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 Q3	–	Sell	-70,457	Closed	-$1.26M	–	2064
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return

Laurion Capital Management New York $6.21B AUM 32.28% 1-Year Est. Return

Y-Intercept (HK)'s SOFI Position: Q3 2026 in Review

Y-Intercept (HK) sold out of SoFi Technologies (SOFI) in Q3 2026, closing a stake of 70,457 shares — an estimated $1.26M sold.

Y-Intercept (HK) first reported a position in SOFI in Q1 2023 and held it in 7 quarters. The position peaked at $21.1M in Q2 2025. 328 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Y-Intercept (HK) reported no remaining SoFi Technologies position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 70,457 SoFi Technologies shares in Q3 2026, an estimated $1.26M.
Y-Intercept (HK) first reported a position in SoFi Technologies in Q1 2023 and held it in 7 quarters.
Y-Intercept (HK)'s SoFi Technologies position peaked at $21.1M in Q2 2025.
328 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.