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Samantha McLemore’s SoFi Technologies SOFI Stock Holding History

Samantha McLemore’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 		$27M Buy
1,505,629
+179,383
+14% +$3.04M 0.89% 32
2026
Q1 		$21.1M Buy
1,326,246
+127,762
+11% +$2.69M 0.77% 32
2025
Q4 		$31.4M Sell
1,198,484
-1,055,582
-47% -$29.4M 1.21% 29
2025
Q3 		$59.6M Sell
2,254,066
-903,365
-29% -$21.4M 2.38% 19
2025
Q2 		$57.5M Sell
3,157,431
-377,434
-11% -$4.98M 2.6% 19
2025
Q1 		$41.1M Sell
3,534,865
-716,815
-17% -$10.3M 2.11% 23
2024
Q4 		$65.5M Sell
4,251,680
-1,544,007
-27% -$20.1M 3.02% 14
2024
Q3 		$45.6M Buy
5,795,687
+1,950,649
+51% +$14.2M 2.24% 24
2024
Q2 		$25.4M Buy
3,845,038
+84,441
+2% +$595K 1.35% 30
2024
Q1 		$27.5M Sell
3,760,597
-15,945
-0.4% -$127K 1.34% 32
2023
Q4 		$37.6M Buy
3,776,542
+48,004
+1% +$382K 1.99% 25
2023
Q3 		$29.8M Sell
3,728,538
-707,326
-16% -$6.22M 1.75% 28
2023
Q2 		$37M Buy
4,435,864
+3,966,164
+844% +$25.9M 2.06% 27
2023
Q1 		$2.85M Hold
469,700
– – 1.27% 33
2022
Q4 		$2.17M Hold
469,700
– – 1.05% 34
2022
Q3 		$2.29M Buy
469,700
+238,100
+103% +$1.51M 1.14% 34
2022
Q2 		$1.22M Buy
231,600
+91,500
+65% +$618K 0.54% 36
2022
Q1 		$1.32M Sell
140,100
-53,700
-28% -$617K 0.45% 41
2021
Q4 		$3.06M Buy
+193,800
New +$3.56M 0.88% 37

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

Samantha McLemore's SOFI Position: Q2 2026 in Review

Samantha McLemore increased its SoFi Technologies (SOFI) stake by 14% in Q2 2026, buying an estimated $3.04M and bringing the position to 1,505,629 shares worth $27M. The position accounts for 0.89% of the portfolio, ranked #32.

Samantha McLemore first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $65.5M in Q4 2024. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Samantha McLemore held 1,505,629 shares of SoFi Technologies worth $27M as of Q2 2026.
  • Samantha McLemore bought 179,383 SoFi Technologies shares in Q2 2026, an estimated $3.04M.
  • SoFi Technologies made up 0.89% of Samantha McLemore's portfolio in Q2 2026, its #32 holding.
  • Samantha McLemore first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Samantha McLemore's SoFi Technologies position peaked at $65.5M in Q4 2024.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Patient Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.