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Susquehanna Advisors Group’s SoFi Technologies SOFI Stock Holding History

Susquehanna Advisors Group’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 		$780K Hold
43,492
– – 0.01% 90
2026
Q1 		$691K Hold
43,492
– – 0.02% 87
2025
Q4 		$1.14M Hold
43,492
– – 0.02% 109
2025
Q3 		$1.15M Hold
43,492
– – 0.02% 103
2025
Q2 		$792K Hold
43,492
– – 0.02% 86
2025
Q1 		$506K Hold
43,492
– – 0.02% 58
2024
Q4 		$670K Buy
+43,492
New +$565K 0.02% 105

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

Susquehanna Advisors Group's SOFI Position: Q2 2026 in Review

Susquehanna Advisors Group held its SoFi Technologies (SOFI) position steady in Q2 2026 at 43,492 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #90.

Susquehanna Advisors Group first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Susquehanna Advisors Group held 43,492 shares of SoFi Technologies worth $780K as of Q2 2026.
  • Susquehanna Advisors Group left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.01% of Susquehanna Advisors Group's portfolio in Q2 2026, its #90 holding.
  • Susquehanna Advisors Group first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Susquehanna Advisors Group's SoFi Technologies position peaked at $1.15M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Susquehanna Advisors Group's 13F filing for Q2 2026, filed 14 Aug 2026.