Sofi TechnologiesSOFI

13F holders, Q1 2025 (March 31)
716holders +11
122new positions
105sold out
9famous investors
$11.63avg. 13F price*

At the end of Q1 2025, 716 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, up 11 from Q4 2024. 122 opened new positions and 105 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock, Inc. ($552.4M) and D. E. Shaw & Co. ($408.0M). 9 famous investors held it, including David E. Shaw (0.5% of D. E. Shaw & Co.'s portfolio), Cathie Wood (0.2% of ARK Investment Management's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions122$132.0M
Exits105$166.8M

All 13F filers, Q4 2024 → Q1 2025: 73,268,930 shares bought and 75,511,908 shares sold, net −2,242,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 716 holders

Vanguard Group Inc. 0.02% Add +1.1% 99,467,295 $1.2B
BlackRock, Inc. 0.01% Add +0.4% 47,499,894 $552.4M
D. E. Shaw & Co. 0.52% Add +12.0% 35,079,448 $408.0M
Geode Capital Management, LLC 0.02% Add +6.2% 19,051,115 $221.6M
State Street Corp. 0.01% Reduce -0.2% 18,728,173 $217.8M
UBS Group AG 0.04% Add +15.1% 14,429,797 $167.8M
Morgan Stanley 0.01% Add +1.6% 13,764,954 $160.1M
Bank of America Corp. 0.01% Add +92.6% 11,515,084 $133.9M
Renaissance Technologies 0.20% Add +67.1% 11,102,300 $129.1M
Susquehanna International Group, LLP 0.19% Add +59.3% 9,811,855 $114.1M
Two Sigma Investments, LP 0.25% Reduce -40.1% 9,501,392 $110.5M
Two Sigma Advisers, LP 0.25% Reduce -51.6% 9,435,100 $109.7M
Dimensional Fund Advisors LP 0.03% Reduce -36.7% 9,056,263 $105.3M
Voloridge Investment Management, LLC 0.37% Add +76.1% 8,590,743 $99.9M
Norges Bank 0.01% Add +24.3% 8,371,082 $97.4M
Citadel Advisors 0.09% Add +46.6% 8,066,997 $93.8M
Charles Schwab Investment Management Inc. 0.01% Add +2.5% 6,472,726 $75.3M
Qube Research & Technologies Ltd 0.11% Add +3202.1% 6,288,743 $73.1M
Northern Trust Corp. 0.01% Reduce -1.1% 5,987,994 $69.6M
Wells Fargo & Company 0.02% Reduce -16.8% 5,954,345 $69.2M
Jane Street Group, LLC 0.10% Reduce -18.8% 4,859,907 $56.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +58.3% 4,339,349 $50.5M
JPMorgan Chase & Co. 0.00% Add +476.7% 4,301,164 $50.0M
Marshall Wace, LLP 0.07% Add +3909.9% 4,248,329 $49.4M
Accel Growth Fund V Associates L.L.C. 68.51% No change 4,104,459 $47.7M
Nuveen, LLC 0.01% — 4,094,223 $47.6M
Bank of Montreal 0.02% Add +2.8% 3,651,264 $42.5M
Patient Capital Management, LLC 2.11% Reduce -16.9% 3,534,865 $41.1M
Royal Bank of Canada 0.01% Reduce -3.8% 3,426,725 $39.9M
BNP Paribas Financial Markets 0.03% Reduce -53.8% 3,373,361 $39.2M
Balyasny Asset Management L.P. 0.10% New 3,341,479 $38.9M
Citigroup Inc. 0.03% Reduce -2.2% 3,290,972 $38.3M
First Trust Advisors LP 0.03% Add +21.9% 3,275,474 $38.1M
Bank of New York Mellon Corp 0.01% Add +1.2% 3,261,225 $37.9M
Mizuho Markets Americas LLC 0.80% Add +9.6% 3,187,944 $37.1M
Man Group plc 0.11% Add +557.1% 2,946,688 $34.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +8.2% 2,725,268 $31.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -66.0% 2,626,652 $30.5M
Amova Asset Management Americas, Inc. 0.39% Reduce -66.0% 2,626,652 $30.5M
Azora Capital LP 1.78% Reduce -49.0% 2,252,335 $26.2M
Goldman Sachs Group Inc. 0.00% Add +13.4% 2,220,613 $25.8M
ARK Investment Management 0.24% Reduce -78.4% 2,024,409 $23.5M
Swiss National Bank 0.02% Add +0.3% 1,997,300 $23.2M
LPL Financial LLC 0.01% Add +13.1% 1,812,630 $21.1M
Aquatic Capital Management LLC 0.52% Add +1.8% 1,769,134 $20.6M
Group One Trading LLC 0.84% Add +61.3% 1,743,575 $20.3M
California Public Employees Retirement System 0.01% Add +5.5% 1,714,319 $19.9M
Alliancebernstein L.P. 0.01% Add +33.2% 1,713,527 $19.9M
HRT Financial LP 0.12% Add +137.3% 1,651,030 $19.2M
Rockefeller Capital Management L.P. 0.05% Add +186.6% 1,646,417 $19.1M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Reduce -41.0% 1,611,700 $18.7M
Millennium Management 0.02% Reduce -13.6% 1,608,358 $18.7M
State of Michigan Retirement System 0.10% No change 1,500,000 $17.4M
ExodusPoint Capital Management, LP 0.21% New 1,347,679 $15.7M
FMR LLC 0.00% Add +34.5% 1,341,269 $15.6M
Tudor Investment Corporation 0.13% Reduce -44.5% 1,294,546 $15.1M
Diversify Advisory Services, LLC 0.87% Add +66.2% 1,047,039 $13.9M
Legal & General Group Plc 0.00% Add +10.7% 1,140,515 $13.3M
Rhumbline Advisers 0.01% Add +4.1% 1,075,817 $12.5M
Simplex Trading, LLC 0.44% Add +92.3% 1,074,410 $12.5M
Twin Tree Management, LP 0.26% Reduce -17.6% 1,030,582 $12.0M
Trexquant Investment LP 0.14% Add +66.1% 1,026,493 $11.9M
California State Teachers Retirement System 0.01% Add +2.6% 975,357 $11.3M
FORA Capital, LLC 1.11% Add +40.6% 937,942 $10.9M
State Board of Administration of Florida Retirement System 0.02% Add +5.4% 919,749 $10.7M
Nordea Investment Management AB 0.01% Add +4.2% 936,596 $10.6M
Invesco Ltd. 0.00% Reduce -35.3% 911,464 $10.6M
Townsquare Capital LLC 0.11% Add +13.9% 871,680 $10.1M
T. Rowe Price Associates Inc. 0.00% Reduce -42.7% 869,763 $10.1M
Barclays PLC 0.00% Reduce -22.3% 840,637 $9.8M
Sierra Summit Advisors LLC 2.10% New 835,380 $9.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -2.5% 818,819 $9.5M
Walleye Trading LLC 0.25% Reduce -8.2% 755,098 $8.8M
Ameriprise Financial Inc. 0.00% Add +6.7% 743,699 $8.6M
Engineers Gate Manager LP 0.14% Add +634.1% 729,366 $8.5M
Brighton Jones LLC 0.27% Reduce -0.1% 718,476 $8.4M
Moors & Cabot, Inc. 0.42% Add +5.4% 708,679 $8.2M
Squarepoint Ops LLC 0.02% Reduce -82.1% 643,513 $7.5M
Raymond James Financial Inc. 0.00% Reduce -34.1% 619,902 $7.2M
Baltimore-Washington Financial Advisors, Inc. 0.38% Add +2.0% 604,931 $7.0M
Contrarius Group Holdings Ltd 0.48% New 601,272 $7.0M
Cerity Partners LLC 0.01% Add +17.9% 598,501 $7.0M
AQR Capital Management 0.01% Reduce -4.1% 609,266 $6.9M
Wealthspire Retirement, LLC 0.53% Reduce -0.6% 572,437 $6.7M
New York State Common Retirement Fund 0.01% Add +2.4% 556,987 $6.5M
Commonwealth Equity Services, LLC 0.01% Add +14.0% 544,277 $6.3M
Cetera Investment Advisers 0.01% Add +3.5% 538,257 $6.3M
Osaic Holdings, Inc. 0.01% Add +29.1% 494,081 $5.7M
Verition Fund Management LLC 0.03% Add +10.3% 493,821 $5.7M
Treasurer of the State of North Carolina 0.02% Add +5.1% 488,797 $5.7M
Brevan Howard Capital Management LP 0.16% Add +61.0% 482,472 $5.6M
Entropy Technologies, LP 0.54% Add +42.1% 473,935 $5.5M
IMC-Chicago, LLC 0.21% Add +83.9% 470,248 $5.5M
Janus Henderson Group PLC 0.00% Reduce -1.8% 457,795 $5.4M
SBI Securities Co., Ltd. 0.18% Add +93.9% 466,200 $5.4M
Parallax Volatility Advisers, L.P. 0.21% Add +746.4% 465,730 $5.4M
Mariner, LLC 0.01% Add +3.9% 463,426 $5.4M
Zacks Investment Management 0.05% Reduce -3.8% 459,221 $5.3M
Cantor Fitzgerald, L. P. 0.20% New 451,751 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.3% 450,089 $5.2M

"% 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 716 holders