Magnetar Financial’s SoFi Technologies SOFI Stock Holding History

Magnetar Financial’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	-25,566	Closed	-$675K	–	1198
2025 Q3	$675K	Buy	+25,566	New	+$607K	﹤0.01%	535
2022 Q4	–	Sell	-25,000	Closed	-$122K	–	938
2022 Q3	$122K	Buy	25,000 +10,086	+68%	+$63.8K	﹤0.01%	933
2022 Q2	$79	Sell	14,914 -129,052	-90%	-$872K	﹤0.01%	1336
2022 Q1	$1.36M	Buy	+143,966	New	+$1.65M	0.01%	742
2021 Q4	–	Sell	-57,104	Closed	-$907K	–	1535
2021 Q3	$907K	Buy	+57,104	New	+$895K	0.01%	745
2021 Q1	–	Sell	-939,796	Closed	-$11.7M	–	1184
2020 Q4	$11.7M	Buy	+939,796	New	+$10.6M	0.17%	143

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM