Sofi TechnologiesSOFI

13F holders, Q2 2026 (June 30)
925holders −2
116new positions
117sold out
7famous investors
$18.01avg. 13F price*

At the end of Q2 2026, 925 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, down 2 from Q1 2026. 116 opened new positions and 117 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Capital Management LLC ($1.0B) and Vanguard Portfolio Management LLC ($909.8M). 7 famous investors held it, including Cathie Wood (0.4% of ARK Investment Management's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Sofi Technologies Inc.
CUSIP
83406F102
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 601Q1 2024Q2 2024: 592Q2 2024Q3 2024: 625Q3 2024Q4 2024: 705Q4 2024Q1 2025: 716Q1 2025Q2 2025: 745Q2 2025Q3 2025: 913Q3 2025Q4 2025: 1,005Q4 2025Q1 2026: 927Q1 2026Q2 2026: 925Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions116$279.0M
Exits117$492.2M

All 13F filers, Q1 2026 → Q2 2026: 84,016,977 shares bought and 150,012,662 shares sold, net −65,995,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 925 holders

BlackRock, Inc. 0.02% Add +4.2% 72,444,208 $1.3B
Vanguard Capital Management LLC 0.02% Add +1.4% 57,928,852 $1.0B
Vanguard Portfolio Management LLC 0.04% Reduce -0.5% 50,740,132 $909.8M
Goldman Sachs Group Inc. 0.07% Add +180.9% 35,207,678 $631.3M
UBS Group AG 0.10% Reduce -3.4% 35,168,018 $630.6M
State Street Corp. 0.02% Add +5.3% 28,763,660 $515.7M
Geode Capital Management, LLC 0.02% Reduce -10.1% 23,356,377 $417.6M
Morgan Stanley 0.02% Reduce -8.2% 19,521,442 $350.0M
D. E. Shaw & Co. 0.17% Reduce -65.6% 14,691,786 $263.4M
Norges Bank 0.02% — 13,630,462 $244.4M
Marshall Wace, LLP 0.18% Add +79.4% 11,697,405 $209.7M
Millennium Management 0.13% Add +27.1% 10,493,471 $188.1M
Susquehanna International Group, LLP 0.16% Add +114.6% 10,236,195 $183.5M
Dimensional Fund Advisors LP 0.03% Add +9.8% 10,003,025 $179.4M
Bank of America Corp. 0.01% Reduce -15.7% 9,135,967 $163.8M
Vanguard Fiduciary Trust Co. 0.03% Add +2.8% 8,140,281 $146.0M
Northern Trust Corp. 0.02% Add +3.7% 7,620,475 $136.6M
Charles Schwab Investment Management Inc. 0.02% Add +12.5% 7,280,268 $130.5M
Citigroup Inc. 0.05% Reduce -16.2% 6,283,079 $112.7M
Bank of Montreal 0.04% Reduce -8.8% 6,168,171 $110.6M
Wells Fargo & Company 0.02% Add +33.1% 5,885,387 $105.5M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -0.1% 5,684,422 $101.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +12.7% 5,239,086 $93.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +4.2% 4,925,068 $88.3M
Harvest Portfolios Group Inc. 1.22% Add +88.9% 4,806,357 $86.2M
Royal Bank of Canada 0.01% Reduce -29.7% 4,754,654 $85.3M
Worldquant Millennium Advisors LLC 0.26% Reduce -21.5% 4,252,871 $76.3M
Accel Growth Fund V Associates L.L.C. 81.98% No change 4,104,459 $73.6M
Bank of New York Mellon Corp 0.01% Add +0.4% 4,045,236 $72.5M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Add +121.4% 3,772,072 $67.6M
ARK Investment Management 0.44% Reduce -2.4% 3,742,479 $67.1M
JPMorgan Chase & Co. 0.00% Add +104.7% 3,652,807 $66.4M
Legal & General Group Plc 0.01% Add +4.6% 3,608,784 $64.7M
Swiss National Bank 0.03% Reduce -3.0% 3,596,700 $64.5M
Coppell Advisory Solutions LLC 4.96% New 620 $59.7M
HRT Financial LP 0.11% Reduce -61.5% 3,209,701 $57.5M
Amova Asset Management Americas, Inc. 0.72% Reduce -0.1% 3,132,998 $56.1M
Capula Management Ltd 0.24% New 3,000,000 $53.8M
LPL Financial LLC 0.01% Add +0.6% 2,992,786 $53.7M
Nuveen, LLC 0.01% Reduce -14.4% 2,939,704 $52.7M
DAVENPORT & Co LLC 0.26% Add +5492.6% 2,774,855 $50.0M
Deutsche Bank AG 0.01% Add +53.1% 2,489,675 $44.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% Add +17.6% 2,472,601 $44.3M
Voloridge Investment Management, LLC 0.18% Reduce -81.7% 2,322,047 $41.6M
Walleye Trading LLC 0.56% Add +33.1% 2,236,388 $40.1M
Barclays PLC 0.01% Reduce -32.9% 1,872,921 $33.6M
California Public Employees Retirement System 0.02% Add +5.9% 1,863,200 $33.4M
Amundi 0.01% Add +7.2% 1,836,761 $32.9M
California State Teachers Retirement System 0.03% Reduce -5.0% 1,740,160 $31.2M
State of Michigan Retirement System 0.13% Add +64.9% 1,648,658 $29.6M
Marex Group Ltd 0.21% Add +64.8% 1,580,559 $28.3M
Tremblant Capital Group 0.81% Reduce -1.7% 1,578,915 $28.3M
BNP Paribas Financial Markets 0.01% Reduce -67.5% 1,563,533 $28.0M
Invesco Ltd. 0.00% Reduce -2.2% 1,544,542 $27.7M
National Bank of Canada 0.02% Add +154.5% 1,543,861 $27.7M
Ameriprise Financial Inc. 0.01% Add +30.6% 1,542,568 $27.7M
Bienville Capital Management, LLC 3.95% New 1,527,406 $27.4M
Patient Capital Management, LLC 0.90% Add +13.5% 1,505,629 $27.0M
Cantor Fitzgerald, L. P. 0.52% New 1,488,054 $26.7M
Jane Street Group, LLC 0.02% Reduce -91.8% 1,476,165 $26.5M
Clear Street Group Inc. 0.08% Add +30.4% 1,448,780 $26.0M
Rhumbline Advisers 0.02% Add +4.0% 1,333,823 $23.9M
T. Rowe Price Associates Inc. 0.00% Add +10.5% 1,304,243 $23.4M
Mizuho Markets Americas LLC 0.40% Reduce -16.5% 1,251,169 $22.4M
HSBC Holdings PLC 0.01% Add +47.9% 1,218,499 $22.0M
Simplex Trading, LLC 0.55% Add +22.0% 1,181,860 $21.2M
PFA Pension, Forsikringsaktieselskab 0.05% Reduce -0.1% 1,158,258 $20.8M
Citadel Advisors 0.01% Reduce -89.6% 1,145,775 $20.5M
Diversify Advisory Services, LLC 0.33% Add +27.8% 1,148,202 $19.4M
Diversify Wealth Management, LLC 0.33% Add +10.1% 1,148,202 $19.4M
IMC-Chicago, LLC 0.17% Reduce -55.9% 1,017,194 $18.2M
Trexquant Investment LP 0.11% Reduce -56.8% 1,011,994 $18.1M
Jones Financial Companies LLLP 0.01% Add +23.7% 994,992 $17.8M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.6% 990,550 $17.8M
Jefferies Financial Group Inc. 0.16% Reduce -15.0% 964,203 $17.3M
Russell Investments Group, Ltd. 0.02% Add +76.6% 961,350 $17.3M
Cetera Investment Advisers 0.02% Add +34.8% 957,655 $17.2M
Osaic Holdings, Inc. 0.02% Add +34.9% 931,407 $16.7M
Rockefeller Capital Management L.P. 0.03% Reduce -18.2% 929,800 $16.7M
SBI Securities Co., Ltd. 0.38% Reduce -18.3% 923,128 $16.6M
Baltimore-Washington Financial Advisors, Inc. 0.60% Add +2.5% 897,459 $16.1M
Sierra Summit Advisors LLC 1.79% New 895,254 $16.1M
Aviva PLC 0.02% Add +2.3% 883,880 $15.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -9.5% 877,899 $15.7M
Raymond James Financial Inc. 0.00% Add +14.6% 876,593 $15.7M
DNB Asset Management AS 0.04% Add +180.2% 868,028 $15.6M
Korea Investment CORP 0.03% Reduce -2.5% 823,937 $14.8M
Tredje AP-fonden 0.07% Add +84.8% 822,202 $14.7M
Longitude (Cayman) Ltd. 9.56% Add +25.2% 807,500 $14.5M
Provident Living Financial Services, Inc. 14.23% Add +7.9% 888,439 $14.4M
AlphaStar Capital Management, LLC 0.91% Add +186.0% 796,761 $14.3M
Reynders McVeigh Capital Management, LLC 0.56% Add +2.6% 699,538 $12.5M
FMR LLC 0.00% Reduce -44.4% 695,835 $12.5M
Arax Advisory Partners 0.08% Add +3290.5% 693,356 $12.4M
Moors & Cabot, Inc. 0.47% Reduce -1.2% 676,553 $12.1M
State of Wisconsin Investment Board 0.02% Reduce -15.0% 661,733 $11.9M
Vanguard Investments Australia, Ltd. 0.03% Add +1.6% 633,346 $11.4M
New York State Common Retirement Fund 0.01% Add +8.5% 623,987 $11.2M
Brighton Jones LLC 0.21% Reduce -2.0% 623,977 $11.2M
Vanguard Global Advisers, LLC 0.01% Reduce -1.2% 618,086 $11.1M

"% of holder's portfolio" is SOFI's weight in each manager's 13F, not the share of Sofi Technologies Inc. the manager owns.

Show all 925 holders