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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Winton Group's SOFI Position: Q3 2025 in Review

Winton Group sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 15,460 shares — an estimated $282K sold.

Winton Group first reported a position in SOFI in Q4 2021 and held it in 4 quarters. The position peaked at $535K in Q4 2024. 912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

Winton Group reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
Winton Group sold 15,460 SoFi Technologies shares in Q3 2025, an estimated $282K.
Winton Group first reported a position in SoFi Technologies in Q4 2021 and held it in 4 quarters.
Winton Group's SoFi Technologies position peaked at $535K in Q4 2024.
912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Winton Group's 13F filing for Q3 2025, filed 13 Nov 2025.