Neuberger Berman Group
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Neuberger Berman Group’s SoFi Technologies SOFI Stock Holding History

Neuberger Berman Group’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 		$874K Buy
55,009
+316
+0.6% +$6.66K ﹤0.01% 1457
2025
Q4 		$1.43M Buy
54,693
+4,833
+10% +$135K ﹤0.01% 1283
2025
Q3 		$1.32M Buy
49,860
+3,881
+8% +$92.1K ﹤0.01% 1281
2025
Q2 		$837K Buy
45,979
+836
+2% +$11K ﹤0.01% 1408
2025
Q1 		$525K Buy
45,143
+241
+0.5% +$3.47K ﹤0.01% 1512
2024
Q4 		$691K Sell
44,902
-573
-1% -$7.44K ﹤0.01% 1424
2024
Q3 		$357K Buy
45,475
+3,078
+7% +$22.4K ﹤0.01% 1621
2024
Q2 		$280K Buy
42,397
+1,827
+5% +$12.9K ﹤0.01% 1667
2024
Q1 		$296K Sell
40,570
-9,853
-20% -$78.3K ﹤0.01% 1647
2023
Q4 		$502K Buy
50,423
+10,533
+26% +$83.7K ﹤0.01% 1484
2023
Q3 		$319K Sell
39,890
-19,452
-33% -$171K ﹤0.01% 1577
2023
Q2 		$495K Sell
59,342
-11,450
-16% -$74.6K ﹤0.01% 1450
2023
Q1 		$430K Buy
70,792
+33,578
+90% +$204K ﹤0.01% 1503
2022
Q4 		$172K Buy
+37,214
New +$185K ﹤0.01% 1702
2022
Q2 		– Sell
-14,948
Closed -$141K – 1933
2022
Q1 		$141K Buy
+14,948
New +$172K ﹤0.01% 1831

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

Neuberger Berman Group's SOFI Position: Q1 2026 in Review

Neuberger Berman Group increased its SoFi Technologies (SOFI) stake by 0.58% in Q1 2026, buying an estimated $6.66K and bringing the position to 55,009 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Neuberger Berman Group first reported a position in SOFI in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.43M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Neuberger Berman Group held 55,009 shares of SoFi Technologies worth $874K as of Q1 2026.
  • Neuberger Berman Group bought 316 SoFi Technologies shares in Q1 2026, an estimated $6.66K.
  • SoFi Technologies made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1457 holding.
  • Neuberger Berman Group first reported a position in SoFi Technologies in Q1 2022 and has held it in 15 quarters since.
  • Neuberger Berman Group's SoFi Technologies position peaked at $1.43M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.