Sofi TechnologiesSOFI

13F holders, Q2 2024 (June 30)
592holders −9
72new positions
79sold out
7famous investors
$6.61avg. 13F price*

At the end of Q2 2024, 592 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, down 9 from Q1 2024. 72 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($595.1M), BlackRock Inc. ($300.5M) and Silver Lake Group, L.L.C. ($205.9M). 7 famous investors held it, including Cathie Wood (0.9% of ARK Investment Management's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024

InstitutionsTotal Value
New Positions72$36.3M
Exits79$157.1M

All 13F filers, Q1 2024 → Q2 2024: 61,275,875 shares bought and 51,992,971 shares sold, net +9,282,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 592 holders

Vanguard Group Inc. 0.01% Add +8.7% 90,030,057 $595.1M
BlackRock Inc. 0.01% Add +8.8% 45,457,402 $300.5M
Silver Lake Group, L.L.C. 2.52% No change 31,154,165 $205.9M
State Street Corp. 0.01% Add +7.5% 17,752,323 $117.3M
Geode Capital Management, LLC 0.01% Add +9.4% 17,260,278 $114.1M
Morgan Stanley 0.01% Add +5.6% 15,924,316 $105.3M
ARK Investment Management 0.85% Reduce -10.4% 14,535,772 $96.1M
Norges Bank 0.01% Add +22.1% 13,952,298 $92.2M
Dimensional Fund Advisors LP 0.02% Add +263.3% 13,083,606 $86.5M
Amova Asset Management Americas, Inc. 0.87% Add +6.4% 11,457,940 $75.7M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +6.4% 11,457,940 $75.7M
Jane Street Group, LLC 0.07% Reduce -3.2% 9,091,058 $60.1M
Susquehanna International Group, LLP 0.10% Reduce -17.3% 8,891,144 $58.8M
Marshall Wace, LLP 0.06% Add +130.0% 6,357,887 $42.0M
Charles Schwab Investment Management Inc. 0.01% Add +9.5% 6,058,740 $40.0M
Northern Trust Corp. 0.01% Add +13.4% 4,775,669 $31.6M
Accel Growth Fund V Associates L.L.C. 33.81% No change 4,104,459 $27.1M
UBS Group AG 0.01% Reduce -5.2% 4,094,292 $27.1M
Azora Capital LP 1.51% Add +8.7% 3,995,167 $26.4M
JPMorgan Chase & Co. 0.00% Reduce -42.6% 3,855,174 $25.5M
Patient Capital Management, LLC 1.35% Add +2.3% 3,845,038 $25.4M
Gpi Capital, L.P. 6.55% No change 3,749,760 $24.8M
Royal Bank of Canada 0.01% Add +48.8% 3,656,103 $24.2M
Citigroup Inc. 0.02% Add +251.5% 3,637,559 $24.0M
Wells Fargo & Company 0.01% Add +5.5% 3,365,660 $22.2M
Bank of New York Mellon Corp 0.00% Add +16.6% 3,117,081 $20.6M
Bank of Montreal 0.01% Add +615.6% 3,064,086 $20.3M
Mizuho Markets Americas LLC 0.56% Add +403.4% 3,045,737 $20.1M
Nuveen Asset Management, LLC 0.00% Add +2.5% 2,542,832 $16.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +76.3% 2,368,972 $15.7M
Swiss National Bank 0.01% Add +9.8% 1,973,900 $13.0M
D. E. Shaw & Co. 0.02% Add +411.9% 1,914,223 $12.7M
Rockefeller Capital Management L.P. 0.03% Add +84.0% 1,832,367 $12.1M
Simplex Trading, LLC 0.39% Reduce -13.7% 1,817,798 $12.0M
Bank of America Corp. 0.00% Reduce -12.3% 1,785,292 $11.8M
Squarepoint Ops LLC 0.04% Add +40.5% 1,709,622 $11.3M
Group One Trading LLC 0.35% Add +35.0% 1,662,104 $11.0M
Millennium Management 0.01% Add +291.4% 1,587,850 $10.5M
LPL Financial LLC 0.01% Add +13.4% 1,542,395 $10.2M
State of Michigan Retirement System 0.05% Add +50.0% 1,500,000 $9.9M
Walleye Trading LLC 0.19% Add +1.0% 1,495,597 $9.9M
HRT Financial LP 0.05% Add +188.3% 1,336,023 $8.8M
Longitude (Cayman) Ltd. 13.66% Add +2.3% 1,311,500 $8.7M
California Public Employees Retirement System 0.01% Reduce -22.3% 1,296,052 $8.6M
MML Investors Services, LLC 0.03% Add +70.4% 1,294,696 $8.6M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +15.0% 1,251,493 $8.3M
Townsquare Capital LLC 0.10% Add +9.4% 1,086,173 $7.2M
Kodai Capital Management LP 0.13% New 1,051,239 $6.9M
GTS Securities LLC 0.14% Reduce -5.6% 1,037,891 $6.9M
Legal & General Group Plc 0.00% Add +9.4% 988,509 $6.5M
California State Teachers Retirement System 0.01% Add +7.2% 981,822 $6.5M
Rhumbline Advisers 0.01% Add +5.7% 979,183 $6.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 955,290 $6.3M
Nordea Investment Management AB 0.01% Add +12.1% 941,232 $6.2M
Goldman Sachs Group Inc. 0.00% Reduce -46.7% 927,169 $6.1M
Cetera Investment Advisers 0.01% Add +17.0% 912,722 $6.0M
Cresset Asset Management, LLC 0.02% Reduce -0.5% 881,830 $5.8M
Parkside Investments, LLC 0.83% Reduce -0.3% 791,435 $5.2M
Invesco Ltd. 0.00% Add +3.9% 768,273 $5.1M
Moors & Cabot, Inc. 0.27% Reduce -2.0% 767,665 $5.1M
Walleye Capital LLC 0.06% Reduce -31.5% 766,118 $5.1M
Ensign Peak Advisors, Inc 0.01% Add +8.7% 759,158 $5.0M
Ameriprise Financial Inc. 0.00% Reduce -10.5% 749,018 $5.0M
PDT Partners, LLC 0.46% New 740,850 $4.9M
Caprock Group, LLC 0.20% Reduce -1.3% 738,309 $4.9M
Diversify Advisory Services, LLC 0.26% Reduce -20.9% 757,344 $4.8M
Brighton Jones LLC 0.16% Add +1.4% 723,985 $4.8M
HSBC Holdings PLC 0.00% Add +337.6% 719,243 $4.7M
Trexquant Investment LP 0.07% New 697,049 $4.6M
New York State Common Retirement Fund 0.01% Add +11.1% 693,887 $4.6M
IMC-Chicago, LLC 0.15% Add +39.0% 687,727 $4.5M
Commonwealth Equity Services, LLC 0.01% Add +1.7% 618,955 $4.1M
State Board of Administration of Florida Retirement System 0.01% Add +22.2% 606,539 $4.0M
Capital Fund Management S.A. 0.05% New 603,253 $4.0M
Wealthspire Retirement, LLC 0.32% Reduce -0.0% 575,988 $3.8M
Cerity Partners LLC 0.01% Add +1.7% 566,773 $3.7M
T. Rowe Price Associates Inc. 0.00% Add +4.5% 560,116 $3.7M
Raymond James & Associates 0.00% Add +28.6% 520,301 $3.4M
B & T Capital Management DBA Alpha Capital Management 0.66% Reduce -0.3% 516,551 $3.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +31.2% 509,504 $3.4M
Baltimore-Washington Financial Advisors, Inc. 0.20% Add +10.0% 504,963 $3.3M
Osaic Holdings, Inc. 0.01% Add +0.6% 470,060 $3.1M
Segall Bryant & Hamill, LLC 0.05% Add +2.8% 467,516 $3.1M
Atria Wealth Solutions, Inc. 0.03% Add +8.3% 467,009 $3.1M
Federation des caisses Desjardins du Quebec 0.02% Add +2.1% 454,913 $3.0M
Janus Henderson Group PLC 0.00% Reduce -1.0% 452,727 $3.0M
Treasurer of the State of North Carolina 0.01% Add +5.6% 448,377 $3.0M
Barclays PLC 0.00% Reduce -76.6% 438,719 $2.9M
Clarity Capital Partners LLC 1.76% Add +12.7% 435,180 $2.9M
Anderson Hoagland & Co. 0.30% No change 445,977 $2.8M
NewEdge Advisors, LLC 0.02% Add +32.3% 422,199 $2.8M
Verition Fund Management LLC 0.02% Add +438.3% 415,090 $2.7M
Vestmark Advisory Solutions, Inc. 0.11% Reduce -27.3% 401,370 $2.7M
Mariner, LLC 0.01% Reduce -5.9% 397,722 $2.6M
Public Employees Retirement System of Ohio 0.01% Add +8.0% 392,851 $2.6M
State of New Jersey Common Pension Fund D 0.01% Reduce -26.1% 392,811 $2.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.2% 386,898 $2.6M
Triumph Capital Management 0.99% Add +5.8% 383,454 $2.5M
EP Wealth Advisors, LLC 0.03% Add +1.6% 382,844 $2.5M
Alliancebernstein L.P. 0.00% Reduce -2.0% 378,470 $2.5M

"% 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 592 holders