MLP3 LLC’s SoFi Technologies SOFI Stock Holding History

MLP3 LLC’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 Q1	$1.25M	Buy	78,515 +44,385	+130%	+$936K	1.37%	23
2025 Q4	$894K	Buy	+34,130	New	+$951K	0.98%	24

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

MLP3 LLC's SOFI Position: Q1 2026 in Review

MLP3 LLC increased its SoFi Technologies (SOFI) stake by 130% in Q1 2026, buying an estimated $936K and bringing the position to 78,515 shares worth $1.25M. The position accounts for 1.37% of the portfolio, ranked #23.

MLP3 LLC first reported a position in SOFI in Q4 2025 and has held it in 2 quarters since. 924 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

MLP3 LLC held 78,515 shares of SoFi Technologies worth $1.25M as of Q1 2026.
MLP3 LLC bought 44,385 SoFi Technologies shares in Q1 2026, an estimated $936K.
SoFi Technologies made up 1.37% of MLP3 LLC's portfolio in Q1 2026, its #23 holding.
MLP3 LLC first reported a position in SoFi Technologies in Q4 2025 and has held it in 2 quarters since.
924 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on MLP3 LLC's 13F filing for Q1 2026, filed 13 Apr 2026.