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 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 $5.72T 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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Sepio Capital's SOFI Position: Q1 2026 in Review

Sepio Capital reduced its SoFi Technologies (SOFI) stake by 41% in Q1 2026, selling an estimated $713K and leaving 48,723 shares worth $774K. The position accounts for 0.04% of the portfolio, ranked #200.

Sepio Capital first reported a position in SOFI in Q3 2021 and has held it in 6 quarters since. The position peaked at $11.3M in Q3 2021. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Sepio Capital held 48,723 shares of SoFi Technologies worth $774K as of Q1 2026.
Sepio Capital sold 33,806 SoFi Technologies shares in Q1 2026, an estimated $713K.
SoFi Technologies made up 0.04% of Sepio Capital's portfolio in Q1 2026, its #200 holding.
Sepio Capital first reported a position in SoFi Technologies in Q3 2021 and has held it in 6 quarters since.
Sepio Capital's SoFi Technologies position peaked at $11.3M in Q3 2021.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Sepio Capital's 13F filing for Q1 2026, filed 13 May 2026.