Lord, Abbett & Co’s SoFi Technologies SOFI Stock Holding History

Lord, Abbett & Co’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	-1,333,110	Closed	-$35.2M	–	598
2025 Q3	$35.2M	Sell	1,333,110 -266,890	-17%	-$6.33M	0.1%	211
2025 Q2	$29.1M	Buy	+1,600,000	New	+$21.1M	0.09%	234

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Lord, Abbett & Co's SOFI Position: Q4 2025 in Review

Lord, Abbett & Co sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 1,333,110 shares — an estimated $35.2M sold.

Lord, Abbett & Co first reported a position in SOFI in Q2 2025 and held it in 2 quarters. The position peaked at $35.2M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Lord, Abbett & Co reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Lord, Abbett & Co sold 1,333,110 SoFi Technologies shares in Q4 2025, an estimated $35.2M.
Lord, Abbett & Co first reported a position in SoFi Technologies in Q2 2025 and held it in 2 quarters.
Lord, Abbett & Co's SoFi Technologies position peaked at $35.2M in Q3 2025.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Lord, Abbett & Co's 13F filing for Q4 2025, filed 13 Feb 2026.