Winton Group’s SoFi Technologies SOFI Stock Holding History

Winton 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 Q2	$186K	Buy	+10,400	New	+$176K	0.01%	1025
2025 Q3	–	Sell	-15,460	Closed	-$282K	–	1013
2025 Q2	$282K	Buy	+15,460	New	+$204K	0.01%	698
2025 Q1	–	Sell	-34,753	Closed	-$535K	–	784
2024 Q4	$535K	Buy	+34,753	New	+$451K	0.04%	455
2023 Q2	–	Sell	-76,390	Closed	-$464K	–	1087
2023 Q1	$464K	Buy	+76,390	New	+$463K	0.03%	716
2022 Q1	–	Sell	-19,304	Closed	-$305K	–	1131
2021 Q4	$305K	Buy	+19,304	New	+$354K	0.02%	826

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Winton Group's SOFI Position: Q2 2026 in Review

Winton Group opened a new position in SoFi Technologies (SOFI) in Q2 2026: 10,400 shares worth $186K. The stake represents 0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Winton Group previously reported a position in SOFI as recently as Q2 2025.

Winton Group first reported a position in SOFI in Q4 2021 and has held it in 5 quarters since. The position peaked at $535K in Q4 2024. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Winton Group held 10,400 shares of SoFi Technologies worth $186K as of Q2 2026.
SoFi Technologies was a new Winton Group position in Q2 2026.
SoFi Technologies made up 0.01% of Winton Group's portfolio in Q2 2026, its #1025 holding.
Winton Group first reported a position in SoFi Technologies in Q4 2021 and has held it in 5 quarters since.
Winton Group's SoFi Technologies position peaked at $535K in Q4 2024.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.