Sofi TechnologiesSOFI

13F holders, Q3 2024 (September 30)
625holders +33
100new positions
71sold out
8famous investors
$7.93avg. 13F price*

At the end of Q3 2024, 625 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, up 33 from Q2 2024. 100 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($703.0M), BlackRock, Inc. ($357.1M) and Silver Lake Group, L.L.C. ($244.9M). 8 famous investors held it, including Cathie Wood (0.9% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions100$197.0M
Exits71$21.3M

All 13F filers, Q2 2024 → Q3 2024: 84,149,838 shares bought and 29,310,041 shares sold, net +54,839,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 625 holders

Vanguard Group Inc. 0.01% Reduce -0.7% 89,438,166 $703.0M
BlackRock, Inc. 0.01% — 45,438,167 $357.1M
Silver Lake Group, L.L.C. 2.75% No change 31,154,165 $244.9M
Dimensional Fund Advisors LP 0.05% Add +88.9% 24,716,612 $194.3M
State Street Corp. 0.01% Add +1.8% 18,062,855 $142.0M
Geode Capital Management, LLC 0.01% Add +2.1% 17,619,084 $138.5M
ARK Investment Management 0.91% Reduce -13.2% 12,612,563 $99.1M
Norges Bank 0.01% Reduce -14.4% 11,944,372 $93.9M
Morgan Stanley 0.01% Reduce -25.1% 11,932,601 $93.8M
Renaissance Technologies 0.13% New 11,390,900 $89.5M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -12.3% 10,046,261 $79.0M
Amova Asset Management Americas, Inc. 0.89% Reduce -12.4% 10,037,046 $78.9M
Marshall Wace, LLP 0.09% Add +32.0% 8,393,313 $66.0M
JPMorgan Chase & Co. 0.00% Add +93.8% 7,472,375 $58.7M
Millennium Management 0.05% Add +349.8% 7,141,578 $56.1M
Charles Schwab Investment Management Inc. 0.01% Add +1.4% 6,145,837 $48.3M
Citadel Advisors 0.05% Add +2335.6% 5,977,493 $47.0M
Patient Capital Management, LLC 2.24% Add +50.7% 5,795,687 $45.6M
Bank of America Corp. 0.00% Add +219.8% 5,709,362 $44.9M
Jane Street Group, LLC 0.07% Reduce -40.5% 5,411,517 $42.5M
Wells Fargo & Company 0.01% Add +58.5% 5,334,025 $41.9M
Susquehanna International Group, LLP 0.07% Reduce -43.7% 5,009,380 $39.4M
Northern Trust Corp. 0.01% Add +3.3% 4,930,751 $38.8M
Focus Partners Wealth 0.11% Add +135.0% 269,960 $34.9M
Azora Capital LP 1.85% Add +8.8% 4,348,068 $34.2M
Royal Bank of Canada 0.01% Add +14.7% 4,194,673 $33.0M
Nuveen Asset Management, LLC 0.01% Add +62.9% 4,141,674 $32.6M
Accel Growth Fund V Associates L.L.C. 50.01% No change 4,104,459 $32.3M
Connor, Clark & Lunn Investment Management Ltd. 0.15% Add +214.8% 3,940,340 $31.0M
Citigroup Inc. 0.03% Add +4.3% 3,792,142 $29.8M
Gpi Capital, L.P. 8.70% No change 3,749,760 $29.5M
UBS Group AG 0.01% Reduce -14.4% 3,504,335 $27.5M
Bank of New York Mellon Corp 0.00% Add +3.1% 3,215,152 $25.3M
Bank of Montreal 0.01% Add +3.0% 3,155,020 $25.1M
Mizuho Markets Americas LLC 0.57% Reduce -3.4% 2,942,737 $23.1M
Two Sigma Investments, LP 0.05% New 2,923,327 $23.0M
Balyasny Asset Management L.P. 0.06% Add +7433.6% 2,750,733 $21.6M
Cubist Systematic Strategies, LLC 0.29% New 2,479,584 $19.5M
Group One Trading LLC 0.71% Add +37.0% 2,276,396 $17.9M
HRT Financial LP 0.09% Add +69.5% 2,263,889 $17.8M
Rockefeller Capital Management L.P. 0.05% Add +20.6% 2,209,266 $17.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -9.7% 2,139,142 $16.8M
DAVENPORT & Co LLC 0.10% Add +3657.5% 2,075,121 $16.3M
Quadrature Capital Ltd 0.36% New 2,036,104 $16.0M
Swiss National Bank 0.01% Reduce -0.7% 1,960,500 $15.4M
LPL Financial LLC 0.01% Add +5.4% 1,625,791 $12.8M
D. E. Shaw & Co. 0.02% Reduce -17.8% 1,573,418 $12.4M
State of Michigan Retirement System 0.06% No change 1,500,000 $11.8M
MML Investors Services, LLC 0.04% Add +15.1% 1,489,932 $11.7M
T. Rowe Price Associates Inc. 0.00% Add +163.7% 1,476,893 $11.6M
Walleye Trading LLC 0.26% Reduce -7.3% 1,385,877 $10.9M
Kodai Capital Management LP 0.22% Add +26.6% 1,330,749 $10.5M
California Public Employees Retirement System 0.01% Add +0.4% 1,301,483 $10.2M
Squarepoint Ops LLC 0.03% Reduce -24.1% 1,298,196 $10.2M
Longitude (Cayman) Ltd. 14.38% Reduce -2.7% 1,276,500 $10.0M
Simplex Trading, LLC 0.33% Reduce -30.8% 1,257,779 $9.9M
Goldman Sachs Group Inc. 0.00% Add +32.8% 1,231,595 $9.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +141.1% 1,228,302 $9.7M
Diversify Advisory Services, LLC 0.46% Add +7.4% 813,589 $8.6M
GTS Securities LLC 0.17% Add +1.9% 1,057,698 $8.3M
Legal & General Group Plc 0.00% Add +4.2% 1,030,455 $8.1M
Mark Asset Management LP 0.99% Add +198.8% 1,017,847 $8.0M
Rhumbline Advisers 0.01% Add +1.7% 995,710 $7.8M
California State Teachers Retirement System 0.01% Reduce -3.0% 952,518 $7.5M
Townsquare Capital LLC 0.09% Reduce -14.5% 928,446 $7.3M
Nordea Investment Management AB 0.01% Reduce -5.7% 887,961 $7.0M
Cresset Asset Management, LLC 0.03% Add +0.7% 888,148 $7.0M
Moors & Cabot, Inc. 0.33% Add +11.2% 853,690 $6.7M
Capital Fund Management S.A. 0.07% Add +39.0% 838,487 $6.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -14.6% 815,855 $6.4M
Cetera Investment Advisers 0.01% Reduce -12.1% 802,296 $6.3M
Ardmore Road Asset Management LP 0.81% New 800,000 $6.3M
Verition Fund Management LLC 0.05% Add +87.0% 776,040 $6.1M
Invesco Ltd. 0.00% Reduce -0.7% 762,807 $6.0M
AlphaStar Capital Management, LLC 0.47% New 753,098 $5.9M
Parkside Investments, LLC 0.89% Reduce -5.0% 752,010 $5.9M
PDT Partners, LLC 0.52% Reduce -0.0% 740,590 $5.8M
Caprock Group, LLC 0.21% Reduce -1.5% 727,113 $5.7M
Cerity Partners LLC 0.01% Add +24.4% 705,371 $5.5M
Brighton Jones LLC 0.21% Reduce -2.6% 705,007 $5.5M
Ameriprise Financial Inc. 0.00% Reduce -10.6% 669,432 $5.3M
Commonwealth Equity Services, LLC 0.01% Add +2.5% 634,461 $5.0M
Brevan Howard Capital Management LP 0.24% Add +587.8% 623,925 $4.9M
State Board of Administration of Florida Retirement System 0.01% No change 606,539 $4.8M
Wealthspire Retirement, LLC 0.37% No change 575,988 $4.5M
New York State Common Retirement Fund 0.01% Reduce -18.0% 568,987 $4.5M
Atria Wealth Solutions, Inc. 0.05% Add +17.4% 548,435 $4.3M
Walleye Capital LLC 0.05% Reduce -29.2% 542,394 $4.3M
Raymond James & Associates 0.00% Add +2.1% 531,363 $4.2M
Baltimore-Washington Financial Advisors, Inc. 0.22% Add +4.0% 525,151 $4.1M
B & T Capital Management DBA Alpha Capital Management 0.74% Reduce -2.5% 503,752 $4.0M
AQR Capital Management 0.01% Add +329.3% 494,441 $3.9M
Mariner, LLC 0.01% Add +23.1% 489,399 $3.8M
Janus Henderson Group PLC 0.00% Add +5.9% 479,495 $3.8M
Zacks Investment Management 0.03% New 479,180 $3.8M
Anderson Hoagland & Co. 0.38% No change 445,977 $3.7M
Barclays PLC 0.00% Add +5.4% 462,485 $3.6M
Treasurer of the State of North Carolina 0.01% Add +0.4% 450,217 $3.5M
Segall Bryant & Hamill, LLC 0.05% Reduce -3.9% 449,135 $3.5M
Osaic Holdings, Inc. 0.01% Reduce -5.3% 445,108 $3.5M

"% 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 625 holders