William Blair & Company’s SoFi Technologies SOFI Stock Holding History

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