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Tidal Investments’s SoFi Technologies SOFI Stock Holding History

Tidal Investments’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 		– Sell
-31,300
Closed -$819K – 2563
2025
Q4 		$819K Buy
+31,300
New +$872K ﹤0.01% 1380

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

Tidal Investments's SOFI Position: Q2 2026 in Review

Tidal Investments increased its SoFi Technologies (SOFI) stake by 39% in Q2 2026, buying an estimated $2.56M and bringing the position to 538,067 shares worth $9.65M. The position accounts for 0.02% of the portfolio, ranked #706.

Tidal Investments first reported a position in SOFI in Q2 2023 and has held it in 13 quarters since. The position peaked at $91M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Tidal Investments held 538,067 shares of SoFi Technologies worth $9.65M as of Q2 2026.
  • Tidal Investments bought 150,923 SoFi Technologies shares in Q2 2026, an estimated $2.56M.
  • SoFi Technologies made up 0.02% of Tidal Investments's portfolio in Q2 2026, its #706 holding.
  • Tidal Investments first reported a position in SoFi Technologies in Q2 2023 and has held it in 13 quarters since.
  • Tidal Investments's SoFi Technologies position peaked at $91M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.