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Sterling Capital Management’s SoFi Technologies SOFI Stock Holding History

Sterling Capital Management’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 		$582K Sell
36,621
-26,743
-42% -$564K 0.01% 710
2025
Q4 		$1.66M Buy
63,364
+2,701
+4% +$75.3K 0.03% 459
2025
Q3 		$1.6M Sell
60,663
-633
-1% -$15K 0.02% 467
2025
Q2 		$1.12M Buy
61,296
+10,743
+21% +$142K 0.02% 590
2025
Q1 		$588K Sell
50,553
-4,973
-9% -$71.7K 0.01% 783
2024
Q4 		$855K Buy
55,526
+19,493
+54% +$253K 0.01% 683
2024
Q3 		$283K Buy
+36,033
New +$262K ﹤0.01% 1156

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

Sterling Capital Management's SOFI Position: Q1 2026 in Review

Sterling Capital Management reduced its SoFi Technologies (SOFI) stake by 42% in Q1 2026, selling an estimated $564K and leaving 36,621 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #710.

Sterling Capital Management first reported a position in SOFI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Sterling Capital Management held 36,621 shares of SoFi Technologies worth $582K as of Q1 2026.
  • Sterling Capital Management sold 26,743 SoFi Technologies shares in Q1 2026, an estimated $564K.
  • SoFi Technologies made up 0.01% of Sterling Capital Management's portfolio in Q1 2026, its #710 holding.
  • Sterling Capital Management first reported a position in SoFi Technologies in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's SoFi Technologies position peaked at $1.66M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.