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Vise Technologies’s SoFi Technologies SOFI Stock Holding History

Vise Technologies’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 		$956K Hold
36,530
– – 0.02% 602
2025
Q4 		$956K Buy
36,530
+18,782
+106% +$523K 0.02% 606
2025
Q3 		$469K Sell
17,748
-21,283
-55% -$505K 0.02% 690
2025
Q2 		$711K Buy
+39,031
New +$515K 0.03% 526

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

Vise Technologies's SOFI Position: Q1 2026 in Review

Vise Technologies held its SoFi Technologies (SOFI) position steady in Q1 2026 at 36,530 shares worth $956K. The position accounts for 0.02% of the portfolio, ranked #602.

Vise Technologies first reported a position in SOFI in Q2 2025 and has held it in 4 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Vise Technologies held 36,530 shares of SoFi Technologies worth $956K as of Q1 2026.
  • Vise Technologies left its SoFi Technologies share count unchanged in Q1 2026.
  • SoFi Technologies made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #602 holding.
  • Vise Technologies first reported a position in SoFi Technologies in Q2 2025 and has held it in 4 quarters since.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.