SOFI TECHNOLOGIES INC (SOFI) Institutional Shareholders

SOFI TECHNOLOGIES INC (SOFI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $11.63B in SOFI holdings during the latest filing period.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of SOFI tracked by InsiderSet, reporting ownership valued at approximately $1.30B 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 $1.33B, representing an estimated gain of +2.01% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed SOFI value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, 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.

Institutional Holders

905

Total Reported Value

$11.63B

Largest Holder

Blackrock, Inc.

Largest Position

$1.30B

Insider Transactions (90d)

43

Latest Filing Quarter

Q2 2026

New Institutional Positions

57

Funds Exiting Positions

0

Page 1 of 19
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.02%72,444,208$1,298,924,652$1,325,004,564+$26,079,912+2.01%
Vanguard Capital Management Llc0.02%57,928,852$1,038,664,316$1,059,518,703+$20,854,387+2.01%
Vanguard Portfolio Management Llc0.04%50,740,132$909,770,567$928,037,014+$18,266,447+2.01%
Goldman Sachs Group Inc0.07%35,207,678$631,273,658$643,948,431+$12,674,773+2.01%
Ubs Group Ag0.10%35,168,018$630,562,562$643,223,049+$12,660,487+2.01%
State Street Corp0.02%28,763,660$515,732,424$526,087,341+$10,354,917+2.01%
Geode Capital Management, Llc0.02%23,356,377$417,564,067$427,188,135+$9,624,068+2.30%
Morgan Stanley0.02%19,521,442$350,019,518$357,047,174+$7,027,656+2.01%
D. E. Shaw & Co., Inc.0.16%14,691,786$263,423,723$268,712,766+$5,289,043+2.01%
Norges Bank0.02%13,630,462$244,394,184$249,301,150+$4,906,966+2.01%
Marshall Wace, Llp0.18%11,697,405$209,734,474$213,945,537+$4,211,063+2.01%
Millennium Management Llc0.13%10,493,471$188,147,935$191,925,585+$3,777,650+2.01%
Susquehanna International Group, Llp0.16%10,236,195$183,534,976$187,220,007+$3,685,031+2.01%
Dimensional Fund Advisors Lp0.03%10,003,025$179,381,186$182,955,327+$3,574,141+1.99%
Bank Of America Corp0.01%9,135,967$163,807,884$167,096,836+$3,288,952+2.01%
Vanguard Fiduciary Trust Co0.03%8,140,281$145,955,238$148,885,739+$2,930,501+2.01%
Northern Trust Corp0.02%7,620,475$136,635,116$139,378,488+$2,743,372+2.01%
Charles Schwab Investment Management Inc0.02%7,280,268$130,535,205$133,156,102+$2,620,897+2.01%
Sixth Street Partners Management Company, L.P.0.02%7,280,268$130,535,205$133,156,102+$2,620,897+2.01%
Citigroup Inc0.05%6,283,079$112,655,606$114,917,515+$2,261,909+2.01%
Bank Of Montreal0.04%6,168,171$110,595,307$112,815,848+$2,220,541+2.01%
Wells Fargo & Company/Mn0.02%5,885,387$105,524,988$107,643,728+$2,118,740+2.01%
Sumitomo Mitsui Trust Group, Inc.0.06%5,684,422$101,921,686$103,968,078+$2,046,392+2.01%
Mitsubishi Ufj Asset Management Co., Ltd.0.05%5,239,086$93,936,812$95,822,883+$1,886,071+2.01%
Harvest Portfolios Group Inc.1.22%4,806,357$86,177,981$87,908,270+$1,730,289+2.01%
Royal Bank Of Canada0.01%4,754,654$85,252,000$86,962,622+$1,710,622+2.01%
Worldquant Millennium Advisors Llc0.26%4,252,871$76,253,977$77,785,011+$1,531,034+2.01%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.02%4,726,732$75,060,505$86,451,928+$11,391,423+15.18%
Accel Growth Fund V Associates L.L.C.81.98%4,104,459$73,592,950$75,070,555+$1,477,605+2.01%
Bank Of New York Mellon Corp0.01%4,045,236$72,531,086$73,987,366+$1,456,280+2.01%
Healthcare Of Ontario Pension Plan Trust Fund0.10%3,772,072$67,633,251$68,991,197+$1,357,946+2.01%
ARK InvestCathie Wood0.44%3,742,479$67,102,642$68,449,941+$1,347,299+2.01%
Jpmorgan Chase & Co0.00%3,652,807$66,444,573$66,809,840+$365,267+0.55%
Legal & General Group Plc0.01%3,608,784$64,705,501$66,004,659+$1,299,158+2.01%
Swiss National Bank0.03%3,596,700$64,488,831$65,783,643+$1,294,812+2.01%
Coppell Advisory Solutions Llc4.93%620$59,683,286$11,340-$59,671,946-99.98%
Amova Asset Management Americas, Inc.0.72%3,132,998$56,143,324$57,302,533+$1,159,209+2.06%
Lpl Financial Llc0.01%2,992,786$53,660,653$54,738,056+$1,077,403+2.01%
Nuveen, Llc0.01%2,939,704$52,708,887$53,767,186+$1,058,299+2.01%
Davenport & Co Llc0.26%2,774,855$50,014,912$50,752,098+$737,186+1.47%
Deutsche Bank Ag\0.01%2,489,675$44,639,874$45,536,156+$896,282+2.01%
Vanguard Asset Management, Ltd0.03%2,472,601$44,333,736$45,223,872+$890,136+2.01%
Voloridge Investment Management, Llc0.18%2,322,047$41,634,303$42,470,240+$835,937+2.01%
Walleye Trading Llc0.56%2,236,388$40,098,437$40,903,537+$805,100+2.01%
Barclays Plc0.01%1,872,921$33,581,473$34,255,725+$674,252+2.01%
California Public Employees Retirement System0.02%1,863,200$33,407,176$34,077,928+$670,752+2.01%
Amundi0.01%1,836,761$32,933,125$33,594,359+$661,234+2.01%
State Of Michigan Retirement System0.13%1,648,658$29,560,438$30,153,955+$593,517+2.01%
California State Teachers Retirement System0.03%1,831,905$29,090,651$33,505,542+$4,414,891+15.18%
Marex Group Plc0.24%1,580,559$28,339,423$28,908,424+$569,001+2.01%

Frequently asked questions about SOFI

  • Who owns the most SOFI stock?

    The largest holders of SOFI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SOFI TECHNOLOGIES INC (SOFI).

  • Is SOFI widely held by superinvestors?

    Many widely followed stocks like SOFI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SOFI is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.