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SOFI · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SOFIV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SOFI
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterSOFIV
Q3 2020none listed holders, n.a.55 holders, $62.2bn
Q4 2020none listed holders, n.a.52 holders, $67.1bn
Q1 2021none listed holders, n.a.58 holders, $64.5bn
Q2 202110 holders, $1.6bn52 holders, $69.3bn
Q3 20216 holders, $650m56 holders, $63.6bn
Q4 20214 holders, $753m47 holders, $58.0bn
Q1 20221 holders, $277m59 holders, $61.8bn
Q2 20222 holders, $80m57 holders, $55.2bn
Q3 20223 holders, $57m57 holders, $50.7bn
Q4 20223 holders, $68m54 holders, $59.4bn
Q1 20233 holders, $59m55 holders, $64.0bn
Q2 20238 holders, $361m54 holders, $65.2bn
Q3 20233 holders, $241m55 holders, $61.5bn
Q4 20236 holders, $295m48 holders, $68.6bn
Q1 20246 holders, $197m50 holders, $73.1bn
Q2 20245 holders, $146m45 holders, $69.5bn
Q3 20246 holders, $288m47 holders, $70.5bn
Q4 202413 holders, $1.5bn48 holders, $77.6bn
Q1 202514 holders, $1.0bn43 holders, $83.5bn
Q2 202517 holders, $2.1bn45 holders, $83.4bn
Q3 202519 holders, $2.9bn48 holders, $82.8bn
Q4 202517 holders, $3.0bn49 holders, $86.0bn
Q1 202612 holders, $1.6bn49 holders, $73.3bn
Q2 20268 holders, $781m52 holders, $81.9bn
SOFI

Sofi Technologies Inc

Holders
6
Reported value
$197m
Buyers
4
Sellers
3

Breadth +1 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
50
Reported value
$73.1bn
Buyers
17
Sellers
31

Breadth -14 among 93 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2024

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SOFI (1)

ARK Investment Management LLC

Only V (45)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, and 20 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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