Monashee Investment Management’s SoFi Technologies SOFI Stock Holding History

Monashee Investment 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
2026 Q1	–	Sell	-400,000	Closed	-$10.5M	–	57
2025 Q4	$10.5M	Buy	+400,000	New	+$11.1M	5.9%	3
2024 Q2	–	Sell	-80,000	Closed	-$584K	–	129
2024 Q1	$584K	Buy	+80,000	New	+$635K	0.07%	98
2022 Q4	–	Sell	-320,000	Closed	-$1.56M	–	63
2022 Q3	$1.56M	Buy	+320,000	New	+$2.02M	0.58%	29
2022 Q1	–	Sell	-300,000	Closed	-$4.74M	–	49
2021 Q4	$4.74M	Buy	+300,000	New	+$5.51M	1.17%	14
2021 Q3	–	Sell	-150,000	Closed	-$2.88M	–	361
2021 Q2	$2.88M	Buy	+150,000	New	+$2.78M	0.34%	80

Other funds holding SOFI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Monashee Investment Management's SOFI Position: Q1 2026 in Review

Monashee Investment Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 400,000 shares — an estimated $10.5M sold.

Monashee Investment Management first reported a position in SOFI in Q2 2021 and held it in 5 quarters. The position peaked at $10.5M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Monashee Investment Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Monashee Investment Management sold 400,000 SoFi Technologies shares in Q1 2026, an estimated $10.5M.
Monashee Investment Management first reported a position in SoFi Technologies in Q2 2021 and held it in 5 quarters.
Monashee Investment Management's SoFi Technologies position peaked at $10.5M in Q4 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Monashee Investment Management's 13F filing for Q1 2026, filed 13 May 2026.