Marshall Wace
SOFI icon

Marshall Wace’s SoFi Technologies SOFI Stock Holding History

Marshall Wace’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 		$210M Buy
11,697,405
+5,177,721
+79% +$87.7M 0.17% 85
2026
Q1 		$104M Sell
6,519,684
-131,060
-2% -$2.76M 0.1% 162
2025
Q4 		$174M Buy
6,650,744
+5,244,291
+373% +$146M 0.16% 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 0.16% 108
2025
Q1 		$49.4M Buy
4,248,329
+4,142,382
+3,910% +$59.7M 0.06% 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 0.08% 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 – 3760
2022
Q2 		$2.53M Buy
+479,600
New +$3.24M 0.01% 1822
2021
Q3 		– Sell
-895,942
Closed -$17.2M – 3401
2021
Q2 		$17.2M Buy
+895,942
New +$16.6M 0.08% 282

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

Marshall Wace's SOFI Position: Q2 2026 in Review

Marshall Wace increased its SoFi Technologies (SOFI) stake by 79% in Q2 2026, buying an estimated $87.7M and bringing the position to 11,697,405 shares worth $210M. The position accounts for 0.17% of the portfolio, ranked #85.

Marshall Wace first reported a position in SOFI in Q2 2021 and has held it in 15 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Marshall Wace held 11,697,405 shares of SoFi Technologies worth $210M as of Q2 2026.
  • Marshall Wace bought 5,177,721 SoFi Technologies shares in Q2 2026, an estimated $87.7M.
  • SoFi Technologies made up 0.17% of Marshall Wace's portfolio in Q2 2026, its #85 holding.
  • Marshall Wace first reported a position in SoFi Technologies in Q2 2021 and has held it in 15 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.