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Penserra Capital Management’s SoFi Technologies SOFI Stock Holding History

Penserra 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
Q2 		$112K Buy
6,250
+2,215
+55% +$37.5K ﹤0.01% 757
2026
Q1 		$64K Buy
4,035
+3,585
+797% +$75.6K ﹤0.01% 761
2025
Q4 		$11K Sell
450
-68,691
-99% -$1.91M ﹤0.01% 846
2025
Q3 		$1.83M Buy
69,141
+45,032
+187% +$1.07M 0.02% 345
2025
Q2 		$439K Buy
+24,109
New +$318K 0.01% 540
2025
Q1 		– Sell
-94,116
Closed -$1.45M – 1158
2024
Q4 		$1.45M Buy
+94,116
New +$1.22M 0.03% 334
2023
Q2 		– Sell
-4,212
Closed -$25K – 1320
2023
Q1 		$25K Buy
4,212
+667
+19% +$4.04K ﹤0.01% 887
2022
Q4 		$16K Sell
3,545
-148
-4% -$734 ﹤0.01% 951
2022
Q3 		$18K Sell
3,693
-32,432
-90% -$205K ﹤0.01% 903
2022
Q2 		$189K Buy
36,125
+3,758
+12% +$25.4K 0.01% 684
2022
Q1 		$230K Sell
32,367
-3,228
-9% -$37.1K 0.01% 693
2021
Q4 		$561K Sell
35,595
-16,276
-31% -$299K 0.01% 511
2021
Q3 		$822K Buy
51,871
+24,998
+93% +$392K 0.02% 436
2021
Q2 		$515K Sell
26,873
-16,092
-37% -$298K 0.01% 497
2021
Q1 		$736K Buy
42,965
+26,379
+159% +$521K 0.01% 415
2020
Q4 		$206K Buy
+16,586
New +$187K ﹤0.01% 522

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Penserra Capital Management's SOFI Position: Q2 2026 in Review

Penserra Capital Management increased its SoFi Technologies (SOFI) stake by 55% in Q2 2026, buying an estimated $37.5K and bringing the position to 6,250 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Penserra Capital Management first reported a position in SOFI in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.83M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Penserra Capital Management held 6,250 shares of SoFi Technologies worth $112K as of Q2 2026.
  • Penserra Capital Management bought 2,215 SoFi Technologies shares in Q2 2026, an estimated $37.5K.
  • SoFi Technologies made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #757 holding.
  • Penserra Capital Management first reported a position in SoFi Technologies in Q4 2020 and has held it in 16 quarters since.
  • Penserra Capital Management's SoFi Technologies position peaked at $1.83M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.