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 ↗ |
| 2 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 72.44M | +4.2% | $1.30B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Vanguard Capital Management Llc | 57.93M | +1.4% | $1.04B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 35.21M | +180.9% | $631.27M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 35.21M | +180.9% | $631.27M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 35.21M | +180.9% | $631.27M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 35.21M | +180.9% | $631.27M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 35.21M | +180.9% | $631.27M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 27 | UBS Group AG | 35.17M | -3.4% | $630.56M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | UBS Group AG | 35.17M | -3.4% | $630.56M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS Group AG | 35.17M | -3.4% | $630.56M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 35.17M | -3.4% | $630.56M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | UBS Group AG | 35.17M | -3.4% | $630.56M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (passive) | 28.76M | +5.3% | $515.73M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passive) | 23.36M | -10.1% | $417.56M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 34 | Geode Capital Management ✦ (passive) | 23.36M | -10.1% | $417.56M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 19.52M | -8.2% | $350.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 14.69M | -65.6% | $263.42M | 0.2% | ▼ Trim | 9 | SEC ↗ |
| 50 | D. E. Shaw & Co. ✦ | 14.69M | -65.6% | $263.42M | 0.2% | ▼ Trim | 9 | SEC ↗ |
| 51 | Norges Bank ✦ (passive) | 13.63M | New | $244.39M | 0.0% | New | 1 | SEC ↗ |
| 52 | Marshall Wace ✦ | 11.70M | +79.4% | $209.73M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 53 | Marshall Wace ✦ | 11.70M | +79.4% | $209.73M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 54 | Marshall Wace ✦ | 11.70M | +79.4% | $209.73M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 55 | Millennium Management ✦ | 10.49M | +27.1% | $188.15M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 56 | Susquehanna International Group, Llp | 10.24M | +114.6% | $183.53M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 57 | Susquehanna International Group, Llp | 10.24M | +114.6% | $183.53M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 58 | Susquehanna International Group, Llp | 10.24M | +114.6% | $183.53M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 59 | Dimensional Fund Advisors Lp | 10.00M | +9.8% | $179.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Dimensional Fund Advisors Lp | 10.00M | +9.8% | $179.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Dimensional Fund Advisors Lp | 10.00M | +9.8% | $179.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Dimensional Fund Advisors Lp | 10.00M | +9.8% | $179.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Dimensional Fund Advisors Lp | 10.00M | +9.8% | $179.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank Of America Corp /De/ | 9.14M | -15.7% | $163.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Bank Of America Corp /De/ | 9.14M | -15.7% | $163.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Bank Of America Corp /De/ | 9.14M | -15.7% | $163.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Bank Of America Corp /De/ | 9.14M | -15.7% | $163.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Northern Trust Corp | 7.62M | +3.7% | $136.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Northern Trust Corp | 7.62M | +3.7% | $136.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Northern Trust Corp | 7.62M | +3.7% | $136.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Northern Trust Corp | 7.62M | +3.7% | $136.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Northern Trust Corp | 7.62M | +3.7% | $136.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Northern Trust Corp | 7.62M | +3.7% | $136.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Charles Schwab Investment… | 7.28M | +12.5% | $130.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Charles Schwab Investment… | 7.28M | +12.5% | $130.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Citigroup Inc | 6.28M | -16.2% | $112.66M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 77 | Citigroup Inc | 6.28M | -16.2% | $112.66M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 78 | Citigroup Inc | 6.28M | -16.2% | $112.66M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 79 | Bank Of Montreal /Can/ | 6.17M | -8.8% | $110.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 6.17M | -8.8% | $110.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 6.17M | -8.8% | $110.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 6.17M | -8.8% | $110.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Bank Of Montreal /Can/ | 6.17M | -8.8% | $110.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Bank Of Montreal /Can/ | 6.17M | -8.8% | $110.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 6.17M | -8.8% | $110.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Bank Of Montreal /Can/ | 6.17M | -8.8% | $110.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 6.17M | -8.8% | $110.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Hrt Financial Lp | 6.01M | -39.8% | $107.75M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 89 | Hrt Financial Lp | 6.01M | -39.8% | $107.75M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 90 | Hrt Financial Lp | 6.01M | -39.8% | $107.75M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 91 | Wells Fargo & Company/Mn | 5.89M | +33.1% | $105.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Wells Fargo & Company/Mn | 5.89M | +33.1% | $105.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Wells Fargo & Company/Mn | 5.89M | +33.1% | $105.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Wells Fargo & Company/Mn | 5.89M | +33.1% | $105.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Wells Fargo & Company/Mn | 5.89M | +33.1% | $105.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Sumitomo Mitsui Trust Group, Inc. | 5.68M | -0.1% | $101.92M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 97 | Mitsubishi UFJ Asset Management… | 5.24M | +12.7% | $93.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 4.93M | +4.2% | $88.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 4.93M | +4.2% | $88.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 4.93M | +4.2% | $88.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
“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% |
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)
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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