SoFi Technologies, Inc. (SOFI) — Institutional Holders, Q2 2026
936 institutional investment managers reported a SOFI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $11.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SOFI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- GOLDMAN SACHS GROUPAdded · +22,675,109 sh+$406.6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLPAdded · +5,466,002 sh+$98.0M
- MARSHALL WACE, LLPAdded · +5,177,721 sh+$92.8M
- Capula Management LtdNew · +3,000,000 sh+$53.8M
- BlackRockAdded · +2,887,044 sh+$51.8M
Biggest sellers
- D. E. ShawTrimmed · -28,029,122 sh-$502.6M
- Qube Research & Technologies LtdSold out · -16,799,087 sh-$301.2M
- JANE STREET GROUPTrimmed · -16,542,013 sh-$296.6M
- VOLORIDGE INVESTMENT MANAGEMENTTrimmed · -10,332,483 sh-$185.3M
- CITADEL ADVISORSTrimmed · -9,901,406 sh-$177.5M
SOFI 13F holders ranked 1–100 of 936
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 72,444,208 sh | 72,444,208 | $1.3B | 0.02% | +4.2% |
| 2 | VANGUARD CAPITAL MANAGEMENT#2 · 57,928,852 sh | 57,928,852 | $1.0B | 0.02% | +1.4% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT#3 · 50,740,132 sh | 50,740,132 | $909.8M | 0.04% | -0.5% |
| 4 | GOLDMAN SACHS GROUP#4 · 35,207,678 sh | 35,207,678 | $631.3M | 0.05% | +180.9% |
| 5 | UBS Group AG#5 · 35,168,018 sh | 35,168,018 | $630.6M | 0.08% | -3.4% |
| 6 | STATE STREET#6 · 28,763,660 sh | 28,763,660 | $515.7M | 0.02% | +5.3% |
| 7 | GEODE CAPITAL MANAGEMENT#7 · 23,356,377 sh | 23,356,377 | $417.6M | 0.02% | -10.1% |
| 8 | MORGAN STANLEY#8 · 19,521,442 sh | 19,521,442 | $350.0M | 0.02% | -8.2% |
| 9 | D. E. Shaw#9 · 14,691,786 sh | 14,691,786 | $263.4M | 0.13% | -65.6% |
| 10 | NORGES BANK#10 · 13,630,462 sh | 13,630,462 | $244.4M | 0.02% | — |
| 11 | MARSHALL WACE, LLP#11 · 11,697,405 sh | 11,697,405 | $209.7M | 0.17% | +79.4% |
| 12 | MILLENNIUM MANAGEMENT#12 · 10,493,471 sh | 10,493,471 | $188.1M | 0.07% | +27.1% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#13 · 10,236,195 sh | 10,236,195 | $183.5M | 0.01% | +114.6% |
| 14 | DIMENSIONAL FUND ADVISORS#14 · 10,003,025 sh | 10,003,025 | $179.4M | 0.03% | +9.8% |
| 15 | BANK OF AMERICA#15 · 9,135,967 sh | 9,135,967 | $163.8M | 0.01% | -15.7% |
| 16 | VANGUARD FIDUCIARY#16 · 8,140,281 sh | 8,140,281 | $146.0M | 0.03% | +2.8% |
| 17 | NORTHERN#17 · 7,620,475 sh | 7,620,475 | $136.6M | 0.02% | +3.7% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT#18 · 7,280,268 sh | 7,280,268 | $130.5M | 0.02% | +12.5% |
| 19 | CITIGROUP#19 · 6,283,079 sh | 6,283,079 | $112.7M | 0.04% | -16.2% |
| 20 | BANK OF MONTREAL#20 · 6,168,171 sh | 6,168,171 | $110.6M | 0.04% | -8.8% |
| 21 | WELLS FARGO & COMPANY#21 · 5,885,387 sh | 5,885,387 | $105.5M | 0.02% | +33.1% |
| 22 | Sumitomo Mitsui#22 · 5,684,422 sh | 5,684,422 | $101.9M | 0.06% | -0.1% |
| 23 | Mitsubishi UFJ Asset Management , Ltd.#23 · 5,239,086 sh | 5,239,086 | $93.9M | 0.05% | +12.7% |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#24 · 4,925,068 sh | 4,925,068 | $88.3M | 0.02% | +4.2% |
| 25 | Harvest Portfolios Group#25 · 4,806,357 sh | 4,806,357 | $86.2M | 1.22% | +88.9% |
| 26 | ROYAL BANK OF CANADA#26 · 4,754,654 sh | 4,754,654 | $85.3M | 0.01% | -29.7% |
| 27 | WORLDQUANT MILLENNIUM ADVISORS#27 · 4,252,871 sh | 4,252,871 | $76.3M | 0.26% | -21.5% |
| 28 | Accel Growth Fund V Associates L.L.C.#28 · 4,104,459 sh | 4,104,459 | $73.6M | 81.98% | 0.0% |
| 29 | Bank of New York Mellon#29 · 4,045,236 sh | 4,045,236 | $72.5M | 0.01% | +0.4% |
| 30 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#30 · 3,772,072 sh | 3,772,072 | $67.6M | 0.10% | +121.4% |
| 31 | ARK Investment Management#31 · 3,742,479 sh | 3,742,479 | $67.1M | 0.44% | -2.4% |
| 32 | JPMORGAN CHASE#32 · 3,652,807 sh | 3,652,807 | $66.4M | <0.01% | +104.7% |
| 33 | Legal & General Group Plc#33 · 3,608,784 sh | 3,608,784 | $64.7M | 0.01% | +4.6% |
| 34 | Swiss National Bank#34 · 3,596,700 sh | 3,596,700 | $64.5M | 0.03% | -3.0% |
| 35 | Coppell Advisory Solutions#35 · 620 sh | 620 | $59.7M | 4.82% | New |
| 36 | HRT FINANCIAL#36 · 6,009,301 sh | 6,009,301 | $57.6M | 0.14% | -39.8% |
| 37 | Nikko Asset Management Americas#37 · 3,132,998 sh | 3,132,998 | $56.1M | 0.72% | -0.1% |
| 38 | Capula Management Ltd#38 · 3,000,000 sh | 3,000,000 | $53.8M | 0.19% | New |
| 39 | LPL Financial#39 · 2,992,786 sh | 2,992,786 | $53.7M | 0.01% | +0.6% |
| 40 | Nuveen#40 · 2,939,704 sh | 2,939,704 | $52.7M | 0.01% | -14.4% |
| 41 | DAVENPORT#41 · 2,774,855 sh | 2,774,855 | $50.0M | — | +5492.5% |
| 42 | DEUTSCHE BANK AG\#42 · 2,489,675 sh | 2,489,675 | $44.6M | 0.01% | +53.1% |
| 43 | VANGUARD ASSET MANAGEMENT, Ltd#43 · 2,472,601 sh | 2,472,601 | $44.3M | 0.03% | +17.6% |
| 44 | VOLORIDGE INVESTMENT MANAGEMENT#44 · 2,322,047 sh | 2,322,047 | $41.6M | 0.18% | -81.7% |
| 45 | Walleye Trading#45 · 2,236,388 sh | 2,236,388 | $40.1M | 0.05% | +33.1% |
| 46 | TENOR CAPITAL MANAGEMENT , L.P.#46 · 16,960,000 sh | 16,960,000 | $34.3M | 0.48% | 0.0% |
| 47 | BARCLAYS PLC#47 · 1,872,921 sh | 1,872,921 | $33.6M | <0.01% | -32.9% |
| 48 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#48 · 1,863,200 sh | 1,863,200 | $33.4M | 0.02% | +5.9% |
| 49 | Amundi#49 · 1,836,761 sh | 1,836,761 | $32.9M | <0.01% | +7.2% |
| 50 | STATE TREASURER STATE OF MICHIGAN#50 · 1,648,658 sh | 1,648,658 | $29.6M | — | +64.9% |
| 51 | Ovata Capital Management Ltd#51 · 27,995,000 sh | 27,995,000 | $28.8M | 2.16% | New |
| 52 | Marex Group plc#52 · 1,580,559 sh | 1,580,559 | $28.3M | 0.12% | +64.9% |
| 53 | TREMBLANT CAPITAL GROUP#53 · 1,578,915 sh | 1,578,915 | $28.3M | 0.81% | -1.7% |
| 54 | BNP PARIBAS FINANCIAL MARKETS#54 · 1,563,533 sh | 1,563,533 | $28.0M | <0.01% | -67.5% |
| 55 | Invesco Ltd.#55 · 1,544,542 sh | 1,544,542 | $27.7M | <0.01% | -2.2% |
| 56 | NATIONAL BANK OF CANADA#56 · 1,543,861 sh | 1,543,861 | $27.7M | 0.02% | +154.5% |
| 57 | AMERIPRISE FINANCIAL#57 · 1,542,568 sh | 1,542,568 | $27.7M | <0.01% | +30.6% |
| 58 | Bienville Capital Management#58 · 1,527,406 sh | 1,527,406 | $27.4M | 3.65% | New |
| 59 | Patient Capital Management#59 · 1,505,629 sh | 1,505,629 | $27.0M | 0.89% | +13.5% |
| 60 | CANTOR FITZGERALD, L. P.#60 · 1,488,054 sh | 1,488,054 | $26.7M | 0.29% | New |
| 61 | JANE STREET GROUP#61 · 1,476,165 sh | 1,476,165 | $26.5M | <0.01% | -91.8% |
| 62 | Clear Street Group#62 · 1,448,780 sh | 1,448,780 | $26.0M | 0.07% | +30.4% |
| 63 | RHUMBLINE ADVISERS#63 · 1,333,823 sh | 1,333,823 | $23.9M | 0.02% | +4.0% |
| 64 | PRICE T ROWE ASSOCIATES#64 · 1,304,243 sh | 1,304,243 | $23.4M | <0.01% | +10.5% |
| 65 | MIZUHO MARKETS AMERICAS#65 · 1,251,169 sh | 1,251,169 | $22.4M | 0.34% | -16.5% |
| 66 | HSBC PLC#66 · 1,218,499 sh | 1,218,499 | $22.0M | <0.01% | +47.9% |
| 67 | SIMPLEX TRADING#67 · 1,181,860 sh | 1,181,860 | $21.2M | 0.01% | +22.0% |
| 68 | PFA Pension, Forsikringsaktieselskab#68 · 1,158,258 sh | 1,158,258 | $20.8M | 0.05% | -0.2% |
| 69 | CITADEL ADVISORS#69 · 1,145,775 sh | 1,145,775 | $20.5M | <0.01% | -89.6% |
| 70 | Diversify Advisory Services#70 · 1,148,202 sh | 1,148,202 | $19.4M | — | +27.8% |
| 71 | DIVERSIFY WEALTH MANAGEMENT#71 · 1,148,202 sh | 1,148,202 | $19.4M | — | +10.0% |
| 72 | IMC-Chicago#72 · 1,017,194 sh | 1,017,194 | $18.2M | <0.01% | -55.9% |
| 73 | Trexquant Investment#73 · 1,011,994 sh | 1,011,994 | $18.1M | 0.11% | -56.8% |
| 74 | JONES FINANCIAL COMPANIES LLLP#74 · 994,992 sh | 994,992 | $17.8M | <0.01% | +23.7% |
| 75 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#75 · 990,550 sh | 990,550 | $17.8M | 0.03% | -1.6% |
| 76 | LEUCADIA NATIONAL#76 · 964,203 sh | 964,203 | $17.3M | 0.11% | -15.0% |
| 77 | Russell Investments Group, Ltd.#77 · 961,350 sh | 961,350 | $17.3M | 0.02% | +76.6% |
| 78 | Cetera Investment Advisers#78 · 957,655 sh | 957,655 | $17.2M | 0.02% | +34.8% |
| 79 | OSAIC#79 · 931,407 sh | 931,407 | $16.7M | 0.02% | +34.9% |
| 80 | Rockefeller Capital Management L.P.#80 · 929,800 sh | 929,800 | $16.7M | 0.03% | -18.2% |
| 81 | SBI Securities , Ltd.#81 · 923,128 sh | 923,128 | $16.6M | — | -18.3% |
| 82 | Baltimore-Washington Financial Advisors#82 · 897,459 sh | 897,459 | $16.1M | 0.60% | +2.5% |
| 83 | SIERRA SUMMIT ADVISORS#83 · 895,254 sh | 895,254 | $16.1M | 1.79% | New |
| 84 | AVIVA PLC#84 · 883,880 sh | 883,880 | $15.8M | 0.02% | +2.3% |
| 85 | Zurcher Kantonalbank (Zurich Cantonalbank)#85 · 877,899 sh | 877,899 | $15.7M | 0.03% | -9.5% |
| 86 | RAYMOND JAMES FINANCIAL#86 · 876,593 sh | 876,593 | $15.7M | <0.01% | +14.6% |
| 87 | DnB Asset Management AS#87 · 868,028 sh | 868,028 | $15.6M | 0.04% | +180.2% |
| 88 | Korea Investment#88 · 823,937 sh | 823,937 | $14.8M | 0.03% | -2.6% |
| 89 | Tredje AP-fonden#89 · 822,202 sh | 822,202 | $14.7M | 0.07% | +84.8% |
| 90 | Longitude (Cayman) Ltd.#90 · 807,500 sh | 807,500 | $14.5M | 4.61% | +25.2% |
| 91 | Provident Living Financial Services#91 · 888,439 sh | 888,439 | $14.4M | 14.23% | +7.9% |
| 92 | AlphaStar Capital Management#92 · 796,761 sh | 796,761 | $14.3M | — | +186.0% |
| 93 | Reynders McVeigh Capital Management#93 · 699,538 sh | 699,538 | $12.5M | 0.56% | +2.6% |
| 94 | FMR#94 · 695,835 sh | 695,835 | $12.5M | <0.01% | -44.4% |
| 95 | SRS Capital Advisors#95 · 693,356 sh | 693,356 | $12.4M | 0.08% | +3290.5% |
| 96 | Moors & Cabot#96 · 676,553 sh | 676,553 | $12.1M | 0.47% | -1.2% |
| 97 | STATE OF WISCONSIN INVESTMENT BOARD#97 · 661,733 sh | 661,733 | $11.9M | 0.02% | -15.0% |
| 98 | Vanguard Investments Australia, Ltd.#98 · 633,346 sh | 633,346 | $11.4M | 0.03% | +1.6% |
| 99 | NEW YORK STATE COMMON RETIREMENT FUND#99 · 623,987 sh | 623,987 | $11.2M | 0.01% | +8.5% |
| 100 | BRIGHTON JONES#100 · 623,977 sh | 623,977 | $11.2M | 0.21% | -2.0% |
Funds that sold out of SOFI in Q2 2026 (118)
Held SOFI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Qube Research & Technologies Ltd16,799,087 sh | 16,799,087 | $266.8M |
| Defiance ETFs5,353,132 sh | 5,353,132 | $85.0M |
| RENAISSANCE TECHNOLOGIES2,317,400 sh | 2,317,400 | $36.8M |
| Jump Financial1,295,829 sh | 1,295,829 | $20.6M |
| Liontrust Investment Partners LLP428,320 sh | 428,320 | $11.2M |
| Aquatic Capital Management576,474 sh | 576,474 | $9.2M |
| Alyeska Investment Group, L.P.575,000 sh | 575,000 | $9.1M |
| Sciencast Management323,375 sh | 323,375 | $5.1M |
| FEDERATED HERMES253,024 sh | 253,024 | $4.0M |
| MIRAE ASSET SECURITIES (USA)250,932 sh | 250,932 | $4.0M |
| Campbell & Investment Adviser245,232 sh | 245,232 | $3.9M |
| Mariner227,251 sh | 227,251 | $3.6M |
| SPIREPOINT PRIVATE CLIENT201,551 sh | 201,551 | $3.2M |
| Caption Management165,900 sh | 165,900 | $2.6M |
| Havemeyer Place150,149 sh | 150,149 | $2.4M |
| Schonfeld Strategic Advisors111,653 sh | 111,653 | $1.8M |
| Virtu Financial99,685 sh | 99,685 | $1.6M |
| AIGEN INVESTMENT MANAGEMENT95,967 sh | 95,967 | $1.5M |
| Verition Fund Management90,136 sh | 90,136 | $1.4M |
| DRW Securities81,825 sh | 81,825 | $1.3M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.81,443 sh | 81,443 | $1.3M |
| PINKERTON WEALTH45,900 sh | 45,900 | $1.2M |
| Polianta Ltd71,800 sh | 71,800 | $1.1M |
| Oasis Advisors66,534 sh | 66,534 | $1.1M |
| Alta Wealth Advisors66,148 sh | 66,148 | $1.1M |
| AG2R LA MONDIALE GESTION D'ACTIFS65,370 sh | 65,370 | $1.0M |
| FirstWave Capital Management55,835 sh | 55,835 | $886.7K |
| ASR Vermogensbeheer N.V.54,223 sh | 54,223 | $861.1K |
| Bayesian Capital Management52,860 sh | 52,860 | $839.4K |
| Sun Financial43,320 sh | 43,320 | $694.0K |
| Weiss Asset Management43,027 sh | 43,027 | $683.3K |
| PDT Partners42,296 sh | 42,296 | $671.7K |
| Engineers Gate Manager41,100 sh | 41,100 | $652.7K |
| Blueshift Asset Management39,952 sh | 39,952 | $634.4K |
| Portman Square Capital LLP37,753 sh | 37,753 | $599.5K |
| Edgestream Partners, L.P.36,655 sh | 36,655 | $582.1K |
| Clare Market Investments35,905 sh | 35,905 | $570.2K |
| Capital Advantage35,506 sh | 35,506 | $563.8K |
| Maridea Wealth Management34,716 sh | 34,716 | $551.3K |
| Baer Investment Advisory34,673 sh | 34,673 | $550.6K |
| OXFORD ASSET MANAGEMENT LLP31,994 sh | 31,994 | $508.1K |
| Foundations Investment Advisors24,052 sh | 24,052 | $381.9K |
| R Squared Ltd23,274 sh | 23,274 | $369.6K |
| Dynamic Advisor Solutions21,491 sh | 21,491 | $341.3K |
| Calamos Advisors21,339 sh | 21,339 | $338.9K |
| SLT21,137 sh | 21,137 | $335.7K |
| GTS SECURITIES20,880 sh | 20,880 | $331.6K |
| GAM Holding AG19,535 sh | 19,535 | $310.2K |
| Modus Advisors19,471 sh | 19,471 | $309.2K |
| TEACHER RETIREMENT SYSTEM OF TEXAS18,841 sh | 18,841 | $299.2K |
| Numerai GP18,608 sh | 18,608 | $295.5K |
| GWN SECURITIES18,006 sh | 18,006 | $285.9K |
| SeaCrest Wealth Management17,154 sh | 17,154 | $272.4K |
| IHT Wealth Management16,725 sh | 16,725 | $265.6K |
| VARCOV16,498 sh | 16,498 | $262.0K |
| Ranch Capital Advisors16,484 sh | 16,484 | $261.8K |
| CAXTON ASSOCIATES LLP15,900 sh | 15,900 | $252.5K |
| WESTCO ADVISORY SERVICES15,019 sh | 15,019 | $238.5K |
| AlphaGrep UK Ltd14,179 sh | 14,179 | $225.2K |
| Focus Partners Advisor Solutions13,532 sh | 13,532 | $214.9K |
| CHOREO13,032 sh | 13,032 | $206.9K |
| PINEBRIDGE INVESTMENTS12,553 sh | 12,553 | $199.3K |
| Prostatis Group12,386 sh | 12,386 | $196.7K |
| Metis Global Partners12,264 sh | 12,264 | $194.8K |
| nVerses Capital11,931 sh | 11,931 | $189.5K |
| QUADRANT CAPITAL GROUP17,532 sh | 17,532 | $188.2K |
| EVERGREEN CAPITAL MANAGEMENT11,281 sh | 11,281 | $179.1K |
| Focus Financial Network10,635 sh | 10,635 | $168.9K |
| Zullo Investment Group10,324 sh | 10,324 | $163.9K |
| Keystone Financial Services10,176 sh | 10,176 | $161.6K |
| VestGen Advisors10,151 sh | 10,151 | $161.4K |
| COMPASS CAPITAL /MA10,000 sh | 10,000 | $161.3K |
| Traynor Capital Management10,636 sh | 10,636 | $161.1K |
| Ares Systematic Credit Ltd10,156 sh | 10,156 | $153.9K |
| Red Door Wealth Management8,550 sh | 8,550 | $135.8K |
| Kemnay Advisory Services7,301 sh | 7,301 | $115.9K |
| Western Wealth Management6,947 sh | 6,947 | $110.3K |
| Tortoise Investment Management5,527 sh | 5,527 | $87.8K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT4,976 sh | 4,976 | $79.0K |
| Arkos Global Advisors4,800 sh | 4,800 | $76.0K |
| EVOLUTION WEALTH MANAGEMENT4,240 sh | 4,240 | $67.3K |
| Innovative Asset Advisors Group3,650 sh | 3,650 | $58.0K |
| Basecamp Wealth Advisors3,348 sh | 3,348 | $53.2K |
| Legacy Wealth Managment3,002 sh | 3,002 | $47.7K |
| Golden State Equity Partners2,523 sh | 2,523 | $40.1K |
| Aster Capital Management (DIFC) Ltd2,068 sh | 2,068 | $24.1K |
| Opal Wealth Advisors1,500 sh | 1,500 | $23.8K |
| Signature Resources Capital Management1,341 sh | 1,341 | $21.3K |
| TOBAM1,237 sh | 1,237 | $20.0K |
| Strategic Investment Solutions1,242 sh | 1,242 | $19.7K |
| WELLINGTON-ALTUS USA800 sh | 800 | $14.3K |
| Scarborough Advisors829 sh | 829 | $13.2K |
| SWISS RE LTD800 sh | 800 | $12.7K |
| Aviso Financial800 sh | 800 | $12.7K |
| DAGCO681 sh | 681 | $10.8K |
| Hanson & Doremus Investment Management600 sh | 600 | $10.0K |
| Benson Wealth Management523 sh | 523 | $8.3K |
| Sound Income Strategies400 sh | 400 | $6.3K |
| GoalVest Advisory340 sh | 340 | $5.4K |
| HighMark Wealth Management320 sh | 320 | $5.1K |
And 18 smaller positions.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.