Jefferies Group's SOFI Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 1.13 M shares of SoFi Technologies, Inc. (SOFI) worth $18.02 M, representing 0.12% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in SOFI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 1 M shares. Largest reduction occurred in Q4 2025, reducing 376,242 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's SoFi Technologies (SOFI) Holding Value Over Time
Track share changes against reported price movement
Quarterly SoFi Technologies (SOFI) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1 M | Add 759.96% | 1.13 M | $15.88 |
| Q4 2025 | -376,242 | Reduce 74.03% | 131,960 | $26.18 |
| Q3 2025 | +475,602 | Add 1458.90% | 508,202 | $26.42 |
| Q2 2025 | +1,560 | Add 5.03% | 32,600 | $18.21 |
| Q1 2025 | -44,529 | Reduce 58.92% | 31,040 | $11.63 |
| Q4 2024 | +75,569 | New Buy | 75,569 | $15.40 |
| Q1 2024 | -185,001 | Sold Out | 0 | $0.00 |
| Q4 2023 | +184,750 | Add 73605.58% | 185,001 | $9.95 |
| Q3 2023 | +251 | New Buy | 251 | $7.99 |
| Q1 2023 | -46,700 | Sold Out | 0 | $0.00 |
| Q4 2022 | +46,700 | New Buy | 46,700 | $4.61 |
Jefferies Group's SoFi Technologies Investment FAQs
Jefferies Group first purchased SoFi Technologies, Inc. (SOFI) in Q4 2022, acquiring 46,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held SoFi Technologies, Inc. (SOFI) for 11 quarters since Q4 2022.
Jefferies Group's largest addition to SoFi Technologies, Inc. (SOFI) was in Q1 2026, adding 1,134,805 shares worth $18.02 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 1,134,805 shares of SoFi Technologies, Inc. (SOFI), valued at approximately $18.02 M.
As of the Q1 2026 filing, SoFi Technologies, Inc. (SOFI) represents approximately 0.12% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in SoFi Technologies, Inc. (SOFI) was 1,134,805 shares, as reported at the end of Q1 2026.