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William Blair & Company’s
SoFi Technologies
SOFI
Stock Holding History
William Blair & Company’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
$6.44M
Sell
405,759
-246,108
-38%
-$5.19M
0.02%
445
2025
Q4
$17.1M
Buy
651,867
+28,081
+5%
+$782K
0.05%
260
2025
Q3
$16.5M
Buy
623,786
+288,088
+86%
+$6.84M
0.04%
261
2025
Q2
$6.11M
Buy
335,698
+273,972
+444%
+$3.61M
0.02%
446
2025
Q1
$718K
Buy
61,726
+36,496
+145%
+$526K
﹤0.01%
974
2024
Q4
$389K
Buy
25,230
+7,730
+44%
+$100K
﹤0.01%
1179
2024
Q3
$138K
Buy
17,500
+71
+0.4%
+$516
﹤0.01%
1500
2024
Q2
$115K
Sell
17,429
-5,184
-23%
-$36.6K
﹤0.01%
1491
2024
Q1
$165K
Buy
+22,613
New
+$180K
﹤0.01%
1440
2022
Q2
–
Sell
-10,409
Closed
-$98K
–
1929
2022
Q1
$98K
Buy
+10,409
New
+$120K
﹤0.01%
1638
Other funds holding SOFI
BlackRock
New York
$5.7T 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
New York
$127B AUM
43.98%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Qube Research & Technologies (QRT)
London, United Kingdom
$70.4B AUM
20.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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