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Seven Eight Capital’s SoFi Technologies SOFI Stock Holding History

Seven Eight 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
2024
Q4 		– Sell
-411,393
Closed -$3.23M – 548
2024
Q3 		$3.23M Buy
+411,393
New +$2.99M 0.29% 82
2024
Q2 		– Sell
-921,834
Closed -$6.73M – 887
2024
Q1 		$6.73M Buy
921,834
+686,731
+292% +$5.45M 0.7% 17
2023
Q4 		$2.34M Buy
+235,103
New +$1.87M 0.27% 93
2022
Q3 		– Sell
-17,493
Closed -$92K – 616
2022
Q2 		$92K Buy
17,493
+2,860
+20% +$19.3K 0.04% 360
2022
Q1 		$138K Sell
14,633
-99,818
-87% -$1.15M 0.02% 503
2021
Q4 		$1.81M Buy
114,451
+40,217
+54% +$738K 0.32% 95
2021
Q3 		$1.18M Buy
74,234
+60,909
+457% +$955K 0.11% 264
2021
Q2 		$255K Buy
+13,325
New +$247K 0.04% 526

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Seven Eight Capital's SOFI Position: Q4 2024 in Review

Seven Eight Capital sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 411,393 shares — an estimated $3.23M sold.

Seven Eight Capital first reported a position in SOFI in Q2 2021 and held it in 8 quarters. The position peaked at $6.73M in Q1 2024. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

  • Seven Eight Capital reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 411,393 SoFi Technologies shares in Q4 2024, an estimated $3.23M.
  • Seven Eight Capital first reported a position in SoFi Technologies in Q2 2021 and held it in 8 quarters.
  • Seven Eight Capital's SoFi Technologies position peaked at $6.73M in Q1 2024.
  • 705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.