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 Q2	–	Sell	-5,527	Closed	-$87.8K	–	265
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's SOFI Position: Q2 2026 in Review

Tortoise Investment Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 5,527 shares — an estimated $87.8K sold.

Tortoise Investment Management first reported a position in SOFI in Q3 2021 and held it in 12 quarters. The position peaked at $119K in Q3 2025. 924 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Tortoise Investment Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Tortoise Investment Management sold 5,527 SoFi Technologies shares in Q2 2026, an estimated $87.8K.
Tortoise Investment Management first reported a position in SoFi Technologies in Q3 2021 and held it in 12 quarters.
Tortoise Investment Management's SoFi Technologies position peaked at $119K in Q3 2025.
924 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.