Mark Asset Management’s SoFi Technologies SOFI Stock Holding History

Mark Asset Management’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 Q2	–	Sell	-170,000	Closed	-$1.98M	–	61
2025 Q1	$1.98M	Sell	170,000 -350,513	-67%	-$5.05M	0.19%	44
2024 Q4	$8.02M	Sell	520,513 -497,334	-49%	-$6.46M	0.87%	30
2024 Q3	$8M	Buy	1,017,847 +677,193	+199%	+$4.92M	0.73%	31
2024 Q2	$2.25M	Buy	340,654 +151,265	+80%	+$1.07M	0.22%	49
2024 Q1	$1.38M	Buy	+189,389	New	+$1.5M	0.18%	43
2023 Q4	–	Sell	-349,947	Closed	-$2.8M	–	60
2023 Q3	$2.8M	Sell	349,947 -151,853	-30%	-$1.34M	0.51%	33
2023 Q2	$4.19M	Sell	501,800 -28,601	-5%	-$186K	0.68%	33
2023 Q1	$3.22M	Buy	530,401 +78,949	+17%	+$479K	0.59%	38
2022 Q4	$2.08M	Buy	+451,452	New	+$2.24M	0.47%	44

Other funds holding SOFI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Mark Asset Management's SOFI Position: Q2 2025 in Review

Mark Asset Management sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 170,000 shares — an estimated $1.98M sold.

Mark Asset Management first reported a position in SOFI in Q4 2022 and held it in 9 quarters. The position peaked at $8.02M in Q4 2024. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

Mark Asset Management reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
Mark Asset Management sold 170,000 SoFi Technologies shares in Q2 2025, an estimated $1.98M.
Mark Asset Management first reported a position in SoFi Technologies in Q4 2022 and held it in 9 quarters.
Mark Asset Management's SoFi Technologies position peaked at $8.02M in Q4 2024.
745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Mark Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.