PEAK6
SOFI icon

PEAK6’s SoFi Technologies SOFI Stock Holding History

PEAK6’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
Q3 		$6.32M Buy
401,900
+63,100
+19% +$1.11M 0.01% 710
2026
Q2 		$6.07M Sell
338,800
-861,000
-72% -$14.6M 0.01% 772
2026
Q1 		$19.1M Sell
1,199,800
-686,100
-36% -$14.5M 0.04% 363
2025
Q4 		$49.4M Buy
1,885,900
+196,600
+12% +$5.48M 0.09% 173
2025
Q3 		$44.6M Sell
1,689,300
-781,300
-32% -$18.5M 0.07% 225
2025
Q2 		$45M Buy
2,470,600
+698,200
+39% +$9.21M 0.08% 198
2025
Q1 		$20.6M Buy
1,772,400
+410,600
+30% +$5.92M 0.05% 332
2024
Q4 		$21M Buy
+1,361,800
New +$17.7M 0.04% 329

Other funds holding SOFI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

PEAK6's SOFI Position: Q3 2026 in Review

PEAK6 increased its SoFi Technologies (SOFI) stake by 47% in Q3 2026, buying an estimated $927K and bringing the position to 164,553 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

PEAK6 first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $27M in Q4 2025. 768 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • PEAK6 held 164,553 shares of SoFi Technologies worth $2.59M as of Q3 2026.
  • PEAK6 bought 52,660 SoFi Technologies shares in Q3 2026, an estimated $927K.
  • SoFi Technologies made up ﹤0.01% of PEAK6's portfolio in Q3 2026, its #1125 holding.
  • PEAK6 first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • PEAK6's SoFi Technologies position peaked at $27M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on PEAK6's 13F filing for Q3 2026, filed 13 Nov 2026.