Sofi TechnologiesSOFI

13F holders, Q1 2024 (March 31)
601holders
8famous investors
$7.29avg. 13F price*

At the end of Q1 2024, 601 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings. The largest holders were Vanguard Group Inc. ($604.6M), BlackRock Inc. ($305.1M) and Silver Lake Group, L.L.C. ($227.4M). 8 famous investors held it, including Cathie Wood (0.8% of ARK Investment Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 2024

InstitutionsTotal Value
New Positions107$133.0M
Exits73$191.7M

Ownership 601 holders

Vanguard Group Inc. 0.01% Add +1.7% 82,826,257 $604.6M
BlackRock Inc. 0.01% Add +3.2% 41,799,657 $305.1M
Silver Lake Group, L.L.C. 2.76% No change 31,154,165 $227.4M
State Street Corp. 0.01% Add +2.0% 16,509,469 $120.5M
ARK Investment Management 0.82% Add +723.2% 16,223,199 $118.4M
Geode Capital Management, LLC 0.01% Add +5.3% 15,774,015 $115.2M
Morgan Stanley 0.01% Add +40.0% 15,077,082 $110.1M
Citadel Advisors 0.09% Add +160.4% 11,848,931 $86.5M
Norges Bank 0.01% Add +59.4% 11,430,376 $83.4M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +176.3% 10,767,302 $78.6M
Amova Asset Management Americas, Inc. 0.78% Add +176.3% 10,767,302 $78.5M
Susquehanna International Group, LLP 0.12% Add +416.0% 10,750,690 $78.5M
Jane Street Group, LLC 0.09% Add +228.1% 9,388,878 $68.5M
JPMorgan Chase & Co. 0.00% Add +86.3% 6,711,858 $49.0M
Charles Schwab Investment Management Inc. 0.01% Add +0.8% 5,534,492 $40.4M
Renaissance Technologies 0.06% Add +2249.8% 5,282,400 $38.6M
UBS Group AG 0.01% Add +685.1% 4,320,572 $31.5M
Northern Trust Corp. 0.01% Reduce -7.3% 4,210,456 $30.7M
Accel Growth Fund V Associates L.L.C. 34.31% No change 4,104,459 $30.0M
Patient Capital Management, LLC 1.34% Reduce -0.4% 3,760,597 $27.5M
Gpi Capital, L.P. 6.14% No change 3,749,760 $27.4M
Azora Capital LP 1.95% Add +45.7% 3,675,875 $26.8M
Dimensional Fund Advisors LP 0.01% Reduce -7.1% 3,600,923 $26.3M
Two Sigma Investments, LP 0.07% Reduce -75.5% 3,582,296 $26.2M
Wells Fargo & Company 0.01% Add +11.8% 3,190,997 $23.3M
Marshall Wace, LLP 0.03% Add +743.1% 2,764,423 $20.2M
Bank of New York Mellon Corp 0.00% Reduce -11.3% 2,673,883 $19.5M
Nuveen Asset Management, LLC 0.01% Add +3.8% 2,480,544 $18.1M
Royal Bank of Canada 0.00% Add +16.8% 2,457,301 $17.9M
Quadrature Capital Ltd 0.30% Reduce -2.7% 2,405,021 $17.5M
Point72 Asset Management 0.05% New 2,324,152 $17.0M
Shaolin Capital Management LLC 6.74% New 2,268,813 $16.6M
Simplex Trading, LLC 0.45% New 2,106,379 $15.4M
Bank of America Corp. 0.00% Add +106.8% 2,035,895 $14.9M
Barclays PLC 0.01% Add +109.0% 1,872,379 $13.7M
Swiss National Bank 0.01% Add +1.1% 1,798,400 $13.1M
Goldman Sachs Group Inc. 0.00% Reduce -73.0% 1,740,658 $12.7M
California Public Employees Retirement System 0.01% Add +29.1% 1,668,284 $12.2M
BIT Capital GmbH 0.96% New 1,484,877 $10.8M
Walleye Trading LLC 0.18% Add +195.2% 1,480,546 $10.8M
LPL Financial LLC 0.01% Add +37.5% 1,360,082 $9.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 1,343,664 $9.8M
Longitude (Cayman) Ltd. 13.62% Add +8.0% 1,281,500 $9.4M
Group One Trading LLC 0.32% Add +7.2% 1,231,467 $9.0M
Squarepoint Ops LLC 0.04% New 1,217,078 $8.9M
PEAK6 Investments LLC 0.41% Add +91.7% 1,156,412 $8.4M
Schonfeld Strategic Advisors LLC 0.06% Add +80.6% 1,125,561 $8.2M
Walleye Capital LLC 0.10% Add +241.4% 1,118,923 $8.2M
GTS Securities LLC 0.22% Add +107.6% 1,099,575 $8.0M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +75.6% 1,088,302 $7.9M
Citigroup Inc. 0.01% Add +131.0% 1,034,914 $7.6M
State of Michigan Retirement System 0.04% New 1,000,000 $7.3M
Rockefeller Capital Management L.P. 0.02% Add +904.3% 995,874 $7.3M
Townsquare Capital LLC 0.11% Add +168.4% 992,356 $7.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +15.2% 1,263,475 $7.1M
Credit Suisse AG/ 0.01% Reduce -66.4% 956,315 $7.0M
Diversify Advisory Services, LLC 0.41% — 957,351 $6.9M
Rhumbline Advisers 0.01% Reduce -10.7% 926,059 $6.8M
Seven Eight Capital, LP 0.70% Add +292.1% 921,834 $6.7M
California State Teachers Retirement System 0.01% Reduce -4.6% 915,900 $6.7M
Legal & General Group Plc 0.00% Add +6.3% 903,620 $6.6M
Cresset Asset Management, LLC 0.03% Add +95.5% 886,374 $6.5M
Susquehanna Portfolio Strategies, LLC 0.15% No change 873,206 $6.4M
Nordea Investment Management AB 0.01% New 839,626 $6.3M
Ameriprise Financial Inc. 0.00% Add +269.8% 836,859 $6.1M
Parkside Investments, LLC 0.92% Reduce -10.3% 794,210 $5.8M
Moors & Cabot, Inc. 0.31% Add +13.1% 783,490 $5.7M
Cetera Investment Advisers 0.01% Add +905.2% 779,982 $5.7M
MML Investors Services, LLC 0.02% Reduce -0.4% 759,698 $5.5M
Caprock Group, LLC 0.31% Reduce -1.6% 748,081 $5.5M
Invesco Ltd. 0.00% Reduce -4.3% 739,530 $5.4M
Brighton Jones LLC 0.19% Add +4.3% 714,375 $5.2M
Ensign Peak Advisors, Inc 0.01% Add +123.8% 698,663 $5.1M
First Trust Advisors LP 0.01% Reduce -10.3% 671,618 $4.9M
New York State Common Retirement Fund 0.01% Reduce -11.4% 624,800 $4.6M
Commonwealth Equity Services, LLC 0.01% Add +5.6% 608,576 $4.4M
Mizuho Markets Americas LLC 0.12% Reduce -51.2% 604,992 $4.4M
Wealthspire Retirement, LLC 0.36% New 576,058 $4.2M
Quantbot Technologies LP 0.23% Reduce -30.8% 557,514 $4.1M
Cerity Partners LLC 0.01% Add +1.9% 557,227 $4.1M
Vestmark Advisory Solutions, Inc. 0.17% New 552,027 $4.0M
T. Rowe Price Associates Inc. 0.00% Add +7.6% 535,894 $3.9M
State of New Jersey Common Pension Fund D 0.01% No change 531,850 $3.9M
B & T Capital Management DBA Alpha Capital Management 0.74% Add +2.6% 517,902 $3.8M
Alyeska Investment Group, L.P. 0.02% New 500,000 $3.6M
IMC-Chicago, LLC 0.13% New 494,640 $3.6M
Osaic Holdings, Inc. 0.01% Add +8.8% 467,087 $3.4M
HRT Financial LP 0.02% New 463,400 $3.4M
Capital Markets Trading UK LLP 2.45% New 463,198 $3.4M
Anderson Hoagland & Co. 0.38% Add +11.2% 445,977 $3.4M
Baltimore-Washington Financial Advisors, Inc. 0.21% Add +2.4% 459,098 $3.4M
Janus Henderson Group PLC 0.00% Add +13.7% 457,322 $3.3M
Segall Bryant & Hamill, LLC 0.06% New 454,840 $3.3M
Federation des caisses Desjardins du Quebec 0.02% Add +2.4% 445,719 $3.3M
Atria Wealth Solutions, Inc. 0.04% Add +31.0% 431,271 $3.1M
Bank of Montreal 0.00% Add +26.4% 428,192 $3.1M
Treasurer of the State of North Carolina 0.01% Reduce -0.5% 424,529 $3.1M
Interval Partners, LP 0.12% New 422,837 $3.1M
Mariner, LLC 0.01% Reduce -0.8% 422,699 $3.1M
State Board of Administration of Florida Retirement System 0.01% Reduce -14.2% 496,330 $3.0M

"% 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 601 holders