Sofi Technologies (SOFI) Held by Superinvestors
SOFI TECHNOLOGIES INC (SOFI) is currently held by 3 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $68.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
ARK Invest is currently the largest disclosed institutional shareholder of SOFI tracked by InsiderSet, reporting ownership valued at approximately $67.10M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $59.13M, representing an estimated loss of -11.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SOFI value among the investors covered in this analysis. Major shareholders include ARK Invest, Polen Capital Management, Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in SOFI TECHNOLOGIES INC (SOFI).
This page ranks the largest institutional SOFI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| ARK Invest | Cathie Wood | 0.44% | 3,742,479 | $67,102,642 | $59,131,168 | -$7,971,474 | -11.88% |
| Polen Capital Management | David M. Polen | 0.01% | 65,611 | $1,176,405 | $1,036,654 | -$139,751 | -11.88% |
| Sequoia Financial Advisors | 0.00% | 28,811 | $516,582 | $455,214 | -$61,368 | -11.88% |
Frequently asked questions about SOFI
Who are the largest superinvestors holding SOFI?
The largest superinvestors holding SOFI in the latest SEC Form 13F filings include ARK Invest, Polen Capital Management, and Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported SOFI position.
What does the SOFI superinvestors page include?
This page tracks SOFI positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. SOFI TECHNOLOGIES INC (SOFI) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold SOFI?
InsiderSet currently tracks 3 superinvestors reporting SOFI holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own SOFI.
How much SOFI stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $68.80M in SOFI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were SOFI superinvestor holdings last updated?
The latest SOFI superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor SOFI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its SOFI position after the reporting date.
Are superinvestors buying or selling SOFI?
Buying and selling can be analyzed by comparing SOFI positions across consecutive 13F reporting periods. InsiderSet's SOFI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SOFI ownership changes.
How have superinvestor SOFI holdings changed over time?
InsiderSet tracks SOFI holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.