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Warm Springs Advisors’s SoFi Technologies SOFI Stock Holding History

Warm Springs Advisors’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 		$2.54M Hold
160,000
– – 2.16% 17
2025
Q4 		$4.19M Hold
160,000
– – 3.24% 10
2025
Q3 		$4.23M Hold
160,000
– – 3.21% 10
2025
Q2 		$2.91M Hold
160,000
– – 2.5% 16
2025
Q1 		$1.86M Hold
160,000
– – 1.87% 20
2024
Q4 		$2.46M Buy
+160,000
New +$2.08M 2.29% 12

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Warm Springs Advisors's SOFI Position: Q1 2026 in Review

Warm Springs Advisors held its SoFi Technologies (SOFI) position steady in Q1 2026 at 160,000 shares worth $2.54M. The position accounts for 2.16% of the portfolio, ranked #17.

Warm Springs Advisors first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.23M in Q3 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Warm Springs Advisors held 160,000 shares of SoFi Technologies worth $2.54M as of Q1 2026.
  • Warm Springs Advisors left its SoFi Technologies share count unchanged in Q1 2026.
  • SoFi Technologies made up 2.16% of Warm Springs Advisors's portfolio in Q1 2026, its #17 holding.
  • Warm Springs Advisors first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
  • Warm Springs Advisors's SoFi Technologies position peaked at $4.23M in Q3 2025.
  • 922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.