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Osbon Capital Management’s SoFi Technologies SOFI Stock Holding History

Osbon 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 		$72.5K Buy
4,565
+4,207
+1,175% +$88.7K 0.06% 130
2025
Q4 		$9.37K Buy
+358
New +$9.98K 0.01% 236

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

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

Osbon Capital Management increased its SoFi Technologies (SOFI) stake by 1,175% in Q1 2026, buying an estimated $88.7K and bringing the position to 4,565 shares worth $72.5K. The position accounts for 0.06% of the portfolio, ranked #130.

Osbon Capital Management first reported a position in SOFI in Q4 2025 and has held it in 2 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Osbon Capital Management held 4,565 shares of SoFi Technologies worth $72.5K as of Q1 2026.
  • Osbon Capital Management bought 4,207 SoFi Technologies shares in Q1 2026, an estimated $88.7K.
  • SoFi Technologies made up 0.06% of Osbon Capital Management's portfolio in Q1 2026, its #130 holding.
  • Osbon Capital Management first reported a position in SoFi Technologies in Q4 2025 and has held it in 2 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.