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Marex Group’s SoFi Technologies SOFI Stock Holding History

Marex Group’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 		$28.3M Buy
1,580,559
+621,793
+65% +$10.5M 0.12% 125
2026
Q1 		$15.2M Sell
958,766
-290,053
-23% -$6.11M 0.1% 140
2025
Q4 		$32.7M Sell
1,248,819
-353,138
-22% -$9.84M 0.21% 98
2025
Q3 		$44.1M Buy
1,601,957
+988,054
+161% +$23.4M 0.31% 68
2025
Q2 		$11.2M Buy
613,903
+181,951
+42% +$2.4M 0.1% 130
2025
Q1 		$5.02M Buy
+431,952
New +$6.23M 0.1% 104
2024
Q4 		– Sell
-129,474
Closed -$1.02M – 799
2024
Q3 		$1.02M Buy
129,474
+29,881
+30% +$217K 0.02% 210
2024
Q2 		$658K Buy
99,593
+32,995
+50% +$233K 0.02% 265
2024
Q1 		$486K Buy
66,598
+25,146
+61% +$200K 0.02% 254
2023
Q4 		$412K Sell
41,452
-124,065
-75% -$986K 0.02% 334
2023
Q3 		$1.32M Buy
165,517
+51,189
+45% +$450K 0.19% 58
2023
Q2 		$953K Sell
114,328
-12,132
-10% -$79.1K 0.17% 92
2023
Q1 		$768K Buy
126,460
+22,756
+22% +$138K 0.1% 133
2022
Q4 		$478K Buy
+103,704
New +$514K 0.07% 172

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

Marex Group's SOFI Position: Q2 2026 in Review

Marex Group increased its SoFi Technologies (SOFI) stake by 65% in Q2 2026, buying an estimated $10.5M and bringing the position to 1,580,559 shares worth $28.3M. The position accounts for 0.12% of the portfolio, ranked #125.

Marex Group first reported a position in SOFI in Q4 2022 and has held it in 14 quarters since. The position peaked at $44.1M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Marex Group held 1,580,559 shares of SoFi Technologies worth $28.3M as of Q2 2026.
  • Marex Group bought 621,793 SoFi Technologies shares in Q2 2026, an estimated $10.5M.
  • SoFi Technologies made up 0.12% of Marex Group's portfolio in Q2 2026, its #125 holding.
  • Marex Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 14 quarters since.
  • Marex Group's SoFi Technologies position peaked at $44.1M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.