★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

SOFI

SoFi Technologies, Inc. · Financial Services · Financial - Credit Services

15.80 +1.2% mkt cap $20.27B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
148Tracked holders
-1Δ holders
603.13MShares held
$15.78BReported value
+1New positions
−1Exits
Stable Conviction score 56/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -0.7% · share flow +0.3% · net new positions 0.0% — formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 148 0 496.10M $8.89B +6 −5
Q1 2026 150 +1 544.88M $8.65B +6 −6
Q4 2025 148 -1 603.13M $15.78B +1 −1
Q3 2025 19 0 388.84M $10.28B +1 −2
Q2 2025 17 0 272.54M $4.96B +1 −1
Q1 2025 14 +1 119.29M $1.39B +1 —
Q4 2024 13 -1 116.29M $1.79B — −1
Q3 2024 13 +1 81.59M $641.32M +2 −1
Q2 2024 12 — 56.90M $376.11M — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 111.00M +3.6% $2.91B 0.0% ▲ Add 3 SEC ↗ ×5
2 BlackRock ✦ (passive) 69.14M +10.8% $1.81B 0.0% ▲ Add 3 SEC ↗ ×21
3 JPMorgan Chase ✦ 64.13M -31.5% $1.68B 0.1% ▼ Trim 2 SEC ↗ ×12
4 D. E. Shaw & Co. ✦ 38.74M +10.6% $1.01B 0.8% ▲ Add 7 SEC ↗ ×2
5 State Street Global Advisors ✦ (passive) 25.94M +6.7% $679.05M 0.0% ▲ Add 5 SEC ↗
6 Geode Capital Management ✦ (passive) 23.64M +9.0% $618.39M 0.0% ▲ Add 7 SEC ↗ ×2
7 UBS Group AG 15.37M — $402.42M 0.1% n/c 1 SEC ↗ ×5
8 Bank Of America Corp /De/ 13.41M — $350.95M 0.0% n/c 1 SEC ↗ ×8
9 Morgan Stanley ✦ 13.32M +33.6% $348.81M 0.0% ▲ Add 2 SEC ↗ ×14
10 Norges Bank ✦ (passive) 12.28M New $321.52M 0.0% New 1 SEC ↗
11 Susquehanna International Group, Llp 11.74M — $307.40M 0.4% n/c 1 SEC ↗
12 Citadel Advisors ✦ 11.53M +234.2% $301.81M 0.2% ▲ Add 7 SEC ↗ ×2
13 Royal Bank Of Canada 9.65M — $252.74M 0.0% n/c 1 SEC ↗ ×8
14 Jane Street Group, Llc 9.65M — $252.60M 0.3% n/c 1 SEC ↗ ×4
15 Two Sigma Investments ✦ 9.45M +7.3% $247.30M 0.4% ▲ Add 6 SEC ↗
16 Dimensional Fund Advisors Lp 8.75M — $229.02M 0.0% n/c 1 SEC ↗ ×5
17 Northern Trust Corp 6.98M — $182.71M 0.0% n/c 1 SEC ↗ ×7
18 Marshall Wace ✦ 6.65M +372.9% $174.12M 0.2% ▲ Add 7 SEC ↗ ×3
19 Bank Of Montreal /Can/ 6.18M — $161.75M 0.1% n/c 1 SEC ↗ ×8
20 Charles Schwab Investment… 6.04M — $158.09M 0.0% n/c 1 SEC ↗
21 Wells Fargo & Company/Mn 5.74M — $150.29M 0.0% n/c 1 SEC ↗ ×4
22 Sumitomo Mitsui Trust Group, Inc. 5.53M — $144.86M 0.1% n/c 1 SEC ↗
23 Goldman Sachs Group ✦ 4.49M +19.8% $117.50M 0.0% ▲ Add 2 SEC ↗ ×3
24 Barclays Plc 4.48M — $117.31M 0.0% n/c 1 SEC ↗ ×4
25 Fidelity (FMR) ✦ 4.30M -6.7% $112.47M 0.0% ▼ Trim 3 SEC ↗ ×5
26 Mitsubishi UFJ Asset Management… 4.04M — $110.82M 0.1% n/c 1 SEC ↗
27 Bank of New York Mellon Corp 4.17M — $109.19M 0.0% n/c 1 SEC ↗ ×12
28 UBS AM, a distinct business unit of… 4.14M — $108.29M 0.0% n/c 1 SEC ↗ ×10
29 ARK Investment Management ✦ 4.11M -17.0% $107.50M 0.7% ▼ Trim 7 SEC ↗
30 Nuveen, LLC 3.82M — $99.90M 0.0% n/c 1 SEC ↗ ×3
31 Squarepoint Ops LLC 3.67M — $96.13M 0.2% n/c 1 SEC ↗
32 Tidal Investments LLC 3.47M — $90.95M 0.4% n/c 1 SEC ↗ ×2
33 Qube Research & Technologies Ltd 3.42M — $89.58M 0.1% n/c 1 SEC ↗
34 Swiss National Bank 3.28M — $85.90M 0.1% n/c 1 SEC ↗
35 Citigroup Inc 2.90M — $75.80M 0.1% n/c 1 SEC ↗ ×3
36 Bnp Paribas Financial Markets 2.84M — $74.39M 0.0% n/c 1 SEC ↗
37 Walleye Trading LLC 2.71M — $71.02M 1.1% n/c 1 SEC ↗
38 First Trust Advisors Lp 2.58M — $67.63M 0.0% n/c 1 SEC ↗
39 Millennium Management ✦ 2.58M -36.7% $67.42M 0.1% ▼ Trim 7 SEC ↗
40 Legal & General Group Plc 2.48M — $65.05M 0.0% n/c 1 SEC ↗ ×3
41 Hrt Financial Lp 2.46M — $64.30M 0.2% n/c 1 SEC ↗ ×2
42 LPL Financial LLC 2.39M — $62.62M 0.0% n/c 1 SEC ↗
43 California Public Employees… 2.33M — $60.87M 0.0% n/c 1 SEC ↗
44 Ameriprise Financial Inc 2.20M — $57.52M 0.0% n/c 1 SEC ↗ ×5
45 Peak6 Llc 2.07M — $54.10M 0.7% n/c 1 SEC ↗ ×2
46 Amundi 1.86M — $48.68M 0.0% n/c 1 SEC ↗ ×3
47 Deutsche Bank Ag\ 1.84M — $48.14M 0.0% n/c 1 SEC ↗ ×7
48 Simplex Trading, Llc 1.81M — $47.29M 1.3% n/c 1 SEC ↗
49 California State Teachers… 1.78M — $46.67M 0.0% n/c 1 SEC ↗
50 National Pension Service 1.69M — $44.26M 0.0% n/c 1 SEC ↗
51 Invesco Ltd. 1.64M — $42.96M 0.0% n/c 1 SEC ↗ ×8
52 IMC-Chicago, LLC 1.47M — $38.41M 0.7% n/c 1 SEC ↗
53 Raymond James Financial Inc 1.33M — $34.82M 0.0% n/c 1 SEC ↗ ×3
54 Rhumbline Advisers 1.28M — $33.58M 0.0% n/c 1 SEC ↗
55 Group One Trading Llc 1.15M — $30.24M 0.9% n/c 1 SEC ↗
56 T. Rowe Price ✦ 1.03M +11.1% $26.86M 0.0% ▲ Add 7 SEC ↗
57 Rockefeller Capital Management L.P. 1.02M — $26.60M 0.0% n/c 1 SEC ↗
58 State Board Of Administration Of… 1.01M — $26.36M 0.0% n/c 1 SEC ↗
59 Zurcher Kantonalbank (Zurich… 884.09K — $23.15M 0.1% n/c 1 SEC ↗
60 Sei Investments Co 867.20K — $22.70M 0.0% n/c 1 SEC ↗ ×3
61 Hsbc Holdings Plc 838.21K — $21.98M 0.0% n/c 1 SEC ↗ ×12
62 Aviva Plc 793.97K — $20.79M 0.0% n/c 1 SEC ↗
63 MIRAE ASSET GLOBAL ETFS HOLDINGS… 761.51K — $19.94M 0.0% n/c 1 SEC ↗ ×3
64 PFA Pension, Forsikringsaktieselskab 713.38K — $18.95M 0.1% n/c 1 SEC ↗
65 Cetera Investment Advisers 668.73K — $17.51M 0.0% n/c 1 SEC ↗
66 Korea Investment CORP 658.22K — $17.23M 0.0% n/c 1 SEC ↗
67 Blair William & Co/Il 651.87K — $17.07M 0.0% n/c 1 SEC ↗
68 AQR Capital Management ✦ 647.96K -36.6% $16.96M 0.0% ▼ Trim 7 SEC ↗ ×5
69 Russell Investments Group, Ltd. 640.27K — $16.83M 0.0% n/c 1 SEC ↗ ×9
70 Danske Bank A/S 629.50K — $16.48M 0.0% n/c 1 SEC ↗ ×2
71 State Of Wisconsin Investment Board 603.40K — $15.80M 0.0% n/c 1 SEC ↗
72 Jones Financial Companies Lllp 572.21K — $14.98M 0.0% n/c 1 SEC ↗
73 New York State Common Retirement… 549.89K — $14.40M 0.0% n/c 1 SEC ↗
74 Osaic Holdings, Inc. 536.25K — $14.04M 0.0% n/c 1 SEC ↗ ×5
75 Alliancebernstein L.P. 528.74K — $13.84M 0.0% n/c 1 SEC ↗
76 Man Group plc 510.40K — $13.36M 0.0% n/c 1 SEC ↗ ×2
77 Pictet Asset Management Holding SA 506.48K — $13.27M 0.0% n/c 1 SEC ↗
78 Mariner, LLC 506.09K — $13.25M 0.0% n/c 1 SEC ↗ ×3
79 Mitsubishi UFJ Trust & Banking Corp 473.12K — $12.39M 0.0% n/c 1 SEC ↗
80 Asset Management One Co., Ltd. 451.14K — $12.09M 0.0% n/c 1 SEC ↗
81 Commonwealth Equity Services, Llc 457.75K — $11.98M 0.0% n/c 1 SEC ↗
82 Mml Investors Services, Llc 442.94K — $11.60M 0.0% n/c 1 SEC ↗
83 Universal- Beteiligungs- und… 428.07K — $11.30M 0.0% n/c 1 SEC ↗
84 Storebrand Asset Management As 418.33K — $10.95M 0.0% n/c 1 SEC ↗
85 Victory Capital Management Inc 408.30K — $10.69M 0.0% n/c 1 SEC ↗
86 Nomura Asset Management Co Ltd 375.70K — $9.84M 0.0% n/c 1 SEC ↗
87 Corient Private Wealth LP 876.73K — $9.56M 0.0% n/c 1 SEC ↗ ×4
88 Quantinno Capital Management LP 361.70K — $9.47M 0.0% n/c 1 SEC ↗
89 Cerity Partners LLC 338.54K — $8.86M 0.0% n/c 1 SEC ↗ ×3
90 American Century Companies Inc 335.18K — $8.77M 0.0% n/c 1 SEC ↗
91 HighTower Advisors, LLC 306.80K — $8.03M 0.0% n/c 1 SEC ↗
92 Janus Henderson Group Plc 289.20K — $7.57M 0.0% n/c 1 SEC ↗ ×2
93 Tudor Investment Corp Et Al 288.09K — $7.54M 0.0% n/c 1 SEC ↗
94 Focus Partners Wealth 268.56K — $7.03M 0.0% n/c 1 SEC ↗
95 Ensign Peak Advisors, Inc 264.79K — $6.93M 0.0% n/c 1 SEC ↗
96 Baird Financial Group, Inc. 258.05K — $6.76M 0.0% n/c 1 SEC ↗ ×2
97 Wealth Enhancement Advisory… 247.66K — $6.68M 0.0% n/c 1 SEC ↗
98 BNP Paribas Asset Management… 233.71K — $6.14M 0.0% n/c 1 SEC ↗ ×3
99 Envestnet Asset Management Inc 224.59K — $5.88M 0.0% n/c 1 SEC ↗
100 Creative Planning 221.75K — $5.81M 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $321.52M 0.0%

Exited

Renaissance Technologies $46.94M was 0.1%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 911 holders, 702.88M shares, $10.93B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 21 Keough Kelli

Officer · 10.20K sh · $173,310

Sep 21 Rishel Jeremy

Officer · 18.62K sh · $325,920

Aug 20 Keough Kelli

Officer · 11.29K sh · $203,184

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API