Osaic Holdings
SOFI icon

Osaic Holdings’s SoFi Technologies SOFI Stock Holding History

Osaic Holdings’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
-131
Closed -$95K – 7684
2024
Q4 		$95K Buy
+131
New +$1.7K ﹤0.01% 4208
2023
Q3 		– Sell
-25
Closed -$3.1K – 7522
2023
Q2 		$3.1K Buy
+25
New +$163 ﹤0.01% 6503

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

Osaic Holdings's SOFI Position: Q1 2026 in Review

Osaic Holdings increased its SoFi Technologies (SOFI) stake by 29% in Q1 2026, buying an estimated $3.25M and bringing the position to 690,229 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #857.

Osaic Holdings first reported a position in SOFI in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.9M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Osaic Holdings held 690,229 shares of SoFi Technologies worth $11M as of Q1 2026.
  • Osaic Holdings bought 153,978 SoFi Technologies shares in Q1 2026, an estimated $3.25M.
  • SoFi Technologies made up 0.02% of Osaic Holdings's portfolio in Q1 2026, its #857 holding.
  • Osaic Holdings first reported a position in SoFi Technologies in Q4 2020 and has held it in 22 quarters since.
  • Osaic Holdings's SoFi Technologies position peaked at $14.9M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.