VSQM
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V-Square Quantitative Management’s SoFi Technologies SOFI Stock Holding History

V-Square Quantitative 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 		$20.5K Sell
1,145
-308
-21% -$5.22K ﹤0.01% 718
2026
Q1 		$23.1K Sell
1,453
-899
-38% -$18.9K ﹤0.01% 690
2025
Q4 		$61.6K Buy
+2,352
New +$65.5K 0.01% 565

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

V-Square Quantitative Management's SOFI Position: Q2 2026 in Review

V-Square Quantitative Management reduced its SoFi Technologies (SOFI) stake by 21% in Q2 2026, selling an estimated $5.22K and leaving 1,145 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

V-Square Quantitative Management first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $61.6K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • V-Square Quantitative Management held 1,145 shares of SoFi Technologies worth $20.5K as of Q2 2026.
  • V-Square Quantitative Management sold 308 SoFi Technologies shares in Q2 2026, an estimated $5.22K.
  • SoFi Technologies made up ﹤0.01% of V-Square Quantitative Management's portfolio in Q2 2026, its #718 holding.
  • V-Square Quantitative Management first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • V-Square Quantitative Management's SoFi Technologies position peaked at $61.6K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.