Marshall Wace’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$104M	Sell	6,519,684 -131,060	-2%	-$2.76M	0.11%	162
2025 Q4	$174M	Buy	6,650,744 +5,244,291	+373%	+$146M	0.17%	100
2025 Q3	$37.2M	Sell	1,406,453 -6,590,693	-82%	-$156M	0.04%	418
2025 Q2	$146M	Buy	7,997,146 +3,748,817	+88%	+$49.4M	0.17%	108
2025 Q1	$49.4M	Buy	4,248,329 +4,142,382	+3,910%	+$59.7M	0.07%	270
2024 Q4	$1.63M	Sell	105,947 -8,287,366	-99%	-$108M	﹤0.01%	1525
2024 Q3	$66M	Buy	8,393,313 +2,035,426	+32%	+$14.8M	0.09%	224
2024 Q2	$42M	Buy	6,357,887 +3,593,464	+130%	+$25.3M	0.06%	298
2024 Q1	$20.2M	Buy	2,764,423 +2,436,523	+743%	+$19.4M	0.03%	507
2023 Q4	$3.26M	Sell	327,900 -518,752	-61%	-$4.12M	0.01%	1054
2023 Q3	$6.76M	Sell	846,652 -2,174,334	-72%	-$19.1M	0.01%	771
2023 Q2	$25.2M	Buy	+3,020,986	New	+$19.7M	0.05%	401
2022 Q3	–	Sell	-479,600	Closed	-$2.53M	–	3843
2022 Q2	$2.53M	Buy	+479,600	New	+$3.24M	0.01%	1822
2021 Q3	–	Sell	-895,942	Closed	-$17.2M	–	3453
2021 Q2	$17.2M	Buy	+895,942	New	+$16.6M	0.09%	282