Sofi TechnologiesSOFI
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $36.3M |
| Exits | 79 | $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.