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HomeStocksSOFIInstitutional Holders

SOFI logoSoFi Technologies, Inc. (SOFI) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership decreased this quarter (-7.76 pp), while top 10 holders maintain a highly concentrated 57.2% of value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
71.5%$16.3B total value · ▼ 7.76 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
51 / 100
Neutral
Institutions & Flow943 holders-6 net flow (+112 / -118)

AI Insights & Key Takeaways

  • Negative Institutional Flow (-6)
  • Marquee funds including Susquehanna International Group, Llp and Jane Street Group, Llc maintain significant positions
  • Top 10 holders control 57.2% of institutional value
  • Insiders Buying

Top Institutional Holders of SOFI

Ranked by reported Q2 2026 13F market value

Top 10 Holders
57.2%
Top 25 Holders
75.0%

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

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1SUSQUEHANNA INTERNATIONAL GROUP, LLP85.1M$1.53B-2.1%6.631%0.12%
2BlackRock, Inc.72.4M$1.30B+4.2%5.648%0.02%
3VANGUARD CAPITAL MANAGEMENT LLC57.9M$1.04B+1.4%4.516%0.02%
4JANE STREET GROUP, LLC57.0M$1.02B-43.7%4.441%0.08%
5UBS Group AG55.7M$999.0M-5.9%4.344%0.13%
6GOLDMAN SACHS GROUP INC52.4M$939.0M+176.8%4.083%0.08%
7VANGUARD PORTFOLIO MANAGEMENT LLC50.7M$909.8M-0.5%3.956%0.04%
8CITADEL ADVISORS LLC36.7M$657.4M-23.3%2.858%0.04%
9STATE STREET CORP28.8M$515.7M+5.3%2.242%0.01%
10D. E. Shaw & Co., Inc.25.0M$449.0M-54.1%1.952%0.21%
11GEODE CAPITAL MANAGEMENT, LLC23.4M$417.6M-10.1%1.821%0.02%
12MORGAN STANLEY19.5M$350.0M-8.2%1.522%0.02%
13NORGES BANK13.6M$244.4M—1.063%0.02%
14MILLENNIUM MANAGEMENT LLC13.3M$238.7M+17.2%1.038%0.09%
15MARSHALL WACE, LLP11.7M$209.7M+79.4%0.912%0.17%
16BANK OF MONTREAL /CAN/10.5M$188.7M-19.3%0.820%0.06%
17DIMENSIONAL FUND ADVISORS LP10.0M$179.4M+9.8%0.780%0.03%
18BANK OF AMERICA CORP /DE/9.1M$163.8M-15.7%0.712%0.01%
19Walleye Trading LLC8.9M$159.7M+11.8%0.694%0.18%
20VANGUARD FIDUCIARY TRUST CO8.1M$146.0M+2.8%0.635%0.03%
21NORTHERN TRUST CORP7.6M$136.6M+3.7%0.594%0.02%
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC7.3M$130.5M+12.5%0.568%0.02%
23CITIGROUP INC6.9M$124.3M-21.9%0.540%0.04%
24Capula Management Ltd6.0M$107.6M—0.468%0.38%
25WELLS FARGO & COMPANY/MN5.9M$105.5M+33.0%0.459%0.02%

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 Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers112Added To634Trimmed155Exited118
  • Defiance ETFs, LLC$85.0M
  • RENAISSANCE TECHNOLOGIES LLC$36.8M
  • Jump Financial, LLC$20.6M
  • SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$12.7M
  • Aquatic Capital Management LLC$9.2M
  • Alyeska Investment Group, L.P.$9.1M
  • MIRAE ASSET SECURITIES (USA) INC.$8.0M
  • Sciencast Management LP$5.1M
  • FEDERATED HERMES, INC.$4.0M
  • Campbell & CO Investment Adviser LLC$3.9M
  • Mariner, LLC$3.6M
  • SPIREPOINT PRIVATE CLIENT, LLC$3.2M

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
Q2 2026943+0.5%71.55%7.76 pp$16.34B+3.1%
Q1 20269385.4%79.31%+1.78 pp$15.85B38%
Q4 2025992+9.5%77.53%+3.67 pp$25.49B+10%
Q3 2025906+26%73.86%+4.54 pp$23.16B+69%
Q2 2025718+5.1%69.32%+17.34 pp$13.70B+110%
Q1 2025683+1.8%51.98%4.82 pp$6.51B31%
Q4 2024671+12%56.80%+6.83 pp$9.41B+125%
Q3 2024597—49.97%—$4.18B—

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 a key fundamental indicator 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 Q2 2026 13F filings, institutional ownership of SoFi Technologies, Inc. stands at 71.5%, held across 943 reporting institutions.

Who is the largest institutional holder of SOFI?

SUSQUEHANNA INTERNATIONAL GROUP, LLP is the largest reported institutional holder of SOFI, with approximately 85,061,795 shares worth $1.53B as of Q2 2026.

Is SOFI a hedge fund favorite?

Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of SOFI, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.

What is SOFI's Smart Money Score?

Our composite Smart Money Score for SOFI is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought SOFI this quarter?

112 institutions opened new positions in SOFI during Q2 2026, while 118 fully exited. 634 added to existing positions and 155 trimmed.

How is institutional ownership of SOFI changing?

SOFI institutional ownership fell by 7.76 percentage points quarter-over-quarter, with a net change of +5 holders.

How concentrated is SOFI ownership among the top holders?

The top 10 institutions account for 57.2% of all reported 13F value in SOFI, and the top 25 account for 75.0%.

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.

SOFISoFi Technologies, Inc.
$16.21$20.8B
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