Simplex Trading
SOFI icon

Simplex Trading’s SoFi Technologies SOFI Stock Holding History

Simplex Trading’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 		$21.2M Buy
1,181,860
+213,452
+22% +$3.62M 0.01% 456
2026
Q1 		$15.4M Sell
968,408
-837,994
-46% -$17.7M 0.01% 517
2025
Q4 		$47.3M Buy
1,806,402
+198,421
+12% +$5.53M 0.03% 304
2025
Q3 		$42.5M Buy
1,607,981
+227,618
+16% +$5.4M 0.02% 393
2025
Q2 		$25.1M Buy
1,380,363
+305,953
+28% +$4.03M 0.01% 483
2025
Q1 		$12.5M Buy
1,074,410
+515,627
+92% +$7.43M 0.01% 752
2024
Q4 		$8.61M Sell
558,783
-698,996
-56% -$9.08M ﹤0.01% 1123
2024
Q3 		$9.89M Sell
1,257,779
-560,019
-31% -$4.07M 0.01% 1041
2024
Q2 		$12M Sell
1,817,798
-288,581
-14% -$2.03M 0.01% 902
2024
Q1 		$15.4M Buy
+2,106,379
New +$16.7M 0.01% 864
2023
Q3 		– Sell
-400
Closed -$3.52K – 9743
2023
Q2 		$3K Sell
400
-563,035
-100% -$3.67M ﹤0.01% 8284
2023
Q1 		$3.42M Buy
563,435
+33,213
+6% +$201K ﹤0.01% 1530
2022
Q4 		$2.44M Sell
530,222
-308,384
-37% -$1.53M ﹤0.01% 1715
2022
Q3 		$4.09M Buy
838,606
+837,746
+97,412% +$5.3M ﹤0.01% 1336
2022
Q2 		$4K Hold
860
– – ﹤0.01% 9028
2022
Q1 		$8K Sell
860
-1,328,044
-100% -$15.3M ﹤0.01% 9099
2021
Q4 		$21M Buy
1,328,904
+956,226
+257% +$17.6M 0.02% 493
2021
Q3 		$6.8M Buy
372,678
+18,794
+5% +$295K 0.01% 963
2021
Q2 		$6.78M Buy
353,884
+344,614
+3,718% +$6.39M 0.01% 945
2021
Q1 		$158K Sell
9,270
-32,029
-78% -$632K ﹤0.01% 5104
2020
Q4 		$513K Buy
+41,299
New +$466K ﹤0.01% 3392

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Simplex Trading's SOFI Position: Q2 2026 in Review

Simplex Trading increased its SoFi Technologies (SOFI) stake by 22% in Q2 2026, buying an estimated $3.62M and bringing the position to 1,181,860 shares worth $21.2M. The position accounts for 0.01% of the portfolio, ranked #456.

Simplex Trading first reported a position in SOFI in Q4 2020 and has held it in 21 quarters since. The position peaked at $47.3M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Simplex Trading held 1,181,860 shares of SoFi Technologies worth $21.2M as of Q2 2026.
  • Simplex Trading bought 213,452 SoFi Technologies shares in Q2 2026, an estimated $3.62M.
  • SoFi Technologies made up 0.01% of Simplex Trading's portfolio in Q2 2026, its #456 holding.
  • Simplex Trading first reported a position in SoFi Technologies in Q4 2020 and has held it in 21 quarters since.
  • Simplex Trading's SoFi Technologies position peaked at $47.3M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.