Security record
SOFI
SoFi Technologies, Inc. · Financial Services · Financial - Credit Services
148Tracked holders
0Δ holders
496.10MShares held
$8.89BReported value
+6New positions
−5Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -10.8% · net new positions +0.7% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ ×20 |
| 2 | Vanguard Capital Management Llc | 57.93M | +1.4% | $1.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 35.21M | +180.9% | $631.27M | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 4 | UBS Group AG | 35.17M | -3.4% | $630.56M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 5 | State Street Global Advisors ✦ (passive) | 28.76M | +5.3% | $515.73M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 23.36M | -10.1% | $417.56M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 8 | D. E. Shaw & Co. ✦ | 14.69M | -65.6% | $263.42M | 0.2% | ▼ Trim | 9 | SEC ↗ ×2 |
| 9 | Norges Bank ✦ (passive) | 13.63M | New | $244.39M | 0.0% | New | 1 | SEC ↗ |
| 10 | Marshall Wace ✦ | 11.70M | +79.4% | $209.73M | 0.2% | ▲ Add | 9 | SEC ↗ ×3 |
| 11 | Millennium Management ✦ | 10.49M | +27.1% | $188.15M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 10.24M | +114.6% | $183.53M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Dimensional Fund Advisors Lp | 10.00M | +9.8% | $179.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 14 | Bank Of America Corp /De/ | 9.14M | -15.7% | $163.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Northern Trust Corp | 7.62M | +3.7% | $136.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 16 | Charles Schwab Investment… | 7.28M | +12.5% | $130.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Citigroup Inc | 6.28M | -16.2% | $112.66M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Bank Of Montreal /Can/ | 6.17M | -8.8% | $110.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 19 | Hrt Financial Lp | 6.01M | -39.8% | $107.75M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Wells Fargo & Company/Mn | 5.89M | +33.1% | $105.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 21 | Sumitomo Mitsui Trust Group, Inc. | 5.68M | -0.1% | $101.92M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mitsubishi UFJ Asset Management… | 5.24M | +12.7% | $93.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 4.93M | +4.2% | $88.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 24 | Royal Bank Of Canada | 4.75M | -29.7% | $85.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 25 | Bank of New York Mellon Corp | 4.05M | +0.4% | $72.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 26 | Healthcare Of Ontario Pension Plan… | 3.77M | +121.4% | $67.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | ARK Investment Management ✦ | 3.74M | -2.4% | $67.10M | 0.4% | ▼ Trim | 9 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 3.65M | +104.7% | $66.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×10 |
| 29 | Legal & General Group Plc | 3.61M | +4.6% | $64.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | Swiss National Bank | 3.60M | -3.0% | $64.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | LPL Financial LLC | 2.99M | +0.6% | $53.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Nuveen, LLC | 2.94M | -14.4% | $52.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 33 | Deutsche Bank Ag\ | 2.49M | +53.1% | $44.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 34 | Walleye Trading LLC | 2.24M | +33.1% | $40.10M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 35 | Barclays Plc | 1.87M | -32.9% | $33.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | California Public Employees… | 1.86M | +5.9% | $33.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Amundi | 1.84M | +7.2% | $32.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Bnp Paribas Financial Markets | 1.56M | -67.5% | $28.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Invesco Ltd. | 1.54M | -2.2% | $27.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 40 | National Bank Of Canada /Fi/ | 1.54M | +154.5% | $27.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 41 | Ameriprise Financial Inc | 1.54M | +30.6% | $27.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 42 | Jane Street Group, Llc | 1.48M | -91.8% | $26.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 43 | Rhumbline Advisers | 1.33M | +4.0% | $23.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | T. Rowe Price ✦ | 1.30M | +10.5% | $23.39M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 45 | Hsbc Holdings Plc | 1.22M | +47.9% | $22.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 46 | Simplex Trading, Llc | 1.18M | +22.0% | $21.19M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 47 | PFA Pension, Forsikringsaktieselskab | 1.16M | -0.1% | $20.77M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 1.15M | -89.6% | $20.54M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 49 | IMC-Chicago, LLC | 1.02M | -55.9% | $18.24M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 994.99K | +23.7% | $17.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | State Board Of Administration Of… | 990.55K | -1.6% | $17.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 961.35K | +76.6% | $17.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 53 | Cetera Investment Advisers | 957.65K | +34.8% | $17.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Osaic Holdings, Inc. | 931.41K | +34.9% | $16.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 55 | Rockefeller Capital Management L.P. | 929.80K | -18.2% | $16.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 56 | Aviva Plc | 883.88K | +2.3% | $15.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Zurcher Kantonalbank (Zurich… | 877.90K | -9.5% | $15.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Raymond James Financial Inc | 876.59K | +14.6% | $15.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 59 | Korea Investment CORP | 823.94K | -2.5% | $14.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 695.84K | -44.4% | $12.48M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 61 | State Of Wisconsin Investment Board | 661.73K | -15.0% | $11.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | New York State Common Retirement… | 623.99K | +8.5% | $11.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Nomura Holdings Inc | 560.49K | +61.0% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 64 | Danske Bank A/S | 557.75K | +1.7% | $10.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 65 | AQR Capital Management ✦ | 557.01K | -6.6% | $9.99M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 66 | Squarepoint Ops LLC | 548.64K | -88.4% | $9.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Tidal Investments LLC | 538.07K | +39.0% | $9.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 68 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 532.18K | -3.3% | $9.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 69 | Commonwealth Equity Services, Llc | 531.21K | +3.8% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Mitsubishi UFJ Trust & Banking Corp | 513.76K | -1.1% | $9.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Nordea Investment Management Ab | 516.65K | +1.3% | $9.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 72 | Universal- Beteiligungs- und… | 511.95K | +17.3% | $9.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Blair William & Co/Il | 493.06K | +21.5% | $8.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Pictet Asset Management Holding SA | 478.51K | +2.2% | $8.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Asset Management One Co., Ltd. | 475.54K | -0.5% | $8.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Quantinno Capital Management LP | 465.58K | +1.3% | $8.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Two Sigma Investments ✦ | 443.25K | -70.2% | $7.95M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 78 | Mml Investors Services, Llc | 416.82K | +16.5% | $7.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Nomura Asset Management Co Ltd | 414.81K | -0.4% | $7.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Alliancebernstein L.P. | 461.22K | +2.9% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Royal London Asset Management Ltd | 404.91K | +18.4% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Victory Capital Management Inc | 403.89K | +1.4% | $7.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | DZ BANK AG Deutsche Zentral… | 382.31K | New | $6.85M | 0.0% | New | 1 | SEC ↗ |
| 84 | Storebrand Asset Management As | 364.75K | -15.7% | $6.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | American Century Companies Inc | 339.36K | +6.6% | $6.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Optiver Holding B.V. | 333.15K | -85.7% | $5.97M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 87 | Sei Investments Co | 332.54K | -11.8% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 88 | Cerity Partners LLC | 298.31K | -1.3% | $5.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 89 | Creative Planning | 286.79K | -2.6% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 90 | Northwestern Mutual Wealth… | 286.66K | -82.4% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Canada Pension Plan Investment Board | 273.50K | +2.8% | $4.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Wealth Enhancement Advisory… | 254.08K | -6.2% | $4.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Group One Trading Llc | 260.87K | -79.3% | $4.68M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 94 | Td Asset Management Inc | 249.38K | +1.1% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Wealthfront Advisers LLC | 236.42K | +28.3% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Envestnet Asset Management Inc | 235.32K | +37.7% | $4.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Truist Financial Corp | 218.68K | +182.8% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 98 | Ensign Peak Advisors, Inc | 203.10K | -13.7% | $3.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Toronto Dominion Bank | 201.75K | -90.8% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 100 | BNP Paribas Asset Management… | 201.17K | +7.2% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $244.39M | 0.0% |
| DZ BANK AG Deutsche Zentral… | $6.85M | 0.0% |
Exited
| Qube Research & Technologies… | $266.77M | was 0.4% |
| Renaissance Technologies | $36.80M | was 0.1% |
| Alyeska Investment Group, L.P. | $9.13M | was 0.0% |
| Federated Hermes, Inc. | $4.02M | was 0.0% |
| Mariner, LLC | $3.61M | 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.
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: Q2 2026 ·
Methodology ·
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