Also trades as: SOFIW (NASDAQ) · $vol 3M
SOFI Institutional Ownership
SoFi Technologies, Inc.
1W: +1.2%
1M: -12.7%
3M: -13.6%
YTD: -47.3%
1Y: -48.5%
3Y: +89.7%
5Y: -30.6%
$16.40
+1.94 (+13.42%)
After Hours: $16.41 (+0.01, +0.06%)
Weekly Expected Move ±6.0%
$13
$14
$15
$15
$16
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $52.0M held by 39 funds → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SOFI
1,067
Institutional Holders
-65 vs prior quarter
0.0%
Ownership
+0.00pp
$12B
Total Invested
130
New Positions
400
Increased
378
Reduced
118
Closed
0.82
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1212 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 72,444,208 | $1.0B | +2,887,044 | +4.2% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 57,928,852 | $838M | +820,271 | +1.4% | 2Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 50,740,132 | $734M | -234,983 | -0.5% | 2Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 35,207,678 | $509M | +22,675,109 | +180.9% | 15Q | SEC ↗ |
| 5 | UBS Group AG | 35,168,018 | $509M | -1,249,183 | -3.4% | 21Q | SEC ↗ |
| 6 | STATE STREET CORP | 28,763,660 | $416M | +1,448,463 | +5.3% | 20Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 23,356,377 | $338M | -2,626,459 | -10.1% | 21Q | SEC ↗ |
| 8 | MORGAN STANLEY | 19,521,442 | $282M | -1,737,325 | -8.2% | 21Q | SEC ↗ |
| 9 | D. E. Shaw & Co., Inc. | 14,691,786 | $212M | -28,029,122 | -65.6% | 18Q | SEC ↗ |
| 10 | NORGES BANK NEW | 13,630,462 | $197M | — | +0.0% | 1Q | SEC ↗ |
| 11 | MARSHALL WACE, LLP | 11,697,405 | $169M | +5,177,721 | +79.4% | 13Q | SEC ↗ |
| 12 | MILLENNIUM MANAGEMENT LLC | 10,493,471 | $152M | +2,235,003 | +27.1% | 21Q | SEC ↗ |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,236,195 | $148M | +5,466,002 | +114.6% | 21Q | SEC ↗ |
| 14 | DIMENSIONAL FUND ADVISORS LP | 10,003,025 | $145M | +896,493 | +9.8% | 11Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 9,135,967 | $132M | -1,706,381 | -15.7% | 15Q | SEC ↗ |
| 16 | VANGUARD FIDUCIARY TRUST CO | 8,140,281 | $118M | +222,470 | +2.8% | 2Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 7,620,475 | $110M | +273,810 | +3.7% | 20Q | SEC ↗ |
| 18 | Sixth Street Partners Management Compa NEW | 7,280,268 | $105M | — | +0.0% | 1Q | SEC ↗ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 7,280,268 | $105M | +809,882 | +12.5% | 15Q | SEC ↗ |
| 20 | CITIGROUP INC | 6,283,079 | $91M | -1,213,204 | -16.2% | 21Q | SEC ↗ |
| 21 | BANK OF MONTREAL /CAN | 6,168,171 | $89M | -598,527 | -8.8% | 20Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 5,885,387 | $85M | +1,462,880 | +33.1% | 21Q | SEC ↗ |
| 23 | Sumitomo Mitsui Trust Group, Inc. | 5,684,422 | $82M | -5,004 | -0.1% | 13Q | SEC ↗ |
| 24 | Mitsubishi UFJ Asset Management Co., L | 5,239,086 | $76M | +592,042 | +12.7% | 19Q | SEC ↗ |
| 25 | UBS AM, a distinct business unit of UB | 4,925,068 | $71M | +198,336 | +4.2% | 19Q | SEC ↗ |
| 26 | Harvest Portfolios Group Inc. | 4,806,357 | $69M | +2,262,241 | +88.9% | 4Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 4,754,654 | $69M | -2,007,577 | -29.7% | 21Q | SEC ↗ |
| 28 | WORLDQUANT MILLENNIUM ADVISORS LLC | 4,252,871 | $61M | -1,165,142 | -21.5% | 5Q | SEC ↗ |
| 29 | Accel Growth Fund V Associates L.L.C. | 4,104,459 | $59M | — | +0.0% | 21Q | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 4,045,236 | $58M | +16,824 | +0.4% | 21Q | SEC ↗ |
| 31 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 3,772,072 | $55M | +2,068,072 | +121.4% | 2Q | SEC ↗ |
| 32 | ARK Investment Management LLC | 3,742,479 | $54M | -93,524 | -2.4% | 13Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 3,652,807 | $53M | +1,868,221 | +104.7% | 21Q | SEC ↗ |
| 34 | Legal & General Group Plc | 3,608,784 | $52M | +158,198 | +4.6% | 19Q | SEC ↗ |
| 35 | Swiss National Bank | 3,596,700 | $52M | -111,800 | -3.0% | 17Q | SEC ↗ |
| 36 | HRT FINANCIAL LP | 3,209,701 | $46M | -5,125,873 | -61.5% | 10Q | SEC ↗ |
| 37 | Amova Asset Management Americas, Inc. | 3,132,998 | $45M | -3,481 | -0.1% | 13Q | SEC ↗ |
| 38 | Capula Management Ltd NEW | 3,000,000 | $43M | — | +0.0% | 1Q | SEC ↗ |
| 39 | LPL Financial LLC | 2,992,786 | $43M | +17,749 | +0.6% | 17Q | SEC ↗ |
| 40 | Nuveen, LLC | 2,939,704 | $43M | -493,885 | -14.4% | 6Q | SEC ↗ |
| 41 | DAVENPORT & Co LLC | 2,774,855 | $40M | +2,725,238 | +5492.5% | 13Q | SEC ↗ |
| 42 | DEUTSCHE BANK AG | 2,489,675 | $36M | +863,276 | +53.1% | 20Q | SEC ↗ |
| 43 | VANGUARD ASSET MANAGEMENT, Ltd | 2,472,601 | $36M | +370,089 | +17.6% | 2Q | SEC ↗ |
| 44 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2,322,047 | $34M | -10,332,483 | -81.7% | 7Q | SEC ↗ |
| 45 | Walleye Trading LLC | 2,236,388 | $32M | +556,737 | +33.1% | 4Q | SEC ↗ |
| 46 | BARCLAYS PLC | 1,872,921 | $27M | -916,458 | -32.9% | 18Q | SEC ↗ |
| 47 | California Public Employees Retirement | 1,863,200 | $27M | +103,745 | +5.9% | 16Q | SEC ↗ |
| 48 | Amundi | 1,836,761 | $27M | +123,570 | +7.2% | 4Q | SEC ↗ |
| 49 | CALIFORNIA STATE TEACHERS RETIREMENT S | 1,740,160 | $25M | -91,745 | -5.0% | 20Q | SEC ↗ |
| 50 | STATE OF MICHIGAN RETIREMENT SYSTEM | 1,648,658 | $24M | +648,658 | +64.9% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 13,630,462 | $197M |
| Sixth Street Partners Management Co | 7,280,268 | $105M |
| Capula Management Ltd | 3,000,000 | $43M |
| Bienville Capital Management, LLC | 1,527,406 | $22M |
| CANTOR FITZGERALD, L. P. | 1,488,054 | $22M |
| SIERRA SUMMIT ADVISORS LLC | 895,254 | $13M |
| Convergence Financial, LLC | 600,266 | $9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 526,775 | $8M |
| Covenant Asset Management, LLC | 433,052 | $6M |
| TTRF Capital Ltd | 428,091 | $6M |
| DZ BANK AG Deutsche Zentral Genosse | 382,310 | $6M |
| Mn Services Vermogensbeheer B.V. | 371,600 | $5M |
| Nykredit A/S | 312,985 | $5M |
| Sound Capital Solutions LLC | 248,140 | $4M |
| Wealthspire Advisors, LLC | 218,172 | $3M |
| J. Safra Sarasin Holding AG | 183,584 | $3M |
| TRIGLAV INVESTMENTS, D.O.O. | 151,928 | $2M |
| ELEVATUS WELATH MANAGEMENT | 147,212 | $2M |
| TUDOR INVESTMENT CORP ET AL | 145,484 | $2M |
| BURNEY CO | 143,389 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Qube Research & Technologies Ltd | 16,799,087 | $243M |
| Defiance ETFs, LLC | 5,353,132 | $77M |
| RENAISSANCE TECHNOLOGIES LLC | 2,317,400 | $34M |
| BURKEHILL GLOBAL MANAGEMENT, LP | 2,000,000 | $29M |
| SEVEN GRAND MANAGERS, LLC | 1,500,000 | $22M |
| Jump Financial, LLC | 1,295,829 | $19M |
| Ghisallo Capital Management LLC | 1,115,619 | $16M |
| Aquatic Capital Management LLC | 576,474 | $8M |
| Alyeska Investment Group, L.P. | 575,000 | $8M |
| Alberta Investment Management Corp | 508,000 | $7M |
| HARTLINE INVESTMENT CORP | 475,451 | $7M |
| Monashee Investment Management LLC | 400,000 | $6M |
| EXCHANGE TRADED CONCEPTS, LLC | 381,371 | $6M |
| Contrarius Group Holdings Ltd | 376,773 | $5M |
| Sciencast Management LP | 323,375 | $5M |
| Hood River Capital Management LLC | 291,690 | $4M |
| Skandinaviska Enskilda Banken AB (p | 264,242 | $4M |
| FEDERATED HERMES, INC. | 253,024 | $4M |
| MIRAE ASSET SECURITIES (USA) INC. | 250,932 | $4M |
| Campbell & CO Investment Adviser LL | 245,232 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +22,675,109 | +180.9% | 35,207,678 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +5,466,002 | +114.6% | 10,236,195 |
| MARSHALL WACE, LLP | +5,177,721 | +79.4% | 11,697,405 |
| BlackRock, Inc. | +2,887,044 | +4.2% | 72,444,208 |
| DAVENPORT & Co LLC | +2,725,238 | +5492.5% | 2,774,855 |
| Harvest Portfolios Group Inc. | +2,262,241 | +88.9% | 4,806,357 |
| MILLENNIUM MANAGEMENT LLC | +2,235,003 | +27.1% | 10,493,471 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +2,068,072 | +121.4% | 3,772,072 |
| JPMORGAN CHASE & CO | +1,868,221 | +104.7% | 3,652,807 |
| WELLS FARGO & COMPANY/MN | +1,462,880 | +33.1% | 5,885,387 |
| STATE STREET CORP | +1,448,463 | +5.3% | 28,763,660 |
| NATIONAL BANK OF CANADA /FI | +937,146 | +154.5% | 1,543,861 |
| DIMENSIONAL FUND ADVISORS LP | +896,493 | +9.8% | 10,003,025 |
| DEUTSCHE BANK AG | +863,276 | +53.1% | 2,489,675 |
| VANGUARD CAPITAL MANAGEMENT LLC | +820,271 | +1.4% | 57,928,852 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +809,882 | +12.5% | 7,280,268 |
| Arax Advisory Partners | +672,906 | +3290.5% | 693,356 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | +648,658 | +64.9% | 1,648,658 |
| Marex Group Ltd | +621,793 | +64.9% | 1,580,559 |
| Mitsubishi UFJ Asset Management Co. | +592,042 | +12.7% | 5,239,086 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| D. E. Shaw & Co., Inc. | -28,029,122 | -65.6% | 14,691,786 |
| JANE STREET GROUP, LLC | -16,542,013 | -91.8% | 1,476,165 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -10,332,483 | -81.7% | 2,322,047 |
| CITADEL ADVISORS LLC | -9,901,406 | -89.6% | 1,145,775 |
| HRT FINANCIAL LP | -5,125,873 | -61.5% | 3,209,701 |
| Squarepoint Ops LLC | -4,178,400 | -88.4% | 548,645 |
| BNP PARIBAS FINANCIAL MARKETS | -3,246,834 | -67.5% | 1,563,533 |
| Daiwa Securities Group Inc. | -2,728,772 | -94.8% | 150,214 |
| GEODE CAPITAL MANAGEMENT, LLC | -2,626,459 | -10.1% | 23,356,377 |
| ROYAL BANK OF CANADA | -2,007,577 | -29.7% | 4,754,654 |
| Optiver Holding B.V. | -1,996,329 | -85.7% | 333,146 |
| TORONTO DOMINION BANK | -1,992,277 | -90.8% | 201,755 |
| National Pension Service | -1,748,292 | -96.1% | 71,813 |
| MORGAN STANLEY | -1,737,325 | -8.2% | 19,521,442 |
| BANK OF AMERICA CORP /DE | -1,706,381 | -15.7% | 9,135,967 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -1,339,121 | -82.4% | 286,663 |
| Trexquant Investment LP | -1,332,724 | -56.8% | 1,011,994 |
| IMC-Chicago, LLC | -1,290,324 | -55.9% | 1,017,194 |
| UBS Group AG | -1,249,183 | -3.4% | 35,168,018 |
| CITIGROUP INC | -1,213,204 | -16.2% | 6,283,079 |