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Viewpoint Capital Management’s SoFi Technologies SOFI Stock Holding History

Viewpoint Capital 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
Q1 		$823K Sell
51,817
-9,000
-15% -$190K 0.38% 55
2025
Q4 		$1.59M Buy
+60,817
New +$1.69M 0.69% 39

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Viewpoint Capital Management's SOFI Position: Q1 2026 in Review

Viewpoint Capital Management reduced its SoFi Technologies (SOFI) stake by 15% in Q1 2026, selling an estimated $190K and leaving 51,817 shares worth $823K. The position accounts for 0.38% of the portfolio, ranked #55.

Viewpoint Capital Management first reported a position in SOFI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.59M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Viewpoint Capital Management held 51,817 shares of SoFi Technologies worth $823K as of Q1 2026.
  • Viewpoint Capital Management sold 9,000 SoFi Technologies shares in Q1 2026, an estimated $190K.
  • SoFi Technologies made up 0.38% of Viewpoint Capital Management's portfolio in Q1 2026, its #55 holding.
  • Viewpoint Capital Management first reported a position in SoFi Technologies in Q4 2025 and has held it in 2 quarters since.
  • Viewpoint Capital Management's SoFi Technologies position peaked at $1.59M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.