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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Rakuten Investment Management's SOFI Position: Q1 2026 in Review

Rakuten Investment Management increased its SoFi Technologies (SOFI) stake by 24% in Q1 2026, buying an estimated $261K and bringing the position to 63,087 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Rakuten Investment Management first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Rakuten Investment Management held 63,087 shares of SoFi Technologies worth $956K as of Q1 2026.
  • Rakuten Investment Management bought 12,361 SoFi Technologies shares in Q1 2026, an estimated $261K.
  • SoFi Technologies made up ﹤0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #426 holding.
  • Rakuten Investment Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Rakuten Investment Management's SoFi Technologies position peaked at $1.36M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.