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Moors & Cabot’s SoFi Technologies SOFI Stock Holding History

Moors & Cabot’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 		$12.1M Sell
676,553
-8,116
-1% -$138K 0.47% 47
2026
Q1 		$10.9M Buy
684,669
+27,971
+4% +$590K 0.47% 45
2025
Q4 		$17.2M Buy
656,698
+2,301
+0.4% +$64.1K 0.74% 24
2025
Q3 		$17.3M Sell
654,397
-35,617
-5% -$845K 0.75% 23
2025
Q2 		$12.6M Sell
690,014
-18,665
-3% -$246K 0.58% 35
2025
Q1 		$8.24M Buy
708,679
+36,084
+5% +$520K 0.42% 49
2024
Q4 		$10.4M Sell
672,595
-181,095
-21% -$2.35M 0.49% 43
2024
Q3 		$6.71M Buy
853,690
+86,025
+11% +$625K 0.33% 63
2024
Q2 		$5.07M Sell
767,665
-15,825
-2% -$112K 0.27% 84
2024
Q1 		$5.72M Buy
783,490
+90,509
+13% +$719K 0.31% 70
2023
Q4 		$6.9M Buy
692,981
+48,281
+7% +$384K 0.43% 46
2023
Q3 		$5.15M Buy
644,700
+93,741
+17% +$824K 0.35% 62
2023
Q2 		$4.59M Sell
550,959
-32,000
-5% -$209K 0.31% 76
2023
Q1 		$3.54M Buy
582,959
+59,525
+11% +$361K 0.24% 98
2022
Q4 		$2.41M Buy
523,434
+153,730
+42% +$762K 0.17% 138
2022
Q3 		$1.8M Buy
369,704
+94,208
+34% +$596K 0.14% 161
2022
Q2 		$1.45M Buy
275,496
+14,970
+6% +$101K 0.1% 197
2022
Q1 		$2.46M Buy
260,526
+30,635
+13% +$352K 0.15% 141
2021
Q4 		$3.63M Buy
229,891
+34,896
+18% +$640K 0.22% 97
2021
Q3 		$3.11M Buy
194,995
+87,650
+82% +$1.37M 0.2% 111
2021
Q2 		$2.06M Buy
107,345
+76,495
+248% +$1.42M 0.14% 152
2021
Q1 		$530K Buy
+30,850
New +$609K 0.04% 383

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

Moors & Cabot's SOFI Position: Q2 2026 in Review

Moors & Cabot reduced its SoFi Technologies (SOFI) stake by 1.2% in Q2 2026, selling an estimated $138K and leaving 676,553 shares worth $12.1M. The position accounts for 0.47% of the portfolio, ranked #47.

Moors & Cabot first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.3M in Q3 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Moors & Cabot held 676,553 shares of SoFi Technologies worth $12.1M as of Q2 2026.
  • Moors & Cabot sold 8,116 SoFi Technologies shares in Q2 2026, an estimated $138K.
  • SoFi Technologies made up 0.47% of Moors & Cabot's portfolio in Q2 2026, its #47 holding.
  • Moors & Cabot first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • Moors & Cabot's SoFi Technologies position peaked at $17.3M in Q3 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.