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SOFI — SOFI TECHNOLOGIES INC

Reported value held$9.90B
Funds holding (latest)50
SectorFinancials
Funds holding (Q2 2026)40
Institutional value$6.88B · 384.97M sh
New / Add / Cut / Exit2 / 19 / 18 / 2
Top-5 / Top-10 concentration63.1% / 84.4%
Institutional holdings change Accumulating +0.6% (+2.47M sh)
Institutional value change Up +13.6%

As of Q2 2026, 40 SEC-registered investment managers reported holding SOFI (SOFI TECHNOLOGIES INC) in their latest 13F filings, with a combined reported value of $6.88B across 384.97M shares. That is +0.6% by share count (+2.47M shares) versus the previous quarter, while reported value moved +13.6%. Ownership is concentrated: the five largest holders account for 63.1% of reported value and the top ten for 84.4%.

Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 18 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SOFI is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 111.00M $2.91B 0.04% Add
BlackRock Inc history Q2 2026 72.44M $1.30B 0.02% Add
UBS Group AG history Q2 2026 55.72M $999.04M 0.13% Reduce
Goldman Sachs Group history Q2 2026 52.37M $939.03M 0.09% Add
Citadel Advisors history Q2 2026 36.67M $657.45M 0.08% Reduce
D. E. Shaw & Co history Q2 2026 25.04M $448.97M 0.23% Reduce
Geode Capital Management history Q2 2026 23.36M $417.56M 0.02% Reduce
Morgan Stanley history Q2 2026 19.52M $350.02M 0.02% Reduce
Norges Bank Investment Management history Q2 2026 13.63M $244.39M 0.02% Add
Millennium Management history Q2 2026 13.31M $238.74M 0.09% Add
Marshall Wace history Q2 2026 11.70M $209.73M 0.17% Add
Bank of America Corp history Q2 2026 9.14M $163.81M 0.01% Reduce
Northern Trust Corp history Q2 2026 7.62M $136.64M 0.02% Add
Charles Schwab Investment Management history Q2 2026 7.28M $130.54M 0.02% Add
Citigroup Inc history Q2 2026 6.93M $124.31M 0.04% Reduce
Wells Fargo & Co history Q2 2026 5.89M $105.52M 0.02% Add
BNY Mellon history Q2 2026 4.05M $72.53M 0.01% Hold
ARK Invest history Q2 2026 3.74M $67.10M 0.44% Reduce
Legal & General Investment Management America history Q2 2026 3.61M $64.71M 0.01% Add
Deutsche Bank AG history Q2 2026 2.49M $44.64M 0.01% Add

View all 50 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 45.44M 47.30M 47.50M 48.83M 62.38M 69.14M 69.56M 72.44M
UBS Group AG 518.95K 998.23K 1.09M 6.03M 2.49M 1.98M 953.38K 1.82M 1.39M 2.94M 18.15M 18.17M 15.38M 25.34M 28.87M 45.42M 32.71M 31.84M 59.25M 55.72M
Goldman Sachs Group 109.68K 2.23M 13.33M 14.42M 10.57M 3.19M 973.70K 11.28M 14.71M 24.68M 4.56M 3.74M 2.56M 5.31M 5.92M 15.01M 9.84M 13.28M 18.92M 52.37M
Citadel Advisors 12.54M 8.11M 9.69M 9.46M 18.09M 32.68M 15.60M 17.80M 17.54M 23.34M 41.65M 35.67M 32.25M 35.52M 34.03M 33.46M 43.78M 62.66M 47.80M 36.67M
D. E. Shaw & Co — — 6.15M 7.70M 8.68M 5.81M 5.90M 24.46M 11.26M 7.88M 2.57M 3.95M 4.39M 36.92M 43.84M 39.60M 46.39M 53.53M 54.56M 25.04M
Geode Capital Management 5.38M 6.03M 6.14M 10.27M 10.98M 11.57M 12.05M 12.88M 14.26M 14.97M 15.77M 17.26M 17.62M 17.93M 19.05M 19.07M 21.69M 23.64M 25.98M 23.36M
Morgan Stanley 2.92M 4.49M 7.51M 8.02M 7.01M 6.15M 6.48M 12.09M 8.81M 10.77M 15.08M 15.92M 11.93M 13.55M 13.76M 13.70M 9.97M 13.32M 21.26M 19.52M
Norges Bank Investment Management — — — — — 9.72M — — — 7.17M — 13.95M — 6.73M — 9.01M — 12.28M — 13.63M
Millennium Management 1.04M 1.95M 2.88M 561.24K 2.79M 1.25M 5.92M 382.16K 3.37M 7.15M 3.34M 4.60M 10.12M 2.60M 2.60M 8.41M 6.09M 3.79M 11.36M 13.31M
Marshall Wace — — — 479.60K — — — 3.02M 846.65K 327.90K 2.76M 6.36M 8.39M 105.95K 4.25M 8.00M 1.41M 6.65M 6.52M 11.70M
Bank of America Corp 78.96K 569.51K 4.13M 7.81M 4.04M 460.42K 4.77M 8.72M 4.85M 1.84M 2.27M 1.79M 5.71M 6.89M 13.73M 26.04M 13.75M 13.41M 10.84M 9.14M
Northern Trust Corp 1.05M 1.90M 2.07M 2.88M 3.14M 3.31M 3.47M 3.79M 4.37M 4.54M 4.21M 4.78M 4.93M 6.05M 5.99M 6.01M 6.63M 6.98M 7.35M 7.62M
Charles Schwab Investment Management 2.81M 3.16M 3.22M 3.81M 4.31M 4.49M 4.52M 4.61M 5.29M 5.49M 5.53M 6.06M 6.15M 6.31M 6.47M 6.63M 5.52M 6.04M 6.47M 7.28M
Citigroup Inc 326.83K 4.77M 4.82M 4.81M 8.40M 1.58M 1.69M 2.18M 9.21M 8.65M 1.03M 3.64M 4.12M 4.84M 3.92M 3.90M 3.32M 3.21M 8.88M 6.93M
Wells Fargo & Co 799.30K 150.00K 1.87M 1.57M 1.67M 1.36M 1.35M 1.47M 2.36M 2.85M 3.19M 3.62M 5.49M 10.18M 7.45M 7.59M 5.18M 5.84M 4.42M 5.89M
BNY Mellon 1.15M 1.24M 1.27M 2.38M 2.47M 2.46M 2.54M 2.77M 2.86M 3.02M 2.67M 3.12M 3.22M 3.22M 3.26M 2.96M 3.91M 4.17M 4.03M 4.05M
ARK Invest — — — — — — — 281.77K 810.62K 1.97M 16.22M 14.54M 12.61M 9.39M 2.02M 4.42M 4.95M 4.11M 3.84M 3.74M
Legal & General Investment Management America — 1.02M 1.30M 658.96K 651.71K 609.74K 655.26K 759.85K 822.36K 850.25K 903.62K 1.10M 1.14M 1.03M 1.14M 1.18M 2.14M 2.48M 3.45M 3.61M
Deutsche Bank AG 127.36K 2.75M 2.73M 2.25M 173.40K 119.83K 143.06K 435.96K 40.55K 201.93K 51.70K 54.33K 54.22K 717.14K 80.30K 2.72M 2.29M 1.84M 1.63M 2.49M
Point72 Asset Management — — — 10.00K 3.51M 5.13M 1.20M 87.80K 162.80K 162.80K 2.70M 886.50K 1.18M 1.06M 771.00K 1.10M 188.80K 1.80M 1.06M 1.89M

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