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
Q2 		$855K Sell
47,709
-7,300
-13% -$124K ﹤0.01% 1580
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
-60,276
-60% -$479K ﹤0.01% 1647
2023
Q4 		$1M Buy
100,846
+60,956
+153% +$484K ﹤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 $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

Neuberger Berman Group's SOFI Position: Q2 2026 in Review

Neuberger Berman Group reduced its SoFi Technologies (SOFI) stake by 13% in Q2 2026, selling an estimated $124K and leaving 47,709 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Neuberger Berman Group first reported a position in SOFI in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.43M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Neuberger Berman Group held 47,709 shares of SoFi Technologies worth $855K as of Q2 2026.
  • Neuberger Berman Group sold 7,300 SoFi Technologies shares in Q2 2026, an estimated $124K.
  • SoFi Technologies made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1580 holding.
  • Neuberger Berman Group first reported a position in SoFi Technologies in Q1 2022 and has held it in 16 quarters since.
  • Neuberger Berman Group's SoFi Technologies position peaked at $1.43M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.