William Blair & Company
SOFI icon

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
Q2 		$8.84M Buy
493,064
+87,305
+22% +$1.48M 0.02% 391
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

William Blair & Company's SOFI Position: Q2 2026 in Review

William Blair & Company increased its SoFi Technologies (SOFI) stake by 22% in Q2 2026, buying an estimated $1.48M and bringing the position to 493,064 shares worth $8.84M. The position accounts for 0.02% of the portfolio, ranked #391.

William Blair & Company first reported a position in SOFI in Q1 2022 and has held it in 11 quarters since. The position peaked at $17.1M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • William Blair & Company held 493,064 shares of SoFi Technologies worth $8.84M as of Q2 2026.
  • William Blair & Company bought 87,305 SoFi Technologies shares in Q2 2026, an estimated $1.48M.
  • SoFi Technologies made up 0.02% of William Blair & Company's portfolio in Q2 2026, its #391 holding.
  • William Blair & Company first reported a position in SoFi Technologies in Q1 2022 and has held it in 11 quarters since.
  • William Blair & Company's SoFi Technologies position peaked at $17.1M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.