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TownSquare Capital’s SoFi Technologies SOFI Stock Holding History

TownSquare Capital’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 		$819K Buy
+45,656
New +$774K 0.15% 122
2025
Q2 		– Sell
-871,680
Closed -$10.1M – 1451
2025
Q1 		$10.1M Buy
871,680
+106,283
+14% +$1.53M 0.11% 179
2024
Q4 		$11.8M Sell
765,397
-163,049
-18% -$2.12M 0.13% 136
2024
Q3 		$7.3M Sell
928,446
-157,727
-15% -$1.15M 0.09% 226
2024
Q2 		$7.18M Buy
1,086,173
+93,817
+9% +$662K 0.1% 200
2024
Q1 		$7.24M Buy
992,356
+622,599
+168% +$4.94M 0.11% 188
2023
Q4 		$3.68M Buy
369,757
+5,195
+1% +$41.3K 0.06% 288
2023
Q3 		$2.91M Buy
364,562
+138,113
+61% +$1.21M 0.05% 316
2023
Q2 		$1.89M Buy
226,449
+80,420
+55% +$524K 0.03% 399
2023
Q1 		$886K Sell
146,029
-236,828
-62% -$1.44M 0.02% 510
2022
Q4 		$1.76M Sell
382,857
-160,027
-29% -$794K 0.04% 332
2022
Q3 		$2.65M Buy
542,884
+3,623
+0.7% +$22.9K 0.08% 222
2022
Q2 		$2.84M Buy
539,261
+269,213
+100% +$1.82M 0.08% 210
2022
Q1 		$2.55M Buy
270,048
+154,769
+134% +$1.78M 0.07% 241
2021
Q4 		$1.82M Sell
115,279
-81,453
-41% -$1.49M 0.05% 287
2021
Q3 		$3.12M Buy
+196,732
New +$3.08M 0.09% 199

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

TownSquare Capital's SOFI Position: Q2 2026 in Review

TownSquare Capital opened a new position in SoFi Technologies (SOFI) in Q2 2026: 45,656 shares worth $819K. The stake represents 0.15% of the portfolio and ranks #122 among its holdings. This is a return to the name: TownSquare Capital previously reported a position in SOFI as recently as Q1 2025.

TownSquare Capital first reported a position in SOFI in Q3 2021 and has held it in 16 quarters since. The position peaked at $11.8M in Q4 2024. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • TownSquare Capital held 45,656 shares of SoFi Technologies worth $819K as of Q2 2026.
  • SoFi Technologies was a new TownSquare Capital position in Q2 2026.
  • SoFi Technologies made up 0.15% of TownSquare Capital's portfolio in Q2 2026, its #122 holding.
  • TownSquare Capital first reported a position in SoFi Technologies in Q3 2021 and has held it in 16 quarters since.
  • TownSquare Capital's SoFi Technologies position peaked at $11.8M in Q4 2024.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on TownSquare Capital's 13F filing for Q2 2026, filed 14 Aug 2026.