Polen Capital Management
SOFI icon

Polen Capital Management’s SoFi Technologies SOFI Stock Holding History

Polen 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 		$1.18M Sell
65,611
-37,734
-37% -$639K 0.01% 151
2026
Q1 		$1.64M Sell
103,345
-14,105
-12% -$297K 0.01% 115
2025
Q4 		$3.07M Sell
117,450
-25,768
-18% -$718K 0.01% 72
2025
Q3 		$3.78M Sell
143,218
-27,678
-16% -$657K 0.01% 72
2025
Q2 		$3.11M Buy
+170,896
New +$2.25M 0.01% 62

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

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

Polen Capital Management reduced its SoFi Technologies (SOFI) stake by 37% in Q2 2026, selling an estimated $639K and leaving 65,611 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #151.

Polen Capital Management first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.78M in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Polen Capital Management held 65,611 shares of SoFi Technologies worth $1.18M as of Q2 2026.
  • Polen Capital Management sold 37,734 SoFi Technologies shares in Q2 2026, an estimated $639K.
  • SoFi Technologies made up 0.01% of Polen Capital Management's portfolio in Q2 2026, its #151 holding.
  • Polen Capital Management first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's SoFi Technologies position peaked at $3.78M in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.