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SOFI icon

Xponance’s SoFi Technologies SOFI Stock Holding History

Xponance’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 		$3.3M Buy
183,860
+1,434
+0.8% +$24.3K 0.02% 472
2026
Q1 		$2.9M Buy
182,426
+31,316
+21% +$660K 0.02% 487
2025
Q4 		$3.96M Buy
151,110
+12,995
+9% +$362K 0.03% 387
2025
Q3 		$3.65M Buy
138,115
+70,587
+105% +$1.67M 0.03% 400
2025
Q2 		$1.23M Sell
67,528
-938
-1% -$12.4K 0.01% 647
2025
Q1 		$796K Buy
68,466
+3,925
+6% +$56.6K 0.01% 780
2024
Q4 		$994K Buy
64,541
+10,444
+19% +$136K 0.01% 723
2024
Q3 		$425K Buy
54,097
+1,302
+2% +$9.46K ﹤0.01% 988
2024
Q2 		$349K Buy
52,795
+18,285
+53% +$129K ﹤0.01% 1010
2024
Q1 		$252K Buy
34,510
+1,779
+5% +$14.1K ﹤0.01% 1114
2023
Q4 		$326K Buy
32,731
+271
+0.8% +$2.15K ﹤0.01% 1042
2023
Q3 		$259K Buy
32,460
+729
+2% +$6.41K ﹤0.01% 1065
2023
Q2 		$265K Buy
31,731
+3,926
+14% +$25.6K ﹤0.01% 1078
2023
Q1 		$169K Buy
27,805
+389
+1% +$2.36K ﹤0.01% 1136
2022
Q4 		$126K Buy
27,416
+12,754
+87% +$63.3K ﹤0.01% 1143
2022
Q3 		$72K Buy
14,662
+250
+2% +$1.58K ﹤0.01% 1126
2022
Q2 		$76K Buy
+14,412
New +$97.4K ﹤0.01% 1137

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

Xponance's SOFI Position: Q2 2026 in Review

Xponance increased its SoFi Technologies (SOFI) stake by 0.79% in Q2 2026, buying an estimated $24.3K and bringing the position to 183,860 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #472.

Xponance first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.96M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Xponance held 183,860 shares of SoFi Technologies worth $3.3M as of Q2 2026.
  • Xponance bought 1,434 SoFi Technologies shares in Q2 2026, an estimated $24.3K.
  • SoFi Technologies made up 0.02% of Xponance's portfolio in Q2 2026, its #472 holding.
  • Xponance first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
  • Xponance's SoFi Technologies position peaked at $3.96M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.