VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemesMarketEarningsCompareWatchlistInsider
SOFISoFi Technologies, Inc.
$17.91$22.8B
Research
OverviewAnalysis
Valuation
ValuationTargetsPrice
Financials
RevenueEarningsP/ERatiosDividend
Ownership
Holders
Tools
Total ReturnDCA Calculator
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly stock ideas — free

Follow VCP Scanner on XFollow VCP Scanner on LinkedIn
© 2026 VCP Scanner
AboutPrivacyTerms
Not financial advice. Do your own research.
ScreenerNewsCompareWatchlist
HomeStocksSOFIInstitutional Holders

SOFI logoSoFi Technologies, Inc. (SOFI) Institutional Ownership

Q1 2026 13F Data|Updated 2026-06-13

✨

Institutional ownership decreased this quarter (-43.91 pp), while top 10 holders maintain a highly concentrated 58.1% of value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
64.7%$13.7B total value · ▼ 43.91 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
34 / 100
Bearish
Institutions & Flow889 holders-74 net flow (+137 / -211)

AI Insights & Key Takeaways

  • Negative Institutional Flow (-74)
  • Susquehanna International Group, Llp and Citadel Advisors Llc maintain significant positions
  • Top 10 holders control 58.1% of institutional value
  • Insiders Buying

Top Institutional Holders of SOFI

Ranked by reported Q1 2026 13F market value

Top 10 Holders
58.1%
Top 25 Holders
76.4%

Share of total reported institutional value in SOFI held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1SUSQUEHANNA INTERNATIONAL GROUP, LLP86.9M$1.38B+13.9%6.813%0.15%
2BlackRock, Inc.69.6M$1.10B+0.6%5.454%0.02%
3UBS Group AG59.2M$940.8M+86.1%4.646%0.14%
4VANGUARD CAPITAL MANAGEMENT LLC57.1M$906.9M—4.478%0.02%
5D. E. Shaw & Co., Inc.54.6M$866.3M+1.9%4.278%0.81%
6VANGUARD PORTFOLIO MANAGEMENT LLC51.0M$809.5M—3.997%0.04%
7CITADEL ADVISORS LLC47.8M$759.1M-23.7%3.749%0.35%
8STATE STREET CORP27.3M$433.8M+5.3%2.142%0.01%
9GEODE CAPITAL MANAGEMENT, LLC26.0M$412.7M+9.9%2.038%0.03%
10MORGAN STANLEY21.3M$337.6M+59.6%1.667%0.02%
11GOLDMAN SACHS GROUP INC18.9M$300.5M+42.5%1.484%0.03%
12Qube Research & Technologies Ltd18.6M$295.4M+228.4%1.459%0.35%
13Squarepoint Ops LLC14.4M$229.0M+52.8%1.131%0.29%
14BANK OF MONTREAL /CAN/13.0M$207.2M-5.1%1.023%0.08%
15VOLORIDGE INVESTMENT MANAGEMENT, LLC12.7M$201.0M+61.1%0.992%0.81%
16BANK OF AMERICA CORP /DE/10.8M$172.2M-19.1%0.850%0.01%
17ROYAL BANK OF CANADA9.5M$150.2M-35.3%0.741%0.03%
18DIMENSIONAL FUND ADVISORS LP9.1M$144.5M+4.1%0.714%0.03%
19CITIGROUP INC8.9M$141.0M+176.9%0.696%0.06%
20Walleye Trading LLC8.0M$126.5M-27.6%0.625%0.32%
21VANGUARD FIDUCIARY TRUST CO7.9M$125.7M—0.621%0.03%
22NORTHERN TRUST CORP7.3M$116.7M+5.3%0.576%0.02%
23MARSHALL WACE, LLP6.5M$103.5M-2.0%0.511%0.11%
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC6.5M$102.7M+7.1%0.507%0.02%
25Sumitomo Mitsui Trust Holdings, Inc.5.7M$90.3M+2.8%0.446%0.06%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SOFI — a direct measure of their conviction.

Quarterly Institutional Activity

Filings activity in SOFI during Q1 2026, grouped by how each filer changed its position.

OverviewNew Buyers137Added To103Trimmed645Exited211
  • VANGUARD CAPITAL MANAGEMENT LLC$906.9M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$809.5M
  • VANGUARD FIDUCIARY TRUST CO$125.7M
  • Defiance ETFs, LLC$85.0M
  • Optiver Holding B.V.$37.0M
  • RENAISSANCE TECHNOLOGIES LLC$36.8M
  • VANGUARD ASSET MANAGEMENT, Ltd$33.4M
  • CAPITAL FUND MANAGEMENT S.A.$29.7M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$27.1M
  • Caption Management, LLC$24.3M
  • Entropy Technologies, LP$14.5M
  • HSBC HOLDINGS PLC$13.3M

SOFI Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q1 20268897.7%64.72%43.91 pp$13.68B40%
Q4 2025963+9.7%108.63%+10.29 pp$22.97B+10%
Q3 2025878+22%98.34%+33.55 pp$20.79B+52%
Q2 2025718+5.1%64.79%+34.01 pp$13.70B+110%
Q1 2025683+1.8%30.78%13.72 pp$6.51B31%
Q4 2024671+12%44.50%+24.73 pp$9.41B+125%
Q3 2024597+5.5%19.77%4.56 pp$4.18B19%
Q2 2024566—24.33%—$5.14B—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

Recent Insider Activity in SOFI

Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.

DateInsiderActionSharesPriceValue
Jun 16, 2026Noto Anthony Buy14K$18.06$251K
May 11, 2026Noto Anthony Buy16K$16.00$249K
May 8, 2026Noto Anthony Buy16K$15.73$250K

SOFI — Frequently Asked Questions

Quick answers to the most common questions about buying SOFI stock.

What percentage of SOFI is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of SoFi Technologies, Inc. stands at 64.7%, held across 889 reporting institutions.

Who is the largest institutional holder of SOFI?

SUSQUEHANNA INTERNATIONAL GROUP, LLP is the largest reported institutional holder of SOFI, with approximately 86,883,993 shares worth $1.38B as of Q1 2026.

Is SOFI a hedge fund favorite?

Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SOFI, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.

What is SOFI's Smart Money Score?

Our composite Smart Money Score for SOFI is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought SOFI this quarter?

137 institutions opened new positions in SOFI during Q1 2026, while 211 fully exited. 103 added to existing positions and 645 trimmed.

How is institutional ownership of SOFI changing?

SOFI institutional ownership fell by 43.91 percentage points quarter-over-quarter, with a net change of -74 holders.

How concentrated is SOFI ownership among the top holders?

The top 10 institutions account for 58.1% of all reported 13F value in SOFI, and the top 25 account for 76.4%.

Where does this SOFI institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.