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Ossiam’s SoFi Technologies SOFI Stock Holding History

Ossiam’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 		$15.1K Sell
953
-5,358
-85% -$113K ﹤0.01% 384
2025
Q4 		$165K Buy
6,311
+3,056
+94% +$85.2K ﹤0.01% 336
2025
Q3 		$86K Buy
+3,255
New +$77.2K ﹤0.01% 644

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

Ossiam's SOFI Position: Q1 2026 in Review

Ossiam reduced its SoFi Technologies (SOFI) stake by 85% in Q1 2026, selling an estimated $113K and leaving 953 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Ossiam first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $165K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Ossiam held 953 shares of SoFi Technologies worth $15.1K as of Q1 2026.
  • Ossiam sold 5,358 SoFi Technologies shares in Q1 2026, an estimated $113K.
  • SoFi Technologies made up ﹤0.01% of Ossiam's portfolio in Q1 2026, its #384 holding.
  • Ossiam first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Ossiam's SoFi Technologies position peaked at $165K in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Ossiam's 13F filing for Q1 2026, filed 14 May 2026.