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Waterloo Capital’s SoFi Technologies SOFI Stock Holding History

Waterloo Capital’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
2025
Q3 		– Sell
-13,318
Closed -$243K – 494
2025
Q2 		$243K Buy
+13,318
New +$176K 0.02% 402
2025
Q1 		– Sell
-11,246
Closed -$173K – 419
2024
Q4 		$173K Buy
+11,246
New +$146K 0.02% 355

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Waterloo Capital's SOFI Position: Q3 2025 in Review

Waterloo Capital sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 13,318 shares — an estimated $243K sold.

Waterloo Capital first reported a position in SOFI in Q4 2024 and held it in 2 quarters. The position peaked at $243K in Q2 2025. 912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Waterloo Capital reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
  • Waterloo Capital sold 13,318 SoFi Technologies shares in Q3 2025, an estimated $243K.
  • Waterloo Capital first reported a position in SoFi Technologies in Q4 2024 and held it in 2 quarters.
  • Waterloo Capital's SoFi Technologies position peaked at $243K in Q2 2025.
  • 912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Waterloo Capital's 13F filing for Q3 2025, filed 5 Nov 2025.