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Machina Capital’s SoFi Technologies SOFI Stock Holding History

Machina Capital’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 		$536K Buy
+29,897
New +$507K 0.08% 261
2025
Q4 		– Sell
-61,232
Closed -$1.62M – 412
2025
Q3 		$1.62M Buy
61,232
+48,390
+377% +$1.15M 0.28% 125
2025
Q2 		$234K Buy
+12,842
New +$169K 0.05% 287
2023
Q2 		– Sell
-2,600
Closed -$15.8K – 498
2023
Q1 		$15.8K Buy
+2,600
New +$15.8K 0.01% 400

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 $3.38T AUM 44.17% 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

Machina Capital's SOFI Position: Q2 2026 in Review

Machina Capital opened a new position in SoFi Technologies (SOFI) in Q2 2026: 29,897 shares worth $536K. The stake represents 0.08% of the portfolio and ranks #261 among its holdings. This is a return to the name: Machina Capital previously reported a position in SOFI as recently as Q3 2025.

Machina Capital first reported a position in SOFI in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.62M in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Machina Capital held 29,897 shares of SoFi Technologies worth $536K as of Q2 2026.
  • SoFi Technologies was a new Machina Capital position in Q2 2026.
  • SoFi Technologies made up 0.08% of Machina Capital's portfolio in Q2 2026, its #261 holding.
  • Machina Capital first reported a position in SoFi Technologies in Q1 2023 and has held it in 4 quarters since.
  • Machina Capital's SoFi Technologies position peaked at $1.62M in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.