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Stevens Capital Management’s SoFi Technologies SOFI Stock Holding History

Stevens 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
Q2 		$706K Sell
39,401
-172,986
-81% -$2.93M 0.17% 117
2026
Q1 		$3.37M Buy
+212,387
New +$4.48M 0.52% 37
2024
Q3 		– Sell
-10,314
Closed -$68K – 295
2024
Q2 		$68K Buy
+10,314
New +$72.7K 0.02% 214

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

Stevens Capital Management's SOFI Position: Q2 2026 in Review

Stevens Capital Management reduced its SoFi Technologies (SOFI) stake by 81% in Q2 2026, selling an estimated $2.93M and leaving 39,401 shares worth $706K. The position accounts for 0.17% of the portfolio, ranked #117.

Stevens Capital Management first reported a position in SOFI in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.37M in Q1 2026. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Stevens Capital Management held 39,401 shares of SoFi Technologies worth $706K as of Q2 2026.
  • Stevens Capital Management sold 172,986 SoFi Technologies shares in Q2 2026, an estimated $2.93M.
  • SoFi Technologies made up 0.17% of Stevens Capital Management's portfolio in Q2 2026, its #117 holding.
  • Stevens Capital Management first reported a position in SoFi Technologies in Q2 2024 and has held it in 3 quarters since.
  • Stevens Capital Management's SoFi Technologies position peaked at $3.37M in Q1 2026.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Stevens Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.