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SOFI · AXP 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.

SOFIAXP
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
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterSOFIAXP
Q3 2020none listed holders, n.a.24 holders, $25.7bn
Q4 2020none listed holders, n.a.21 holders, $30.8bn
Q1 2021none listed holders, n.a.24 holders, $36.9bn
Q2 202110 holders, $1.6bn21 holders, $42.9bn
Q3 20216 holders, $650m26 holders, $42.0bn
Q4 20214 holders, $753m27 holders, $39.7bn
Q1 20221 holders, $277m20 holders, $45.0bn
Q2 20222 holders, $80m36 holders, $33.2bn
Q3 20223 holders, $57m35 holders, $32.3bn
Q4 20223 holders, $68m35 holders, $34.4bn
Q1 20233 holders, $59m32 holders, $38.7bn
Q2 20238 holders, $361m30 holders, $40.1bn
Q3 20233 holders, $241m34 holders, $34.1bn
Q4 20236 holders, $295m28 holders, $42.5bn
Q1 20246 holders, $197m33 holders, $52.6bn
Q2 20245 holders, $146m31 holders, $52.6bn
Q3 20246 holders, $288m30 holders, $60.7bn
Q4 202413 holders, $1.5bn26 holders, $65.8bn
Q1 202514 holders, $1.0bn33 holders, $59.9bn
Q2 202517 holders, $2.1bn29 holders, $69.4bn
Q3 202519 holders, $2.9bn30 holders, $70.8bn
Q4 202517 holders, $3.0bn31 holders, $77.2bn
Q1 202612 holders, $1.6bn33 holders, $61.2bn
Q2 20268 holders, $781m30 holders, $65.4bn
SOFI

Sofi Technologies Inc

Holders
17
Reported value
$3.0bn
Buyers
17
Sellers
19

Breadth -2 among 92 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
31
Reported value
$77.2bn
Buyers
17
Sellers
22

Breadth -5 among 92 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 2025

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SOFI (11)

ARK Investment Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Jane Street Group LLC, Marshall Wace LLP, Polen Capital Management LLC, Quantbot Technologies LP, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only AXP (25)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP

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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