SOFI TECHNOLOGIES INC (SOFI)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
887
Reporting holders
$17.2B
Reported value
50.6%
Of shares outstanding
32.3%
Held as options
-2
Holder change
Institutions report 653,414,261 shares against 1,291,570,324 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5B | 10,236,195 | 0.12% | 21q | +114.6%+$814.4M |
| BlackRock, Inc. | $1.3B | 72,444,208 | 0.02% | 8q | +4.2%+$51.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 57,928,852 | 0.02% | 2q | +1.4%+$14.7M |
| JANE STREET GROUP, LLC | $1.0B | 1,476,165 | 0.08% | 21q | -91.8%-$11.4B |
| UBS Group AG | $999.0M | 35,168,018 | 0.13% | 21q | -3.4%-$35.5M |
| GOLDMAN SACHS GROUP INC | $939.0M | 35,207,678 | 0.08% | 21q | +180.9%+$604.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $909.8M | 50,740,132 | 0.04% | 2q | HELD |
| CITADEL ADVISORS LLC | $657.4M | 1,145,775 | 0.08% | 21q | -89.6%-$5.7B |
| STATE STREET CORP | $515.7M | 28,763,660 | 0.02% | 20q | +5.3%+$26.0M |
| D. E. Shaw & Co., Inc. | $449.0M | 14,691,786 | 0.21% | 18q | -65.6%-$856.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $417.6M | 23,356,377 | 0.02% | 21q | -10.1%-$47.0M |
| MORGAN STANLEY | $350.0M | 19,521,442 | 0.02% | 21q | -8.2%-$31.2M |
| IMC-Chicago, LLC | $317.6M | 1,017,194 | 0.08% | 17q | -55.9%-$402.9M |
| NORGES BANK | $244.4M | 13,630,462 | 0.02% | 15q | +11.0%+$24.2M |
| MILLENNIUM MANAGEMENT LLC | $238.7M | 10,493,471 | 0.09% | 21q | +27.1%+$50.8M |
| Optiver Holding B.V. | $223.1M | 333,146 | 0.06% | 2q | -85.7%-$1.3B |
| MARSHALL WACE, LLP | $209.7M | 11,697,405 | 0.17% | 13q | +79.4%+$92.8M |
| BANK OF MONTREAL /CAN/ | $188.7M | 6,168,171 | 0.06% | 20q | -8.8%-$18.3M |
| DIMENSIONAL FUND ADVISORS LP | $179.4M | 10,003,025 | 0.03% | 11q | +9.8%+$16.1M |
| SIMPLEX TRADING, LLC | $172.0M | 1,181,860 | 0.10% | 21q | +22.0%+$31.1M |
| BANK OF AMERICA CORP /DE/ | $163.8M | 9,135,967 | 0.01% | 21q | -15.7%-$30.6M |
| Walleye Trading LLC | $159.7M | 2,236,388 | 0.18% | 21q | +33.1%+$39.7M |
| VANGUARD FIDUCIARY TRUST CO | $146.0M | 8,140,281 | 0.03% | 2q | +2.8%+$4.0M |
| NORTHERN TRUST CORP | $136.6M | 7,620,475 | 0.02% | 20q | +3.7%+$4.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $130.5M | 7,280,268 | 0.02% | 20q | +12.5%+$14.5M |
| Sixth Street Partners Management Company, L.P. | $130.5M | 7,280,268 | 0.02% | new | NEW |
| CITIGROUP INC | $124.3M | 6,283,079 | 0.04% | 21q | -16.2%-$24.0M |
| Capula Management Ltd | $107.6M | 3,000,000 | 0.38% | new | NEW |
| WELLS FARGO & COMPANY/MN | $105.5M | 5,885,387 | 0.02% | 21q | -33.5%-$53.1M |
| Sumitomo Mitsui Trust Group, Inc. | $101.9M | 5,684,422 | 0.06% | 13q | HELD |
| JPMORGAN CHASE & CO | $99.8M | 3,652,807 | 0.01% | 21q | +104.7%+$51.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $93.9M | 5,239,086 | 0.05% | 19q | +12.7%+$10.6M |
| GROUP ONE TRADING LLC | $93.2M | 260,866 | 0.13% | 21q | -79.3%-$356.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $88.3M | 4,925,068 | 0.02% | 19q | +4.2%+$3.6M |
| Harvest Portfolios Group Inc. | $86.2M | 4,806,357 | 1.22% | 4q | +88.9%+$40.6M |
| CANTOR FITZGERALD, L. P. | $85.6M | 2,976,108 | 0.46% | 6q | HELD |
| ROYAL BANK OF CANADA | $85.3M | 4,754,654 | 0.01% | 21q | -29.7%-$36.0M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $76.3M | 4,252,871 | 0.26% | 5q | -21.5%-$20.9M |
| Accel Growth Fund V Associates L.L.C. | $73.6M | 4,104,459 | 81.98% | 21q | HELD |
| Bank of New York Mellon Corp | $72.5M | 4,045,236 | 0.01% | 21q | HELD |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $67.6M | 3,772,072 | 0.10% | 2q | +121.4%+$37.1M |
| ARK Investment Management LLC | $67.1M | 3,742,479 | 0.44% | 13q | -2.4%-$1.7M |
| Legal & General Group Plc | $64.7M | 3,608,784 | 0.01% | 19q | +4.6%+$2.8M |
| Swiss National Bank | $64.5M | 3,596,700 | 0.03% | 17q | -3.0%-$2.0M |
| BARCLAYS PLC | $62.3M | 1,872,921 | 0.01% | 18q | -32.9%-$30.5M |
| Coppell Advisory Solutions LLC | $59.7M | 620 | 4.93% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $56.8M | 1,563,533 | 0.02% | 7q | -67.5%-$117.9M |
| Amova Asset Management Americas, Inc. | $56.1M | 3,132,998 | 0.72% | 13q | HELD |
| LPL Financial LLC | $53.9M | 2,992,786 | 0.01% | 17q | +0.6%+$319.8K |
| Nuveen, LLC | $52.7M | 2,939,704 | 0.01% | 6q | -14.4%-$8.9M |
| CAPITAL FUND MANAGEMENT S.A. | $51.8M | 403,388 | 0.23% | 14q | +12.7%+$5.8M |
| DAVENPORT & Co LLC | $50.0M | 2,774,855 | 0.25% | 13q | +5492.5%+$49.1M |
| Longitude (Cayman) Ltd. | $49.4M | 807,500 | 15.73% | 18q | +25.2%+$9.9M |
| Parallax Volatility Advisers, L.P. | $46.0M | options only | 0.08% | 20q | OPTIONS |
| DEUTSCHE BANK AG\ | $44.6M | 2,489,675 | 0.01% | 20q | +53.1%+$15.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $44.3M | 2,472,601 | 0.03% | 2q | +17.6%+$6.6M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $41.6M | 2,322,047 | 0.18% | 7q | -81.7%-$185.3M |
| NATIONAL BANK OF CANADA /FI/ | $35.0M | 1,543,861 | 0.03% | 19q | +154.5%+$21.3M |
| Point72 Asset Management, L.P. | $33.9M | options only | 0.04% | 17q | OPTIONS |
| Walleye Capital LLC | $33.6M | 411,566 | 0.12% | 14q | +59.7%+$12.6M |
| California Public Employees Retirement System | $33.4M | 1,863,200 | 0.02% | 16q | +5.9%+$1.9M |
| Amundi | $32.9M | 1,836,761 | 0.01% | 4q | +7.2%+$2.2M |
| Hudson Bay Capital Management LP | $32.4M | 304,271 | 0.09% | 4q | -75.1%-$97.8M |
| Qube Research & Technologies Ltd | $31.7M | options only | 0.03% | 7q | OPTIONS |
| MIZUHO MARKETS AMERICAS LLC | $31.5M | 1,251,169 | 0.49% | 20q | -16.5%-$6.2M |
| Caption Management, LLC | $30.8M | options only | 0.14% | 20q | OPTIONS |
| Jefferies Financial Group Inc. | $30.4M | 964,203 | 0.20% | 7q | -15.0%-$5.4M |
| Squarepoint Ops LLC | $30.1M | 548,645 | 0.03% | 18q | -88.4%-$229.3M |
| Clear Street Group Inc. | $30.0M | 1,448,780 | 0.08% | 4q | +30.4%+$7.0M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $29.6M | 1,648,658 | 0.13% | 10q | +64.9%+$11.6M |
| Marex Group Ltd | $28.3M | 1,580,559 | 0.12% | 6q | +64.9%+$11.1M |
| TREMBLANT CAPITAL GROUP | $28.3M | 1,578,915 | 0.81% | 3q | -1.7%-$492.0K |
| Invesco Ltd. | $27.7M | 1,544,542 | 0.00% | 19q | -2.2%-$628.4K |
| AMERIPRISE FINANCIAL INC | $27.7M | 1,542,568 | 0.01% | 20q | -34.7%-$14.7M |
| Bienville Capital Management, LLC | $27.4M | 1,527,406 | 3.65% | new | NEW |
| Patient Capital Management, LLC | $27.0M | 1,505,629 | 0.88% | 19q | +13.5%+$3.2M |
| NATIXIS | $26.9M | options only | 0.11% | 2q | OPTIONS |
| TUDOR INVESTMENT CORP ET AL | $26.6M | 145,484 | 0.04% | 8q | HELD |
| RHUMBLINE ADVISERS | $23.9M | 1,333,823 | 0.02% | 17q | +4.0%+$921.7K |
| Man Group plc | $23.3M | 148,143 | 0.04% | 7q | -86.3%-$147.5M |
| HSBC HOLDINGS PLC | $22.9M | 1,218,499 | 0.01% | 7q | +47.9%+$7.4M |
| LMR Partners LLP | $21.5M | options only | 0.08% | 11q | OPTIONS |
| Alphadyne Asset Management LP | $21.5M | options only | 0.21% | 4q | OPTIONS |
| TWO SIGMA INVESTMENTS, LP | $21.3M | 443,247 | 0.02% | 14q | -70.2%-$50.2M |
| PFA Pension, Forsikringsaktieselskab | $20.8M | 1,158,258 | 0.05% | 3q | HELD |
| Sculptor Capital LP | $20.7M | options only | 0.17% | 9q | OPTIONS |
| Diversify Advisory Services, LLC | $19.4M | 1,148,202 | 0.32% | 10q | +27.8%+$4.2M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $19.4M | 1,148,202 | 0.32% | 9q | +10.0%+$1.8M |
| NOMURA HOLDINGS INC | $18.6M | 560,492 | 0.02% | 14q | +61.0%+$7.0M |
| Trexquant Investment LP | $18.1M | 1,011,994 | 0.11% | 9q | -56.8%-$23.9M |
| JONES FINANCIAL COMPANIES LLLP | $17.8M | 994,992 | 0.01% | 11q | +23.7%+$3.4M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $17.8M | 990,550 | 0.03% | 19q | -1.6%-$294.8K |
| Russell Investments Group, Ltd. | $17.3M | 961,350 | 0.02% | 17q | +76.6%+$7.5M |
| Cetera Investment Advisers | $17.2M | 957,655 | 0.02% | 20q | +34.8%+$4.4M |
| OSAIC HOLDINGS, INC. | $16.9M | 931,407 | 0.02% | 21q | +34.9%+$4.4M |
| Rockefeller Capital Management L.P. | $16.7M | 929,800 | 0.03% | 21q | -18.2%-$3.7M |
| SBI Securities Co., Ltd. | $16.6M | 923,128 | 0.38% | 7q | -18.3%-$3.7M |
| Baltimore-Washington Financial Advisors, Inc. | $16.1M | 897,459 | 0.60% | 17q | +2.5%+$384.9K |
| PEAK6 LLC | $16.1M | 111,893 | 0.03% | 7q | -81.9%-$72.5M |
| SIERRA SUMMIT ADVISORS LLC | $16.1M | 895,254 | 1.79% | new | NEW |
Showing the largest 100 of 938 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 887 | $17.2B | 653,414,261 | 118 | 359 | 231 | 32.3% |
| Q1 2026 | 889 | $16.6B | 697,198,951 | 99 | 360 | 275 | 33.6% |
| Q4 2025 | 966 | $26.6B | 694,562,352 | 138 | 380 | 217 | 31.7% |
| Q3 2025 | 876 | $25.2B | 670,941,487 | 235 | 264 | 219 | 29.5% |
| Q2 2025 | 708 | $15.3B | 573,249,753 | 106 | 276 | 189 | 31.7% |
| Q1 2025 | 676 | $8.1B | 513,060,839 | 115 | 256 | 175 | 26.4% |
| Q4 2024 | 668 | $11.1B | 516,837,686 | 109 | 190 | 201 | 28.6% |
| Q3 2024 | 590 | $5.1B | 502,309,322 | 96 | 190 | 149 | 23.0% |
| Q2 2024 | 554 | $4.0B | 446,231,934 | 68 | 214 | 142 | 26.3% |
| Q1 2024 | 553 | $4.5B | 465,344,658 | 100 | 229 | 109 | 24.8% |
| Q4 2023 | 535 | $5.3B | 386,160,258 | 74 | 179 | 132 | 28.0% |
| Q3 2023 | 475 | $3.8B | 350,965,254 | 55 | 156 | 131 | 25.8% |
| Q2 2023 | 490 | $3.9B | 354,061,239 | 79 | 154 | 134 | 25.0% |
| Q1 2023 | 473 | $2.3B | 306,749,358 | 82 | 141 | 125 | 19.3% |
| Q4 2022 | 430 | $1.7B | 301,595,005 | 70 | 129 | 120 | 17.4% |
| Q3 2022 | 474 | $2.1B | 332,817,331 | 74 | 167 | 117 | 21.3% |
| Q2 2022 | 454 | $2.8B | 406,176,267 | 124 | 154 | 109 | 22.7% |
| Q1 2022 | 433 | $4.7B | 396,961,419 | 105 | 181 | 90 | 20.0% |
| Q4 2021 | 441 | $8.8B | 464,181,471 | 167 | 161 | 54 | 16.7% |
| Q3 2021 | 308 | $6.3B | 349,893,899 | 144 | 106 | 25 | 12.2% |
| Q2 2021 | 236 | $6.9B | 316,363,799 | 244 | 0 | 0 | 12.1% |
| Q1 2021 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $449.2K | 45,098 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $1.0K | 50 | 1 | 0 | 0 | 0.0% |