WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s SoFi Technologies SOFI Stock Holding History

WorldQuant Millennium Advisors’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 		$76.3M Sell
4,252,871
-1,165,142
-22% -$19.7M 0.26% 109
2026
Q1 		$86M Buy
5,418,013
+3,483,945
+180% +$73.4M 0.33% 82
2025
Q4 		$50.6M Sell
1,934,068
-1,423,243
-42% -$39.7M 0.2% 131
2025
Q3 		$88.7M Buy
3,357,311
+3,008,670
+863% +$71.4M 0.38% 80
2025
Q2 		$6.35M Buy
+348,641
New +$4.6M 0.03% 292

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

WorldQuant Millennium Advisors's SOFI Position: Q2 2026 in Review

WorldQuant Millennium Advisors reduced its SoFi Technologies (SOFI) stake by 22% in Q2 2026, selling an estimated $19.7M and leaving 4,252,871 shares worth $76.3M. The position accounts for 0.26% of the portfolio, ranked #109.

WorldQuant Millennium Advisors first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $88.7M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • WorldQuant Millennium Advisors held 4,252,871 shares of SoFi Technologies worth $76.3M as of Q2 2026.
  • WorldQuant Millennium Advisors sold 1,165,142 SoFi Technologies shares in Q2 2026, an estimated $19.7M.
  • SoFi Technologies made up 0.26% of WorldQuant Millennium Advisors's portfolio in Q2 2026, its #109 holding.
  • WorldQuant Millennium Advisors first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • WorldQuant Millennium Advisors's SoFi Technologies position peaked at $88.7M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.