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TC
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
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$5.7T AUM
30.48%
1-Year Est. Return
VCM
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$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$93.1B AUM
61.18%
1-Year Est. Return
Qube Research & Technologies (QRT)
London, United Kingdom
$70.4B AUM
20.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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