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Orion Capital Management’s SoFi Technologies SOFI Stock Holding History

Orion Capital 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
Q2 		$96.8K Buy
5,400
+500
+10% +$8.47K 0.03% 215
2026
Q1 		$77.8K Buy
4,900
+300
+7% +$6.32K 0.03% 221
2025
Q4 		$120K Buy
4,600
+1,200
+35% +$33.4K 0.04% 185
2025
Q3 		$89.8K Buy
+3,400
New +$80.7K 0.03% 212
2024
Q2 		– Sell
-5,000
Closed -$36.5K – 498
2024
Q1 		$36.5K Hold
5,000
– – 0.02% 275
2023
Q4 		$49.8K Buy
5,000
+2,000
+67% +$15.9K 0.03% 239
2023
Q3 		$24K Buy
+3,000
New +$26.4K 0.02% 303
2023
Q2 		– Sell
-5,000
Closed -$30.4K – 384
2023
Q1 		$30.4K Hold
5,000
– – 0.02% 271
2022
Q4 		$23.1K Buy
+5,000
New +$24.8K 0.02% 257

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Orion Capital Management's SOFI Position: Q2 2026 in Review

Orion Capital Management increased its SoFi Technologies (SOFI) stake by 10% in Q2 2026, buying an estimated $8.47K and bringing the position to 5,400 shares worth $96.8K. The position accounts for 0.03% of the portfolio, ranked #215.

Orion Capital Management first reported a position in SOFI in Q4 2022 and has held it in 9 quarters since. The position peaked at $120K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Orion Capital Management held 5,400 shares of SoFi Technologies worth $96.8K as of Q2 2026.
  • Orion Capital Management bought 500 SoFi Technologies shares in Q2 2026, an estimated $8.47K.
  • SoFi Technologies made up 0.03% of Orion Capital Management's portfolio in Q2 2026, its #215 holding.
  • Orion Capital Management first reported a position in SoFi Technologies in Q4 2022 and has held it in 9 quarters since.
  • Orion Capital Management's SoFi Technologies position peaked at $120K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.