Who owns SoFi Technologies (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-Q2 13F filings (latest filed 2026-09-22). 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
267 tracked funds added or opened SOFI while 138 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% 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 2026-Q1 and 2026-Q2, across 869 tracked filers holding SOFI, 499 increased or opened the position and 430 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 44
- Coppell Advisory Solutions LLC$60M
- Capula Management Ltd$54M
- Ovata Capital Management Ltd$29M
- Bienville Capital Management, LLC$27M
- CANTOR FITZGERALD, L. P.$27M
- SIERRA SUMMIT ADVISORS LLC$16M
Full exits 70
- Qube Research & Technologies Ltd$267M
- HRT FINANCIAL LP$158M
- Defiance ETFs, LLC$85M
- RENAISSANCE TECHNOLOGIES LLC$37M
- Amundi$27M
- Jump Financial, LLC$21M
Largest adds
- BlackRock, Inc.$449M
- GOLDMAN SACHS GROUP INC$432M
- NORGES BANK$147M
- VANGUARD CAPITAL MANAGEMENT LLC$132M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$108M
- MARSHALL WACE, LLP$106M
Largest trims
- D. E. Shaw & Co., Inc.$415M
- JANE STREET GROUP, LLC$260M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$159M
- CITADEL ADVISORS LLC$153M
- Squarepoint Ops LLC$65M
- BNP PARIBAS FINANCIAL MARKETS$48M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 72,444,208 | $1.3B | 12.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 57,928,852 | $1.0B | 9.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 50,740,132 | $910M | 8.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 35,207,678 | $631M | 6.0% | 2026-Q2 |
| UBS Group AG trimmed | 35,168,018 | $631M | 6.0% | 2026-Q2 |
| STATE STREET CORP added | 28,763,660 | $516M | 4.9% | 2026-Q2 |
| Ovata Capital Management Ltd new | 27,995,000 | $29M | 0.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 23,356,377 | $418M | 3.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 19,521,442 | $350M | 3.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 14,691,786 | $263M | 2.5% | 2026-Q2 |
| NORGES BANK added | 13,630,462 | $244M | 2.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 11,697,405 | $210M | 2.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 10,493,471 | $188M | 1.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,236,195 | $184M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 10,003,025 | $179M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 9,135,967 | $164M | 1.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 8,140,281 | $146M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 7,620,475 | $137M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 7,280,268 | $131M | 1.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 6,283,079 | $113M | 1.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 6,168,171 | $111M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,885,387 | $106M | 1.0% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 5,684,422 | $102M | 1.0% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 5,239,086 | $94M | 0.9% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 4,925,068 | $88M | 0.8% | 2026-Q2 |
| Harvest Portfolios Group Inc. added | 4,806,357 | $86M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 4,754,654 | $85M | 0.8% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC trimmed | 4,252,871 | $76M | 0.7% | 2026-Q2 |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $74M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 4,045,236 | $73M | 0.7% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 3,772,072 | $68M | 0.6% | 2026-Q2 |
| ARK Investment Management LLC trimmed | 3,742,479 | $67M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,652,807 | $66M | 0.6% | 2026-Q2 |
| Legal & General Group Plc added | 3,608,784 | $65M | 0.6% | 2026-Q2 |
| Swiss National Bank trimmed | 3,596,700 | $64M | 0.6% | 2026-Q2 |
| Amova Asset Management Americas, Inc. trimmed | 3,132,998 | $56M | 0.5% | 2026-Q2 |
| Capula Management Ltd new | 3,000,000 | $54M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 2,992,786 | $54M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 2,939,704 | $53M | 0.5% | 2026-Q2 |
| DAVENPORT & Co LLC added | 2,774,855 | $50M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 2,489,675 | $45M | 0.4% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 2,472,601 | $44M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 2,322,047 | $42M | 0.4% | 2026-Q2 |
| Walleye Trading LLC added | 2,236,388 | $40M | 0.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,872,921 | $34M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 1,863,200 | $33M | 0.3% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,740,160 | $31M | 0.3% | 2026-Q2 |
| STATE OF MICHIGAN RETIREMENT SYSTEM added | 1,648,658 | $30M | 0.3% | 2026-Q2 |
| Marex Group Ltd added | 1,580,559 | $28M | 0.3% | 2026-Q2 |
| TREMBLANT CAPITAL GROUP trimmed | 1,578,915 | $28M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,563,533 | $28M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 1,544,542 | $28M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 1,543,861 | $28M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,542,568 | $28M | 0.3% | 2026-Q2 |
| Bienville Capital Management, LLC new | 1,527,406 | $27M | 0.3% | 2026-Q2 |
| Patient Capital Management, LLC added | 1,505,629 | $27M | 0.3% | 2026-Q2 |
| CANTOR FITZGERALD, L. P. trimmed | 1,488,054 | $27M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,476,165 | $26M | 0.3% | 2026-Q2 |
| Clear Street Group Inc. added | 1,448,780 | $26M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 1,333,823 | $24M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,304,243 | $23M | 0.2% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 1,251,169 | $22M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,218,499 | $22M | 0.2% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 1,181,860 | $21M | 0.2% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab trimmed | 1,158,258 | $21M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 1,148,202 | $19M | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 1,148,202 | $19M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,145,775 | $21M | 0.2% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 1,017,194 | $18M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 1,011,994 | $18M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 994,992 | $18M | 0.2% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 990,550 | $18M | 0.2% | 2026-Q2 |
| Jefferies Financial Group Inc. trimmed | 964,203 | $17M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 961,350 | $17M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 957,655 | $17M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 931,407 | $17M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 929,800 | $17M | 0.2% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 923,128 | $17M | 0.2% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. added | 897,459 | $16M | 0.2% | 2026-Q2 |
| SIERRA SUMMIT ADVISORS LLC added | 895,254 | $16M | 0.2% | 2026-Q2 |
| Provident Living Financial Services, Inc. added | 888,439 | $14M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 883,880 | $16M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 877,899 | $16M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 876,593 | $16M | 0.1% | 2026-Q2 |
| DNB Asset Management AS added | 868,028 | $16M | 0.1% | 2026-Q2 |
| Korea Investment CORP trimmed | 823,937 | $15M | 0.1% | 2026-Q2 |
| Tredje AP-fonden added | 822,202 | $15M | 0.1% | 2026-Q2 |
| Longitude (Cayman) Ltd. added | 807,500 | $14M | 0.1% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 796,761 | $14M | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 695,835 | $12M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 693,356 | $12M | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 676,553 | $12M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 661,733 | $12M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 633,346 | $11M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 623,987 | $11M | 0.1% | 2026-Q2 |
| BRIGHTON JONES LLC trimmed | 623,977 | $11M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 618,086 | $11M | 0.1% | 2026-Q2 |
| LGT Group Foundation added | 606,650 | $11M | 0.1% | 2026-Q2 |
| Convergence Financial, LLC new | 600,266 | $11M | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 620 | $60M | 0.6% | 2026-Q2 |
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.