SOFI TECHNOLOGIES INC (SOFI) Institutional Ownership
SOFI is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $99.82M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is ARK Invest, which reported ownership valued at approximately $60.92M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, ARK Invest's SOFI position is now estimated to be worth approximately $66.32M, representing an estimated gain of +8.88% since the filing period.
Major shareholders tracked on this page include ARK Invest, Renaissance Technologies LLC, Polen Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SOFI TECHNOLOGIES INC (SOFI).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 4 | $99,822,056 | 6,286,024 |
| Q4 2025 | 3 | $111,860,115 | 4,272,732 |
| Q3 2025 | 4 | $181,883,911 | 6,884,327 |
| Q2 2025 | 4 | $184,520,622 | 10,132,928 |
| Q1 2025 | 3 | $152,844,408 | 13,142,253 |
| Q4 2024 | 2 | $246,922,084 | 16,033,902 |
| Q3 2024 | 2 | $188,667,219 | 24,003,463 |
| Q2 2024 | 1 | $96,081,450 | 14,535,772 |
| Q1 2024 | 2 | $118,467,915 | 21,505,599 |
| Q4 2023 | 2 | $19,611,120 | 2,195,542 |
| Q3 2023 | 1 | $6,476,830 | 810,617 |
| Q2 2023 | 1 | $2,349,962 | 281,770 |
Related SOFI Institutional Insights:
- SOFI Institutional Ownership & Insiders Activity
- SOFI Institutional Ownership & 13F Activity
- SOFI Top Institutional Shareholders
- SOFI Institutional Buying Activity
- SOFI Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- SOFI Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings