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
Q1 		– Sell
-41,800
Closed -$1.09M – 283
2025
Q4 		$1.09M Buy
+41,800
New +$1.16M ﹤0.01% 130

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 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. 511 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.
  • 511 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.