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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
2023
Q4 		– Sell
-91,100
Closed -$728K – 1318
2023
Q3 		$728K Buy
+91,100
New +$801K 0.05% 374
2021
Q4 		– Sell
-64,700
Closed -$1.03M – 2231
2021
Q3 		$1.03M Buy
+64,700
New +$1.01M 0.03% 562

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
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. 1,004 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.
  • 1,004 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.