LMR Partners’s SoFi Technologies SOFI Stock Holding History

LMR 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	$19.1M	Sell	1,200,000 -2,096,400	-64%	-$44.2M	0.04%	224
2025 Q4	$86.3M	Hold	3,296,400	–	–	0.16%	56
2025 Q3	$87.1M	Hold	3,296,400	–	–	0.38%	43
2025 Q2	$60M	Hold	3,296,400	–	–	0.43%	42
2025 Q1	$38.3M	Sell	3,296,400 -1,950,000	-37%	-$28.1M	0.36%	59
2024 Q4	$80.8M	Buy	5,246,400 +1,200,000	+30%	+$15.6M	0.68%	20
2024 Q3	$31.8M	Hold	4,046,400	–	–	0.25%	70
2024 Q2	$26.7M	Buy	4,046,400 +3,046,400	+305%	+$21.5M	0.23%	91
2024 Q1	$7.3M	Hold	1,000,000	–	–	0.07%	235
2023 Q4	$9.95M	Buy	+1,000,000	New	+$7.95M	0.11%	203

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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