CAPITAL FUND MANAGEMENT S.A. SOFI — SOFI TECHNOLOGIES INC

Ownership history in CAPITAL FUND MANAGEMENT S.A.  ·  30 quarters on record

AI Ownership Summary

CAPITAL FUND MANAGEMENT S.A. reported SOFI TECHNOLOGIES INC (SOFI) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows SOFI at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SOFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL FUND MANAGEMENT S.A.'s position in SOFI TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SOFI was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOFI stock page CAPITAL FUND MANAGEMENT S.A. fund profile CAPITAL FUND MANAGEMENT S.A. full holdings
How CAPITAL FUND MANAGEMENT S.A. held SOFI — position size vs. price
% of Fund (quarterly)    SOFI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 20 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 2,313,900 +429,400 +22.8% 0.17% $60.6M 2026-02-14 (Est.) $19.61
2025 Q4 REDUCED 16.8% -39.3% ✅ 1,884,500 -379,400 -16.8% 0.14% $49.3M 2026-02-14 (Est.) $19.61
2025 Q3 ADDED — — — 2,263,900 +1,393,304 +160.0% 0.16% $59.8M 2025-11-13 $28.39
2025 Q3 REDUCED 66.3% +1.5% ❌ 870,596 -1,713,104 -66.3% 0.06% $23.0M 2025-11-13 $28.39
2025 Q3 REDUCED 21.0% +1.5% ❌ 2,583,700 -687,400 -21.0% 0.18% $68.3M 2025-11-13 $28.39
2025 Q2 ADDED — — — 3,271,100 +3,001,823 +1114.8% 0.16% $59.6M 2025-08-13 $23.81
2025 Q2 REDUCED 88.4% +51.3% ❌ 269,277 -2,060,623 -88.4% 0.01% $4.9M 2025-08-13 $23.81
2025 Q2 REDUCED 34.7% +51.3% ❌ 2,329,900 -1,240,500 -34.7% 0.12% $42.4M 2025-08-13 $23.81
2025 Q1 REDUCED 5.6% +56.6% ❌ 3,570,400 -212,100 -5.6% 0.12% $41.5M 2025-05-14 $14.03
2025 Q1 ADDED — — — 3,782,500 +2,741,500 +263.4% 0.13% $44.0M 2025-05-14 $14.03
2024 Q4 REDUCED 26.7% -24.5% ✅ 1,041,000 -378,500 -26.7% 0.04% $16.0M 2025-02-13 $15.19
2024 Q4 REDUCED 57.5% -24.5% ✅ 1,419,500 -1,922,183 -57.5% 0.06% $21.9M 2025-02-13 $15.19
2024 Q4 ADDED — — — 3,341,683 +3,241,083 +3221.8% 0.13% $51.5M 2025-02-13 $15.19
2024 Q3 REDUCED 88.0% +98.8% ❌ 100,600 -737,887 -88.0% 0.00% $791K 2024-11-13 $13.50
2024 Q3 ADDED — — — 838,487 +235,234 +39.0% 0.02% $6.6M 2024-11-13 $13.50
2024 Q2 ADDED — — — 603,253 +570,453 +1739.2% 0.01% $4.0M 2024-08-13 $6.64
2024 Q1 REDUCED 97.8% -11.9% ✅ 32,800 -1,442,262 -97.8% 0.00% $239K 2024-05-15 $7.27
2023 Q4 REDUCED 9.0% -27.4% ✅ 1,475,062 -146,538 -9.0% 0.04% $14.7M 2024-02-14 $8.42
2023 Q4 ADDED — — — 1,621,600 +1,083,600 +201.4% 0.04% $16.1M 2024-02-14 $8.42
2023 Q4 REDUCED 64.9% -27.4% ✅ 538,000 -996,400 -64.9% 0.01% $5.4M 2024-02-14 $8.42
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SOFI

As of 2026 Q1 — sorted by position size

MFG WEALTH MANAGEMENT, INC. 2.36% MLP3, LLC 1.37% Pegasus Asset Management, Inc. 3Y 7Y 1.08% Torrey Growth & Income Advisors 0.83% Xcel Wealth Management, LLC 3Y 0.7% FIRETHORN WEALTH PARTNERS, LLC 3Y 0.62% STEINBERGANNA WEALTH MANAGEMENT 0.61% Well Done, LLC 3Y 7Y 0.59% OLD SECOND NATIONAL BANK OF AURORA 3Y 7Y 0.57% Keystone Financial Services, LLC 0.56%

FAQ About CAPITAL FUND MANAGEMENT S.A. and SOFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPITAL FUND MANAGEMENT S.A. reported owning SOFI?

CAPITAL FUND MANAGEMENT S.A. reported SOFI across 20 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SOFI position in CAPITAL FUND MANAGEMENT S.A.'s portfolio?

The largest reported portfolio weight for SOFI was 0.18% in 2025 Q3.

What is the latest reported SOFI position on this page?

The most recent filing on this page is 2025 Q4, when CAPITAL FUND MANAGEMENT S.A. reported 2,313,900 shares, equal to 0.17% of portfolio, with an estimated market value of $60.6M.

What does the chart on this SOFI ownership page compare?

The chart compares CAPITAL FUND MANAGEMENT S.A.'s quarterly SOFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CAPITAL FUND MANAGEMENT S.A. time their SOFI position?

Based on 13F filing dates vs. subsequent SOFI price moves, CAPITAL FUND MANAGEMENT S.A. correctly timed 15 out of 29 reported position changes (52%).

← Back to CAPITAL FUND MANAGEMENT S.A. Holdings