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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
2023
Q3 		– Hold
0
– -$1.08K – 875
2023
Q2 		– Hold
0
– – – 842

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Moors & Cabot's SOFI Position: Q1 2026 in Review

Moors & Cabot increased its SoFi Technologies (SOFI) stake by 4.3% in Q1 2026, buying an estimated $590K and bringing the position to 684,669 shares worth $10.9M. The position accounts for 0.47% of the portfolio, ranked #45.

Moors & Cabot first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $17.3M in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Moors & Cabot held 684,669 shares of SoFi Technologies worth $10.9M as of Q1 2026.
  • Moors & Cabot bought 27,971 SoFi Technologies shares in Q1 2026, an estimated $590K.
  • SoFi Technologies made up 0.47% of Moors & Cabot's portfolio in Q1 2026, its #45 holding.
  • Moors & Cabot first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
  • Moors & Cabot's SoFi Technologies position peaked at $17.3M in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.