Teza Capital Management’s SoFi Technologies SOFI Stock Holding History

Teza 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
2024 Q3	–	Sell	-12,409	Closed	-$82K	–	735
2024 Q2	$82K	Sell	12,409 -997	-7%	-$7.03K	0.01%	556
2024 Q1	$97.9K	Sell	13,406 -49,507	-79%	-$393K	0.01%	542
2023 Q4	$626K	Buy	+62,913	New	+$500K	0.1%	259
2023 Q3	–	Sell	-15,477	Closed	-$129K	–	754
2023 Q2	$129K	Sell	15,477 -33,030	-68%	-$215K	0.02%	536
2023 Q1	$294K	Buy	+48,507	New	+$294K	0.06%	386

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Teza Capital Management's SOFI Position: Q3 2024 in Review

Teza Capital Management sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 12,409 shares — an estimated $82K sold.

Teza Capital Management first reported a position in SOFI in Q1 2023 and held it in 5 quarters. The position peaked at $626K in Q4 2023. 625 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

Teza Capital Management reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
Teza Capital Management sold 12,409 SoFi Technologies shares in Q3 2024, an estimated $82K.
Teza Capital Management first reported a position in SoFi Technologies in Q1 2023 and held it in 5 quarters.
Teza Capital Management's SoFi Technologies position peaked at $626K in Q4 2023.
625 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Teza Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.