimated $5.09M.
  • SoFi Technologies made up 0.05% of Liontrust Investment Partners's portfolio in Q1 2026, its #137 holding.
  • Liontrust Investment Partners first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Liontrust Investment Partners's SoFi Technologies position peaked at $11.2M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.