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Lombard Odier Asset Management (Switzerland)’s SoFi Technologies SOFI Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
Q2 		$739K Buy
41,200
+9,100
+28% +$154K 0.02% 346
2026
Q1 		$510K Buy
32,100
+3,000
+10% +$63.2K 0.02% 362
2025
Q4 		$762K Buy
29,100
+3,100
+12% +$86.4K 0.03% 245
2025
Q3 		$687K Buy
+26,000
New +$617K 0.03% 253

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lombard Odier Asset Management (Switzerland)'s SOFI Position: Q2 2026 in Review

Lombard Odier Asset Management (Switzerland) increased its SoFi Technologies (SOFI) stake by 28% in Q2 2026, buying an estimated $154K and bringing the position to 41,200 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #346.

Lombard Odier Asset Management (Switzerland) first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $762K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Lombard Odier Asset Management (Switzerland) held 41,200 shares of SoFi Technologies worth $739K as of Q2 2026.
  • Lombard Odier Asset Management (Switzerland) bought 9,100 SoFi Technologies shares in Q2 2026, an estimated $154K.
  • SoFi Technologies made up 0.02% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q2 2026, its #346 holding.
  • Lombard Odier Asset Management (Switzerland) first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Lombard Odier Asset Management (Switzerland)'s SoFi Technologies position peaked at $762K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.