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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
150Tracked holders
+1Δ holders
544.88MShares held
$8.65BReported value
+6New positions
−6Exits
Stable Conviction score 40/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +0.7% · share flow +1.4% · net new positions 0.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 69.56M +0.6% $1.10B 0.0% ▲ Add 4 SEC ↗ ×21
2 Vanguard Capital Management Llc 57.11M — $906.88M 0.0% n/c 1 SEC ↗
3 D. E. Shaw & Co. ✦ 42.72M +10.3% $678.41M 0.6% ▲ Add 8 SEC ↗ ×2
4 UBS Group AG 36.42M +136.9% $578.31M 0.1% ▲ Add 2 SEC ↗ ×5
5 State Street Global Advisors ✦ (passive) 27.32M +5.3% $433.77M 0.0% ▲ Add 6 SEC ↗
6 Geode Capital Management ✦ (passive) 25.98M +9.9% $412.68M 0.0% ▲ Add 8 SEC ↗ ×2
7 Morgan Stanley ✦ 21.26M +59.6% $337.59M 0.0% ▲ Add 3 SEC ↗ ×14
8 Jane Street Group, Llc 18.02M +86.7% $286.13M 0.3% ▲ Add 2 SEC ↗ ×4
9 Qube Research & Technologies Ltd 16.80M +391.0% $266.77M 0.4% ▲ Add 2 SEC ↗
10 Goldman Sachs Group ✦ 12.53M +179.2% $199.02M 0.0% ▲ Add 3 SEC ↗ ×4
11 Citadel Advisors ✦ 11.05M -4.2% $175.43M 0.1% ▼ Trim 8 SEC ↗ ×2
12 Bank Of America Corp /De/ 10.84M -19.1% $172.18M 0.0% ▼ Trim 2 SEC ↗ ×4
13 Hrt Financial Lp 9.98M +306.3% $158.47M 0.4% ▲ Add 2 SEC ↗ ×2
14 Dimensional Fund Advisors Lp 9.11M +4.1% $144.54M 0.0% ▲ Add 2 SEC ↗ ×5
15 Millennium Management ✦ 8.26M +220.7% $131.14M 0.1% ▲ Add 8 SEC ↗
16 Citigroup Inc 7.50M +158.9% $119.04M 0.1% ▲ Add 2 SEC ↗ ×3
17 Northern Trust Corp 7.35M +5.3% $116.67M 0.0% ▲ Add 2 SEC ↗ ×6
18 Bank Of Montreal /Can/ 6.77M +9.5% $107.46M 0.0% ▲ Add 2 SEC ↗ ×9
19 Royal Bank Of Canada 6.76M -29.9% $107.39M 0.0% ▼ Trim 2 SEC ↗ ×7
20 Marshall Wace ✦ 6.52M -2.0% $103.53M 0.1% ▼ Trim 8 SEC ↗ ×2
21 Charles Schwab Investment… 6.47M +7.2% $102.75M 0.0% ▲ Add 2 SEC ↗
22 Sumitomo Mitsui Trust Group, Inc. 5.69M +2.8% $90.35M 0.1% ▲ Add 2 SEC ↗
23 Bnp Paribas Financial Markets 4.81M +69.3% $76.39M 0.1% ▲ Add 2 SEC ↗ ×2
24 Susquehanna International Group, Llp 4.77M -59.4% $75.75M 0.1% ▼ Trim 2 SEC ↗
25 Squarepoint Ops LLC 4.73M +28.7% $75.07M 0.2% ▲ Add 2 SEC ↗
26 UBS AM, a distinct business unit of… 4.73M +14.3% $75.06M 0.0% ▲ Add 2 SEC ↗ ×11
27 Mitsubishi UFJ Asset Management… 4.65M +15.2% $73.80M 0.1% ▲ Add 2 SEC ↗
28 Wells Fargo & Company/Mn 4.42M -23.0% $70.23M 0.0% ▼ Trim 2 SEC ↗ ×5
29 Bank of New York Mellon Corp 4.03M -3.4% $63.97M 0.0% ▼ Trim 2 SEC ↗ ×12
30 ARK Investment Management ✦ 3.84M -6.6% $60.92M 0.5% ▼ Trim 8 SEC ↗
31 Swiss National Bank 3.71M +13.0% $58.89M 0.0% ▲ Add 2 SEC ↗
32 Legal & General Group Plc 3.45M +38.9% $54.80M 0.0% ▲ Add 2 SEC ↗ ×3
33 Nuveen, LLC 3.43M -10.0% $54.53M 0.0% ▼ Trim 2 SEC ↗ ×3
34 LPL Financial LLC 2.98M +24.4% $47.24M 0.0% ▲ Add 2 SEC ↗
35 Daiwa Securities Group Inc. 2.88M +2722.5% $45.72M 0.1% ▲ Add 2 SEC ↗ ×3
36 Barclays Plc 2.79M -37.8% $44.30M 0.0% ▼ Trim 2 SEC ↗ ×3
37 Optiver Holding B.V. 2.33M New $36.99M 1.4% New 1 SEC ↗
38 Renaissance Technologies ✦ 2.32M New $36.80M 0.1% New 1 SEC ↗
39 IMC-Chicago, LLC 2.31M +57.3% $36.64M 0.6% ▲ Add 2 SEC ↗
40 Toronto Dominion Bank 2.19M +1027.2% $34.84M 0.1% ▲ Add 2 SEC ↗ ×4
41 California State Teachers… 1.83M +2.8% $29.09M 0.0% ▲ Add 2 SEC ↗
42 National Pension Service 1.82M +7.7% $28.90M 0.0% ▲ Add 2 SEC ↗
43 California Public Employees… 1.76M -24.3% $27.94M 0.0% ▼ Trim 2 SEC ↗
44 Amundi 1.71M -7.9% $27.21M 0.0% ▼ Trim 2 SEC ↗ ×2
45 Healthcare Of Ontario Pension Plan… 1.70M New $27.06M 0.0% New 1 SEC ↗
46 JPMorgan Chase ✦ 1.78M -97.2% $27.04M 0.0% ▼ Trim 3 SEC ↗ ×9
47 Walleye Trading LLC 1.68M -38.1% $26.67M 0.5% ▼ Trim 2 SEC ↗
48 Deutsche Bank Ag\ 1.63M -11.6% $25.83M 0.0% ▼ Trim 2 SEC ↗ ×6
49 Northwestern Mutual Wealth… 1.63M +1052.0% $25.82M 0.0% ▲ Add 2 SEC ↗
50 Invesco Ltd. 1.58M -3.7% $25.08M 0.0% ▼ Trim 2 SEC ↗ ×8
51 Two Sigma Investments ✦ 1.49M -84.2% $23.63M 0.0% ▼ Trim 7 SEC ↗
52 Rhumbline Advisers 1.28M 0.0% $20.36M 0.0% ▼ Trim 2 SEC ↗
53 Group One Trading Llc 1.26M +8.9% $19.98M 0.7% ▲ Add 2 SEC ↗
54 Fidelity (FMR) ✦ 1.25M -70.9% $19.88M 0.0% ▼ Trim 4 SEC ↗ ×4
55 Ameriprise Financial Inc 1.18M -46.2% $18.75M 0.0% ▼ Trim 2 SEC ↗ ×4
56 T. Rowe Price ✦ 1.18M +15.0% $18.74M 0.0% ▲ Add 8 SEC ↗
57 PFA Pension, Forsikringsaktieselskab 1.16M +62.6% $18.42M 0.1% ▲ Add 2 SEC ↗
58 First Trust Advisors Lp 1.15M -55.4% $18.32M 0.0% ▼ Trim 2 SEC ↗
59 Rockefeller Capital Management L.P. 1.14M +11.8% $18.05M 0.0% ▲ Add 2 SEC ↗ ×4
60 Man Group plc 1.08M +112.6% $17.23M 0.0% ▲ Add 2 SEC ↗ ×3
61 State Board Of Administration Of… 1.01M 0.0% $15.99M 0.0% Held 2 SEC ↗
62 Zurcher Kantonalbank (Zurich… 969.99K +9.7% $15.40M 0.0% ▲ Add 2 SEC ↗
63 Simplex Trading, Llc 968.41K -46.4% $15.38M 0.5% ▼ Trim 2 SEC ↗
64 Aviva Plc 863.74K +8.8% $13.72M 0.0% ▲ Add 2 SEC ↗
65 Korea Investment CORP 845.50K +28.4% $13.43M 0.0% ▲ Add 2 SEC ↗
66 Hsbc Holdings Plc 824.12K -1.7% $13.09M 0.0% ▼ Trim 2 SEC ↗ ×3
67 State Of Wisconsin Investment Board 778.19K +29.0% $12.36M 0.0% ▲ Add 2 SEC ↗
68 Jones Financial Companies Lllp 804.22K +40.5% $12.25M 0.0% ▲ Add 2 SEC ↗
69 Raymond James Financial Inc 765.10K -42.5% $12.15M 0.0% ▼ Trim 2 SEC ↗ ×3
70 Alliancebernstein L.P. 448.17K -15.2% $11.73M 0.0% ▼ Trim 2 SEC ↗
71 Cetera Investment Advisers 710.50K +6.2% $11.28M 0.0% ▲ Add 2 SEC ↗
72 Osaic Holdings, Inc. 690.23K +28.7% $10.96M 0.0% ▲ Add 2 SEC ↗ ×5
73 Peak6 Llc 616.60K -70.2% $9.79M 0.3% ▼ Trim 2 SEC ↗
74 National Bank Of Canada /Fi/ 606.72K +585.8% $9.64M 0.0% ▲ Add 2 SEC ↗ ×3
75 AQR Capital Management ✦ 596.61K -7.9% $9.30M 0.0% ▼ Trim 8 SEC ↗ ×5
76 Alyeska Investment Group, L.P. 575.00K New $9.13M 0.0% New 1 SEC ↗
77 New York State Common Retirement… 574.89K +4.5% $9.13M 0.0% ▲ Add 2 SEC ↗
78 MIRAE ASSET GLOBAL ETFS HOLDINGS… 550.13K -27.8% $8.73M 0.0% ▼ Trim 2 SEC ↗ ×3
79 Danske Bank A/S 548.64K -12.8% $8.71M 0.0% ▼ Trim 2 SEC ↗ ×3
80 Russell Investments Group, Ltd. 544.44K -15.0% $8.59M 0.0% ▼ Trim 2 SEC ↗ ×10
81 Mitsubishi UFJ Trust & Banking Corp 519.30K +9.8% $8.25M 0.0% ▲ Add 2 SEC ↗ ×2
82 Commonwealth Equity Services, Llc 511.57K +11.8% $8.12M 0.0% ▲ Add 2 SEC ↗
83 Nordea Investment Management Ab 509.95K +285.7% $7.85M 0.0% ▲ Add 2 SEC ↗ ×2
84 Asset Management One Co., Ltd. 477.68K +5.9% $7.59M 0.0% ▲ Add 2 SEC ↗
85 Pictet Asset Management Holding SA 468.09K -7.6% $7.43M 0.0% ▼ Trim 2 SEC ↗
86 Quantinno Capital Management LP 459.79K +27.1% $7.30M 0.0% ▲ Add 2 SEC ↗
87 Universal- Beteiligungs- und… 436.40K +1.9% $6.93M 0.0% ▲ Add 2 SEC ↗
88 Storebrand Asset Management As 432.83K +3.5% $6.87M 0.0% ▲ Add 2 SEC ↗
89 Nomura Asset Management Co Ltd 416.33K +10.8% $6.61M 0.0% ▲ Add 2 SEC ↗
90 Blair William & Co/Il 405.76K -37.8% $6.44M 0.0% ▼ Trim 2 SEC ↗
91 Victory Capital Management Inc 398.23K -2.5% $6.32M 0.0% ▼ Trim 2 SEC ↗
92 Tidal Investments LLC 387.14K -88.9% $6.15M 0.0% ▼ Trim 2 SEC ↗ ×2
93 Sei Investments Co 377.14K -56.5% $5.99M 0.0% ▼ Trim 2 SEC ↗ ×2
94 Mml Investors Services, Llc 357.92K -19.2% $5.68M 0.0% ▼ Trim 2 SEC ↗
95 Nomura Holdings Inc 348.18K +1607.3% $5.53M 0.0% ▲ Add 2 SEC ↗ ×2
96 Royal London Asset Management Ltd 342.02K +611.5% $5.43M 0.0% ▲ Add 2 SEC ↗
97 American Century Companies Inc 318.26K -5.0% $5.05M 0.0% ▼ Trim 2 SEC ↗
98 Cerity Partners LLC 302.12K -10.8% $4.80M 0.0% ▼ Trim 2 SEC ↗ ×3
99 Creative Planning 294.60K +32.9% $4.68M 0.0% ▲ Add 2 SEC ↗
100 Wealth Enhancement Advisory… 270.92K +9.4% $4.29M 0.0% ▲ Add 2 SEC ↗

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

New buyers

Exited

Norges Bank $321.52M was 0.0%
Tudor Investment Corp Et Al $7.54M was 0.0%
1832 Asset Management L.P. $4.20M was 0.0%
Balyasny Asset Management L.P. $535,197 was 0.0%
Brown Advisory Inc $332,630 was 0.0%
DZ BANK AG Deutsche Zentral… $249,365 was 0.0%

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: Q1 2026 · Methodology · Get this via the API