Simplex Trading
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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
Q1 		$57.7M Sell
3,630,900
-1,546,900
-30% -$32.6M 0.04% 197
2025
Q4 		$136M Sell
5,177,800
-814,200
-14% -$22.7M 0.08% 110
2025
Q3 		$158M Sell
5,992,000
-2,027,700
-25% -$48.1M 0.08% 129
2025
Q2 		$146M Buy
8,019,700
+2,644,700
+49% +$34.9M 0.08% 120
2025
Q1 		$62.5M Buy
5,375,000
+411,300
+8% +$5.93M 0.04% 220
2024
Q4 		$76.4M Buy
4,963,700
+1,859,200
+60% +$24.1M 0.04% 211
2024
Q3 		$24.4M Sell
3,104,500
-199,000
-6% -$1.45M 0.01% 561
2024
Q2 		$21.8M Sell
3,303,500
-94,100
-3% -$664K 0.01% 578
2024
Q1 		$24.8M Sell
3,397,600
-2,269,400
-40% -$18M 0.01% 589
2023
Q4 		$56.4M Buy
5,667,000
+2,794,800
+97% +$22.2M 0.04% 308
2023
Q3 		$22.9M Buy
2,872,200
+191,200
+7% +$1.68M 0.02% 532
2023
Q2 		$22.4M Buy
2,681,000
+977,100
+57% +$6.37M 0.02% 534
2023
Q1 		$10.3M Buy
1,703,900
+416,100
+32% +$2.52M 0.01% 883
2022
Q4 		$5.94M Sell
1,287,800
-1,040,400
-45% -$5.16M 0.01% 1127
2022
Q3 		$11.4M Buy
2,328,200
+337,000
+17% +$2.13M 0.01% 746
2022
Q2 		$10.5M Sell
1,991,200
-97,500
-5% -$659K 0.01% 777
2022
Q1 		$19.7M Buy
2,088,700
+333,000
+19% +$3.82M 0.02% 550
2021
Q4 		$27.8M Buy
1,755,700
+972,700
+124% +$17.9M 0.03% 403
2021
Q3 		$14.3M Sell
783,000
-21,200
-3% -$332K 0.01% 571
2021
Q2 		$15.4M Buy
804,200
+802,328
+42,859% +$14.9M 0.01% 539
2021
Q1 		$3.21M Buy
1,872
+1,519
+430% +$30K 0.01% 1169
2020
Q4 		$439K Buy
+353
New +$3.98K ﹤0.01% 3600

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Simplex Trading's SOFI Position: Q1 2026 in Review

Simplex Trading reduced its SoFi Technologies (SOFI) stake by 46% in Q1 2026, selling an estimated $17.7M and leaving 968,408 shares worth $15.4M. The position accounts for 0.01% of the portfolio, ranked #517.

Simplex Trading first reported a position in SOFI in Q4 2020 and has held it in 20 quarters since. The position peaked at $47.3M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Simplex Trading held 968,408 shares of SoFi Technologies worth $15.4M as of Q1 2026.
  • Simplex Trading sold 837,994 SoFi Technologies shares in Q1 2026, an estimated $17.7M.
  • SoFi Technologies made up 0.01% of Simplex Trading's portfolio in Q1 2026, its #517 holding.
  • Simplex Trading first reported a position in SoFi Technologies in Q4 2020 and has held it in 20 quarters since.
  • Simplex Trading's SoFi Technologies position peaked at $47.3M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.