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Moseley Investment Management’s SoFi Technologies SOFI Stock Holding History

Moseley 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 		$614K Buy
38,689
+111
+0.3% +$2.34K 0.2% 78
2025
Q4 		$1.01M Sell
38,578
-396
-1% -$11K 0.31% 64
2025
Q3 		$1.03M Buy
38,974
+7,511
+24% +$178K 0.31% 60
2025
Q2 		$573K Sell
31,463
-23
-0.1% -$303 0.2% 86
2025
Q1 		$366K Buy
31,486
+450
+1% +$6.49K 0.14% 105
2024
Q4 		$478K Sell
31,036
-2,500
-7% -$32.5K 0.19% 92
2024
Q3 		$264K Buy
33,536
+2,598
+8% +$18.9K 0.11% 128
2024
Q2 		$205K Buy
30,938
+258
+0.8% +$1.82K 0.09% 141
2024
Q1 		$224K Buy
30,680
+4,021
+15% +$31.9K 0.11% 131
2023
Q4 		$265K Sell
26,659
-3,505
-12% -$27.9K 0.15% 121
2023
Q3 		$241K Buy
30,164
+4,091
+16% +$36K 0.14% 128
2023
Q2 		$217K Buy
+26,073
New +$170K 0.13% 138
2023
Q1 		– Sell
-29,351
Closed -$135K – 148
2022
Q4 		$135K Sell
29,351
-719
-2% -$3.57K 0.1% 140
2022
Q3 		$147K Sell
30,070
-8,013
-21% -$50.7K 0.11% 138
2022
Q2 		$201K Buy
38,083
+4,799
+14% +$32.4K 0.14% 146
2022
Q1 		$315K Buy
33,284
+2,407
+8% +$27.6K 0.17% 130
2021
Q4 		$488K Buy
+30,877
New +$567K 0.22% 106

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Moseley Investment Management increased its SoFi Technologies (SOFI) stake by 0.29% in Q1 2026, buying an estimated $2.34K and bringing the position to 38,689 shares worth $614K. The position accounts for 0.2% of the portfolio, ranked #78.

Moseley Investment Management first reported a position in SOFI in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.03M in Q3 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Moseley Investment Management held 38,689 shares of SoFi Technologies worth $614K as of Q1 2026.
  • Moseley Investment Management bought 111 SoFi Technologies shares in Q1 2026, an estimated $2.34K.
  • SoFi Technologies made up 0.2% of Moseley Investment Management's portfolio in Q1 2026, its #78 holding.
  • Moseley Investment Management first reported a position in SoFi Technologies in Q4 2021 and has held it in 17 quarters since.
  • Moseley Investment Management's SoFi Technologies position peaked at $1.03M in Q3 2025.
  • 926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.