Who owns SOFI (SOFI)
Which tracked institutional funds hold SOFI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SOFI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SOFI is one-sided between 2025-Q4 and 2026-Q1: 112 added or opened and 427 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SOFI’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes SOFI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SOFI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 917 tracked filers holding SOFI, 503 increased or opened the position and 499 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SOFI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 43
- VANGUARD CAPITAL MANAGEMENT LLC$907M
- VANGUARD PORTFOLIO MANAGEMENT LLC$809M
- VANGUARD FIDUCIARY TRUST CO$126M
- Defiance ETFs, LLC$85M
- Optiver Holding B.V.$37M
- RENAISSANCE TECHNOLOGIES LLC$37M
Full exits 82
- VANGUARD GROUP INC$2.9B
- TWO SIGMA ADVISERS, LP$270M
- BURKEHILL GLOBAL MANAGEMENT, LP$52M
- SEVEN GRAND MANAGERS, LLC$39M
- Ghisallo Capital Management LLC$29M
- BRIGHTON JONES LLC$17M
Largest adds
- Qube Research & Technologies Ltd$177M
- UBS Group AG$176M
- HRT FINANCIAL LP$94M
- GOLDMAN SACHS GROUP INC$82M
- MILLENNIUM MANAGEMENT LLC$64M
- CITIGROUP INC$43M
Largest trims
- JPMORGAN CHASE & CO$1.7B
- BlackRock, Inc.$960M
- D. E. Shaw & Co., Inc.$336M
- STATE STREET CORP$245M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$232M
- NORGES BANK$224M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 57,108,581 | $907M | 6.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 53,532,160 | $850M | 6.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 50,975,115 | $809M | 6.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 42,720,908 | $678M | 5.1% | 2026-Q1 |
| UBS Group AG added | 36,417,201 | $578M | 4.3% | 2026-Q1 |
| STATE STREET CORP added | 27,315,197 | $434M | 3.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 25,982,836 | $413M | 3.1% | 2026-Q1 |
| MORGAN STANLEY added | 21,258,767 | $338M | 2.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 18,018,178 | $286M | 2.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 16,799,087 | $267M | 2.0% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 12,654,530 | $201M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 12,532,569 | $199M | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 11,047,181 | $175M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 10,842,348 | $172M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 9,106,532 | $145M | 1.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 8,335,574 | $132M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 8,258,468 | $131M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 7,917,811 | $126M | 0.9% | 2026-Q1 |
| CITIGROUP INC added | 7,496,283 | $119M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 7,346,665 | $117M | 0.9% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 6,766,698 | $107M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 6,762,231 | $107M | 0.8% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 6,519,684 | $104M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 6,470,386 | $103M | 0.8% | 2026-Q1 |
| NORGES BANK trimmed | 8,371,082 | $97M | 0.7% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 5,689,426 | $90M | 0.7% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 5,418,013 | $86M | 0.6% | 2026-Q1 |
| Defiance ETFs, LLC new | 5,353,132 | $85M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 4,810,367 | $76M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,770,193 | $76M | 0.6% | 2026-Q1 |
| Squarepoint Ops LLC added | 4,727,045 | $75M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 4,726,732 | $75M | 0.6% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 4,647,044 | $74M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 4,422,507 | $70M | 0.5% | 2026-Q1 |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $65M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 4,028,412 | $64M | 0.5% | 2026-Q1 |
| ARK Investment Management LLC trimmed | 3,836,003 | $61M | 0.5% | 2026-Q1 |
| Swiss National Bank added | 3,708,500 | $59M | 0.4% | 2026-Q1 |
| Legal & General Group Plc added | 3,450,586 | $55M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 3,433,589 | $55M | 0.4% | 2026-Q1 |
| Amova Asset Management Americas, Inc. trimmed | 3,136,479 | $50M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 2,975,037 | $47M | 0.4% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 2,878,986 | $46M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 2,789,379 | $44M | 0.3% | 2026-Q1 |
| Harvest Portfolios Group Inc. added | 2,544,116 | $40M | 0.3% | 2026-Q1 |
| Trexquant Investment LP added | 2,344,718 | $37M | 0.3% | 2026-Q1 |
| Optiver Holding B.V. added | 2,329,475 | $37M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,317,400 | $37M | 0.3% | 2026-Q1 |
| IMC-Chicago, LLC added | 2,307,518 | $37M | 0.3% | 2026-Q1 |
| TORONTO DOMINION BANK added | 2,194,032 | $35M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 2,102,512 | $33M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 1,831,905 | $29M | 0.2% | 2026-Q1 |
| National Pension Service added | 1,820,105 | $29M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,759,455 | $28M | 0.2% | 2026-Q1 |
| Amundi trimmed | 1,713,191 | $27M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,704,000 | $27M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,784,586 | $27M | 0.2% | 2026-Q1 |
| Walleye Trading LLC trimmed | 1,679,651 | $27M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,626,399 | $26M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,625,784 | $26M | 0.2% | 2026-Q1 |
| TREMBLANT CAPITAL GROUP trimmed | 1,606,355 | $26M | 0.2% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 1,498,798 | $24M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,488,290 | $24M | 0.2% | 2026-Q1 |
| FORA Capital, LLC added | 1,459,754 | $23M | 0.2% | 2026-Q1 |
| Patient Capital Management, LLC added | 1,326,246 | $21M | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 1,295,829 | $21M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,282,419 | $20M | 0.2% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 1,257,874 | $20M | 0.1% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 1,224,271 | $19M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,181,529 | $19M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,179,912 | $19M | 0.1% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab added | 1,160,021 | $18M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,153,516 | $18M | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,151,813 | $18M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,136,506 | $18M | 0.1% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 1,134,805 | $18M | 0.1% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 1,129,297 | $18M | 0.1% | 2026-Q1 |
| Clear Street Group Inc. trimmed | 1,110,792 | $18M | 0.1% | 2026-Q1 |
| Man Group plc added | 1,084,933 | $17M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,064,600 | $17M | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 1,062,520 | $17M | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 1,043,372 | $16M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 1,006,990 | $16M | 0.1% | 2026-Q1 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 1,000,000 | $16M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 969,988 | $15M | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 968,408 | $15M | 0.1% | 2026-Q1 |
| Marex Group plc trimmed | 958,766 | $15M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 109,354,222 | $2.9B | 21.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 10,310,600 | $270M | 2.0% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 4,252,236 | $77M | 0.6% | 2025-Q2 stale |
| CANTOR FITZGERALD, L. P. added | 2,325,000 | $61M | 0.5% | 2025-Q3 stale |
| BURKEHILL GLOBAL MANAGEMENT, LP added | 2,000,000 | $52M | 0.4% | 2025-Q4 stale |
| SEVEN GRAND MANAGERS, LLC added | 1,500,000 | $39M | 0.3% | 2025-Q4 stale |
| Azora Capital LP trimmed | 1,405,152 | $37M | 0.3% | 2025-Q3 stale |
| LORD, ABBETT & CO. LLC trimmed | 1,333,110 | $35M | 0.3% | 2025-Q3 stale |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,219,237 | $32M | 0.2% | 2025-Q3 stale |
| Rokos Capital Management LLP trimmed | 1,212,288 | $32M | 0.2% | 2025-Q3 stale |
| Ghisallo Capital Management LLC trimmed | 1,115,619 | $29M | 0.2% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd added | 1,160,036 | $21M | 0.2% | 2025-Q2 stale |
| BRIGHTON JONES LLC trimmed | 631,559 | $17M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.