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Sachetta’s SoFi Technologies SOFI Stock Holding History

Sachetta’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 		$9.68K Buy
540
+119
+28% +$2.02K ﹤0.01% 450
2026
Q1 		$6.69K Buy
421
+168
+66% +$3.54K ﹤0.01% 570
2025
Q4 		$6.62K Hold
253
– – ﹤0.01% 478
2025
Q3 		$6.68K Hold
253
– – ﹤0.01% 543
2025
Q2 		$4.61K Hold
253
– – ﹤0.01% 607
2025
Q1 		$2.94K Hold
253
– – ﹤0.01% 690
2024
Q4 		$3.9K Hold
253
– – ﹤0.01% 650
2024
Q3 		$1.99K Buy
253
+8
+3% +$58 ﹤0.01% 877
2024
Q2 		$1.82K Buy
245
+122
+99% +$860 ﹤0.01% 860
2024
Q1 		$1.22K Hold
123
– – ﹤0.01% 863
2023
Q4 		$1.22K Buy
+123
New +$978 ﹤0.01% 863

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 $3.37T AUM 44.26% 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

Sachetta's SOFI Position: Q2 2026 in Review

Sachetta increased its SoFi Technologies (SOFI) stake by 28% in Q2 2026, buying an estimated $2.02K and bringing the position to 540 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Sachetta first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sachetta held 540 shares of SoFi Technologies worth $9.68K as of Q2 2026.
  • Sachetta bought 119 SoFi Technologies shares in Q2 2026, an estimated $2.02K.
  • SoFi Technologies made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #450 holding.
  • Sachetta first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.