SEI Investments
SOFI icon

SEI Investments’s SoFi Technologies SOFI Stock Holding History

SEI Investments’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 		$5.99M Sell
377,140
-490,063
-57% -$10.3M 0.01% 1427
2025
Q4 		$22.7M Buy
867,203
+57,703
+7% +$1.61M 0.02% 680
2025
Q3 		$21.4M Buy
809,500
+64,399
+9% +$1.53M 0.02% 695
2025
Q2 		$13.6M Buy
745,101
+577,891
+346% +$7.62M 0.02% 861
2025
Q1 		$1.94M Buy
167,210
+104,004
+165% +$1.5M ﹤0.01% 1645
2024
Q4 		$973K Buy
63,206
+7,884
+14% +$102K ﹤0.01% 1951
2024
Q3 		$435K Buy
55,322
+16,346
+42% +$119K ﹤0.01% 2229
2024
Q2 		$258K Buy
38,976
+3,139
+9% +$22.1K ﹤0.01% 2393
2024
Q1 		$262K Sell
35,837
-3,000
-8% -$23.8K ﹤0.01% 2354
2023
Q4 		$386K Buy
38,837
+5,942
+18% +$47.2K ﹤0.01% 2216
2023
Q3 		$263K Sell
32,895
-36,714
-53% -$323K ﹤0.01% 2350
2023
Q2 		$581K Buy
69,609
+47,154
+210% +$307K ﹤0.01% 2076
2023
Q1 		$136K Buy
+22,455
New +$136K ﹤0.01% 2545
2022
Q1 		– Sell
-352,712
Closed -$5.58M – 2645
2021
Q4 		$5.58M Buy
+352,712
New +$6.47M 0.01% 1075

Other funds holding SOFI

BlackRock
BlackRock New York $5.7T 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 $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $93.1B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return