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Occudo Quantitative Strategies’s SoFi Technologies SOFI Stock Holding History

Occudo Quantitative Strategies’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
Q3 		– Sell
-132,926
Closed -$2.42M – 856
2025
Q2 		$2.42M Buy
132,926
+51,510
+63% +$679K 0.27% 105
2025
Q1 		$965K Buy
+81,416
New +$1.17M 0.13% 233
2023
Q4 		– Sell
-371,339
Closed -$2.97M – 1167
2023
Q3 		$2.97M Buy
371,339
+214,944
+137% +$1.89M 0.38% 40
2023
Q2 		$1.3M Buy
+156,395
New +$1.02M 0.14% 245

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Occudo Quantitative Strategies's SOFI Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 132,926 shares — an estimated $2.42M sold.

Occudo Quantitative Strategies first reported a position in SOFI in Q2 2023 and held it in 4 quarters. The position peaked at $2.97M in Q3 2023. 912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Occudo Quantitative Strategies reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 132,926 SoFi Technologies shares in Q3 2025, an estimated $2.42M.
  • Occudo Quantitative Strategies first reported a position in SoFi Technologies in Q2 2023 and held it in 4 quarters.
  • Occudo Quantitative Strategies's SoFi Technologies position peaked at $2.97M in Q3 2023.
  • 912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.