TwinBeech Capital’s SoFi Technologies SOFI Stock Holding History

TwinBeech 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 Q1	–	Sell	-7,867	Closed	-$206K	–	809
2025 Q4	$206K	Sell	7,867 -330,169	-98%	-$9.2M	0.01%	535
2025 Q3	$8.93M	Buy	+338,036	New	+$8.02M	0.35%	88
2025 Q2	–	Sell	-405,905	Closed	-$4.72M	–	956
2025 Q1	$4.72M	Buy	+405,905	New	+$5.85M	0.09%	259
2024 Q2	–	Sell	-232,156	Closed	-$1.69M	–	769
2024 Q1	$1.69M	Buy	+232,156	New	+$1.84M	0.04%	362

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

TwinBeech Capital's SOFI Position: Q1 2026 in Review

TwinBeech Capital sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 7,867 shares — an estimated $206K sold.

TwinBeech Capital first reported a position in SOFI in Q1 2024 and held it in 4 quarters. The position peaked at $8.93M in Q3 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

TwinBeech Capital reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 7,867 SoFi Technologies shares in Q1 2026, an estimated $206K.
TwinBeech Capital first reported a position in SoFi Technologies in Q1 2024 and held it in 4 quarters.
TwinBeech Capital's SoFi Technologies position peaked at $8.93M in Q3 2025.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.