Catenaa, Tuesday, February 17, 2026- Softbank Group disclosed that it dissolved its stake in Nvidia during the fourth quarter of 2025, according to an SEC filing by the bank.
Softbank’s 13-F filing with the US Securities & Exchange Commission for the period compares Softbank’s holdings as of December 31, 2025, with those as of September 30, 2025.
These filings, due within 45 days of the end of each fiscal quarter, capture institutional investor positions as of that date but do not reflect position changes that may have taken place so far in the first quarter.
In the aftermath of the news, Nvidia’s stock price fell as much as 1.6% and was last noted as trading at $179.88 on Tuesday morning.
Bloomberg reported that the Tokyo-based company sold its stake in Nvidia and recently hit pause on talks to buy out US data center operator Switch.
Despite being early to invest in AI technologies, SoftBank has largely missed out on a global rush to build the semiconductors, server racks, and other hardware to support machine learning, with the lion’s share of money flowing to a small circle of chipmakers, including Nvidia and Taiwan Semiconductor Manufacturing (TSMC).
SoftBank has sharply increased its bets in AI in recent months. Over the past year, the Tokyo-based company has bought US chip designer Ampere Computing for $6.5 billion and announced a $5.4 billion acquisition of ABB’s robotics unit.
To finance some of that cost, SoftBank has sold down its T-Mobile US shares, unloaded its entire Nvidia stake, and expanded a margin loan using its Arm shares.
