SOFI
SoFi Technologies, Inc. · Financial Services · Financial - Credit Services
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 10.20K sh · $173,310
Officer · 18.62K sh · $325,920
Officer · 11.29K sh · $203,184
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology