Sofi TechnologiesSOFI

13F holders, Q1 2026 (March 31)
927holders −78
104new positions
183sold out
7famous investors
$15.88avg. 13F price*

At the end of Q1 2026, 927 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, down 78 from Q4 2025. 104 opened new positions and 183 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Capital Management LLC ($906.9M) and Vanguard Portfolio Management LLC ($809.5M). 7 famous investors held it, including David E. Shaw (0.6% of D. E. Shaw & Co.'s portfolio), Cathie Wood (0.5% of ARK Investment Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions104$275.1M
Exits183$333.0M

All 13F filers, Q4 2025 → Q1 2026: 145,354,020 shares bought and 125,717,783 shares sold, net +19,636,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 927 holders

BlackRock, Inc. 0.02% Add +0.6% 69,557,164 $1.1B
Vanguard Capital Management LLC 0.02% — 57,108,581 $906.9M
Vanguard Portfolio Management LLC 0.04% — 50,975,115 $809.5M
D. E. Shaw & Co. 0.57% Add +10.3% 42,720,908 $678.4M
UBS Group AG 0.10% Add +136.9% 36,417,201 $578.3M
State Street Corp. 0.01% Add +5.3% 27,315,197 $433.8M
Geode Capital Management, LLC 0.03% Add +9.9% 25,982,836 $412.7M
Morgan Stanley 0.02% Add +59.6% 21,258,767 $337.6M
Jane Street Group, LLC 0.31% Add +86.7% 18,018,178 $286.1M
Qube Research & Technologies Ltd 0.38% Add +391.0% 16,799,087 $266.8M
Voloridge Investment Management, LLC 0.81% Add +61.0% 12,654,530 $201.0M
Goldman Sachs Group Inc. 0.03% Add +179.2% 12,532,569 $199.0M
Citadel Advisors 0.13% Reduce -4.2% 11,047,181 $175.4M
Bank of America Corp. 0.01% Reduce -19.1% 10,842,348 $172.2M
Dimensional Fund Advisors LP 0.03% Add +4.1% 9,106,532 $144.5M
HRT Financial LP 0.33% Add +343.1% 8,335,574 $132.4M
Millennium Management 0.10% Add +220.7% 8,258,468 $131.1M
Vanguard Fiduciary Trust Co. 0.03% — 7,917,811 $125.7M
Citigroup Inc. 0.08% Add +158.9% 7,496,283 $119.0M
Northern Trust Corp. 0.02% Add +5.3% 7,346,665 $116.7M
Bank of Montreal 0.04% Add +9.5% 6,766,698 $107.5M
Royal Bank of Canada 0.02% Reduce -29.9% 6,762,231 $107.4M
Marshall Wace, LLP 0.11% Reduce -2.0% 6,519,684 $103.5M
Charles Schwab Investment Management Inc. 0.02% Add +7.2% 6,470,386 $102.7M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +2.8% 5,689,426 $90.3M
Worldquant Millennium Advisors LLC 0.33% Add +180.1% 5,418,013 $86.0M
Defiance ETFs, LLC 1.22% New 5,353,132 $85.0M
BNP Paribas Financial Markets 0.05% Add +69.3% 4,810,367 $76.4M
Susquehanna International Group, LLP 0.10% Reduce -59.4% 4,770,193 $75.8M
Squarepoint Ops LLC 0.16% Add +28.7% 4,727,045 $75.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +14.3% 4,726,732 $75.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +15.2% 4,647,044 $73.8M
Wells Fargo & Company 0.01% Reduce -23.0% 4,422,507 $70.2M
Accel Growth Fund V Associates L.L.C. 79.82% No change 4,104,459 $65.2M
Bank of New York Mellon Corp 0.01% Reduce -3.4% 4,028,412 $64.0M
ARK Investment Management 0.47% Reduce -6.6% 3,836,003 $60.9M
Swiss National Bank 0.03% Add +13.0% 3,708,500 $58.9M
Legal & General Group Plc 0.01% Add +38.9% 3,450,586 $54.8M
Nuveen, LLC 0.01% Reduce -10.0% 3,433,589 $54.5M
Amova Asset Management Americas, Inc. 0.70% Reduce -4.9% 3,136,479 $49.8M
LPL Financial LLC 0.01% Add +24.4% 2,975,037 $47.2M
Daiwa Securities Group Inc. 0.13% Add +2722.5% 2,878,986 $45.7M
Barclays PLC 0.02% Reduce -37.8% 2,789,379 $44.3M
Harvest Portfolios Group Inc. 0.67% Add +49.6% 2,544,116 $40.4M
Trexquant Investment LP 0.27% Add +669.4% 2,344,718 $37.2M
Optiver Holding B.V. 1.40% New 2,329,475 $37.0M
Renaissance Technologies 0.06% New 2,317,400 $36.8M
IMC-Chicago, LLC 0.56% Add +57.3% 2,307,518 $36.6M
Toronto Dominion Bank 0.07% Add +1027.2% 2,194,032 $34.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% — 2,102,512 $33.4M
California State Teachers Retirement System 0.03% Add +2.8% 1,831,905 $29.1M
National Pension Service 0.02% Add +7.7% 1,820,105 $28.9M
California Public Employees Retirement System 0.02% Reduce -24.3% 1,759,455 $27.9M
Amundi 0.01% Reduce -7.9% 1,713,191 $27.2M
Healthcare of Ontario Pension Plan Trust Fund 0.05% New 1,704,000 $27.1M
JPMorgan Chase & Co. 0.00% Reduce -97.2% 1,784,586 $27.0M
Walleye Trading LLC 0.55% Reduce -38.1% 1,679,651 $26.7M
Deutsche Bank AG 0.01% Reduce -11.6% 1,626,399 $25.8M
Northwestern Mutual Wealth Management Co. 0.02% Add +1052.0% 1,625,784 $25.8M
Tremblant Capital Group 0.82% Reduce -1.1% 1,606,355 $25.5M
Invesco Ltd. 0.00% Reduce -3.7% 1,579,588 $25.1M
Mizuho Markets Americas LLC 0.66% Reduce -54.6% 1,498,798 $23.8M
Two Sigma Investments, LP 0.02% Reduce -84.2% 1,488,290 $23.6M
FORA Capital, LLC 1.70% Add +175.3% 1,459,754 $23.2M
Patient Capital Management, LLC 0.79% Add +10.7% 1,326,246 $21.1M
Jump Financial, LLC 0.34% Add +95.6% 1,295,829 $20.6M
Rhumbline Advisers 0.02% Reduce -0.0% 1,282,419 $20.4M
Group One Trading LLC 0.66% Add +8.9% 1,257,874 $20.0M
FMR LLC 0.00% Reduce -70.9% 1,251,599 $19.9M
Hudson Bay Capital Management LP 0.13% Add +118.9% 1,224,271 $19.4M
Ameriprise Financial Inc. 0.00% Reduce -46.2% 1,181,529 $18.7M
T. Rowe Price Associates Inc. 0.00% Add +15.0% 1,179,912 $18.7M
PFA Pension, Forsikringsaktieselskab 0.06% Add +62.6% 1,160,021 $18.4M
First Trust Advisors LP 0.01% Reduce -55.4% 1,153,516 $18.3M
Rockefeller Capital Management L.P. 0.03% Add +11.8% 1,136,506 $18.0M
Jefferies Financial Group Inc. 0.23% Add +760.0% 1,134,805 $18.0M
SBI Securities Co., Ltd. 0.49% Add +5.1% 1,129,297 $17.9M
Clear Street Group Inc. 0.10% Reduce -15.1% 1,110,792 $17.6M
Man Group plc 0.04% Add +112.6% 1,084,933 $17.2M
Diversify Wealth Management, LLC 0.29% Add +5982.7% 1,043,372 $16.2M
State Board of Administration of Florida Retirement System 0.03% No change 1,006,990 $16.0M
State of Michigan Retirement System 0.08% No change 1,000,000 $15.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +9.7% 969,988 $15.4M
Simplex Trading, LLC 0.48% Reduce -46.4% 968,408 $15.4M
Marex Group Ltd 0.16% Reduce -23.2% 958,766 $15.2M
SG Americas Securities, LLC 0.02% Add +4.1% 939,147 $14.9M
Entropy Technologies, LP 0.67% New 910,600 $14.5M
Diversify Advisory Services, LLC 2.14% Add +7.9% 898,614 $14.0M
Baltimore-Washington Financial Advisors, Inc. 0.60% Add +7.6% 875,993 $13.9M
Aviva PLC 0.02% Add +8.8% 863,735 $13.7M
Korea Investment CORP 0.03% Add +28.4% 845,499 $13.4M
HSBC Holdings PLC 0.01% Add +96.6% 824,115 $13.1M
State of Wisconsin Investment Board 0.03% Add +29.0% 778,194 $12.4M
Jones Financial Companies LLLP 0.01% Add +40.5% 804,217 $12.2M
Raymond James Financial Inc. 0.00% Reduce -42.5% 765,100 $12.1M
Jain Global LLC 0.17% Reduce -31.2% 764,936 $12.1M
Quantitative Investment Management, LLC 1.25% Add +1159.3% 760,221 $12.1M
Provident Living Financial Services, Inc. 13.23% Reduce -13.1% 823,296 $12.0M
Alliancebernstein L.P. 0.00% Reduce -15.2% 448,169 $11.7M
Cetera Investment Advisers 0.01% Add +6.3% 710,496 $11.3M

"% 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 927 holders