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SoFi Technologies, Inc. 13F holders

929 funds reported a position in SoFi Technologies, Inc. in their 13F for the quarter ended 30 June 2026, together 655.4 million shares worth $11.81 billion. Against the quarter before, 93 opened a position, 391 added, 258 trimmed and 116 sold out; together they sold a net 67.6 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and Vanguard Portfolio Management LLC.

Funds holding929as many as Q1 2026
Shares they held655.4Mworth $11.81 billion
Net sold on the quarter67.6M sharesabout $1.22 billion at the funds' values
Funds buying to selling484 to 374opened or added, to cut or sold
Opened 93Added 391Held 175Trimmed 258Sold out 116
Opened: 93 fundsAdded: 391 fundsHeld: 175 fundsTrimmed: 258 fundsSold out: 116 funds

What each fund did in SOFI against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 626 funds, 513.2 million shares626Q3 2024Q4 2024: 705 funds, 524.4 million shares705Q4 2024Q1 2025: 716 funds, 521.5 million shares716Q1 2025Q2 2025: 745 funds, 581.6 million shares745Q2 2025Q3 2025: 915 funds, 681.0 million shares915Q3 2025Q4 2025: 1,008 funds, 702.5 million shares1,008Q4 2025Q1 2026: 929 funds, 705.6 million shares929Q1 2026Q2 2026: 929 funds, 655.4 million shares929Q2 2026

Funds reporting a position in SOFI in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 239 reported a position in SoFi Technologies, Inc.: 17 opened one, 85 added, 70 trimmed and 26 sold out, a net 965,151 shares bought.

FundChange in sharesShares nowStatusFiling
Davenport & Co LLC+1,004,6323,779,487added13F
Portman Square Capital LLP+784,273784,273new13F
Vontobel Holding Ltd.-312,091117,080trimmed13F
Yarbrough Capital, LLC+274,612274,612new13F
Teamwork Financial Advisors, LLC-222,82926,653trimmed13F
Blue Jean Financial LLC+185,724185,724new13F
Fideuram - Intesa Sanpaolo Private Banking S.p.a.+164,252164,252new13F
BI Asset Management Fondsmaeglerselskab A/S-121,17469,106trimmed13F
Baker Chad R+107,550228,965added13F
Oppenheimer & Co. Inc.-79,810167,461trimmed13F
Concurrent Investment Advisors, LLC+75,838200,526added13F
Hourglass Capital, LLC-45,100143,600trimmed13F
AG2R La Mondiale Gestion D'actifs+44,40544,405new13F
J. Safra Sarasin Holding AG+43,870227,454added13F
Axxion S.A.-40,69613,784trimmed13F
Diversify Advisory Services, LLC+36,4401,184,642added13F
Diversify Wealth Management, LLC+36,4401,184,642added13F
Pinnacle Associates Ltd-33,65910,677trimmed13F
Abn Amro Investment Solutions+31,065104,666added13F
First Citizens Bank & Trust Co.+28,29628,296new13F
Sullivan Wood Capital Management LLC+26,600276,995added13F
Triumph Capital Management-21,802133,658trimmed13F
MLP3, LLC+20,995114,235added13F
Assenagon Asset Management S.A.-20,15923,509trimmed13F
Axxcess Wealth Management, LLC+19,59519,595new13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 7 reported a position in SoFi Technologies, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 23.4 million shares worth $417.6 million, 0.0% of its reported book. Sold out: Renaissance Technologies, Alyeska. In the quarter, 1 fund added or opened a position and 7 trimmed or sold out; together they sold a net 14.9 million shares, about $266.8 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management23,356,377$417.6 million0.0%-2,626,459trimmed30 June 202613F
Norges Bank13,630,462$244.4 million0.0%held30 June 202613F
Millennium Management10,493,471$188.1 million0.1%+2,235,003added30 June 202613F
ARK Investment Management3,742,479$67.1 million0.4%-93,524trimmed30 June 202613F
Citadel Advisors1,145,775$20.5 million0.0%-9,901,406trimmed30 June 202613F
FMR LLC695,835$12.5 million0.0%-555,764trimmed30 June 202613F
Two Sigma Investments443,247$7.9 million0.0%-1,045,043trimmed30 June 202613F
Renaissance Technologies0$00.0%-2,317,400exited30 June 202613F
Alyeska0$00.0%-575,000exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.72,444,20811.05%$1.30 billion0.02%+2,887,04413F
Vanguard Capital Management LLC57,928,8528.84%$1.04 billion0.02%+820,27113F
Vanguard Portfolio Management LLC50,740,1327.74%$909.8 million0.04%-234,98313F
Goldman Sachs Group Inc.35,207,6785.37%$631.3 million0.07%+22,675,10913F
UBS Group AG35,168,0185.37%$630.6 million0.10%-1,249,18313F
State Street Corp.28,763,6604.39%$515.7 million0.01%+1,448,46313F
Geode Capital Management, LLC23,356,3773.56%$417.6 million0.02%-2,626,45913F
Morgan Stanley19,521,4422.98%$350.0 million0.02%-1,737,32513F
D. E. Shaw & Co., Inc.14,691,7862.24%$263.4 million0.17%-28,029,12213F
Norges Bank13,630,4622.08%$244.4 million0.02%13F
Marshall Wace, LLP11,697,4051.78%$209.7 million0.18%+5,177,72113F
Millennium Management LLC10,493,4711.60%$188.1 million0.13%+2,235,00313F
Susquehanna International Group, LLP10,236,1951.56%$183.5 million0.16%+5,466,00213F
Dimensional Fund Advisors LP10,003,0251.53%$179.4 million0.03%+896,49313F
Bank of America Corp.9,135,9671.39%$163.8 million0.01%-1,706,38113F
Vanguard Fiduciary Trust Co.8,140,2811.24%$146.0 million0.03%+222,47013F
Northern Trust Corp.7,620,4751.16%$136.6 million0.02%+273,81013F
Charles Schwab Investment Management Inc.7,280,2681.11%$130.5 million0.02%+809,88213F
Citigroup Inc.6,283,0790.96%$112.7 million0.05%-1,213,20413F
Bank of Montreal6,168,1710.94%$110.6 million0.04%-598,52713F
Wells Fargo & Company5,885,3870.90%$105.5 million0.02%+1,462,88013F
Sumitomo Mitsui Trust Group, Inc.5,684,4220.87%$101.9 million0.06%-5,00413F
Mitsubishi UFJ Asset Management Co., Ltd.5,239,0860.80%$93.9 million0.05%+592,04213F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC4,925,0680.75%$88.3 million0.02%+198,33613F
Harvest Portfolios Group Inc.4,806,3570.73%$86.2 million1.22%+2,262,24113F
Royal Bank of Canada4,754,6540.73%$85.3 million0.01%-2,007,57713F
Worldquant Millennium Advisors LLC4,252,8710.65%$76.3 million0.26%-1,165,14213F
Accel Growth Fund V Associates L.L.C.4,104,4590.63%$73.6 million81.98%no change13F
Bank of New York Mellon Corp4,045,2360.62%$72.5 million0.01%+16,82413F
Healthcare of Ontario Pension Plan Trust Fund3,772,0720.58%$67.6 million0.10%+2,068,07213F
ARK Investment Management LLC3,742,4790.57%$67.1 million0.44%-93,52413F
JPMorgan Chase & Co.3,652,8070.56%$66.4 million0.00%+1,868,22113F
Legal & General Group Plc3,608,7840.55%$64.7 million0.01%+158,19813F
Swiss National Bank3,596,7000.55%$64.5 million0.03%-111,80013F
Coppell Advisory Solutions LLC6200.00%$59.7 million4.93%13F
HRT Financial LP3,209,7010.49%$57.5 million0.10%-5,125,87313F
Amova Asset Management Americas, Inc.3,132,9980.48%$56.1 million0.72%-3,48113F
Capula Management Ltd3,000,0000.46%$53.8 million0.24%new13F
LPL Financial LLC2,992,7860.46%$53.7 million0.01%+17,74913F
Cantor Fitzgerald, L. P.2,976,1080.45%$53.4 million0.52%13F
Nuveen, LLC2,939,7040.45%$52.7 million0.01%-493,88513F
Davenport & Co LLC2,774,8550.42%$50.0 million0.26%+2,725,23813F
Deutsche Bank AG2,489,6750.38%$44.6 million0.01%+863,27613F
Vanguard Asset Management, Ltd2,472,6010.38%$44.3 million0.03%+370,08913F
Voloridge Investment Management, LLC2,322,0470.35%$41.6 million0.18%-10,332,48313F
Walleye Trading LLC2,236,3880.34%$40.1 million0.56%+556,73713F
Barclays PLC1,872,9210.29%$33.6 million0.01%-916,45813F
California Public Employees Retirement System1,863,2000.28%$33.4 million0.02%+103,74513F
Amundi1,836,7610.28%$32.9 million0.01%+123,57013F
California State Teachers Retirement System1,740,1600.27%$31.2 million0.03%-91,74513F
The 50 largest of the 929 funds that reported a position in SOFI in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on SOFI

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls20,922,700$375.1 million30 June 202613F
Citadel AdvisorsPuts14,599,000$261.8 million30 June 202613F
Millennium ManagementPuts1,810,800$32.5 million30 June 202613F
Millennium ManagementCalls1,010,600$18.1 million30 June 202613F
Point72 Asset ManagementPuts966,200$17.3 million30 June 202613F
Point72 Asset ManagementCalls922,200$16.5 million30 June 202613F
Two Sigma InvestmentsPuts429,100$7.7 million30 June 202613F
Two Sigma InvestmentsCalls316,200$5.7 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
30 April 202613GVanguard Capital Management and 1 other68.2 million5.3%31 March 2026passive, institutional (13d-1(b))EDGAR
27 April 202613GBlackRock, Inc. and 1 other64.8 million5.1%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
4 February 202613G/AJpmorgan Chase & Co. and 1 other47.2 million3.7%30 January 2026passive, institutional (13d-1(b))EDGAR
21 January 202613GJpmorgan Chase & Co. and 1 other65.0 million5.1%31 December 2025passive, institutional (13d-1(b))EDGAR
13 November 202513G/AJane Street Group, LLC and 7 others30.7 million2.6%30 September 2025passive, under 20% (13d-1(c))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
28 September 20265,696$16.58SEC
22 September 202616,719$16.97SEC
21 September 202634,626$16.96SEC
18 September 202616,550$16.73SEC
17 September 202619,748$16.84SEC
16 September 2026173,969$17.07SEC
15 September 202669,155$17.65SEC
14 September 2026469$17.32SEC
11 September 2026300$17.21SEC
8 September 202626$18.22SEC
1 September 202652,435$17.88SEC
31 August 2026110$18.06SEC
28 August 202627,721$19.18SEC
24 August 202649,971$18.91SEC
18 August 20261,994$18.31SEC
17 August 20268,000$18.29SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 173,969 on 16 September 2026. A fail is an operational fact about settlement, not a position.