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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
Q1 		– Sell
-1,000
Closed -$26.2K – 521
2025
Q4 		$26.2K Buy
+1,000
New +$27.9K 0.01% 326

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

Orion Capital Management's SOFI Position: Q1 2026 in Review

Orion Capital Management increased its SoFi Technologies (SOFI) stake by 6.5% in Q1 2026, buying an estimated $6.32K and bringing the position to 4,900 shares worth $77.8K. The position accounts for 0.03% of the portfolio, ranked #221.

Orion Capital Management first reported a position in SOFI in Q4 2022 and has held it in 8 quarters since. The position peaked at $120K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Orion Capital Management held 4,900 shares of SoFi Technologies worth $77.8K as of Q1 2026.
  • Orion Capital Management bought 300 SoFi Technologies shares in Q1 2026, an estimated $6.32K.
  • SoFi Technologies made up 0.03% of Orion Capital Management's portfolio in Q1 2026, its #221 holding.
  • Orion Capital Management first reported a position in SoFi Technologies in Q4 2022 and has held it in 8 quarters since.
  • Orion Capital Management's SoFi Technologies position peaked at $120K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.