| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 5.1% | $1,701,225,278 | 64,981,867 | JPMORGAN CHASE & CO. | 31 Dec 2025 | |||
| 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 30 Sep 2025, 895 institutional investors reported holding 633,300,200 shares of SoFi Technologies, Inc. - Common stock, $0.0001 par value per share (SOFI). This represents 50% of the company’s total 1,274,154,255 outstanding shares.
The largest institutional shareholders of SoFi Technologies, Inc. - Common stock, $0.0001 par value per share (SOFI) together control 36% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.4% | 107,102,212 | +6.8% | 0.04% | $2,829,640,441 |
| BlackRock, Inc. | 4.9% | 62,379,878 | +28% | 0.03% | $1,648,076,375 |
| JPMORGAN CHASE & CO | 3.7% | 46,790,176 | +881% | 0.08% | $1,236,202,719 |
| D. E. Shaw & Co., Inc. | 2.7% | 35,034,441 | +20% | 0.75% | $925,609,932 |
| STATE STREET CORP | 1.9% | 24,300,498 | +31% | 0.02% | $642,019,157 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7% | 21,691,688 | +14% | 0.04% | $575,437,135 |
| JANE STREET GROUP, LLC | 1.4% | 18,277,497 | +61% | 0.56% | $482,891,472 |
| UBS Group AG | 1.2% | 15,485,524 | -24% | 0.08% | $409,127,544 |
| BANK OF AMERICA CORP /DE/ | 1% | 12,832,802 | -33% | 0.03% | $339,042,629 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.84% | 10,743,114 | +279% | 0.42% | $283,833,072 |
| ROYAL BANK OF CANADA | 0.8% | 10,159,605 | +101% | 0.05% | $268,417,000 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.79% | 10,003,394 | -39% | 0.89% | $264,289,669 |
| MORGAN STANLEY | 0.78% | 9,973,108 | -27% | 0.02% | $263,489,563 |
| DIMENSIONAL FUND ADVISORS LP | 0.77% | 9,792,807 | +0.69% | 0.06% | $258,820,597 |
| TWO SIGMA INVESTMENTS, LP | 0.69% | 8,799,706 | -38% | 0.36% | $232,488,233 |
| TWO SIGMA ADVISERS, LP | 0.66% | 8,394,200 | -2.6% | 0.44% | $221,774,764 |
| NORTHERN TRUST CORP | 0.52% | 6,632,432 | +10% | 0.02% | $175,228,855 |
| Sumitomo Mitsui Trust Group, Inc. | 0.5% | 6,361,809 | +87% | 0.1% | $168,078,994 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.43% | 5,518,137 | -17% | 0.02% | $145,789,180 |
| WELLS FARGO & COMPANY/MN | 0.41% | 5,182,049 | -18% | 0.03% | $136,909,730 |
| ARK Investment Management LLC | 0.39% | 4,945,247 | +12% | 0.78% | $130,653,416 |
| FMR LLC | 0.36% | 4,603,108 | +755% | 0.01% | $121,614,111 |
| BANK OF MONTREAL /CAN/ | 0.35% | 4,434,272 | +12% | 0.05% | $117,153,466 |
| Amova Asset Management Americas, Inc. | 0.33% | 4,196,899 | +23% | 1.1% | $110,840,103 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.33% | 4,153,605 | -15% | 0.08% | $109,738,244 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 6,243,458 | $163,832,428 | +$27,475,120 | $26.18 | 142 |
| 2025 Q3 | 633,300,200 | $16,737,475,219 | +$1,697,428,414 | $26.42 | 895 |
| 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 | |
| 2019 Q4 | 50 | $1,000 | $20.00 | 1 | |
| 2019 Q3 | 50 | $1,000 | $20.00 | 1 | |
| 2019 Q2 | 50 | $1,000 | $20.00 | 1 | |
| 2019 Q1 | 50 | $1,000 | $20.00 | 1 |