Oarsman Capital’s SoFi Technologies SOFI Stock Holding History

Oarsman Capital’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
2025 Q1	–	Sell	-333	Closed	-$5.13K	–	748
2024 Q4	$5.13K	Sell	333 -342	-51%	-$4.44K	﹤0.01%	765
2024 Q3	$5.31K	Buy	+675	New	+$4.91K	﹤0.01%	778

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Oarsman Capital's SOFI Position: Q1 2025 in Review

Oarsman Capital sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 333 shares — an estimated $5.13K sold.

Oarsman Capital first reported a position in SOFI in Q3 2024 and held it in 2 quarters. The position peaked at $5.31K in Q3 2024. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

Oarsman Capital reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 333 SoFi Technologies shares in Q1 2025, an estimated $5.13K.
Oarsman Capital first reported a position in SoFi Technologies in Q3 2024 and held it in 2 quarters.
Oarsman Capital's SoFi Technologies position peaked at $5.31K in Q3 2024.
716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.