RIM
SOFI icon

Rakuten Investment Management’s SoFi Technologies SOFI Stock Holding History

Rakuten Investment 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 		$1.33M Buy
73,377
+10,290
+16% +$174K ﹤0.01% 416
2026
Q1 		$956K Buy
63,087
+12,361
+24% +$261K ﹤0.01% 426
2025
Q4 		$1.36M Buy
50,726
+43,914
+645% +$1.22M ﹤0.01% 481
2025
Q3 		$902K Buy
+6,812
New +$162K ﹤0.01% 490

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 $3.38T AUM 44.17% 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

Rakuten Investment Management's SOFI Position: Q2 2026 in Review

Rakuten Investment Management increased its SoFi Technologies (SOFI) stake by 16% in Q2 2026, buying an estimated $174K and bringing the position to 73,377 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Rakuten Investment Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Rakuten Investment Management held 73,377 shares of SoFi Technologies worth $1.33M as of Q2 2026.
  • Rakuten Investment Management bought 10,290 SoFi Technologies shares in Q2 2026, an estimated $174K.
  • SoFi Technologies made up ﹤0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #416 holding.
  • Rakuten Investment Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Rakuten Investment Management's SoFi Technologies position peaked at $1.36M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.