Security Snapshot

SoFi Technologies, Inc. - Common Stock (SOFI) Institutional Ownership

CUSIP: 83406F102

13F Institutional Holders and Ownership History from Q1 2019 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

906

Shares (Excl. Options)

703,992,988

Price

$15.88

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-5,767,490
Value change
-$420,505,347
Number of holders
906
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
1,277,298,933
SEC-reported price per share
$15.31
Insider filing price
$15.31
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • SOFI - SoFi Technologies, Inc. - Common Stock is tracked under CUSIP 83406F102.
  • 906 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 994 to 906 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $18,328,921,839 to $11,175,801,261.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 906 institutions filings for Q1 2026.

Open SEC evidence

Security key

83406F102

Latest holder period

Q1 2026

13F holders

906

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
SOFI
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD CAPITAL MANAGEMENT LLC 5.3% $1,083,139,276 68,207,763 Vanguard Capital Management 31 Mar 2026
BlackRock, Inc. 5.1% $1,028,991,367 64,797,945 BlackRock, Inc. 31 Mar 2026
JPMORGAN CHASE & CO 3.7% -28% $1,235,884,129 -$465,341,149 47,207,186 -27% JPMORGAN CHASE & CO. 30 Jan 2026
JANE STREET GROUP, LLC 2.6% -48% $810,536,459 -$915,399,341 30,678,897 -53% JANE STREET GROUP, LLC 30 Sep 2025

As of 31 Mar 2026, 906 institutional investors reported holding 703,992,988 shares of SoFi Technologies, Inc. - Common Stock (SOFI). This represents 55% of the company’s total 1,277,298,933 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
39%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 5.4% 69,557,164 +0.61% 0.02% $1,104,567,772
VANGUARD CAPITAL MANAGEMENT LLC 4.5% 57,108,581 0% 0.02% $906,884,266
VANGUARD PORTFOLIO MANAGEMENT LLC 4% 50,975,115 0% 0.04% $809,484,826
D. E. Shaw & Co., Inc. 3.3% 42,720,908 +10% 0.53% $678,408,019
UBS Group AG 2.9% 36,417,201 +137% 0.1% $578,305,152
STATE STREET CORP 2.1% 27,315,197 +5.3% 0.01% $433,765,328
GEODE CAPITAL MANAGEMENT, LLC 2% 25,982,836 +9.9% 0.03% $412,684,799
MORGAN STANLEY 1.7% 21,258,767 +60% 0.02% $337,589,248
JANE STREET GROUP, LLC 1.4% 18,018,178 +87% 0.31% $286,128,667
Qube Research & Technologies Ltd 1.3% 16,799,087 +391% 0.38% $266,769,502
VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.99% 12,654,530 +61% 0.81% $200,953,936
GOLDMAN SACHS GROUP INC 0.98% 12,532,569 +179% 0.03% $199,017,195
CITADEL ADVISORS LLC 0.86% 11,047,181 -4.2% 0.12% $175,429,235
BANK OF AMERICA CORP /DE/ 0.85% 10,842,348 -19% 0.01% $172,176,482
DIMENSIONAL FUND ADVISORS LP 0.71% 9,106,532 +4.1% 0.03% $144,538,918
HRT FINANCIAL LP 0.65% 8,335,574 +343% 0.33% $132,368,000
MILLENNIUM MANAGEMENT LLC 0.65% 8,258,468 +221% 0.1% $131,144,472
VANGUARD FIDUCIARY TRUST CO 0.62% 7,917,811 0% 0.03% $125,734,839
CITIGROUP INC 0.59% 7,496,283 +159% 0.08% $119,040,973
NORTHERN TRUST CORP 0.58% 7,346,665 +5.3% 0.02% $116,665,040
BANK OF MONTREAL /CAN/ 0.53% 6,766,698 +9.5% 0.05% $107,455,165
ROYAL BANK OF CANADA 0.53% 6,762,231 -30% 0.02% $107,385,000
MARSHALL WACE, LLP 0.51% 6,519,684 -2% 0.11% $103,532,583
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.51% 6,470,386 +7.2% 0.02% $102,749,730
Sumitomo Mitsui Trust Group, Inc. 0.45% 5,689,426 +2.8% 0.06% $90,348,085

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
29
Latest
Q1 2026
Rows shown
1-25 of 29
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 703,992,988 $11,175,801,261 -$420,505,347 $15.88 906
2025 Q4 699,958,335 $18,328,921,839 +$1,667,151,510 $26.18 994
2025 Q3 632,692,089 $16,726,162,367 +$1,686,879,883 $26.42 901
2025 Q2 574,840,075 $10,474,680,417 +$1,266,443,855 $18.21 734
2025 Q1 511,983,885 $5,956,068,676 -$141,865,903 $11.63 695
2024 Q4 523,225,990 $8,053,996,256 +$490,589,410 $15.40 690
2024 Q3 503,093,555 $3,955,162,302 +$430,013,033 $7.86 597
2024 Q2 450,285,720 $2,976,382,338 +$55,201,929 $6.61 580
2024 Q1 439,768,252 $3,209,781,752 +$408,747,994 $7.30 588
2023 Q4 375,293,797 $3,730,783,550 +$202,662,730 $9.95 552
2023 Q3 355,434,335 $2,840,009,273 -$36,636,021 $7.99 504
2023 Q2 357,327,623 $2,980,494,128 +$385,257,537 $8.34 507
2023 Q1 315,413,813 $1,914,218,171 -$51,262,675 $6.07 509
2022 Q4 329,418,716 $1,518,874,731 +$26,084,654 $4.61 491
2022 Q3 328,493,659 $1,603,217,389 -$405,021,954 $4.88 454
2022 Q2 403,075,994 $2,127,392,543 -$14,631,287 $5.27 429
2022 Q1 395,285,459 $3,734,395,604 -$385,240,334 $9.45 409
2021 Q4 424,228,118 $6,695,186,249 +$962,177,571 $15.81 420
2021 Q3 349,601,554 $5,553,036,635 +$325,286,735 $15.88 291
2021 Q2 316,341,320 $6,026,743,377 +$6,018,844,377 $19.17 223
2021 Q1 50 $1,000 $20.00 1
2020 Q4 45,098 $449,228 $14.98 2
2020 Q3 50 $1,000 $20.00 1
2020 Q2 50 $1,000 $20.00 1
2020 Q1 50 $1,000 $20.00 1
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