Tortoise Investment Management’s SoFi Technologies SOFI Stock Holding History

Tortoise Investment 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	$87.8K	Buy	+5,527	New	+$117K	0.01%	240
2025 Q4	–	Sell	-4,520	Closed	-$119K	–	1260
2025 Q3	$119K	Buy	4,520 +43	+1%	+$1.02K	0.01%	280
2025 Q2	$81.5K	Buy	4,477 +38	+0.9%	+$501	0.01%	316
2025 Q1	$51.6K	Hold	4,439	–	–	0.01%	368
2024 Q4	$68.4K	Hold	4,439	–	–	0.01%	365
2024 Q3	$34.9K	Hold	4,439	–	–	﹤0.01%	472
2024 Q2	$29.3K	Buy	4,439 +500	+13%	+$3.53K	﹤0.01%	474
2024 Q1	$28.8K	Buy	+3,939	New	+$31.3K	﹤0.01%	460
2022 Q3	–	Sell	-500	Closed	-$3K	–	772
2022 Q2	$3K	Hold	500	–	–	﹤0.01%	659
2022 Q1	$5K	Hold	500	–	–	﹤0.01%	571
2021 Q4	$8K	Hold	500	–	–	﹤0.01%	504
2021 Q3	$8K	Buy	+500	New	+$7.84K	﹤0.01%	496

Other funds holding SOFI

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Tortoise Investment Management's SOFI Position: Q1 2026 in Review

Tortoise Investment Management opened a new position in SoFi Technologies (SOFI) in Q1 2026: 5,527 shares worth $87.8K. The stake represents 0.01% of the portfolio and ranks #240 among its holdings. This is a return to the name: Tortoise Investment Management previously reported a position in SOFI as recently as Q3 2025.

Tortoise Investment Management first reported a position in SOFI in Q3 2021 and has held it in 12 quarters since. The position peaked at $119K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Tortoise Investment Management held 5,527 shares of SoFi Technologies worth $87.8K as of Q1 2026.
SoFi Technologies was a new Tortoise Investment Management position in Q1 2026.
SoFi Technologies made up 0.01% of Tortoise Investment Management's portfolio in Q1 2026, its #240 holding.
Tortoise Investment Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 12 quarters since.
Tortoise Investment Management's SoFi Technologies position peaked at $119K in Q3 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.