Sender Company & Partners’s SoFi Technologies SOFI Stock Holding History

Sender Company & Partners’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
2025 Q4	–	Sell	-51,800	Closed	-$1.37M	–	402
2025 Q3	$1.37M	Buy	+51,800	New	+$1.23M	0.15%	165

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sender Company & Partners's SOFI Position: Q2 2023 in Review

Sender Company & Partners sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 10,780 shares — an estimated $65.4K sold.

Sender Company & Partners first reported a position in SOFI in Q4 2022 and held it in 2 quarters. The position peaked at $83K in Q4 2022. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

Sender Company & Partners reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
Sender Company & Partners sold 10,780 SoFi Technologies shares in Q2 2023, an estimated $65.4K.
Sender Company & Partners first reported a position in SoFi Technologies in Q4 2022 and held it in 2 quarters.
Sender Company & Partners's SoFi Technologies position peaked at $83K in Q4 2022.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Sender Company & Partners's 13F filing for Q2 2023, filed 14 Aug 2023.