Prelude Capital Management’s SoFi Technologies SOFI Stock Holding History

Prelude 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 Q4	–	Sell	-15,216	Closed	-$402K	–	1538
2025 Q3	$402K	Buy	+15,216	New	+$361K	0.03%	584
2022 Q1	–	Sell	-32,991	Closed	-$522K	–	2193
2021 Q4	$522K	Sell	32,991 -5,360	-14%	-$98.4K	0.01%	978
2021 Q3	$609K	Buy	+38,351	New	+$601K	0.02%	787

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Prelude Capital Management's SOFI Position: Q4 2025 in Review

Prelude Capital Management sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 15,216 shares — an estimated $402K sold.

Prelude Capital Management first reported a position in SOFI in Q3 2021 and held it in 3 quarters. The position peaked at $609K in Q3 2021. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Prelude Capital Management reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Prelude Capital Management sold 15,216 SoFi Technologies shares in Q4 2025, an estimated $402K.
Prelude Capital Management first reported a position in SoFi Technologies in Q3 2021 and held it in 3 quarters.
Prelude Capital Management's SoFi Technologies position peaked at $609K in Q3 2021.
1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Prelude Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.