SOFI TECHNOLOGIES INC (SOFI) Institutional Ownership Changes & 13F Activity
SOFI TECHNOLOGIES INC (SOFI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, ARK Invest, Sequoia Financial Advisors, Polen Capital Management, and Miller Value Partners.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Renaissance Technologies LLC | Buy | 540,600 | 2,317,400 | $36,800,312 |
| Q1 2026 | ARK Invest | Sell | -270,057 | 3,836,003 | $60,915,722 |
| Q1 2026 | Sequoia Financial Advisors | Sell | -19,946 | 29,276 | $464,903 |
| Q1 2026 | Polen Capital Management | Sell | -14,105 | 103,345 | $1,641,119 |
| Q4 2025 | ARK Invest | Sell | -839,187 | 4,106,060 | $107,496,642 |
| Q4 2025 | Sequoia Financial Advisors | Buy | 30,160 | 49,222 | $1,288,632 |
| Q4 2025 | Polen Capital Management | Sell | -25,768 | 117,450 | $3,074,841 |
| Q3 2025 | Renaissance Technologies LLC | Sell | -3,749,900 | 1,776,800 | $46,943,056 |
| Q3 2025 | ARK Invest | Buy | 521,092 | 4,945,247 | $130,653,416 |
| Q3 2025 | Polen Capital Management | Sell | -27,678 | 143,218 | $3,783,820 |
| Q3 2025 | Sequoia Financial Advisors | Buy | 7,885 | 19,062 | $503,619 |
| Q2 2025 | Renaissance Technologies LLC | Sell | -5,575,600 | 5,526,700 | $100,641,207 |
| Q2 2025 | ARK Invest | Buy | 2,399,746 | 4,424,155 | $80,563,865 |
| Q2 2025 | Polen Capital Management | Buy | 170,896 | 170,896 | $3,112,016 |
| Q2 2025 | Sequoia Financial Advisors | Sell | -4,367 | 11,177 | $203,534 |
| Q1 2025 | ARK Invest | Sell | -7,366,793 | 2,024,409 | $23,543,882 |
| Q1 2025 | Renaissance Technologies LLC | Buy | 4,459,600 | 11,102,300 | $129,119,749 |
| Q1 2025 | Sequoia Financial Advisors | Buy | 15,544 | 15,544 | $180,777 |
| Q4 2024 | Renaissance Technologies LLC | Sell | -4,748,200 | 6,642,700 | $102,297,580 |
| Q4 2024 | ARK Invest | Sell | -3,221,361 | 9,391,202 | $144,624,504 |
| Q3 2024 | Renaissance Technologies LLC | Buy | 6,108,500 | 11,390,900 | $89,532,474 |
| Q3 2024 | ARK Invest | Sell | -1,923,209 | 12,612,563 | $99,134,745 |
| Q2 2024 | ARK Invest | Sell | -1,687,427 | 14,535,772 | $96,081,450 |
| Q1 2024 | ARK Invest | Buy | 14,252,457 | 16,223,199 | $118,429,353 |
| Q1 2024 | Renaissance Technologies LLC | Buy | 5,057,600 | 5,282,400 | $38,562 |
| Q4 2023 | ARK Invest | Buy | 1,160,125 | 1,970,742 | $19,608,883 |
| Q4 2023 | Renaissance Technologies LLC | Buy | 125,700 | 224,800 | $2,237 |
| Q3 2023 | ARK Invest | Buy | 528,847 | 810,617 | $6,476,830 |
| Q2 2023 | ARK Invest | Buy | 281,770 | 281,770 | $2,349,962 |
| Q1 2023 | Miller Value Partners | Sell | -197,378 | 4,711,202 | $28,596,996 |
Frequently asked questions about SOFI activity
Which institutional owners are buying SOFI?
Institutional owners buying SOFI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SOFI activity?
"Buy" means an investor increased their reported position in SOFI compared to the prior reporting period. This reflects growing exposure to SOFI TECHNOLOGIES INC (SOFI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SOFI increasing?
Institutional interest in SOFI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related SOFI Institutional Insights
- SOFI Institutional Ownership Overview
- 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