VOLORIDGE INVESTMENT MANAGEMENT, LLC SOFI — SOFI TECHNOLOGIES INC

Ownership history in VOLORIDGE INVESTMENT MANAGEMENT, LLC  ·  8 quarters on record

AI Ownership Summary

VOLORIDGE INVESTMENT MANAGEMENT, LLC reported SOFI TECHNOLOGIES INC (SOFI) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.11% in 2025 Q2. The latest visible filing shows SOFI at 0.81% 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 VOLORIDGE INVESTMENT MANAGEMENT, LLC'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
2026 Q1

SOFI was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 VOLORIDGE INVESTMENT MANAGEMENT, LLC fund profile VOLORIDGE INVESTMENT MANAGEMENT, LLC full holdings
How VOLORIDGE INVESTMENT MANAGEMENT, LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 12,654,530 +4,796,883 +61.0% 0.81% $201.0M 2026-05-15 $15.61
2025 Q4 REDUCED 21.5% -39.3% ✅ 7,857,647 -2,145,747 -21.5% 0.72% $205.7M 2026-02-17 $19.51
2025 Q3 REDUCED 39.3% +1.5% ❌ 10,003,394 -6,482,683 -39.3% 0.89% $264.3M 2025-11-14 $27.82
2025 Q2 ADDED — — — 16,486,077 +7,895,334 +91.9% 1.11% $300.2M 2025-08-14 $23.29
2025 Q1 ADDED — — — 8,590,743 +3,711,601 +76.1% 0.37% $99.9M 2025-05-15 $13.57
2024 Q4 ADDED — — — 4,879,142 +4,440,507 +1012.3% 0.27% $75.1M 2025-02-14 $16.21
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SOFI

As of 2026 Q2 — sorted by position size

Sullivan Wood Capital Management LLC 6.15% TTRF Capital Ltd 5.06% MFG WEALTH MANAGEMENT, INC. 2.45% SIERRA SUMMIT ADVISORS LLC 1.79% Connective Portfolio Management, LLC 3Y 1.79% Westbourne Investment Advisors, Inc. 3Y 7Y 1.64% Covenant Asset Management, LLC 3Y 7Y 1.31% Taylor Frigon Capital Management LLC 3Y 7Y 1.3% Xcel Wealth Management, LLC 3Y 1.15% OLD SECOND NATIONAL BANK OF AURORA 3Y 7Y 0.81%

FAQ About VOLORIDGE INVESTMENT MANAGEMENT, LLC and SOFI

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

How long has VOLORIDGE INVESTMENT MANAGEMENT, LLC reported owning SOFI?

VOLORIDGE INVESTMENT MANAGEMENT, LLC reported SOFI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SOFI position in VOLORIDGE INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for SOFI was 1.11% in 2025 Q2.

What is the latest reported SOFI position on this page?

The most recent filing on this page is 2026 Q1, when VOLORIDGE INVESTMENT MANAGEMENT, LLC reported 12,654,530 shares, equal to 0.81% of portfolio, with an estimated market value of $201.0M.

What does the chart on this SOFI ownership page compare?

The chart compares VOLORIDGE INVESTMENT MANAGEMENT, LLC'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 VOLORIDGE INVESTMENT MANAGEMENT, LLC time their SOFI position?

Based on 13F filing dates vs. subsequent SOFI price moves, VOLORIDGE INVESTMENT MANAGEMENT, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on SOFI relative to SPY over the holding period was -17.8%.

← Back to VOLORIDGE INVESTMENT MANAGEMENT, LLC Holdings