Sofi TechnologiesSOFI

13F holders, Q4 2024 (December 31)
705holders +80
113new positions
79sold out
8famous investors
$15.39avg. 13F price*

At the end of Q4 2024, 705 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, up 80 from Q3 2024. 113 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($728.3M) and D. E. Shaw & Co. ($482.3M). 8 famous investors held it, including Cathie Wood (1.2% of ARK Investment Management's portfolio), David E. Shaw (0.6% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.4% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions113$619.1M
Exits79$356.6M

All 13F filers, Q3 2024 → Q4 2024: 136,180,292 shares bought and 119,061,755 shares sold, net +17,118,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 705 holders

Vanguard Group Inc. 0.03% Add +9.9% 98,337,045 $1.5B
BlackRock, Inc. 0.01% Add +4.1% 47,295,426 $728.3M
D. E. Shaw & Co. 0.57% Add +1890.5% 31,318,337 $482.3M
Two Sigma Advisers, LP 0.69% New 19,479,200 $300.0M
State Street Corp. 0.01% Add +3.9% 18,761,329 $288.9M
Geode Capital Management, LLC 0.02% Add +1.8% 17,934,983 $276.3M
Two Sigma Investments, LP 0.59% Add +442.8% 15,866,755 $244.3M
Dimensional Fund Advisors LP 0.05% Reduce -42.1% 14,310,766 $220.4M
Morgan Stanley 0.01% Add +13.6% 13,552,166 $208.7M
UBS Group AG 0.04% Add +257.8% 12,538,992 $193.1M
ARK Investment Management 1.20% Reduce -25.5% 9,391,202 $144.6M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -23.0% 7,732,843 $119.1M
Amova Asset Management Americas, Inc. 1.29% Reduce -23.0% 7,732,843 $119.0M
BNP Paribas Financial Markets 0.09% New 7,300,372 $112.4M
Wells Fargo & Company 0.03% Add +34.2% 7,158,613 $110.2M
Norges Bank 0.01% Reduce -43.6% 6,732,360 $103.7M
Renaissance Technologies 0.15% Reduce -41.7% 6,642,700 $102.3M
Charles Schwab Investment Management Inc. 0.02% Add +2.7% 6,313,617 $97.2M
Susquehanna International Group, LLP 0.14% Add +23.0% 6,159,927 $94.9M
Northern Trust Corp. 0.01% Add +22.8% 6,052,301 $93.2M
Jane Street Group, LLC 0.15% Add +10.6% 5,984,801 $92.2M
Bank of America Corp. 0.01% Add +4.7% 5,977,470 $92.1M
Citadel Advisors 0.08% Reduce -7.9% 5,503,971 $84.8M
Voloridge Investment Management, LLC 0.27% New 4,879,142 $75.1M
Azora Capital LP 3.06% Add +1.6% 4,419,345 $68.1M
Patient Capital Management, LLC 3.02% Reduce -26.6% 4,251,680 $65.5M
Accel Growth Fund V Associates L.L.C. 60.57% No change 4,104,459 $63.2M
Nuveen Asset Management, LLC 0.02% Reduce -1.4% 4,084,871 $62.9M
Squarepoint Ops LLC 0.14% Add +177.2% 3,598,555 $55.4M
Royal Bank of Canada 0.01% Reduce -15.1% 3,563,124 $54.9M
Bank of Montreal 0.03% Add +12.6% 3,550,996 $54.7M
Citigroup Inc. 0.05% Reduce -11.2% 3,366,060 $51.8M
Capital Fund Management S.A. 0.51% Add +298.5% 3,341,683 $51.5M
Bank of New York Mellon Corp 0.01% Add +0.3% 3,223,370 $49.6M
Mizuho Markets Americas LLC 0.86% Reduce -1.2% 2,908,089 $44.8M
Connor, Clark & Lunn Investment Management Ltd. 0.19% Reduce -30.7% 2,729,750 $42.0M
First Trust Advisors LP 0.04% Add +583.5% 2,686,667 $41.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +123.1% 2,740,628 $40.7M
Amundi 0.01% Add +58176.3% 2,705,185 $39.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +17.8% 2,519,360 $38.8M
Tudor Investment Corporation 0.38% Add +647.2% 2,331,494 $35.9M
Swiss National Bank 0.02% Add +1.6% 1,991,700 $30.7M
Goldman Sachs Group Inc. 0.01% Add +59.0% 1,957,581 $30.1M
Millennium Management 0.03% Reduce -73.9% 1,862,361 $28.7M
Aquatic Capital Management LLC 0.72% New 1,737,323 $26.8M
California Public Employees Retirement System 0.02% Add +24.8% 1,624,450 $25.0M
LPL Financial LLC 0.01% Reduce -1.4% 1,603,340 $24.7M
T. Rowe Price Associates Inc. 0.00% Add +2.8% 1,518,141 $23.4M
State of Michigan Retirement System 0.12% No change 1,500,000 $23.1M
Invesco Ltd. 0.00% Add +84.7% 1,408,801 $21.7M
Alliancebernstein L.P. 0.01% Add +234.3% 1,286,698 $19.8M
Twin Tree Management, LP 0.47% Add +101792.6% 1,250,222 $19.3M
MML Investors Services, LLC 0.06% Reduce -18.9% 1,208,060 $18.6M
Barclays PLC 0.01% Add +134.1% 1,082,489 $16.7M
Group One Trading LLC 0.57% Reduce -52.5% 1,080,895 $16.6M
Rhumbline Advisers 0.01% Add +3.8% 1,033,602 $15.9M
Legal & General Group Plc 0.00% Reduce -0.0% 1,030,270 $15.9M
FMR LLC 0.00% Add +976.3% 997,015 $15.4M
California State Teachers Retirement System 0.02% Reduce -0.2% 950,857 $14.6M
Raymond James Financial Inc. 0.01% — 940,168 $14.5M
Bank of Nova Scotia 0.03% New 936,332 $14.4M
Nordea Investment Management AB 0.01% Add +1.2% 898,467 $14.1M
State Board of Administration of Florida Retirement System 0.03% Add +43.8% 872,409 $13.4M
Jump Financial, LLC 0.29% Add +3655.8% 857,715 $13.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +3.0% 840,102 $12.9M
Walleye Trading LLC 0.25% Reduce -40.6% 822,673 $12.7M
Townsquare Capital LLC 0.13% Reduce -17.6% 765,397 $11.8M
JPMorgan Chase & Co. 0.00% Reduce -90.0% 745,856 $11.5M
Brighton Jones LLC 0.32% Add +2.0% 719,288 $11.1M
Deutsche Bank AG 0.00% Add +1222.7% 717,143 $11.0M
Ameriprise Financial Inc. 0.00% Add +4.1% 696,799 $10.7M
HRT Financial LP 0.06% Reduce -69.3% 695,634 $10.7M
Longitude (Cayman) Ltd. 12.18% Reduce -46.0% 690,000 $10.6M
Moors & Cabot, Inc. 0.49% Reduce -21.2% 672,595 $10.4M
Parkside Investments, LLC 1.55% Reduce -10.8% 670,960 $10.3M
FORA Capital, LLC 1.18% Add +327.9% 667,278 $10.3M
AQR Capital Management 0.01% Add +28.6% 635,594 $9.8M
Berkshire Capital Holdings Inc. 3.45% Add +6208000.0% 620,810 $9.6M
Trexquant Investment LP 0.11% Add +282.0% 617,831 $9.5M
Baltimore-Washington Financial Advisors, Inc. 0.47% Add +12.9% 592,930 $9.1M
Quadrature Capital Ltd 0.18% Reduce -71.1% 587,790 $9.0M
Diversify Advisory Services, LLC 0.49% Reduce -22.5% 630,170 $8.9M
Wealthspire Retirement, LLC 0.70% Reduce 0.0% 575,987 $8.9M
Rockefeller Capital Management L.P. 0.02% Reduce -74.0% 574,502 $8.8M
Simplex Trading, LLC 0.24% Reduce -55.6% 558,783 $8.6M
New York State Common Retirement Fund 0.01% Reduce -4.4% 543,987 $8.4M
L & S Advisors Inc 0.99% New 522,312 $8.0M
Mark Asset Management LP 1.24% Reduce -48.9% 520,513 $8.0M
Cetera Investment Advisers 0.02% Reduce -35.2% 520,044 $8.0M
Soros Capital Management LLC 1.24% New 515,500 $7.9M
Cerity Partners LLC 0.02% Reduce -28.0% 507,619 $7.8M
Ardmore Road Asset Management LP 1.12% Reduce -37.5% 500,000 $7.7M
Anderson Hoagland & Co. 0.76% No change 445,977 $7.4M
Commonwealth Equity Services, LLC 0.01% Reduce -24.8% 477,385 $7.4M
Zacks Investment Management 0.07% Reduce -0.4% 477,206 $7.3M
Janus Henderson Group PLC 0.00% Reduce -2.8% 465,995 $7.2M
Treasurer of the State of North Carolina 0.03% Add +3.3% 464,917 $7.2M
Man Group plc 0.02% New 448,460 $6.9M
Verition Fund Management LLC 0.04% Reduce -42.3% 447,916 $6.9M
Mariner, LLC 0.01% Reduce -8.9% 445,936 $6.9M

"% 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 705 holders