Who owns SOFI
895 institutions reported holding SOFI for 2026Q1, together 51% of the company, fewer than the 988 a quarter earlier.
895
Institutions reporting a position · as of 2026Q1 · down from 988 the quarter before
- Shares held by institutions
- 703.9M
Shares held by institutions · 51% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $11.2B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 21%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 20
- New positions
- 105
- Positions exited
- 203
- Added to
- 367
- Reduced
- 268
- Top 10 holdersof the company
- 28%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 895 | 703.9M | $11.2B |
| 2025Q4 | 988 | 700.2M | $18.3B |
| 2025Q3 | 897 | 632.6M | $16.7B |
| 2025Q2 | 731 | 575.3M | $10.5B |
| 2025Q1 | 702 | 520.7M | $6.06B |
| 2024Q4 | 692 | 523.4M | $8.05B |
| 2024Q3 | 610 | 503.8M | $4.04B |
| 2024Q2 | 582 | 450.1M | $3.02B |
| 2024Q1 | 593 | 440.9M | $3.22B |
| 2023Q4 | 565 | 376.0M | $3.74B |
| 2023Q3 | 506 | 355.7M | $2.84B |
| 2023Q2 | 511 | 358.8M | $3.10B |
| 2023Q1 | 519 | 318.0M | $1.93B |
| 2022Q4 | 505 | 329.8M | $1.52B |
| 2022Q3 | 485 | 331.1M | $1.65B |
| 2022Q2 | 462 | 404.8M | $2.16B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| VANGUARD GROUP INC | 119.5M | 8.7% | $1.90B |
| BlackRock Inc. | 69.6M | 5.0% | $1.10B |
| D. E. Shaw & Co., INC. | 42.7M | 3.1% | $678M |
| UBS Group AG | 36.4M | 2.6% | $578M |
| STATE STREET CORP | 27.3M | 2.0% | $434M |
| GEODE CAPITAL MANAGEMENT LLC | 26.0M | 1.9% | $413M |
| MORGAN STANLEY | 21.3M | 1.5% | $338M |
| JANE STREET GROUP, LLC | 18.0M | 1.3% | $286M |
| Qube Research & Technologies Ltd | 16.8M | 1.2% | $267M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 12.7M | 0.92% | $201M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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