Twin Tree Management
SOFI icon

Twin Tree Management’s SoFi Technologies SOFI Stock Holding History

Twin Tree 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
Q3 		$2.04M Buy
130,067
+92,151
+243% +$1.62M 0.04% 496
2026
Q2 		$680K Buy
+37,916
New +$642K 0.01% 946
2026
Q1 		– Sell
-88,688
Closed -$1.87M – 1684
2025
Q4 		$2.32M Sell
88,688
-1,248,386
-93% -$34.8M 0.02% 778
2025
Q3 		$35.3M Sell
1,337,074
-163,559
-11% -$3.88M 0.15% 145
2025
Q2 		$27.3M Buy
1,500,633
+470,051
+46% +$6.2M 0.05% 365
2025
Q1 		$12M Sell
1,030,582
-219,640
-18% -$3.17M 0.02% 611
2024
Q4 		$19.3M Buy
1,250,222
+1,248,995
+101,793% +$16.2M 0.03% 475
2024
Q3 		$9.6K Buy
+1,227
New +$8.92K ﹤0.01% 1443

Other funds holding SOFI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Twin Tree Management's SOFI Position: Q3 2026 in Review

Twin Tree Management increased its SoFi Technologies (SOFI) stake by 243% in Q3 2026, buying an estimated $1.62M and bringing the position to 130,067 shares worth $2.04M. The position accounts for 0.04% of the portfolio, ranked #496.

Twin Tree Management first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $35.3M in Q3 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Twin Tree Management held 130,067 shares of SoFi Technologies worth $2.04M as of Q3 2026.
  • Twin Tree Management bought 92,151 SoFi Technologies shares in Q3 2026, an estimated $1.62M.
  • SoFi Technologies made up 0.04% of Twin Tree Management's portfolio in Q3 2026, its #496 holding.
  • Twin Tree Management first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • Twin Tree Management's SoFi Technologies position peaked at $35.3M in Q3 2025.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Twin Tree Management's 13F filing for Q3 2026, filed 10 Nov 2026.