Wellington Management Group
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Wellington Management Group’s SoFi Technologies SOFI Stock Holding History

Wellington Management Group’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 		$734K Buy
77,300
+52,500
+212% +$1.11M ﹤0.01% 1728
2025
Q4 		$2.57M Buy
+24,800
New +$691K ﹤0.01% 1536

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

Wellington Management Group's SOFI Position: Q1 2026 in Review

Wellington Management Group increased its SoFi Technologies (SOFI) stake by 14% in Q1 2026, buying an estimated $27.7K and bringing the position to 11,037 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Wellington Management Group first reported a position in SOFI in Q1 2023 and has held it in 10 quarters since. The position peaked at $622K in Q4 2023. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Wellington Management Group held 11,037 shares of SoFi Technologies worth $175K as of Q1 2026.
  • Wellington Management Group bought 1,314 SoFi Technologies shares in Q1 2026, an estimated $27.7K.
  • SoFi Technologies made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1847 holding.
  • Wellington Management Group first reported a position in SoFi Technologies in Q1 2023 and has held it in 10 quarters since.
  • Wellington Management Group's SoFi Technologies position peaked at $622K in Q4 2023.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.