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Palisade Capital Management’s SoFi Technologies SOFI Stock Holding History

Palisade 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
2025
Q2 		– Sell
-11,000
Closed -$128K – 375
2025
Q1 		$128K Buy
+11,000
New +$159K ﹤0.01% 368
2024
Q3 		– Sell
-14,500
Closed -$95.8K – 383
2024
Q2 		$95.8K Buy
+14,500
New +$102K ﹤0.01% 363

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Palisade Capital Management's SOFI Position: Q2 2025 in Review

Palisade Capital Management sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 11,000 shares — an estimated $128K sold.

Palisade Capital Management first reported a position in SOFI in Q2 2024 and held it in 2 quarters. The position peaked at $128K in Q1 2025. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Palisade Capital Management reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Palisade Capital Management sold 11,000 SoFi Technologies shares in Q2 2025, an estimated $128K.
  • Palisade Capital Management first reported a position in SoFi Technologies in Q2 2024 and held it in 2 quarters.
  • Palisade Capital Management's SoFi Technologies position peaked at $128K in Q1 2025.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Palisade Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.