Y-Intercept (HK)’s SoFi Technologies SOFI Stock Holding History

Y-Intercept (HK)’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	$1.26M	Buy	+70,457	New	+$1.19M	0.03%	940
2025 Q3	–	Sell	-1,160,036	Closed	-$21.1M	–	2009
2025 Q2	$21.1M	Buy	+1,160,036	New	+$15.3M	0.52%	10
2025 Q1	–	Sell	-22,711	Closed	-$350K	–	1580
2024 Q4	$350K	Sell	22,711 -220,887	-91%	-$2.87M	0.02%	883
2024 Q3	$1.91M	Buy	+243,598	New	+$1.77M	0.12%	219
2024 Q1	–	Sell	-444,095	Closed	-$4.42M	–	1735
2023 Q4	$4.42M	Buy	+444,095	New	+$3.53M	0.41%	24
2023 Q3	–	Sell	-180,255	Closed	-$1.5M	–	1550
2023 Q2	$1.5M	Sell	180,255 -47,585	-21%	-$310K	0.16%	161
2023 Q1	$1.38M	Buy	+227,840	New	+$1.38M	0.16%	172

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 $3.37T AUM 44.26% 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

Y-Intercept (HK)'s SOFI Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in SoFi Technologies (SOFI) in Q2 2026: 70,457 shares worth $1.26M. The stake represents 0.03% of the portfolio and ranks #940 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SOFI as recently as Q2 2025.

Y-Intercept (HK) first reported a position in SOFI in Q1 2023 and has held it in 7 quarters since. The position peaked at $21.1M in Q2 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Y-Intercept (HK) held 70,457 shares of SoFi Technologies worth $1.26M as of Q2 2026.
SoFi Technologies was a new Y-Intercept (HK) position in Q2 2026.
SoFi Technologies made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #940 holding.
Y-Intercept (HK) first reported a position in SoFi Technologies in Q1 2023 and has held it in 7 quarters since.
Y-Intercept (HK)'s SoFi Technologies position peaked at $21.1M in Q2 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.