Shay Capital’s SoFi Technologies SOFI Stock Holding History

Shay 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	$360K	Buy	+20,100	New	+$341K	0.02%	338
2025 Q4	–	Sell	-13,000	Closed	-$343K	–	600
2025 Q3	$343K	Buy	+13,000	New	+$308K	0.03%	296
2023 Q2	–	Sell	-23,485	Closed	-$143K	–	568
2023 Q1	$143K	Buy	+23,485	New	+$142K	0.03%	314
2022 Q2	–	Sell	-40,000	Closed	-$270K	–	596
2022 Q1	$378K	Buy	+40,000	New	+$459K	0.05%	277
2021 Q4	–	Sell	-27,013	Closed	-$429K	–	629
2021 Q3	$429K	Buy	27,013 +26,013	+2,601%	+$408K	0.06%	279
2021 Q2	$19K	Buy	+1,000	New	+$18.5K	﹤0.01%	503

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

Shay Capital's SOFI Position: Q2 2026 in Review

Shay Capital opened a new position in SoFi Technologies (SOFI) in Q2 2026: 20,100 shares worth $360K. The stake represents 0.02% of the portfolio and ranks #338 among its holdings. This is a return to the name: Shay Capital previously reported a position in SOFI as recently as Q3 2025.

Shay Capital first reported a position in SOFI in Q2 2021 and has held it in 6 quarters since. The position peaked at $429K in Q3 2021. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Shay Capital held 20,100 shares of SoFi Technologies worth $360K as of Q2 2026.
SoFi Technologies was a new Shay Capital position in Q2 2026.
SoFi Technologies made up 0.02% of Shay Capital's portfolio in Q2 2026, its #338 holding.
Shay Capital first reported a position in SoFi Technologies in Q2 2021 and has held it in 6 quarters since.
Shay Capital's SoFi Technologies position peaked at $429K in Q3 2021.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Shay Capital's 13F filing for Q2 2026, filed 14 Aug 2026.