Sofi TechnologiesSOFI
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $197.0M |
| Exits | 71 | $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.