Sepio Capital’s SoFi Technologies SOFI Stock Holding History

Sepio Capital’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	$783K	Sell	43,668 -5,055	-10%	-$85.6K	0.04%	195
2026 Q1	$774K	Sell	48,723 -33,806	-41%	-$713K	0.04%	200
2025 Q4	$2.16M	Sell	82,529 -19,121	-19%	-$533K	0.12%	112
2025 Q3	$2.69M	Buy	+101,650	New	+$2.41M	0.16%	87
2022 Q3	–	Sell	-505,147	Closed	-$2.66M	–	354
2022 Q2	$2.66M	Buy	505,147 +457,802	+967%	+$3.09M	0.27%	116
2022 Q1	$447K	Buy	+47,345	New	+$544K	0.04%	286
2021 Q4	–	Sell	-710,112	Closed	-$11.3M	–	383
2021 Q3	$11.3M	Buy	+710,112	New	+$11.1M	0.93%	19

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sepio Capital's SOFI Position: Q2 2026 in Review

Sepio Capital reduced its SoFi Technologies (SOFI) stake by 10% in Q2 2026, selling an estimated $85.6K and leaving 43,668 shares worth $783K. The position accounts for 0.04% of the portfolio, ranked #195.

Sepio Capital first reported a position in SOFI in Q3 2021 and has held it in 7 quarters since. The position peaked at $11.3M in Q3 2021. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Sepio Capital held 43,668 shares of SoFi Technologies worth $783K as of Q2 2026.
Sepio Capital sold 5,055 SoFi Technologies shares in Q2 2026, an estimated $85.6K.
SoFi Technologies made up 0.04% of Sepio Capital's portfolio in Q2 2026, its #195 holding.
Sepio Capital first reported a position in SoFi Technologies in Q3 2021 and has held it in 7 quarters since.
Sepio Capital's SoFi Technologies position peaked at $11.3M in Q3 2021.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sepio Capital's 13F filing for Q2 2026, filed 28 Jul 2026.