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
2022 Q3	–	Sell	-238,000	Closed	-$1.25M	–	486
2022 Q2	$1.25M	Buy	+238,000	New	+$1.61M	0.25%	90
2021 Q4	–	Sell	-67,600	Closed	-$1.07M	–	628
2021 Q3	$1.07M	Buy	67,600 +52,600	+351%	+$824K	0.14%	156
2021 Q2	$288K	Buy	+15,000	New	+$278K	0.03%	349

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

Shay Capital's SOFI Position: Q4 2025 in Review

Shay Capital sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 13,000 shares — an estimated $343K sold.

Shay Capital first reported a position in SOFI in Q2 2021 and held it in 5 quarters. The position peaked at $429K in Q3 2021. 1,004 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Shay Capital reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Shay Capital sold 13,000 SoFi Technologies shares in Q4 2025, an estimated $343K.
Shay Capital first reported a position in SoFi Technologies in Q2 2021 and held it in 5 quarters.
Shay Capital's SoFi Technologies position peaked at $429K in Q3 2021.
1,004 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Shay Capital's 13F filing for Q4 2025, filed 17 Feb 2026.