Vident Advisory’s SoFi Technologies SOFI Stock Holding History

Vident Advisory’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	$655K	Buy	41,277 +10,305	+33%	+$217K	0.01%	1102
2025 Q4	$811K	Buy	30,972 +8,378	+37%	+$233K	0.01%	908
2025 Q3	$597K	Buy	22,594 +751	+3%	+$17.8K	0.01%	1101
2025 Q2	$398K	Sell	21,843 -3,348	-13%	-$44.2K	﹤0.01%	1179
2025 Q1	$293K	Buy	25,191 +12,332	+96%	+$178K	﹤0.01%	1277
2024 Q4	$198K	Sell	12,859 -3,465	-21%	-$45K	﹤0.01%	1349
2024 Q3	$128K	Sell	16,324 -28,396	-63%	-$206K	﹤0.01%	1365
2024 Q2	$296K	Buy	+44,720	New	+$315K	0.01%	1131
2024 Q1	–	Sell	-13,988	Closed	-$139K	–	1402
2023 Q4	$139K	Buy	+13,988	New	+$111K	﹤0.01%	1256

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Vident Advisory's SOFI Position: Q1 2026 in Review

Vident Advisory increased its SoFi Technologies (SOFI) stake by 33% in Q1 2026, buying an estimated $217K and bringing the position to 41,277 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #1102.

Vident Advisory first reported a position in SOFI in Q4 2023 and has held it in 9 quarters since. The position peaked at $811K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Vident Advisory held 41,277 shares of SoFi Technologies worth $655K as of Q1 2026.
Vident Advisory bought 10,305 SoFi Technologies shares in Q1 2026, an estimated $217K.
SoFi Technologies made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #1102 holding.
Vident Advisory first reported a position in SoFi Technologies in Q4 2023 and has held it in 9 quarters since.
Vident Advisory's SoFi Technologies position peaked at $811K in Q4 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.